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Need A Crystal Ball? Pipeline Hygiene Is The Key!

  • August 25, 2022
  • 8 replies
  • 178 views

JGonzalez
Clari

Hello Clari Community!

My name is Joe Gonzalez and I lead the West Account Management Team at Clari.

I have a Crystal Ball that I’ve been sharing with customers during Sales Leader Syncs but I felt compelled to share it at scale so you can all start benefitting from it.

Clari’s AI has been calling within ~$30k of our quarterly number in the first week of the last few quarters and that incredible predictability is stemming from the data quality driven out of our “Pipeline Hygiene Dashboard”.

I’ve shared how we use our Pipeline Hygiene Dashboard with our Customer Education Team and they’ve created a step-by-step Dashboard Guide in the Customer Help Center in case you’d like to build one for your team. Take a stab at it or reach out to your Customer Success Manager at Clari if you need any help!

Pro Tip: Put the link to the Pipeline Hygiene Dashboard on a weekly recurring calendar invite the same day as your 1:1’s to remind the reps to “clean their room” before you meet. This will drive more effective, data-driven 1:1’s focused on where you can make an impact.

8 replies

Kenna
Community Manager
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  • Community Manager
  • August 25, 2022

Hi, Joe! When a team is committed to maintaining pipeline hygiene, Clari’s machine learning has better data with which to formulate your projection (i.e. earlier in the quarter, with more precision). It even helps Clari learn faster if and when your business changes as it responds to internal and external factors. This dashboard is such a powerful tool!


jparawan
Clari
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  • Clari
  • December 1, 2022

I second this. CRM consistency yields consistent data for Clari’s AI to work off of. Having earlier and more accurate AI projections helps to triangulate predictable forecasting earlier in the quarter.

Hi, Joe! When a team is committed to maintaining pipeline hygiene, Clari’s machine learning has better data with which to formulate your projection (i.e. earlier in the quarter, with more precision). It even helps Clari learn faster if and when your business changes as it responds to internal and external factors. This dashboard is such a powerful tool!

 


Lizzie Rupp
Clari
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jparawan
Clari
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  • Clari
  • April 5, 2023

Also helpful to watch this supporting webinar to get creative with what other customers have been using to evaluate proper CRM hygiene: https://claricommunity.force.com/customer/s/article/Pipeline-Hygiene-Workshop-Webinar


krystiwalker
Engaged Member
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  • Engaged Member
  • April 14, 2023

@TylerPiotrowski more information about pipeline hygiene dashboards!


Eric Chappell
Engaged Member
  • Engaged Member
  • April 27, 2023

@Zavdiel Ocampo great insight to work into our dashboard focus! 


Ashley Hickey
Clari
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@Mark Hardy here is a good suggestion for when you start creating more dashboards for the team! 


Rohit Agarwal
Clari
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@Joanna Zheng @Erin Ellsworth You’ll find this helpful