sales_ops · services · workflow
How Certinia Improved Win Rates by 9% and Accelerated Deal Closure by 15% with Clari
Certinia's revenue process relied on static and outdated spreadsheets that burdened the operations team, produced inaccurate forecasts, left sales managers evaluating data instead of coaching, and allowed deals to slip.
How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · Activity and prediction data combined
Clari combines activity, historical data, and AI predictions into a powerful data hub.
Tools used
ClariWaterfall
Outcome
Certinia achieved a 9% increase in win rates and a 15% faster time to close, while Waterfall saved managers an hour and a half every Sunday evening on weekly pipeline review.
Results
Time saved15%
Volume9%
Grounding & classification
Source type: vendor customer story
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forecastingpredictive analyticshuman review describedmetric backednamed customertools describedworkflow describedsoftwareconversion increasecycle time reductionemployee productivitytime savedvendor customer storysales opshuman review queuemonitor detect alert