sales_ops · security · workflow
Fortinet uses Clari's AI-powered forecasting to mature revenue operations
Fortinet needed to move beyond a basic revenue process toward one that fully aligns people, data, and processes across all go-to-market teams including sales, marketing, and customer success.
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 · Centralize data in Clari
Fortinet uses Clari to centralize their data, align on KPIs, and run their forecasting process within a single system.
Tools used
ClariRevenue Operations Maturity Model
Outcome
Fortinet centralized data and KPIs in Clari and layered AI on top to gain predictive insights early in the quarter, enabling smarter decisions, capacity planning, resource allocation, and accurate executive reporting.
Results
Cost replacedaccelerate their growth
Grounding & classification
Source type: vendor customer story
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forecastingpredictive analyticsnamed customertools describedworkflow describedsoftwarecycle time reductionemployee productivityvendor customer storyfinance opssales opsdata sync enrichment