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

Vernon Bubb headshot

Vernon Bubb
Managing Director, EMEA

Clari from Home banner featuring a photograph of a revenue leader talking on a phone and taking notes on a couch

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By the time they’ve analyzed that data to provide their strategic insights, it’s outdated.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