Sales ops · Production

Flock Safety realizes value within 30 days using Clari for AI-powered sales forecasting and pipeline visibility

The problem

Flock Safety, growing rapidly by adding over 100 employees per quarter, needed a scalable and intuitive way to forecast pipeline health and surface insights for sales leadership without relying on manual weekly forecast calls.

Workflow diagram · grounded in source
1
Pulse AI segment predictions
Ai action
Clari's Pulse makes predictions based on established customer segments.
▾ source quote
“Clari's Pulse has excelled at making predictions based on our more established customer segments, which I expected. What I didn't expect was how incredibly accurate (+/- a few percentage points) Pulse proved to be after just one month.”
2
Trend quarterly comparison
Output
Trend displays underlying assumptions and 4-5 quarters side-by-side to understand historical pipeline performance.
▾ source quote
“He can see the underlying assumptions (sales stage, forecast category), plus 4-5 quarters side-by-side to understand what happened that day compared to the past few quarters.”
3
Waterfall pipeline monitoring
Output
Waterfall shows the current pipeline position and identifies the factors that led to that state.
▾ source quote
“With Waterfall, Alex can not only see where the pipeline is today, but can quickly understand what led to the current pipeline by identifying the factors contributing to change.”
4
Forecast scenario view
Output
Reps and sales leaders can view commit and best-case scenarios by opportunity stage and forecast category.
▾ source quote
“Reps and sales leaders can quickly go into Clari and see, based on the stage of opportunity/forecast category, what the commit and best-case scenario looks like. And, if necessary, easily overwrite with a dollar figure.”
Reported outcome

Flock Safety realized value within 30 days; Pulse predictions proved accurate to within a few percentage points after one month, Clari saved everyone a lot of time, and the platform expanded from managers to all reps across the sales org.

Reported metrics
Time to value30 days
Pulse forecast accuracy+/- a few percentage points
Time savingssaves everyone a lot of time
Reported stack
ClariPulseTrendWaterfall
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Source
https://www.clari.com/resources/customer-stories/flock-safety/
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Frequently asked questions

What did this team achieve with this AI workflow?

Flock Safety realized value within 30 days; Pulse predictions proved accurate to within a few percentage points after one month, Clari saved everyone a lot of time, and the platform expanded from managers to all reps…

What tools did this team use?

Clari, Pulse, Trend, Waterfall.

What results were reported?

Time to value: 30 days; Pulse forecast accuracy: +/- a few percentage points; Time savings: saves everyone a lot of time (source-reported, not independently verified).

How is this sales ops AI workflow structured?

Pulse AI segment predictions → Trend quarterly comparison → Waterfall pipeline monitoring → Forecast scenario view.

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