Clari
50 Case Studies
A Clari Case Study
FinancialForce, a Salesforce-native provider of cloud ERP, professional services automation, and customer success solutions, was scaling into EMEA with a team built to capture high-velocity, regional opportunities. Their revenue process, however, relied on static spreadsheets that slowed operations, produced inaccurate forecasts, pulled managers into data validation instead of coaching, and let deals slip—so they needed a reliable, digestible forecasting process and better visibility into CRM data.
They implemented Clari as a single source of truth, combining activity, historical data, and AI-driven signals so managers and reps can focus on deal strategy, spot slipping opportunities, and prioritize the right accounts. As a result FinancialForce achieved a 15% faster time to close, a 9% increase in win rates, clearer forecasting and accountability, and significant time savings for sales operations.
Peter Kerr
Sales Operations EMEA