The marketing team at 8×8 had to turn corporate bookings goals into pipeline plans for an array of product lines and segments. It was a challenge to build so many individual plans, but also to forecast out a year-and-a-half for each. Their solution was a complex spreadsheet that required a lot of manual effort.

Our pipeline plans and forecasts were built in a complex spreadsheet that was too slow and difficult to maintain, especially in a fast-changing market. Worse yet, we still had to guess at too many elements to make it work.”

Fortella gave 8×8 a purpose-built marketing pipeline planning, tracking, and forecasting solution to help them confidently drive towards their corporate revenue goals. Fortella automatically tracks pipeline performance and conversion metrics for each revenue segment and provides accurate forecasts for current and future quarters.

Learn how 8×8 uses Fortella to:

• Build marketing pipeline plans that are mapped to corporate bookings goals
• Align pipeline plans and forecasts to the varying conversion rates, sales cycles, and deal sizes across multiple target segments
• Quickly react to pipeline gaps caused by fast-changing markets and shifting performance metrics
• Replace the errors, complexity, and inaccuracies of manual spreadsheets with real-time results and intelligent

“Fortella gives us the confidence to manage Marketing pipeline plans for every target segment knowing those plans will help us hit our corporate bookings goals.”

— Venkat Nagaswamy, Global VP of Demand Generation, 8×8