How to consolidate multiple AI GTM tools into a single platform like Clari

Consolidating multiple AI GTM (go-to-market) tools into a single platform like Clari means auditing your current stack, mapping which point tools overlap, and migrating their data and workflows into one revenue platform. Start by inventorying every tool, identifying redundant features, then phase out overlaps while routing CRM, forecasting, and conversation data through the unified system.

Most teams accumulate GTM tools reactively—a forecasting app here, a conversation intelligence tool there, a sales engagement platform somewhere else. The result is tool sprawl: overlapping features, fractured data, and a six-figure annual spend nobody can fully justify. Consolidation fixes that, but only if you do it methodically.

Why consolidate GTM tools in the first place

The average revenue team runs 10 or more tools across prospecting, engagement, forecasting, and analytics. Each one holds a slice of your pipeline data. When that data lives in silos, your forecast accuracy drops, reps waste time switching contexts, and RevOps spends weeks reconciling numbers that should already agree.

A single platform like Clari pulls forecasting, pipeline management, conversation intelligence, and revenue analytics under one roof. The payoff is cleaner data, fewer integrations to maintain, and a lower total cost of ownership. The trade-off: you'll lose some best-of-breed depth in individual categories.

Step 1: Audit your current GTM stack

List every tool your revenue org touches and what it actually does. Be specific—not "sales tool" but "conversation intelligence with call recording and deal scoring." Capture the annual cost, contract renewal date, number of active seats, and which team owns it.

You'll almost always find shadow tools nobody tracks centrally. One team bought a separate prospecting tool while another pays for similar B2B prospecting platforms with overlapping data sources. Map these overlaps in a simple spreadsheet so the redundancy is obvious to stakeholders.

Step 2: Map features to a consolidation matrix

Group tools by GTM function, then compare what each does against what your target platform offers. A consolidation matrix makes the gaps and overlaps visible.