Sales ops · Production

Fortune 100 Global Manufacturer Unifies Revenue Orchestration with Clari AI

The problem

A Fortune 100 global manufacturer's legacy revenue management tools caused operational inefficiencies, inaccurate forecasting, and high costs. Salesforce Rev Intel and CRM Analytics required up to two full-time headcount for maintenance and exceeded $500K in annual licensing. Manual forecast inputs from reps were error-prone, siloed systems made pipeline reporting a heavy lift, and the CMD division required six analysts working five hours each to compile monthly reports.

First attempt

Salesforce Revenue Intelligence (Rev Intel) and CRM Analytics (CRMa) were shut down or wound down due to excessive maintenance burden and licensing costs adding up to half a million dollars.

Workflow diagram · grounded in source
1
Data source unification
integration
“unified Salesforce, ERP, and Data Mart into a single source of truth, eliminating silos and elevating data consistency across the business”
2
AI-driven projections
ai_action
“Clari's AI-driven projections — powered by historical conversion rates, real-time deal signals, and an understanding of diverse revenue streams”
3
Rep rollup benchmarking
validation
“Benchmarking rep rollups against AI-generated projections”
4
Real-time dashboards
output
“custom dashboards that provide real-time visibility into bookings, deferred revenue, and forecast inputs from regional leaders”
5
Renewals forecasting integration
integration
“Integrating renewals forecasting and sync profiles”
6
Extended forecast horizon
output
“extend forecast accuracy well beyond the traditional 90-day window and confidently guide decisions for the next quarter, and the next fiscal year”
Reported outcome

After deploying Clari, the manufacturer achieved 96% time savings and 67% reduction in headcount needed.
Monthly reporting was compressed from six analysts to two in 30 minutes, and the renewal rate rose from 65% to 85% — up 20 points in the last seven months. Reporting time was reduced by over 90%.

Reported metrics
Time savings96%
Headcount reduction67%
Renewal rate improvement65% > 85% renewal increase
Renewal rate points gained in seven monthsup 20 points in the last seven months
Show all 10 reported metrics
time savings96%
headcount reduction67%
renewal rate improvement65% > 85% renewal increase
renewal rate points gained in seven monthsup 20 points in the last seven months
monthly reporting effortfrom six to just two analysts in 30 minutes
reporting time reduction90%+
legacy licensing costsexceeded $500K annually
CRMa maintenance headcounttwo full-time headcount
monthly report compilation effort (old)six analysts working five hours each
legacy licensing and maintenance total costhalf a million dollars
Reported stack
ClariSalesforce Revenue IntelligenceCRM AnalyticsSalesforceERPData Mart
Source
https://www.clari.com/resources/customer-stories/how-a-global-manufacturer-used-ai-to-unify-revenue-orchestration/
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

After deploying Clari, the manufacturer achieved 96% time savings and 67% reduction in headcount needed.

What tools did this team use?

Clari, Salesforce Revenue Intelligence, CRM Analytics, Salesforce, ERP, Data Mart.

What results were reported?

Time savings: 96%; Headcount reduction: 67%; Renewal rate improvement: 65% > 85% renewal increase; Renewal rate points gained in seven months: up 20 points in the last seven months (source-reported, not independently verified).

What failed first in this deployment?

Salesforce Revenue Intelligence (Rev Intel) and CRM Analytics (CRMa) were shut down or wound down due to excessive maintenance burden and licensing costs adding up to half a million dollars.

How is this sales ops AI workflow structured?

Data source unification → AI-driven projections → Rep rollup benchmarking → Real-time dashboards → Renewals forecasting integration → Extended forecast horizon.

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