Sales ops · Production

Okta runs revenue on Clari's AI-powered Revenue Orchestration Platform for scalable enterprise growth

The problem

Okta lacked a consolidated view of its revenue data, forcing sellers to click across multiple tools and systems to piece together pipeline and forecast information, limiting real-time visibility for sales, finance, and executive teams.

Workflow diagram · grounded in source
1
Daily platform engagement
trigger
“Okta uses Clari's AI-powered Revenue Orchestration Platform daily”
2
Forecast calibration
ai_action
“Calibrate their forecast early using real-time trends and historical signals”
3
Opportunity scoring
ai_action
“Clari's AI-Powered Opportunity Scoring, which leverages conversation data, has been invaluable in identifying where her sales team needs to focus its attention. By providing greater visibility into the health of its pipeline, Okta can mo…”
4
Real-time risk detection
ai_action
“When a high-stakes deal started to slip at Okta, revenue leaders knew quickly, thanks to Clari's AI”
5
Exec escalation and intervention
human_review
“They spotted the risk, looped in an exec, and had a team member on a plane that same day to meet the customer face-to-face. By close of business, the deal was back on track with a firm end-of-quarter commit.”
6
Consolidated revenue view
output
“Having a single, consolidated view of opportunities, accounts, forecasts, analytics, and trends is invaluable to Okta”
Reported outcome

Clari's AI is described as 'transformational' and a 'game-changer,' saving Okta's sales teams multiple hours every week, enabling real-time deal risk detection, and giving finance, field, and executive teams a unified forecast view.

Reported metrics
Sales team time savedmultiple hours every week
Deal recovery speeddeal was back on track with a firm end-of-quarter commit
Reported stack
ClariClari's AI-Powered Opportunity Scoring
Source
https://www.clari.com/resources/customer-stories/okta-runs-revenue-for-scalable-enterprise-growth/
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Clari's AI is described as 'transformational' and a 'game-changer,' saving Okta's sales teams multiple hours every week, enabling real-time deal risk detection, and giving finance, field, and executive teams a unified…

What tools did this team use?

Clari, Clari's AI-Powered Opportunity Scoring.

What results were reported?

Sales team time saved: multiple hours every week; Deal recovery speed: deal was back on track with a firm end-of-quarter commit (source-reported, not independently verified).

How is this sales ops AI workflow structured?

Daily platform engagement → Forecast calibration → Opportunity scoring → Real-time risk detection → Exec escalation and intervention → Consolidated revenue view.

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