Intelligence 101

Clarify Intelligence helps operators stop doing manual, routine work in the CRM and instead focus on building relationships. It has a few core components like Deal prep and follow ip, automatic deal creation, and automatic field updates.

Traditional CRMs are static databases that demand constant manual updates. Clarify Intelligence transforms your CRM into an active partner that automatically handles routine tasks while you focus on building relationships that matter.

How Clarify Intelligence works

Today, Clarify Intelligence consists of three key components:

• Deal Prep and Follow Up
• Automatic Deal Creation
• Automatic Field Updates

Let's explore each of them and show you how they work.

Deal prep and follow up

Never walk into a meeting unprepared again. Clarify Deal Prep and Follow up summarizes data across email, calendar, calls, comments and notes to help you prepare for calls and follow up afterwards.

Before each meeting, Clarify automatically:

• Summarizes recent communications
• Highlights key action items
• Prepares relevant context
• Suggests talking points

After your meeting, Clarify creates a summary, extracts next steps, and updates your records - all without you lifting a finger.

With Automatic Meeting prep & follow up, Clarify uses context from your email, calls, calendar and notes to prepare for calls & provide relevant and specific next steps.

This system is always on and you alerting you to new changes. Similarly, with integrations like Zapier you can tie the outcomes of these summaries to specific workflows, like drafting emails, alerting users on Slack and more.

Automatic Deal creation

One of the most painful and yet important parts of managing a CRM is keeping deals up to date. With Automatic Deal Creation, you can stop manually creating deals. Clarify monitors your communications across email, calendar, meetings and more and intelligently:

• Identifies potential opportunities in your conversations
• Creates deals with appropriate stages
• Links relevant contacts and companies
• Captures key details from email threads
• Suggests deal values based on historical data

Automatic field updates

In addition to creating new deals for you, Clarify can also extract relevant context from calls and emails to update object data for you. Your records stay fresh without the busywork. Clarify continuously:

• Updates contact information from email signatures
• Enriches company data from trusted sources
• Tracks relationship strength and engagement
• Identifies key stakeholders and decision makers
• Flags important changes in accounts