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.
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.
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
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.
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
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.
Clari is being used by the sales team in Infoblox to do the business forecasting on weekly basis and collaborate between different teams to have central visibility on the opportunities status and how soon they will close. Clari is also used to generate reports about the business progress status, showing how close each account manager is to achieving his sales target.
Pros
Opportunities forecasting
Target achievement tracking
Reporting
Cons
Dashboards
Easiness of tuning the pages
Notifications
Likelihood to Recommend
Clari is perfect for a sales team collaborating to forecast and estimate the opportunities and overall business status, it's working in a hierarchy scheme that reflects each team member's forecast into their team leader's big forecast number in an automated and easy process. It also can define a periodic date to update the forecast among the team so the forecasting to top management is automated as well.
Clari is being used within our organization to better predict our revenue and time to closure. Our entire global sales organization utilizes Clari for reporting. Clari helps reduce the ambiguity of deals, time to close, and "emotional" decisions. Clari is extremely data-driven and better helps our organization predict incoming revenue to the business.
Pros
Bi-directional integration with SalesForce
Intuitive User Interface
Incredibly detailed reports
Easy way to compile notes...in-line editor
Cons
Knowledge of reports and where to access
How the Oppty scores are calculated
Our organization doesn't allow Technical Sales to access. I believe this is a mistake
Likelihood to Recommend
Clari is suited for all sales organizations but mostly for enterprises with multiple quota attainment tiers. For simple reporting, it may be overkill.
Clari is used across the Sales organization to better aggregate forecasting and opportunity information than Salesforce. Leaders rely on Clari for forecasting and reporting data from individual sales reps as well as CRM scores for the health of opportunities. It is an easy tool to navigate and helps clearly push reps to keep things up to date.
Pros
ease of use
reporting
forecasting
style of reports
transparency across teams
Cons
not that I can think of
it works very well as is
embedded within SFDC
Likelihood to Recommend
drilling into deep detail on an opportunity is not appropriate for Clari. More aggregated reviews of pipeline is the best scenario for Clari. Also using Clari to see how teams and individuals are doing is helpful. Using clari to determine the health of pipeline and health of certain opportunities is also a great use of the tool itself.
analytics how to's to get the most out of the tools youre paying for
Likelihood to Recommend
For forecasting alone, its a great tool. Minor tweaks could make it better, the refresh speed used to be instant, now it takes time. the analytics tools most of the time are hard to trust, as well as the Clari score.
Our GTM teams use Clari heavily! We had challenges with Gainsight and renewal forecasting, and Salesforce for forecasting. Now we have a clear dashboard on where accounts are at whether it's churn, flat renewals, multiyear deals, expansions, net new opps, etc. Every Monday we jump into the platform and forecast - not just the current quarter but about 3 quarters out. Since having Clari we've reduced back and forth between ELT and individual contributors because we no longer need to ask where an opp is at because it's all in the platform.
Now we have clear information and can identify risk sooner. We're able to pull in others for at risk accounts or net new deals which has helped us improve our NDR and GDR.
We're also able to export data into an Excel Spreadsheet for further filtering and segmentation.
Some of the dashboard reports we've created are to help with forecasting every quarter. Example: CSMs see all their accounts for the quarter and forecast any predicted churn. If there are any upsell opps created in Salesforce, it'll pull in that ARR amount and CSMs can see their OKRs.
Pros
Renewal and Upsell Forecasting
See Performance by individual on Quarterly Goals
Better transparency and collaboration with forecast clarity and detailed notes
Easy to update opps in Clari that connect to Salesforce without switching tools
Cons
Sometimes we'll update everything and it won't save so GTM teams have to do it again. Not sure if it's whenever we do platform updates.
As a manager I'm not able to reorder my teams names in the rows. I have to ask our Admin to sort A-Z which is time wasted
Likelihood to Recommend
This is the only forecasting tool you need. Best for CSMs renewal forecasting. Can even forecast churn as far out as you'd like. Example: we forecast 3 quarters out (even if it's just a rough guess). Helps ELT determine OKRs for H1 & H2.
Best for Sales for net new opps or existing customer expansions. We're able to segment and see that mid market is closing more deals in a specific tool than enterprise and can segment down by industry or AE/CSM to see what's working and what's not.
