Tool
Clari / Salesloft
Salesloft Predictive Revenue System (Clari + Salesloft): AI predictive revenue system turning buyer signals into action; Clari's site now redirects here. Vendor page
Salesloft Conversation Intelligence (incl. ex-Clari Copilot): CI that turns buyer conversations into seller workflows and flags at-risk deals; clari.com now redirects to Salesloft. Vendor page
13 use cases
Clari Forecast (Salesloft): Forecast bookings and renewals separately
Clari Forecast filters opportunities by bookings, renewals, region, segment, or period for more accurate forecasts.
How: Set forecast views by type → Compare rep calls by segment → Review gaps weekly
Source · Checked Oct 24, 2026
Clari Forecast (Salesloft): Check your number against an AI forecast
Forecast AI is trained on your history and predicts outcomes from deal size, stage, and velocity, giving leaders a second opinion on the call.
How: Compare AI and rep forecasts → Investigate large differences → Adjust the commit
Source · Checked Oct 24, 2026
Clari Forecast (Salesloft): Track week-over-week pipeline changes
Week-over-week pipeline insights show shifts and surface risk early.
How: Review weekly pipeline movement → Flag slipped or shrunk deals → Discuss in pipeline review
Source · Checked Oct 24, 2026
Clari Forecast (Salesloft): See individual and team forecasts in one dashboard
A unified dashboard shows rep and team forecasts together to spot risks and trends.
How: Open the dashboard → Drill into reps off trend → Agree on actions
Source · Checked Oct 24, 2026
Salesloft: Get a one-page deal summary before a call
Deal Summary can consolidate emails, calls, and CRM history into a single briefing for call prep.
How: Open the deal in Salesloft → Read the Deal Summary → Plan the call agenda
Source · Checked Oct 24, 2026
Salesloft: Capture MEDDPICC or BANT details from conversations
Salesloft can capture MEDDPICC, BANT, SPIN, and other framework details from buyer conversations to help qualify deals.
How: Choose your qualification framework → Review captured fields after calls → Fill gaps in the next meeting
Source · Checked Oct 24, 2026
Salesloft: Map everyone in the buying group
Deals captures every contact who touches an opportunity so teams know who to build relationships with.
How: Open the buying group view → Find missing roles → Plan outreach to them
Source · Checked Oct 24, 2026
Salesloft: Act on buyer signals like pricing page visits
Plays tell reps what to do next when a buyer visits pricing, uses the product, or watches a demo.
How: Set up Plays on key signals → Work the triggered actions → Track conversion
Source · Checked Oct 24, 2026
Salesloft: Rank accounts most likely to convert
The Priority Account Agent ranks accounts by engagement and intent so teams focus on likely converters.
How: Review the ranked list → Work top accounts first → Re-check weekly
Source · Checked Oct 24, 2026
Salesloft: Get live guidance on objections during calls
Conversation Intelligence gives reps real-time guidance on calls to handle objections and tough moments.
How: Turn on real-time guidance → Use prompts during the call → Review afterward
Source · Checked Oct 24, 2026
Salesloft: Turn winning call patterns into playbooks
Salesloft Conversation Intelligence finds patterns in won deals and updates the playbook so teams repeat what works.
How: Review winning patterns → Update talk tracks → Train the team
Source · Checked Oct 24, 2026
Salesloft: Turn call outcomes into CRM updates and seller actions
Salesloft says what buyers say on calls can become automatic CRM updates, seller actions, and coaching moments.
How: Record the call → Review the automatic CRM updates → Act on the suggested next steps
Source · Checked Oct 24, 2026
Clari: AI forecasting
Replaced spreadsheet forecasting with Clari Forecast for one view of pipeline activity, CRM hygiene and deal slippage across the org, including through an acquisition.
Tungsten Automation (formerly Kofax) · Source