#1 most frequent
United States of America
76.2%774 installations of 1,016
What is Clari?
Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
Categories & Use Cases
Top Performing Features
Quick Dashboard/Forecast
A quick overview of sales forecasts.
Category average: 7.9
Sales Visuals
Clear and helpful visuals.
Category average: 7.9
Sales Forecasting Factors
Multivariate forecasting algorithms that allow users to adjust the factors that influence projections.
Category average: 7.9
Areas for Improvement
Sales Forecast Collaboration:
Allows users to collaborate on sales forecasts. For example, different users may access, comment on and adjust forecasts.
Category average: 8.5
CRM Data Import
Import historical data from CRM systems and other sales software.
Category average: 9.4
Sales Forecast Templates
Pre-built templates for forecast reports.
Category average: 7.5
Who Buys & Uses Clari
#2 most frequent
United Kingdom of Great Britain and Northern Ireland
5.2%53 installations of 1,016
#3 most frequent
Canada
2.8%28 installations of 1,016
Clari - A Solution to Upgrade Sales.
Use Cases and Deployment Scope
The main intent is to help improve sales. We review the sales cycle calls, create live battlecards, a playbook for training, and other stuff. The transcription and summary help to identify call details. Also, the call is divided into different segments, which helps tag the call as per the sales cycle phase. If it's in the cold calling phase, eval phase, demo phase, post demo phase, or negotiation phase.
Pros
- Creates call summary and add them in created tags to help us to targeted monitoring.
- Help us create battlecards that agents can use on live calls.
- Help us create library and playbook of good and bad calls for training.
- Help us provide a call overview by team.
Cons
- More visuals for team-wise data to create healthy competition.
- Auto-tag the calls as per the summary.
- More options for creating a playbook.
Return on Investment
- It had a positive impact as it helped us to streamline the process.
- We have calls divided as per different cycles so it helped us create a process with all calls in one cycle.
- Helped show the history of all calls for 1 customer/account.
Usability
Alternatives Considered
Verint Workforce Management
Other Software Used
Verint Automated Quality Management, CallMiner Eureka
Clari is a tool fit for a fast paced sales team
Use Cases and Deployment Scope
We use Clari every week for our forecasting and pipeline management
Pros
- Give us a way to delivery on our total forecast, and pipeline to manage dealprogresssion
- It gives ways to filter and sort specific regions or reps to give quick overview
- It is a way to indicate any risk on deals and give this information directly to management
Cons
- When there is maintenance done in the backend our total numbers disappear so would be great to not impact production environment when doing improvements on the backend
- I think Clari can train more the champions at customer to drive utilisation rates in your customers
Return on Investment
- Efficiency
- More focus from sales teams so better end results and ROI
- time saved is more ROI
Usability
Other Software Used
Slack, Informatica Customer 360 for Salesforce, Microsoft 365
Clari is a great Conversation Intelligence Tool for Companies
Use Cases and Deployment Scope
We use Clari to analyse customer feedback, thus enabling us to identify the areas of improvement and develop targeted marketing strategies. We also use Clari to analyse sales calls and provide targeted coaching to the sales team. Clari can address some of our business problems, like a lack of visibility into customer interactions, inadequate sales coaching and overall inefficiency in the sales process.
Clari automates tasks like follow-up reminders, note-taking and CRM updates, thus freeing up the sales team to focus on sales. The real-time insights into customer interactions enable our company to take informed decisions and progress well.
Clari automates tasks like follow-up reminders, note-taking and CRM updates, thus freeing up the sales team to focus on sales. The real-time insights into customer interactions enable our company to take informed decisions and progress well.
Pros
- Automated Note Taking
- Revenue Forecasting
- Realtime Transcriptions and insights
- Automated CRM updates
- Sales Coaching
- Planning
Cons
- Limited Integrations
- Transcription Accuracy
- Limited Customization Options
Return on Investment
- Our ROI on Clari was impressive with a 1 year change of 125%
- Sales output was improved
- Customer success scores were all time high
Usability
Alternatives Considered
Outreach, HubSpot Sales Hub and Aviso Insights
Other Software Used
Slack, Google Workspace, Zoho Projects
The only forecasting tool youll need
Use Cases and Deployment Scope
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.
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
Return on Investment
- Because CS is able to identify risk earlier in their forecasting, we've been able to address at risk accounts faster/pull in ELT sooner which has improved our renewal rate.
- We've also been able to catch ARR errors in Salesforce which is connected to Clari. Now we have cleaner more reliable data to report on.
Usability
Alternatives Considered
Gainsight CS
Other Software Used
Gainsight CS, Salesforce CRM Analytics, Adobe Marketo Engage
Translating pipeline visibility into performance
Use Cases and Deployment Scope
As an Enterprise Sales Rep, I rely on Clari daily to manage my pipeline with precision. It gives me a clear view of deal health, pipeline coverage, and where to focus to close the gap. I use it to track account activity and customer engagement, turning data into actionable insights that show which behaviors consistently drive results.
Pros
- Detailed relationship insights by account
- Records my calls, provides transcripts with key notes & actionable follow-up items
- Easy to use and intuitive
Cons
- I wish it updated in real time - it's frustrating when I make a change in my CRM and have to wait sometimes up to 20 minutes for Clari to catch up.
Return on Investment
- I no longer spend hours reconciling spreadsheets or guessing which opportunities are real - Clari shows me exactly where to focus to drive results.
- I have consistently hit my quota the last 3 quarters thanks to Clari's precision and detailed insights.
Usability
Other Software Used
Salesforce CRM Analytics
