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Clari

Clari

Overview

What is Clari?

Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.

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Recent Reviews

TrustRadius Insights

Users of Clari rely on the software to track their sales pipeline and forecast business on a monthly and quarterly basis. This allows them …
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Clari Review

8 out of 10
January 25, 2023
Incentivized
We use Clari for deal analytics - from deal inspection to pipeline value split by channels, sources of leakages in deal pipeline and …
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Quick forecasting

8 out of 10
January 25, 2023
Incentivized
Clari turns forecasting simpler for me and gives me a clear view of my attainment numbers: visibility of opportunities, updates, and the …
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Sales rep Clari review

7 out of 10
October 25, 2021
Incentivized
All quota-carrying reps and their management teams use Clari as a forecasting tool. It allows us to validate our forecast easier than we …
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Awards

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Reviewer Pros & Cons

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Pricing

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What is Clari?

Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.

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  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Clari?

Clari's revenue platform aims to improve efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams visibility into their business to drive process rigor, align buyers and sellers, spot risk and opportunity in the pipeline, increase forecast accuracy, and drive overall efficiency. Clari boasts users among revenue professionals at companies, including Okta, Adobe, Workday, Zoom, and Finastra, who make their revenue process more connected, efficient, and predictable.

Clari Features

  • Supported: Sales Forecast Management
  • Supported: Pipeline Inspection
  • Supported: Opportunity Management
  • Supported: Activity Intelligence
  • Supported: Connected Revenue Operations
  • Supported: Sales Analytics

Clari Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web

Frequently Asked Questions

Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.

BoostUp, Aviso Insights, and Gong are common alternatives for Clari.

Reviewers rate Data Sharing and Collaboration highest, with a score of 9.4.

The most common users of Clari are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(99)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users of Clari rely on the software to track their sales pipeline and forecast business on a monthly and quarterly basis. This allows them to have central visibility and collaborate with their sales team on the status and closure timeline of opportunities. They appreciate the ability to share their screen and walk through key business opportunities during forecast calls, which saves time and improves forecast accuracy. Clari's grade system is also highly valued as it provides a quick overview of the health of each opportunity in their pipeline. By integrating with Salesforce, Clari eliminates the need for manual adjustments in multiple platforms, streamlining the process for users. With its real-time visibility into the sales pipeline, Clari enables accurate revenue forecasting and helps avoid missed targets. Users find value in the software's data-driven approach, which assists in predicting incoming revenue and identifying potential roadblocks in the sales process. Additionally, Clari aids deal analytics by offering insights such as deal inspection, pipeline value split, and revenue predictions. Quota-carrying reps rely on Clari as a forecasting tool, while management teams utilize it to oversee pipeline, forecast for the quarter, and manage their teams more efficiently. Overall, Clari is considered a top sales resource used across the Sales organization by various stakeholders including sales reps, leaders, directors, executives, overlay reps, success reps, sales operations, and product marketing teams. The software simplifies forecasting tasks by providing clear views of attainment numbers, opportunities, updates, and the ability to make changes. It also solves the problem of quick pipeline care and hygiene by reducing the time spent searching for notes and improving overall performance.

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.

Difficult User Interface: Some users have reported difficulties with the Clari user interface, finding it confusing and cluttered. This has made it challenging for them to effectively navigate and use the platform.

Limited Customization Options: A number of reviewers have expressed frustration with the limited customization options provided by Clari. They feel that these options do not meet their specific needs and hinder their ability to tailor the platform to their requirements.

Integration Problems: Users have experienced issues with integrating Clari with existing sales and marketing tools. This has resulted in fragmented data and reduced visibility into the sales pipeline, making it harder for them to track and manage their sales activities effectively.

Users have made several recommendations for Clari based on their experience with the tool.

Firstly, users recommend utilizing Clari for accurate forecasting and revenue visibility. This feature allows sales teams to have a clear view of their forecasted revenue and reduce inconsistencies.

Secondly, users suggest integrating Clari with Salesforce and implementing a role structure within the platform. This integration enhances efficiency by streamlining data flow and ensuring seamless collaboration between teams.

Lastly, users advise training and encouraging adoption of Clari among sales teams. This helps maximize the potential of the tool for tracking opportunities, improving sales activities, and achieving goals.

Overall, users find Clari to be a user-friendly tool that provides valuable insights for sales forecasting and pipeline management. Additionally, they praise the top-notch customer support provided by the Clari team.

Attribute Ratings

Reviews

(1-25 of 28)
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Clyde Autin | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Ease of updating opps without touching Salesforce
  • Easy to read view of pipeline
  • Easy to manage Call number and gap to it
  • 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
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.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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
  • 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.
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.
February 10, 2023

Review of Clari

Sankar Dhara | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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
  • Clari manages to keep tracks of the sales
  • sales pipeline gives a better idea for future
  • mobile app can show improvement as it lags at times
  • updating details from sales force takes time to update
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
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
  • 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.
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.
Shalini Arya | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Clari helps in improving the sales revenue processes. It's very efficient and a very vital tools for all the Sales folks.It really helps to check the process, align buyers and sellers, calculate the risk and opportunity in the pipeline.
  • Sales pipeline distribution
  • Spots opportunity and risks
  • Predicts revenue
  • Mobile app can be improved
  • The filters ca also be more enhanced
  • Since we use Salesforce which is integrated with Clari so it makes a little bit difficult to get the update on Clari as soon as it gets updated on SDFC
Clari is best suited for revenue prediction, revenue goals and the metrics helps identify and track the forecast.Since we integrated with Salesforce there still seems to be a glitch eg: when updating a field within Clari like stage or funnel, it doesn't show up out and I have to update the same field in SFDC instead, so there's double work
January 26, 2023

Clar is a great product

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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
  • Forecasting
  • Pipeline Monitoring
  • Quota Achievement
  • User interface is slow somtimes
  • Better integration with Salesforce
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
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Opportunity Forecast
  • Opportunity Ranking
  • Opportunity Overview
  • Forecast Reporting & