Clari Redefines Knowledge Sharing with Tribble

For Clari, a company built on helping others forecast and execute revenue, precision and efficiency are vital. Internally, the company faced its own operational challenges. Managing RFPs, security questionnaires, and technical customer inquiries involved multiple tools and manual workflows that often created bottlenecks and delayed responses.

Elizabeth Schweyen, Head of Governance, Risk, Compliance, and Privacy at Clari, described the situation: “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.”

The tipping point came when Clari decided to phase out Loopio. It wasn’t just about replacing a tool—it was about rethinking how the company approached knowledge sharing and collaboration. That’s where Tribble came in.

A Smarter, Faster Way to Work

From the beginning, Tribble proved to be more than just a replacement for Loopio. Its AI-powered platform integrated seamlessly into Clari’s workflows, providing a centralized knowledge hub and streamlining processes across departments.

By consolidating content from Slack, Whistic, and Google Drive, Tribble created a single source of truth for Clari’s teams. With Tribble, sales engineers and security teams could generate answers to RFPs and questionnaires in real time, reducing reliance on manual searches and SME involvement.

One of Tribble’s most transformative features was its ability to automate responses. “Tribble has transformed our RFP process. I completed 90% of a 200-question RFP in just an hour, and it handles one-off technical questions from sales with incredible accuracy,” says Shaundra Toy, Sales Engineer. “Now I can focus more time on strategic customer engagement instead of searching for information.”

Building Confidence Through Accuracy

As Tribble became integral to Clari’s knowledge-sharing strategy, its impact extended beyond speed. The platform’s tagging and confidence scoring features allowed users to trust its answers more than ever. High-confidence answers, tied directly to specific data sources, required minimal review. “Accuracy is critical for us,” Schweyen said. “Tribble’s ability to learn from feedback, autonomously update the content repository, and refine its responses gave our teams the confidence to rely on it.”

This adaptability was especially crucial for Clari’s security team, which often handled unique and detailed client inquiries. “Tribble has transformed our security compliance workflow,” Schweyen noted. “Our team completes detailed security questionnaires in hours instead of days, with only 10-20% of responses needing review. Instead of spending hours digging through documentation, we get instant, accurate answers that we can trust.”

Changing the Way Clari Works

Tribble didn’t just improve efficiency—it changed the way Clari worked. The Slack integration allowed teams to collaborate on questions in real time, with unresolved issues seamlessly escalated to SMEs. The ability to batch-generate and review answers made workflows smoother and less error-prone. And by providing insights into content gaps and usage trends, Tribble positioned Clari to scale smarter.

The platform’s influence extended across departments, from sales engineers using it for RFPs to the security team leveraging it for compliance.“Tribble is a game changer in how we approach our work,” Schweyen noted.

Looking Ahead

With Tribble firmly in place, Clari is exploring even more ways to enhance its workflows. Meanwhile, the company is leveraging Tribble’s analytics to identify content gaps and optimize its knowledge base further.

“Moving from Loopio to Tribble was a strategic leap forward for our organization. Not only has it transformed our knowledge-sharing and RFP response process, but through Tribblytics, we’re gaining unprecedented visibility into our content strategy and competitive positioning. What used to be a purely administrative process is now driving strategic insights that help us uncover product gaps and win more deals. The shift from traditional RFP management to AI-powered intelligence has fundamentally changed how we operate and compete in the market.”