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.
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.
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.
With more eyes on data surfaced through Kluster, Salesforce hygiene improved, driving better process discipline.
Sales reps started treating forecasting like a science, not guesswork.
Kluster became part of the commercial team’s daily and monthly rhythm.
Kluster’s ARR and pipeline capabilities created a full operational revenue view, something Altrata had pursued for five years.
For the first time, Altrata had early visibility to drive strategic decision-making.
Within a day of sharing minimal data, Kluster returned an 85% working solution.
Kluster’s ARR and pipeline capabilities created a full operational revenue view.
Since implementing Kluster, Altrata has seen significant improvements in its operations:
for the first time, enabling tighter leadership control and sales planning.
Kluster is fully embedded in daily and monthly commercial operations.
Kluster’s ARR forecasting connected Salesforce data to actual revenue tracking.
Forecasting is now data-led — not reliant on gut feel.
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