Sales ops · Production

Tipalti builds a revenue engine with Clari as its single source of truth

The problem

Tipalti lacked a unified revenue operations platform. Prior attempts using Chorus for call analysis, and home-built tools including Google Sheets connected to Salesforce, all failed to provide reliable data for forecasting and pipeline management, leaving leaders waiting on outdated reports.

First attempt

Before Clari, Tipalti used Chorus for post-meeting analysis but lacked a consolidated platform. Prior attempts using home-built tools and Google Sheets connected to Salesforce also failed to solve the problem.

Workflow diagram · grounded in source

Reps enter forecasts and log calls

integration

“reps using it to update opportunities, enter forecasts, review call recordings, and guide conversations with customers”

Managers inspect deals and coach

human_review

“managers and directors rely on Clari for deal inspections, process adherence, and coaching”

RevOps analyzes pipeline and forecasts

output

“RevOps teams are able to analyze pipeline health, forecast trends, territory coverage, and executive-level reporting”

Leaders access real-time data

output

“Clari gives every leader, from VPs to frontline managers, immediate access to the data they need to run their business. No more waiting on outdated reports; instead, they can quickly spot trends, track conversions, inspect stalled deals,…”

Reported outcome

Clari became deeply embedded in Tipalti's daily workflows across reps, managers, and RevOps.
Manager adoption of call inspection increased significantly, and leaders now have real-time access to forecasts and pipeline data instead of waiting for outdated reports.

Reported metrics

Manager adoption of call inspectionincreased significantly

Report wait timeno more waiting on outdated reports

Reported stack

ClariChorusSalesforceGoogle Sheets

Source

https://www.clari.com/resources/customer-stories/tipalti-builds-revenue-engine-with-clari-ai/

Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Clari became deeply embedded in Tipalti's daily workflows across reps, managers, and RevOps.

What tools did this team use?

Clari, Chorus, Salesforce, Google Sheets.

What results were reported?

Manager adoption of call inspection: increased significantly; Report wait time: no more waiting on outdated reports (source-reported, not independently verified).

What failed first in this deployment?

Before Clari, Tipalti used Chorus for post-meeting analysis but lacked a consolidated platform.

How is this sales ops AI workflow structured?

Reps enter forecasts and log calls → Managers inspect deals and coach → RevOps analyzes pipeline and forecasts → Leaders access real-time data.

Clari became deeply embedded in Tipalti's daily workflows across reps, managers, and RevOps.Manager adoption of call inspection increased significantly, and leaders now have real-time access to forecasts and pipeline data instead of waiting for outdated reports.