Clari Reviews and Ratings

Rating: 9.7 out of 10

Score

9.7 out of 10

Community insights

TrustRadius Insights for Clari are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Simple and intuitive user interface: Users have consistently praised the simplicity and intuitiveness of Clari's user interface. They find it easy to navigate, allowing for effective use of the platform.

Flow analytics for clear visualization of deal progress: Reviewers highlight Clari's Flow analytics feature as a valuable tool for visualizing how deals have progressed within a quarter or across multiple quarters. This provides insights into whether deals are progressing or regressing, benefiting sales teams.

Trend analytics for evaluating performance: According to users, Clari's Trend analytics feature is helpful in evaluating their performance over the past four quarters. It allows them to understand how their pipelines have performed and offers predictions based on pipeline stages for future performance insights.

Reviews

37 Reviews

Clari Review

Rating: 10 out of 10

Incentivized

December 13, 2024

Use Cases and Deployment Scope

Clari is incredibly useful to help forecast accurate and organize the sales pipeline. There is a lot of information inside of Salesforce, but Clari helps provide a very clean overview of what all the data means. There is a direct Salesforce/Clari integration that is very useful to help understand one's portfolio of where revenue is going to come from

Pros

aids organizing opportunities by close date, quarter etc
aids organizing opportunities by opportunity stage (development, commit, forecast etc)
easily see what type of opportunity is being worked on (net new, cross-sell, expansion, renewal etc)

Cons

Occasionally it can be difficult to save specifically formatted criteria views
The QBR dashboard has a lot of information on it, would be helpful if that was simplified to show what is most important
The Salesforce integration is not immediate, so when updating opps it can take Clari 10-15 minutes to accurately reflect (but honestly still works great)

Likelihood to Recommend

Clari is specifically well suited for sales reps, every week, every day to help organize their pipeline. Additionally Clari is very well suited for Sales Leaders to understand the entire sales organization picture in terms of expected company sales/revenue

I can't think of situations where Clari is less appropriate, but not the entire company needs access and you do not want to waste license counts on that

Verified User

Account Manager in Sales (1001-5000 employees)

Vetted Review

4 years of experience

Clari is an amazing forecasting tool l if you can justify the cost

Rating: 6 out of 10

Incentivized

March 2, 2023

Use Cases and Deployment Scope

We utilized Clari for sales leader forecasting for new and expansion sales. We reviewed during forecast meetings with sales leaders as well as the executive leadership team. Sales leaders would also utilize Clari for pipeline inspection.

Pros

Easy to use - the user experience is industry leading
Accurate AI forecast - it learned our business quickly and the forecast was similar to different forecast algorithms we had developed
Easy implementation with quick time to value

Cons

Integrating SFDC activity for opportunity health reporting was missing
Very expensive - somewhat hard to justify the cost vs. the value received, and the expense would increase as the organization increased in size.
End to End Revenue forecasting - it would be great if Clari could forecast potential revenue 3 - 4 quarters out based on current top of funnel activity. Clari is really strong for in-quarter forecasting, but not future looking.

Likelihood to Recommend

Clari works well for sales and executive leadership teams that perform at a high level and collaborate well together. Everyone utilizing Clari needs to understand that it will provide the company with the information it needs to make strategic business decisions. It can not be seen as a more sophisticated way to manage SFDC information. If the company is truly dedicated to improving its forecasting capabilities, then Clari could be worth the investment. If it is just being used to capture sales leaders' forecasts, you don't need Clari. Overall, Clari is a great capability, but you need a good business case to justify the expense.

