Forecasting You Can Actually Run the Business On

Optematic implements and operates Clari as a core revenue operations system, not just a forecasting overlay. We ensure Clari is correctly integrated with CRM, sales activity tools, and revenue processes so forecasts are accurate, explainable, and trusted by leadership.

Many Clari deployments struggle because underlying data, processes, and ownership aren’t aligned. Optematic focuses on operational readiness—designing Clari to reflect how your sales organization truly operates and supporting it long after go-live.

What We Deliver

End-to-End Clari Implementation
We implement Clari across forecasting, pipeline inspection, deal management, and revenue analytics—configured to align with your sales stages, territories, and management cadence.

CRM & Revenue Stack Integrations
Optematic integrates Clari with Salesforce and adjacent revenue systems to ensure pipeline data, activity signals, and forecast inputs are accurate, timely, and consistent.

Forecast & Pipeline Governance
We design forecast categories, rollups, inspection views, and approval workflows to support executive reviews and reduce forecast volatility.

Sales Process & Cadence Alignment
Clari is configured to match how deals move through your pipeline, how managers inspect risk, and how leadership reviews performance—without forcing teams into unnatural workflows.

Managed Services & Ongoing Operations
After launch, Optematic provides managed services for Clari including monitoring, configuration updates, new use-case enablement, and continuous optimization as your sales motion evolves.

Clari Capabilities We Implement & Operate

Optematic focuses on production use, not feature checklists:

• Forecasting & Rollups
  Commit, best case, pipeline, and gap analysis aligned to leadership expectations.

• Pipeline Inspection & Deal Risk
  Deal-level insights tied to activity, engagement, and stage progression.

• Revenue Cadence & Rhythm
  Weekly forecast calls, QBRs, and exec reviews supported by consistent views and data.

• CRM Data Integrity
  Alignment between Salesforce stages, fields, and Clari forecasting logic.

• Operational Controls & Visibility
  Permissions, auditability, and consistency across teams and regions.

Integrations We Commonly Support

Clari delivers value when embedded in the revenue ecosystem. Optematic commonly integrates Clari with:

• Salesforce and CRM systems

• Conversation intelligence platforms (e.g., Gong)

• Sales engagement tools

• Analytics and reporting platforms

All integrations include monitoring, documentation, and failure visibility to prevent silent degradation.

Why Optematic Is Different

Most partners focus on enabling Clari dashboards. Optematic focuses on running revenue operations.

• We align Clari to real forecasting behavior

• We fix upstream CRM and process issues

• We provide ownership after go-live

• We ensure forecasts are trusted, not debated

Clari becomes a system of execution—not just inspection.

The Outcome

With Optematic, Clari becomes:

• A trusted forecasting system for leadership

• Operationally aligned with sales behavior

• Easier to maintain as the org scales

• A long-term foundation for revenue visibility

Optematic — Clari implemented, integrated, and operated for revenue teams.