Clari

Type of Content

Customer Case

Title

OKTA: FORECASTING AND PIPELINE MANAGEMENT

Link

https://www.clari.com/resources/customer-stories/

Synopsis

By using a solution from Clari, Okta is able to fuel their pipeline management with insights that allow sales management to focus on corrective actions where they are needed. This case is therefore classified as a Sales Coach that helps with Opportunity Management (managing the funnel in particular). It helps Okta to manage their sales funnel much more effectively.

Description

Okta is using AI to run a rigorous forecasting and pipeline management process by allowing sales reps to update their deal status in real time and show everyone in the company what is being forecasted and why. This process drives better alignment on the pipeline and provides a framework for understanding and discussing pipeline issues, generating continual conversations, driving meaningful actions, and surfacing overlooked sales opportunities. The company is now able to proactively manage and improve its early-pipeline development.

Commercial Excellence Focus

Marketing Excellence
Sales Excellence
Services Excellence
M&S Technology

Industry Focus

Regional Focus

Related Company URL

https://www.okta.com/

SE-PTO Classification

AM4

SE-CE Value Tree Classification

AI for Sales Classification

Sales Coach

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