Sales ops ·

Webflow aligns sales and customer success around pipeline visibility with Clari

The problem

Webflow lacked a scalable approach to running revenue and had a relationship gap between its sales and customer success teams, with no shared language or unified view of pipeline activity.

First attempt

The team previously relied on spreadsheets, which were described as far inferior to Clari for pipeline management.

Workflow diagram · grounded in source
1
Revenue leader seeks scalable solution
trigger
“He was intent on finding a way to run revenue in a scalable way. He reached out to other sales leaders—trusted friends, and colleagues—seeking advice”
2
Autocapture logs contacts to CRM
integration
“she was sold on [Autocapture](/products/capture/)—Clari's ability to automatically capture every contact and activity throughout the sales cycle and log it back to the CRM”
3
Account Engagement monitors territory
integration
“Clari's [Account Engagement feature](/products/product-overview/#inspect) meant Kelcie would be able to really dig into territory penetration with her reps and easily monitor account activity”
4
Pipeline state visible to directors
output
“Directors love the ability to see the actual state of the pipeline”
Reported outcome

Clari bridged the relationship gap between sales and customer success, enabled automated activity logging to the CRM, and drove adoption that expanded to the CEO, COO, and VP of Finance.

Reported metrics
Pipeline management vs spreadsheetlightyears better
Team feedback on adoptionvery positive feedback
Stakeholder adoption breadthadoption continues to expand
Executive access requestsCEO, COO, and VP of Finance have all recently asked for access
Reported stack
ClariAutocaptureAccount Engagement
Source
https://www.clari.com/resources/customer-stories/webflow/
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Clari bridged the relationship gap between sales and customer success, enabled automated activity logging to the CRM, and drove adoption that expanded to the CEO, COO, and VP of Finance.

What tools did this team use?

Clari, Autocapture, Account Engagement.

What results were reported?

Pipeline management vs spreadsheet: lightyears better; Team feedback on adoption: very positive feedback; Stakeholder adoption breadth: adoption continues to expand; Executive access requests: CEO, COO, and VP of Finance have all recently asked for access (source-reported, not independently verified).

What failed first in this deployment?

The team previously relied on spreadsheets, which were described as far inferior to Clari for pipeline management.

How is this sales ops AI workflow structured?

Revenue leader seeks scalable solution → Autocapture logs contacts to CRM → Account Engagement monitors territory → Pipeline state visible to directors.

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