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From Forecasting Doubt to Data Confidence at Altrata 

Salesforce held the data, but execs and sales leaders couldn't reliably answer: “How much of our pipeline is real?” Kluster stepped in to deliver an enterprise-grade forecasting engine, fast.

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“Kluster came in and solved a problem we’d been working on for five years in just two months.”

Connel Bell, Chief Operating Officer, Altrata

About Altrata

Altrata is the definitive leader in global wealth intelligence, professional relationship mapping, and affluent market dynamics. The leading commercial, philanthropic, and educational institutions depend on Altrata solutions to deliver organisational growth.

The Results

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90-day forecasting 

For the first time, Altrata had early visibility to drive strategic decision-making. 

 

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24-hour proof of value

Within a day of sharing minimal data, Kluster returned an 85% working solution.

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From “gut feel” to data-driven results

Kluster’s ARR and pipeline capabilities created a full operational revenue view.

 

The Challenge

Altrata had robust CRM and revenue systems, but one critical gap persisted: forecast confidence.

Salesforce held the data, but execs and sales leaders couldn't reliably answer: “How much of our pipeline is real?” The internal team had spent years trying to solve this with custom tools, but even with talented ops resources, a scalable, trusted forecasting solution remained out of reach.

The Challenge

Before implementing Kluster, Sedna struggled with:

Inaccurate forecasts

Early forecasts were only 30% accurate, resulting in an end of quarter scramble and unreliable financial planning.

Limited visibility

Leadership lacked an early warning system to track slipping deals and relied on self reporting from sales representatives forecasts, which were difficult to challenge. This was made more difficult by the fact that we were still developing our discipline around sales processes.

End-of-quarter bottlenecks

The majority of deals were closing in the last week, making it difficult to track progress or make adjustments throughout the quarter.

Manual processes

Sedna had no efficient way to inspect and evaluate critical deals throughout the quarter, limiting their ability to make informed decisions.

FAVOURITE FEATURE

Top 3 Reasons Why Sedna Recommends Kluster

  1. Reliable forecasting: “Kluster gave us the accuracy we needed to trust our forecasts and make smarter decisions.”
  2. Early warning system: “Tracking deal health and using Kluster’s pacing tools has given us invaluable early warnings throughout the quarter.”
  3. Early warning system: “Kluster helped align sales and finance, improving visibility and making forecasting a more collaborative process.”

The Solution

Kluster partnered with Altrata to deliver an enterprise-grade forecasting engine, fast.

Within 24 hours, Kluster delivered a high-fidelity forecasting model, integrating seamlessly with Altrata’s customised Salesforce setup. Kluster soon became the foundation for confident decision-making across pipeline health, ARR planning, and long-term revenue strategy.

Cleaner data, smarter decisions

With more eyes on data surfaced through Kluster, Salesforce hygiene improved, driving better process discipline.

Behavioural shift

Sales reps started treating forecasting like a science, not guesswork.

Embedded forecasting

Kluster became part of the commercial team’s daily and monthly rhythm.

End-to-end revenue intelligence

Kluster’s ARR and pipeline capabilities created a full operational revenue view, something Altrata had pursued for five years.

The Impact

Since implementing Kluster, Altrata has seen significant improvements in its operations:

Introduced reliable 90-day forecasts

for the first time, enabling tighter leadership control and sales planning.

 

Deep operational integration

Kluster is fully embedded in daily and monthly commercial operations.

Unlocked strategic revenue insight

Kluster’s ARR forecasting connected Salesforce data to actual revenue tracking.

 

Changed team behaviour

Forecasting is now data-led — not reliant on gut feel.

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"Where other vendors told us our data didn’t fit, Kluster always said yes and delivered. That partnership mindset is rare, and powerful."

Connel Bell, Chief Operating Officer, Altrata

Find out what you can accomplish with Kluster