Verified User

General Manager in Sales (1001-5000 employees)

Vetted Review

1 year of experience

Review of Clari

Rating: 9 out of 10

Incentivized

February 10, 2023

Use Cases and Deployment Scope

Clari gives our team visibility into our market research business to drive same process also it increases forecast accuracy, and drive overall efficiency. During our monthly sales call it is used to drive projections for the upcoming months and quarters. Also it keeps a track of our previous months and quarters

Pros

Clari manages to keep tracks of the sales
sales pipeline gives a better idea for future

Cons

mobile app can show improvement as it lags at times
updating details from sales force takes time to update

Likelihood to Recommend

Clari is used in my company to view our different projects. It helps to view status and understand where things need to be updated and what things are needed to viewed during team meetings and sales meeting. Its a great tool used for forecasting sales of upcoming months and quarters

Sankar Dhara

Manager at Internet Research Bureau (51-200 employees)

Vetted Review

1 year of experience

View profile

No more headaches updating Opportunities

Rating: 7 out of 10

Incentivized

February 8, 2023

Use Cases and Deployment Scope

We use Clari to keep up with sales pipeline forecast and during our forecast calls reps will share their screen and walkthrough key business opportunities. Clari is also where each rep will share their call for the quarter and each month within that quarter. Clari also has a grade system for each opportunity that a rep owns which allows them so their pipeline's health at glance. Another big advantage of Clari is that reps are able to change pipeline stage and other details for the opportunity directly from Clari instead of salesforce which is much easier and saves time which then means reps are more likely to keep their forecast up to date.

Pros

Ease of updating opps without touching Salesforce
Easy to read view of pipeline
Easy to manage Call number and gap to it

Cons

Forecast screen could be easier to interact with. I believe UI's that make users scroll horizontally lead to confuse and missed content since we rarely scroll horizontally on the internet. It's not as natural
Enablement; I am confident my team is underutilizing Clari and that there are many more features that we should take advantage of. For example, the Dashboard screen looks good but in our company, our practice is to use the forecast and opportunity tabs instead. Reps and managers could benefit from a 30 min or 1-hour training session quarterly
I like the opportunity score tracker but it would be great to know more of what comprises the score instead of feeling that it is just an AI. Perhaps giving the user more opportunity to validate or put their own spin to the score

Likelihood to Recommend

Clari is exceptionally well-suited for reps to maintain their forecast. Updating opps in salesforce is a headache because you have to jump through so many tabs to deal with dependencies but Clari makes it clearer. For that alone, I can recommend Clari. It's also well suited for forecast calls because you can simply see more of your pipeline and notes on one screen.

Clyde Autin

Account Executive in Sales at Gem (51-200 employees)

Vetted Review

1 year of experience

View profile

Clari a Comprehensive Solution for Improving Sales Performance and Forecasting

Rating: 8 out of 10

Incentivized

February 6, 2023

Use Cases and Deployment Scope

Clari Revenue Platform is used by sales team to manage sales pipeline and forecast future revenue. It help address business problems.Clari provides real-time visibility into the sales pipeline, enabling sales teams to create accurate revenue forecasts and avoid missed targets.The platform integrates with existing sales and marketing tools, bringing all sales data into one place for a unified view of the revenue cycle.

Is used to track sales performance across multiple regions and sales teams.

Pros

Sales pipeline management: Clari provides real-time visibility into the sales pipeline, enabling sales teams to track the progress of deals and make informed decisions.
Revenue forecasting: The platform integrates with existing sales and marketing tools, giving organizations a comprehensive view of their sales pipeline and enabling accurate revenue forecasting.
Advanced analytics: Clari uses machine learning and advanced analytics to provide actionable insights into sales performance and help organizations make informed decisions about their sales strategy.

Cons

User experience: Some users have reported that the platform's interface can be cluttered and confusing, making it difficult to navigate and use effectively.
Data accuracy: In some cases, data integration with existing sales and marketing tools can lead to inaccurate or inconsistent data.
Reporting: While Clari provides advanced analytics and reporting capabilities, some users have reported that the reports can be difficult to create and interpret.
Customization: While Clari allows organizations to tailor the platform to their specific needs, some users have reported that the customization options are limited.
Integration: Some users have reported challenges with integrating Clari with their existing sales and marketing tools, which can result in siloed data and reduced visibility into the sales pipeline.

