Salesloft Employee

Need A Crystal Ball? Pipeline Hygiene Is The Key!

Forum|Forum|4 years ago
August 25, 2022
0 replies
261 views

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.

Dashboards

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Kenna

Community Manager

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!

Kenna Valdez, Manager, Customer Community, Clari

jparawan

Salesloft Employee

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!

Jason Parawan - Sr. CSM

Lizzie Rupp

Salesloft Employee

Updated link - https://claricommunity.force.com/customer/s/article/Top-Deals-Widgets-for-a-Pipeline-Hygiene-Dashboard

jparawan

Salesloft Employee

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

Jason Parawan - Sr. CSM