Use Cases

Discover how marketing, sales, and customer success teams use Klearly to increase their impact and get more wins.

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your data.
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the dots.
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your people.

Equipping every team member to run revenue more efficiently and effectively.

Marketing Teams

who want to…

increase their impact by focusing on the right accounts and actions

Klearly removes the ambiguity and decision paralysis that accompanies choosing how to best market to your audience.



Get clear answers when you’re asking…

  • I don’t know who to target or what to do.
  • I don’t know who to target, but I know what I want to do.
  • I don’t know what to do, but I know who I want to target.
  • I know who I want to target and what I plan to do.

Which leads to…

  • Greater business impact by focusing on the accounts and people most likely to buy.
  • Better alignment with sales.
  • More relevant and helpful customer experience.
  • Less waste on actions that don’t contribute.
  • Empowerment opportunities for marketing teams to celebrate wins.
Sales Teams

who want to…

create more focus and better prioritize how time is spent

Klearly narrows the focus to the accounts and people with the most potential to be influenced.



Get clear answers when you’re asking…

  • Which accounts can I most (w)influence in the next 90 days?
  • What actions can I take to help progress a deal through pipeline?
  • Which accounts are active in my territory and which are beginning to stagnate?
  • What can I do to reactivate accounts that haven’t engaged in awhile?

Which leads to…

  • Faster sales cycles.
  • Better alignment of activities to sales goals.
  • Real-time sales coaching and peer-learning opportunities.
  • Less waste on actions that won’t contribute to wins.
Customer Success Teams

who want to…

engage and enhance customer relationships

Klearly integrates data in real-time giving teams a single view into every customer touchpoint happening across your organization.



Get clear answers when you’re asking…

  • Which accounts have the most ongoing, recent interests in our company?
  • Which accounts are our sales and marketing teams currently touching?
  • Is this account a prospect, current, or existing customer?
  • What products has this account purchased?
  • What can I do to influence this customer’s journey with our company?

Which leads to…

  • More visibility into upsell and cross-sell opportunities.
  • Better visibility for how all teams are interacting with each account.
  • Understanding of how an account is most engaged.
  • Customer success is better equipped to help support the overall revenue motion.
A better customer experience and more wins for your teams

Real-time, more effective collaboration across all revenue teams to strategically create and pull pipeline through to close.


When teams use Klearly as the revenue guidance system, the path to wins is clear.

Klearly is your

revenue roadmap



Account Intelligence

  • Account Engagement
    Gain a quick understanding of how accounts are engaging across teams and touchpoints.
  • Account Explorer
    Understand what has happened and is currently happening across accounts or at the single account level.
  • Signal Analysis, Trends, and Alerts
    Know which signals are creating the most engagement, identify trends across teams and motions, and receive alerts for spikes.
Klearly product cards displaying Engagement Status and Engagement over time, messaging for alerts.


Account Prioritization and Prescriptive Recommendations

  • Prioritization and Planning
    Plan, prioritize, and focus on accounts based on the current win probability compared to potential win probability.
  • Recommended Actions
    Know the signals expected to have the most Winfluence in the next 90 days and get recommendations on actions to take—and those to avoid.
  • Messages Feed
    Team members will receive critical alerts, insights, and prescriptive recommendations.
Klearly product cards displaying Winfluence, messaging feed alerts and recommendations, and filtered recommended actions.

Ready to start

thinking Klearly?

Learn how Klearly helps teams always see and stay on the most direct path to revenue.