Salesforce Forecast and planVendor case study

Salesforce: forecast roll-up

10xper Clari

Moved forecasting off spreadsheets into Clari to manage 6-12 month capital-equipment sales cycles: one-view opportunity updates, quarter/stage filtering, weekly forecast, and dashboards for finance and executives.

Industry: Genomics instruments (biotech capital equipment)
Tools named: Clari Forecast, Salesforce

Reported results (as quoted): Headline: "10x time savings for reps"; sales exec: "It used to take me 45 minutes ... to update Salesforce ... at least 10 times faster."; "Clari ensures we easily get a solid, reliable forecast at the end of every week."

Note: Time savings are on CRM updating, not forecast accuracy; AI role is light.

Source

Company: Singular Genomics · Vendor case study · https://prod.clari.com/resources/customer-stories/singular-genomics/

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