Sales ops · Production

UiPath transforms revenue operations with Clari's AI forecasting, deal intelligence, and product telemetry platform

The problem

UiPath's revenue data was siloed across pre-sales, sales, and post-sales functions, leaving leadership without unified visibility into deal health, churn risk, and product adoption; risks only surfaced in traditional reports weeks or months after they had developed.

Workflow diagram · grounded in source

Unified customer journey integration

integration

“connecting UiPath's data from the entire customer journey — prospecting activities, in-funnel opportunities, and post-sales metrics like churn — into one unified view”

ML deal health assessment

ai_action

“Clari's machine learning algorithms continuously assess deal health, and surface potential issues early so the team can take targeted, proactive action instead of reacting to last-minute surprises”

Product telemetry integration

integration

“linking revenue forecasting with product usage data, UiPath has also gained deep product intelligence”

AI-driven sales prioritization

ai_action

“Sales uses AI-driven forecasts to prioritize high-impact deals and address risks before they escalate”

Cross-department visibility routing

routing

“Clari's impact at UiPath has reached far beyond its sales team, giving each department visibility into deal progress and customer needs”

Reported outcome

Clari gave UiPath end-to-end visibility across the entire customer journey, AI-driven early warning on deal health weeks or months ahead of traditional reporting, improved retention rates, and the ability for leadership to identify risks or opportunities several quarters in advance.

Reported metrics

Retention improvementimproved retention rates

Early risk detection lead timeweeks or months before they would appear in traditional reports

Risk and opportunity foresight horizonseveral quarters in advance

Reported stack

ClariCRM

Source

https://www.clari.com/resources/customer-stories/uipath-revenue-ai-playbook/

Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Clari gave UiPath end-to-end visibility across the entire customer journey, AI-driven early warning on deal health weeks or months ahead of traditional reporting, improved retention rates, and the ability for leadersh…

What tools did this team use?

Clari, CRM.

What results were reported?

Retention improvement: improved retention rates; Early risk detection lead time: weeks or months before they would appear in traditional reports; Risk and opportunity foresight horizon: several quarters in advance (source-reported, not independently verified).

How is this sales ops AI workflow structured?

Unified customer journey integration → ML deal health assessment → Product telemetry integration → AI-driven sales prioritization → Cross-department visibility routing.