Client Overview
Industry
Software Development
Region
New York, USA
Company Size
1,001-5,000 Employees
Featured Solution
Salesforce - Clari Integration
About the Client
The client, a leading digital presence platform provider, empowers multi-location brands to deliver engaging experiences across every digital touchpoint. With a network of 10+ global offices, the client serves brands like CASIO, IHG Hotels & Resorts, Dominos, Samsung, McFIT, and more. Beyond its technology, the client has earned recognition as a top workplace by Fortune and Great Place to Work® seven years in a row.
Sales Precision at Risk: The Challenge of Disparate Systems
Disparate systems create data silos, skew operational expenses, slow down decision-making, and limit pipeline visibility. Without seamless data flow, sales teams operate without a clear picture, and leadership makes decisions based on incomplete insights.
For this digital presence platform provider, the lack of seamless integration between Salesforce and Clari led to manual data collection, increasing errors and consuming valuable time.
With their systems not integrated and data scattered across systems, they faced:- Inconsistent and error-prone sales forecasts
- Delays in data consolidation slow down critical business processes
- Slow decision-making due to delayed data consolidation
- Stalled deals due to limited pipeline visibility
Efficiency Bottleneck: Administrative Overload and Disconnected Systems
Even with the client using robust platforms like Salesforce and Clari, technical problems dogged their sales operations. This lack of seamless connection hampered real-time insights, limited view of prospects, and made proactive pipeline management difficult—all of which clearly created a need for an automated, unified solution.
How This Impacted Efficiency
Forecast deviations
Manual data collection led to a 25% variance in sales forecasts, complicating strategic planning.
Productivity bottlenecks
Sales representatives spent 40% of their time on administrative tasks, limiting their focus on revenue-generating activities.
Missed opportunities
Limited real-time pipeline visibility made it difficult to act on high-potential deals.
Collaboration gaps
Disparate systems slowed communication, affecting deal momentum.
From Fragmented Data to Unified Precision: How Seamless Integration Transformed Sales Performance
Achieving seamless integration between Salesforce and Clari demands technical expertise and a deep understanding of data alignment. Recognizing their challenges, the client partnered with our team, trusting our extensive experience to ensure a smooth, scalable integration.
What Our Salesforce Certified Experts Executed
- Integrated Salesforce and Clari to unify data sources and eliminate silos.
- Automated sales activity capture for real-time insights, removing the need for manual data entry.
- Customized opportunity stages within Salesforce to enhance deal visibility in Clari, improving pipeline transparency and accelerating sales velocity.
- Developed a custom AI-driven dashboard in Clari, enabling sales representatives to make data-backed decisions and focus on high-potential deals.
- Implemented real-time pipeline management tools, empowering sales managers to monitor deal statuses and swiftly address bottlenecks.
From Hours Lost to Deals Won: The Measurable Shift in Sales Performance
Having real-time analytics at their disposal and the elimination of tedious processes, the sales team made tangible improvements right away that directly affected the bottom line.
The Impact We Delivered
7%
Increase in Sales Win Rate
10%
Improvement in Sales Productivity
80-90%
Reduction in Manual Sales Data Analysis
6000
Hours Saved Annually
Conclusion
“Our sales teams no longer wastes time chasing down data or manually updating reports. With real-time insights and automated processes, our team is more effective. The boost in productivity and accuracy has helped us win more deals and scale without adding overhead and hitting our targets with confidence.”
Our Resources
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Ping Identity
Marketo Inc.
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Salesforce + Clari: The Ultimate Sales Acceleration Duo
