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Ensuring Sales is Creating Enough New Pipeline for Future Quarters

C
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Hi Clari Community, question for you all - Our CRO is really wanting to better understand our future pipeline and ensuring we have enough pipe in future quarters to hit target and if we are generating enough pipeline each week to make up for any gaps and to fill the funnel sufficiently. The things specifically he is looking for are:

  1. How can we track new pipeline created to ensure we are generating enough for future quarters depending on sales cycles?
  2. Pulse shows us for next quarter any pipeline changes and suggested pipeline as well as projection based on what's in system, but how can we figure out or see this type of detail out further in the future say 2-3 quarters into the future?

How are you all using Clari for ensuring and tracking pipeline health that has been useful to your business?

Best answer by jessica_starr

Hi Cameron!

That’s a great question, and so important right now in particular! 

I have a few resources that may help:

  1. We did a webinar on tracking pipeline for future quarters. You can find it in our Help Center here. It’s from 2020 but I just reviewed the content again and I promise it’s still relevant 🙂 

  2. Kyle Coleman (our SVP of Marketing) has a video talking about how he uses Clari that may be helpful. You can watch it here. 

As for having a projection beyond just next quarter, we don’t have that today, but tagging @paytonmillerwho’s one of our Senior Product Managers to see if he wants to chime in at all. 

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jessica_starr
Clari
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Hi Cameron!

That’s a great question, and so important right now in particular! 

I have a few resources that may help:

  1. We did a webinar on tracking pipeline for future quarters. You can find it in our Help Center here. It’s from 2020 but I just reviewed the content again and I promise it’s still relevant 🙂 

  2. Kyle Coleman (our SVP of Marketing) has a video talking about how he uses Clari that may be helpful. You can watch it here. 

As for having a projection beyond just next quarter, we don’t have that today, but tagging @paytonmillerwho’s one of our Senior Product Managers to see if he wants to chime in at all. 

Eric Chappell
David Ogborn
2 people like this
  • Eric Chappell
    Eric Chappell
  • David Ogborn
    David Ogborn
L
New Contributor
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@Benjamin Roach Hey Ben,
Based on our conversation today, you might find this thread helpful (Do give the video by Kyle, a watch). Hope this helps

B
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  • B
    Benjamin Roach
J
New Contributor
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Is there a place to submit feature requests?

Most B2B companies with software/SaaS products that are sales led average 90+ days from creation to Booking, therefore our leaders are looking at what we are creating for first half of next year already, but we are not able to do that in Clari. 

This feature would greatly improve our ability to adopt Clari. 

Kenna
Community Manager
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  • KennaCommunity Manager
  • Community Manager
  • 979 replies
  • October 4, 2023

Hi @Jeanine Thrasher! You can vote on product enhancement ideas submitted by other users, or submit your own here.

Kenna Valdez, Manager, Customer Community, Clari
Scott K Wilder
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  • Scott K Wilder
    Scott K Wilder

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