Transform Sales Processes with ClearWork

Most digital sales transformations fail because they start with assumptions, not evidence. Traditional approaches rely on static interviews and disconnected consultant slide decks—missing the reality of how sales teams actually work. ClearWork changes that.
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Our platform captures real-time user activity across CRM, email, and sales content tools—combined with qualitative commentary—to build a crystal-clear picture of how selling really happens. We translate this into visual workflows, pinpoint bottlenecks, and generate task-level requirements and capabilities grounded in user behavior.
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With ClearWork, sales reps become active participants in designing and improving the sales process. Leaders gain the insight to make informed decisions, and everyone benefits from an AI-powered co-pilot that streamlines tasks directly in the browser. The result? Higher CRM accuracy, faster onboarding, and lasting sales productivity—powered by data, not guesswork.

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Every project is broken down into 5 major steps:

1) Discovering current state
2) Designing the future state
3) Deploying the solution
4) Going live and running the solution
5) Continuous improvement

Let's see how ClearWork compares with the traditional approach

Current State: How Challenges Are Discovered

🔴 Traditional Approach

  1. Discovery is outsourced to consultants $$$
  2. Limited interviews with a few employees form the basis for transformation.
  3. Observations are compiled into slide decks without workflow data or task-level detail.
  4. Sales team is not engaged, reducing change readiness and buy-in.
  5. No system usage data, no friction mapping, no documentation of how processes actually happen.
📉 Result: According to BCG, 70% of digital transformation projects fail, often due to poor upfront understanding and lack of employee involvement.

✅ ClearWork Approach

  1. Tracks how reps work across CRM, email, content platforms and any other web application.
  2. Captures qualitative context from user commentary.
  3. Maps workflows visually and compares them to SOPs and policy expectations.
  4. Identifies bottlenecks and inefficiencies with precision.
  5. Sales reps are part of the process—fostering transparency, buy-in, and ownership.
📈 Benefit: Creates a people-centric foundation for transformation, ensuring leaders understand what’s really happening—and why.

Future State: What Gets Designed and Why

🔴 Traditional Approach

  1. Solution design is based on assumed requirements and consultant interpretation.
  2. Real challenges are missed (e.g., content access, proposal bottlenecks).
  3. Functional requirements are vague, overly broad, or simply incorrect.
  4. Little to no process documentation is captured.
  5. Users aren’t involved in validating the solution—leading to friction and resistance.
⚠️ Risk: As McKinsey reports, lack of alignment between business needs and tech design is one of the top reasons for transformation failure.

✅ ClearWork Approach

  1. Uses real user workflows to define future-state processes.
  2. Derives business capabilities directly from employee behavior.
  3. Automatically generates accurate, task-level functional requirements.
  4. Enables leaders and employees to co-create the solution.
  5. Aligns technology decisions with real problems, not assumptions.
✅ Advantage: Builds transformation that reflects the reality of how people work, not just how leaders think they work.

Deployment: How the Solution Is Built

🔴 Traditional Approach

  1. Overbuilt or underbuilt solutions miss the mark because requirements were incomplete.
  2. Project delays emerge due to scope gaps and stakeholder misalignment.
  3. Training materials are generic, not tied to how people actually perform their tasks.
  4. High risk of needing expensive rework.
🚫 Missed Opportunity: Forbes highlights that most failed digital initiatives underestimate the importance of change management and day-one usability.

✅ ClearWork Approach

  1. Deployment is scoped precisely around known bottlenecks and mapped capabilities.
  2. No guesswork—teams build only what’s needed.
  3. Documentation and training are based on real processes.
  4. Better alignment of tools with rep behavior reduces friction immediately.
✅ Benefit: Faster time to value and higher employee adoption from day one.

Go-Live: What the User Experiences

🔴 Traditional Approach

  1. Reps experience new tools and processes they weren’t part of designing.
  2. New processes often conflict with day-to-day selling realities.
  3. Resistance is high; adoption is low.
  4. No guidance in the flow of work—reps revert to old habits.
⚠️ Problem: Without process alignment and user enablement, even the best-designed systems fail to deliver ROI.

✅ ClearWork Approach

  1. New systems are designed to the specifications and expectations of the users who are excited to use the new tool and process
  2. Team members receive in-browser AI guidance via the TransforMe.AI Co-pilot guiding them through the new process, answering questions, retrieving relevant content, and streamlining the process.
  3. Reps feel supported, not disrupted.
  4. Behavior change is embedded through real-time assistance, not one-off training.
✅ Outcome: Higher productivity, faster onboarding, and better compliance—all without increasing rep burden.

Continuous Improvement: From Launch to Long-Term Value

🔴 Traditional Approach

  1. There is no ongoing measurement of process and system effectiveness.
  2. Leaders don’t know if the new system improved outcomes.
  3. No structured way to optimize processes or introduce AI/automation.
  4. Change fatigue sets in; transformation momentum fades.
📉 As BCG warns, many organizations fail to measure or evolve their transformations, dooming them to stagnation.

✅ ClearWork Approach

  1. Co-pilot usage feeds real-time insights on task friction and productivity.
  2. New automation opportunities emerge from observed behavior, not assumptions.
  3. Leaders continuously monitor adoption, bottlenecks, and improvement areas.
  4. Transformation becomes a living system, not a one-time rollout.
🔁 Impact: Sustained improvement driven by employee engagement, process intelligence, and adaptive AI.

Why ClearWork Outperforms the Traditional Model

✅ ClearWork Approach

  1. Based on real-world user activity
  2. Bottom-up, adaptive, people-centric
  3. Empowered and involved workforce
  4. Continuous improvement with measurable impact
  5. Embedded Co-pilot for in-flow guidance
  6. AI recommendations from usage data

🔴 Traditional Approach

  1. Based on assumptions
  2. To-down, static
  3. Limited employee engagement
  4. High failure rate (70%)
  5. No enablement tools
  6. Gut-driven automation

ClearWork is not a system implementation tool—it’s a people-centric transformation platform that empowers your employees and enables your leaders to drive sustainable, AI-ready change.

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