Build powerful automated cloud sales workflows with the Clazar Automation Builder

Over the last few years, forward-thinking GTM leaders have shifted the conversation from "why sell on the marketplace?" to "how can we get smarter about selling on the marketplace?" We built Clazar to be the answer. A big part of that is ensuring that our platform helps you establish your cloud sales motion within your existing architecture and processes without disruption.

That's why I'm thrilled to introduce our Automation Builder which seamlessly integrates cloud sales workflows with your current tech architecture, apps, and data while automating them to skyrocket efficiency.

Build cloud sales workflows without the technical complexity

We understand the hesitation around implementing a new cloud sales acceleration platform. You want the results, but worry about the complexity of overhauling your entire way of working.  This concern is valid—traditionally, adopting a new platform requires either engineering resources for customized builds or reaching out to the platform provider for integration support. However, without automated workflows, the alternative isn't much better: building individual integrations and automated workflows becomes time-consuming, requires constant maintenance, lacks scalability, and risks downtimes. A high-effort set-up like this can often be clunky, error-prone, and ultimately slow you down.

Our solution?  Providing you with a low-code/no-code experience through the Clazar Automation Builder to help you make all this happen without needing engineering support. This means that your cloud sales stakeholders—from RevOps and finance to sales and partnerships—can maintain their preferred way of working without unlearning or retraining. 

The Builder’s super intuitive drag-and-drop interface allows you to build workflows for your specific use cases. Whether you need an automated notification to the deal desk manager for every PO above a certain value, or you want to create a CRM opportunity for every accepted co-sell referral, you can set it up without any manual intervention. And the best part is that while you incorporate current workflows, you can also set up brand new ones as you scale your marketplace activities - like when you begin co-selling more actively or begin collaborating with channel partners on marketplace deals. 

Select from  1000+ connectors 

Of course, we went the extra mile to ensure that you have everything you need to customize your workflows with a high degree of sophistication – right out of the box. We have over a thousand connectors to help you plug in the tools that your teams operate on. This includes everything like Salesforce, Hubspot, Slack, Jira, Netsuite, Workday, and more.  

‍Leverage the most comprehensive triggers library

We also capture key marketplace and co-sell events across hyperscalers in a comprehensive library of 'triggers', so RevOps teams can create sophisticated, highly customized workflows. The triggers can range from specific marketplace events captured by Clazar to time intervals, or triggers from existing apps or webhooks, with updates captured simultaneously across your app, Clazar, and cloud portals. Your teams will be able to customize and automate everything from private offer approval and management to co-sell referral management, contract management and financial reporting. Need to automate inbound co-sell referral acceptance and the creation of associated Salesforce records? Or set up renewal alerts for AE and CS owners of contracts expiring in 30 days? You can do all this and more.

Our effort has always been to set you up for cloud sales success. This launch is your gateway to frictionless, efficient cloud sales operations. By combining powerful automation capabilities with unprecedented ease of use, the Automation Builder delivers immediate value while scaling effortlessly with your business. 

Ready to explore? Learn more about the Automation Builder or schedule a call with our experts and we’ll be happy to show you around.