New (or new-ish) to the Clari platform? You’ve probably heard about how Clari replaces spreadsheets, but you’re probably wondering how or even why you need to do so.
Spreadsheets are a snapshot in time when your teams need real-time actionable insights to hit their revenue goals. Sales reports take hours to roll up and often sit in an inbox for days. Meanwhile, the pipeline is developing in real time, making that report out-of-date. The minute you pull deal data into a spreadsheet, it becomes disconnected from what’s actually happening in the real world, introducing unintended inaccuracies into your critical decision-making process.
Sales teams need real-time indicators showing what has changed in order to focus on the right deals and take the right actions. They need a tool that has a bi-directional connection between their sales data sources and sales reports that makes it easy to see actionable information like:
- Opportunity risk assessment: the ability to inspect deal risk based on CRM activity as well as rep email and calendar activity.
- Activity scoring: the ability to score opportunities based on the level of sales activity, so that high or low engagement levels are easier to spot.
- Pipeline progress inspection: the ability to see how the pipeline is evolving throughout the quarter so marketing and sales can know where more pipeline build is needed.
- Real-time update indicators: the ability to show historical changes to opportunity fields in real-time and highlight deals with no recent updates.
- Quarter-over-quarter status: the ability to compare the status of the current quarter with the same time in previous quarters so teams can see how the business is trending over time.
How Clari replaces spreadsheets
Clari provides a bi-directional sync with Salesforce, which means that updates made in Clari’s Opportunities and Accounts Modules reflect in Salesforce in real time and vice versa. This ensures that critical data about your deals is always up-to-date, so your teams stay informed about the latest developments in their pipeline regardless of whether updates are made in CRM or Clari. You can be confident that you know which deals are progressing and which are at risk because Clari’s AI-powered insights help identify potential risks early so that you can proactively prevent revenue leak and drive revenue precision in your forecast.
- Learn more about the Opportunities Module in Clari University
- Learn more about the Accounts Module in Clari University
- Learn more about deal inspection with Clari
- Learn more about deal inspection insights
- More on how Clari surfaces at-risk deals
Clari’s Forecast Module is designed to provide an accurate and reliable forecast so that you can run revenue with precision and run your business predictably. Data is automatically pulled to the Forecast Module in real time, eliminating the need for manual spreadsheets and ensuring that you can make adjustments to your plan according to the latest information. Our predictive analytics allow you to forecast more accurately, with key considerations like historical performance, pipeline health, and market trends in mind.
- Learn more about the Forecast Module in Clari University
- Reps: Calling Your Number
- Rep Forecasting in Clari Mobile
- Managers & Execs: Calling Your Number
- Arriving at your number/deal inspection in Forecasting with Expanded View
- Forecast Quick Submit
- Pipeline Insights from Waterfall in your Forecast Module
Together, these modules provide a single source of truth where your teams can collaborate to drive predictable growth.
