Tipalti builds a revenue engine with Clari as its single source of truth
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to Salesforce, all failed to provide reliable data for forecasting and pipeline management, leaving leaders waiting on outdated reports.
How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · Reps enter forecasts and log calls
Reps use Clari to update opportunities, enter forecasts, review call recordings, and guide conversations with customers.
Tools used
ClariChorusSalesforceGoogle Sheets
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increased significantly, and leaders now have real-time access to forecasts and pipeline data instead of waiting for outdated reports.
What failed first
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.