Likelihood to Recommend

Clari is well suited:

Sales organizations looking to manage their sales pipeline and forecast future revenue.

Companies that need real-time visibility into their sales performance and progress.

Organizations with complex sales cycles and multiple sales teams.

Companies that need to integrate their sales data from multiple sources into one platform.

Clari is less suited:

Small organizations with simple sales processes that do not require advanced sales management tools.

Companies that do not need real-time visibility into their sales performance and progress.

Organizations that prefer to use a single, integrated platform for all their sales and marketing needs.

Verified User

Engineer in Quality Assurance (501-1000 employees)

Vetted Review

1 year of experience

Clar is a great product

Rating: 8 out of 10

Incentivized

January 26, 2023

Use Cases and Deployment Scope

We leverage Clari on a weekly basis for submission of pipeline and forecasting. The problem this addresses is that salesforce does not have an effective clean way to manage pipeline and it became complicated for our organization. Clari has added significant efficiencies on our sales teams and we monitor it on a daily basis

Pros

Forecasting
Pipeline Monitoring
Quota Achievement

Cons

User interface is slow somtimes
Better integration with salesforce

Likelihood to Recommend

Clari is great for leveraging when tracking your pipeline health and understanding from a forecasting perspective whether you have the coverage needed to go ahead and have a successful year. Clari does not seem efficient updating the opportunities, instead one should leverage their system of record. Better Clari salesforce integration would be helpful

Verified User

Account Manager in Sales (5001-10,000 employees)

Vetted Review

3 years of experience

Clari - Visibility into Your Pipeline, and Insight for Better Outcomes

Rating: 10 out of 10

Incentivized

January 26, 2023

Use Cases and Deployment Scope

We have a big issue letting our number truly dictate what our forecast actually means. Clari addresses several business problems, including lack of visibility into the sales pipeline, inability to forecast accurately, and inefficiency in managing customer communications. By providing real-time data and analytics, Clari can help sales teams identify where they are in the sales process and identify potential roadblocks, which can help them close more deals and increase revenue. Clari lets us see exactly what is happening with each and every single deal giving us a better chance to forecast correctly.

Pros

Opportunity Forecast
Opportunity Ranking
Opportunity Overview
Forecast Reporting & Trends

Cons

Visuals can sometimes be a bit much with all the graphs and bubbles and whatnot.
Nothing more really as the tool is amazing and knows exactly where you are with your deals.

Likelihood to Recommend

Clari helps us to automate administrative tasks such as email tracking, meeting scheduling, and follow-up allowing us to focus on higher-value activities, such as closing deals. It also helps managers to monitor the performance of their team and identify areas for improvement, which can help them to optimize their sales strategy and increase their revenue as integration with Salesforce is key to us optimizing this tool. Nothing to complain about here the tool overall is amazing.

Verified User

Contributor in Sales (201-500 employees)

Vetted Review

1 year of experience

Clari Review

Rating: 8 out of 10

Incentivized

January 25, 2023

Use Cases and Deployment Scope

We use Clari for deal analytics - from deal inspection to pipeline value split by channels, sources of leakages in deal pipeline and revenues and also use AI based scoring and forecasting to predict conversions and revenues. Our sales team uses outreach and marketing teams use hubspot and multiple other automations- we integrate it all on Clari to get a 360 view on deals and leads.

Pros

Deal conversion forecasting and leakage analysis
Dashboarding especially on deals by channels and conversions
mobile app and CRM scoring helps in managing deals on the go from anywhere

Cons

Better filtering capabilities across parameters aligned to CRM we use
More team level reports to view consolidated and rep wise team reports according to multiple parameters
autocompletion of forecasting will help in case of no updates

Likelihood to Recommend

Clari is well suited for sales teams planning to forecast deals and analyze deal conversions and performance across multiple channels. The integration with Salesforce CRM is seamless - which helps flow the relevant data and get quality forecasts and insights easily. Our sales reps also use it for sales inspection. Clari becomes difficult to use when we try to sync marketing and sales data together for funnel views.

