Introducing Clarify Deal Intelligence

Anyone who’s worked in sales knows that one of the more frustrating aspects of the job is sales process. And in particular, managing data entry.

There is no better example of the rigamarole that sellers go through than opportunity and deal creation. In a traditional CRM, the first timeyou interact with a customer, follow up from a call, or take a next step from a contact or lead, you create what’s called a Deal (or Opportunity)

This is a data object that represents that sales motion. It captures the company, the person, important details about how the sale is progressing, its value and more. Folks have been using this object for over twenty years to capture and project revenue pipeline.

In that time, huge hurdles have been made in making deal creation easy, simple and effective. But an elusive challenge remains: sellers are still required to take time every week to update deals. The legacy CRMs of today - and even many modern CRMs - assume that their users will update them. These are called manual systems. They need humans to tirelessly update every field.

But this means that sellers are still spending valuable time sending data into the CRM, and not selling. Likewise, despite great advances in automation and native tools in the likes of Hubspot and others, rules take just as much time to setup. You can automate deal creation with a complex web of if-then logic, assuming you have the skills, time and money to hire a rev ops expert. Even then, it's hard because all the context is deep inside the language of emails and meetings.

That’s why today we are very excited to share one of our first among many AI driven CRM advancements: Clarify Deal Intelligence.

At Clarify, our mission is to save customer time and build better relationships by building an AI-driven CRM. Core to this promise is automating away manual data entry. With Clarify Deal Intelligence, your CRM is always up to date. We scan your emails, calendar, transcripts, comments, and notes to create deals for you and keep them up to date. Three core features make up Clarify Deal Intelligence:

1) Automatic Deal Creation

2) Deal Summarization

3) Automatic Field Updates

With Clarify Deal Intelligence, your CRM is always up to date. We scan your inbox, emails, call recordings, calendar, comments and notes and create deals for you when it’s clear that you’re progressing forward in a sales deal. Similarly, we let you provide custom instructions, specific to your workflow, to adjust when deals are made for you.

For example, you’re a small startup who talks to customer, and investors, and partners. How does your CRM know what’s a sales opportunity vs general conversations that you want to track? With Clarify, you can tell your CRM specifically what is a deal vs what isn’t. Or if you’re in a specific industry, you can clarify what types of emails, conversations and vendors should create deals versus those that shouldn’t.

In addition to building your pipeline for you in a zero touch way, we help you keep on top of it with AI driven Deal Summarization. Every time you interact with a customer or prospect, send an email, or take a call, we listen to the context of the deal and update with important information, like next steps and roadblocks.And unlike other CRMs, you don't have to create and manage tasks - we do that for you, helping you save time and gain visibility into how an opportunity is progressing.

The best part? All of this requires no code setup, workflows, or automations. It just works. And it gets smarter the more you use it. Clarify learns over time as it gains an understanding of your business.

That’s the power of an AI driven CRM. We aren’t just cloning your inbox. We are going deeper. We seek the context about what’s in your head and can act on your behalf, helping you save time by automating away manual data entry, and increase velocity to close deals and build relationships.

Together Clarify automated deal creation and summarization represent the next phase of CRM intelligence. We are so excited to share this with forward thinking founders and companies. If you’re interested in trying Clarify intelligence, signup for our waitlist.