Sales ops ·

Tungsten Automation achieves 95%+ forecast accuracy and 136% increase in won revenue with Clari

The problem

Tungsten Automation ran forecasting in spreadsheets with no ability to retain historical data or deal progress, creating disparate visibility and accountability across the revenue organization.

First attempt

Spreadsheet-based forecasting took an entire day per cycle, raised accuracy concerns when consolidating data from multiple systems, and left the team with no trending activity view and blind spots around AE activity.

Workflow diagram · grounded in source
1
Multi-system data roll-up
Integration
Numbers from multiple systems roll up in Clari, replacing manual spreadsheet consolidation.
▾ source quote
“The numbers all roll up in Clari, taking away the stress and instilling confidence when putting that data in front of sales leaders”
2
Pipeline visibility dashboard
Output
Everything is visible and readily accessible, including pipeline activity, CRM hygiene, and deal slippage.
▾ source quote
“Everything is visible and readily accessible, including pipeline activity, CRM hygiene, and deal slippage”
3
Forecast call with AEs
Human review
Clari makes all relevant information available in one dashboard, making forecast calls with AEs very easy.
▾ source quote
“Clari makes all relevant information available in one dashboard, making forecast calls with AEs very easy”
4
Acquisition systems integration
Integration
Clari helped two businesses with different deals, metrics, and forecasting needs adapt and merge as one organization.
▾ source quote
“Tungsten Automation acquired Nuance Document Imaging (NDI) and integrated the two businesses seamlessly into one with the help of Clari. Although the businesses had different deals, metrics, and forecasting needs, Clari was able to help them adapt and merge”
Reported outcome

Tungsten Automation achieved 95%+ forecast accuracy and a 136% increase in won revenue, with accuracy improving to within 5% in the first quarter and one manager saving a full day of work from every two-week forecast cycle.

Reported metrics
Forecast accuracy95%+
Won revenue increase136%
Forecast accuracy within first quarterwithin 5%
Time saved per forecast cyclea full day of work from every two-week forecast cycle
Show all 5 reported metrics
forecast accuracy95%+
won revenue increase136%
forecast accuracy within first quarterwithin 5%
time saved per forecast cyclea full day of work from every two-week forecast cycle
time freed for other projectsfreed up time for other projects
Reported stack
Clari
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Source
https://www.clari.com/resources/customer-stories/tungsten-automation/
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Frequently asked questions

What did this team achieve with this AI workflow?

Tungsten Automation achieved 95%+ forecast accuracy and a 136% increase in won revenue, with accuracy improving to within 5% in the first quarter and one manager saving a full day of work from every two-week forecast…

What tools did this team use?

Clari.

What results were reported?

Forecast accuracy: 95%+; Won revenue increase: 136%; Forecast accuracy within first quarter: within 5%; Time saved per forecast cycle: a full day of work from every two-week forecast cycle (source-reported, not independently verified).

What failed first in this deployment?

Spreadsheet-based forecasting took an entire day per cycle, raised accuracy concerns when consolidating data from multiple systems, and left the team with no trending activity view and blind spots around AE activity.

How is this sales ops AI workflow structured?

Multi-system data roll-up → Pipeline visibility dashboard → Forecast call with AEs → Acquisition systems integration.

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