Verified User

Consultant in Marketing (51-200 employees)

Vetted Review

1 year of experience

Quick forecasting

Rating: 8 out of 10

Incentivized

January 25, 2023

Use Cases and Deployment Scope

Clari turns forecasting simpler for me and gives me a clear view of my attainment numbers: visibility of opportunities, updates, and the ability to change fields. Clari is solving the problem of quick pipeline care and hygiene. I have been able to spend less time looking for notes and instead boosted performance by having Clari up all day for my workday.

Pros

Forecasting
Pipeline management
Data hygiene

Cons

UX
Salesforce errors notifications

Likelihood to Recommend

Clari has allowed us to get more thoughtful about revenue forecasting. We feed the data from Clari into our other reporting systems and can get much better visibility into our quarter and year than we used to. However, we faced a few issues getting things set up, but this could simply be due to our Salesforce data integrity rather than a limitation with Clari itself.

Verified User

Analyst in Sales (201-500 employees)

Vetted Review

1 year of experience

Clari - Don't Work in Sales Without It!

Rating: 8 out of 10

Incentivized

January 25, 2023

Use Cases and Deployment Scope

Today, we use the product to track pipeline for each individual salesperson and to forecast the business on a monthly and quarterly basis. It's a pretty straightforward use case for anyone that has ever been in tech sales.

Pros

Tracks deals in pipeline
Connects to Salesforce for ease of use
Forecasts the business on an interval the organization wants / needs

Cons

Improved user interface. It's not very intuitive.
Send email/text reminders to complete actions.
Knowledge base is good, but kick-off training would be helpful.

Likelihood to Recommend

For anyone in sales, this is a pretty indispensible tool. If you are serious about tracking the deals in your pipeline and having a central area of engagement between management and sales, this is the place to track and discuss the forecast. It's probably not as well rounded for pipeline progression discussions, Salesforce is still probably better for this.

Cass Holloway

Planning Specialist in Sales at Workday (10,001+ employees)

Vetted Review

2 years of experience

View profile

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Reviews and Ratings

Clari a Comprehensive Solution for Improving Sales Performance and Forecasting

Rating: 8 out of 10

Incentivized

February 6, 2023

Use Cases and Deployment Scope

Is used to track sales performance across multiple regions and sales teams.

Pros

Sales pipeline management: Clari provides real-time visibility into the sales pipeline, enabling sales teams to track the progress of deals and make informed decisions.
Revenue forecasting: The platform integrates with existing sales and marketing tools, giving organizations a comprehensive view of their sales pipeline and enabling accurate revenue forecasting.
Advanced analytics: Clari uses machine learning and advanced analytics to provide actionable insights into sales performance and help organizations make informed decisions about their sales strategy.

Cons

User experience: Some users have reported that the platform's interface can be cluttered and confusing, making it difficult to navigate and use effectively.
Data accuracy: In some cases, data integration with existing sales and marketing tools can lead to inaccurate or inconsistent data.
Reporting: While Clari provides advanced analytics and reporting capabilities, some users have reported that the reports can be difficult to create and interpret.
Customization: While Clari allows organizations to tailor the platform to their specific needs, some users have reported that the customization options are limited.
Integration: Some users have reported challenges with integrating Clari with their existing sales and marketing tools, which can result in siloed data and reduced visibility into the sales pipeline.

Likelihood to Recommend

Clari is well suited:

Sales organizations looking to manage their sales pipeline and forecast future revenue.

Companies that need real-time visibility into their sales performance and progress.

Organizations with complex sales cycles and multiple sales teams.

Companies that need to integrate their sales data from multiple sources into one platform.

Clari is less suited:

Small organizations with simple sales processes that do not require advanced sales management tools.

Companies that do not need real-time visibility into their sales performance and progress.

Organizations that prefer to use a single, integrated platform for all their sales and marketing needs.

Verified User

Engineer in Quality Assurance (501-1000 employees)

Vetted Review

1 year of experience