Customer story

How Clari answered a 200-question RFP in under an hour

Four fragmented tools became one governed answer layer.

Shaundra Toy · Sales Engineer, Clari

90%of a 200-question RFP completed in under an hour
Hoursto complete detailed security questionnaires, instead of days
10–20%of security responses needed specialist review
4→1tools replaced by a single governed answer layer
Tribble critter Headshot pending
Shaundra Toy · Sales Engineer, Clari

Clari builds software that helps revenue teams run a more predictable business. That same standard for operating rigor exposed a familiar problem inside their own walls: the knowledge needed for RFPs, security reviews, and customer questions was spread across too many places.

Every RFP, every security questionnaire, and every one-off technical question from a seller started the same way, as a hunt. Across Slack, across Loopio, across Whistic, across Google Drive, and across the memories of the people who happened to know.

The answers existed. Assembling them was the job.

“Our teams were navigating a fragmented system of tools—Slack, Loopio, Whistic—and spending an incredible amount of time just managing workflows. The inefficiencies were clear, and we needed a solution that could centralize our efforts and allow us to scale.”

Elizabeth Schweyen, Head of Governance, Risk, Compliance, and Privacy, Clari

Clari was already phasing out Loopio, but the bigger issue was never a tool swap. The team needed a way to centralize knowledge and reuse it with confidence. Detailed client inquiries still required careful review, and too much time went into digging through documentation before judgment could even begin.

Tribble is a governed knowledge platform for organizations that must answer high-stakes questions with speed and control: we take the knowledge a company already has, scattered across the CRM, call recordings, decks, and docs, and turn it into answers people can trust. Cited, reviewable, drawn only from approved sources. At the heart of it sits what we call the Brain, and the name really fits: because it learns.

For Clari, that meant approved content came into one answer workflow, so teams could generate responses in real time instead of rebuilding them by hand. Tagging, confidence scoring, source-backed answers, and feedback loops told teams when an answer could move and when a human needed to look at it.

High-confidence answers moved quickly. The remaining 10–20% of security responses stayed with the right reviewer for specialist attention, which is exactly where that expertise belongs.

“I completed 90% of a 200-question RFP in just an hour, and it handles one-off technical questions from sales with incredible accuracy. Now I can focus more time on strategic customer engagement instead of searching for information.”

Shaundra Toy, Sales Engineer, Clari

Sales engineering could move faster without losing control. Security and GRC could trust the source behind an answer. Revenue teams could ask a technical question without starting a new escalation thread every time.

Then the work started giving something back. The same workflow made buyer demand visible: repeated questions, unresolved gaps, and stale content stopped disappearing after each submission and became signals Clari could act on, for positioning, for content, and for the product itself.

“What used to be a purely administrative process is now driving strategic insights that help us uncover product gaps and win more deals.”

Brian Cody, VP, Sales Engineering, Clari

Four tools became one. The hunt became an answer. And the answering became intelligence.

FAQ

Frequently asked questions

Common questions about Clari and Tribble.

What did Clari achieve with Tribble?

A Clari sales engineer completed 90% of a 200-question RFP in under an hour, and detailed security questionnaires moved from days to hours.

What did Clari replace?

Work that had been spread across Slack, Loopio, Whistic and Google Drive was consolidated into one governed answer layer for RFPs, security questionnaires and technical sales questions.

How is review handled?

High-confidence answers move quickly. The remaining 10 to 20% of security responses stay with the right reviewer for specialist attention.

What else came out of it?

Repeated buyer questions, unresolved gaps and stale content became signals Clari uses to improve positioning, content and product knowledge, instead of disappearing after each submission.

Find the answer. Prove the source. Win the RFP.

Bring a real RFP. We will sit with you, map what you already know, and leave you with a first draft you can send to review.

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