May 05, 2020

Revenue Operations

Product News

Clari from Home: Identify At-Risk Deals Before They Slip

Vernon Bubb

Vernon Bubb

Vernon Bubb
Vernon Bubb

Managing Director, EMEA

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It’s no secret that sales pipelines are always in flux. Even in good times, everyone from the board of directors to the exec team wants to know the ‘who, what, where, why,' of their active deals. But right now, when revenue is a moving target, every moment counts. Now is the time for sales leaders to analyze their pipelines and understand the strategic action their reps need to take to win — in real time.

And yet, many leaders are stuck spending hours digging through siloed data, pulling historical reports from their CRM into unwieldy spreadsheets, and playing a game of ‘spot the difference’ between current and previous weeks.

By the time they’ve analyzed that data to provide their strategic insights, it’s outdated.

This is where Clari’s Flow module comes into play! Flow pulls in everything from Clari’s AI-generated CRM Score to team activity and visualizes the data so that you can see in real time how the pipeline has changed. Flow can show you which deals you’ve been able to pull into the quarter, but more importantly, it can also show you what’s slipped allowing you to take action to save these deals when possible. Take a look:

For more insights about how to inspect deals and better understand the true health of your pipeline, read:

Clari from Home is a series where our revenue experts will be sharing their tips and tricks for getting the most out of Clari — and how you can do the same to be the most efficient, effective, and remarkable you can be. Here are our other Clari from Home episodes:

E-book

Okta: Forecasting and Pipeline Management

Learn how Okta took a “balanced pipeline” approach for achieving quota in current and future quarters to support its impressive growth plan and impending IPO

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