Sales ops · Production

Alight Solutions runs revenue with Clari's AI, saving up to one day per week per person

The problem

Alight Solutions was running revenue through manual spreadsheets and Power BI, which required hours of manual data stitching and left the team with limited visibility into deal health and unable to respond quickly to pipeline risk.

Workflow diagram · grounded in source

AI buying signal aggregation

ai_action

“Clari's AI brings together all of the buying signals across all of our systems and surfaces them in a way that is actionable for our team”

AI Opportunity Scoring

ai_action

“a significant reduction in slipped deals thanks to Clari's AI-powered Opportunity Scoring”

Risk gap surfacing

validation

“Clari's risk indicators enable Alight to surface gaps early on, which allows the team to course-correct mid-quarter rather than after the fact”

Deal inspection and escalation

human_review

“using Clari, they were able to evaluate what level they were engaged with, when the next meeting was, and what executive sponsor they needed to pull in to secure those deals by the end of the quarter”

Marketing engagement flagging

integration

“When Alight's marketing team spots elevated engagement or account scoring, it's able to flag this in real time”

Revenue Cadence alignment

output

“Clari has streamlined how Alight operates by standardizing its recurring Revenue Cadences to get cross-functional teams on the same page regarding what's already happened and what needs to happen next. Instead of working in disconnected …”

Reported outcome

Alight achieved marked improvement in forecast accuracy each quarter, a significant reduction in slipped deals, and saved up to one day per week per person by eliminating spreadsheet workflows, with fewer fire drills enabling focus on strategic execution.

Reported metrics

Forecast accuracymarked improvement in forecast accuracy each quarter

Slipped dealssignificant reduction in slipped deals

Time saved per person per weekup to one day per week, per person

Fire drillsfewer fire drills

Show all 5 reported metrics

forecast accuracymarked improvement in forecast accuracy each quarter

slipped dealssignificant reduction in slipped deals

time saved per person per weekup to one day per week, per person

fire drillsfewer fire drills

administrative work per sales cyclesignificant reduction in administrative work for each sales cycle

Reported stack

ClariPower BI

Source

https://www.clari.com/resources/customer-stories/how-alight-solutions-runs-revenue-with-clari/

Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Alight achieved marked improvement in forecast accuracy each quarter, a significant reduction in slipped deals, and saved up to one day per week per person by eliminating spreadsheet workflows, with fewer fire drills…

What tools did this team use?

Clari, Power BI.

What results were reported?

Forecast accuracy: marked improvement in forecast accuracy each quarter; Slipped deals: significant reduction in slipped deals; Time saved per person per week: up to one day per week, per person; Fire drills: fewer fire drills (source-reported, not independently verified).

How is this sales ops AI workflow structured?

AI buying signal aggregation → AI Opportunity Scoring → Risk gap surfacing → Deal inspection and escalation → Marketing engagement flagging → Revenue Cadence alignment.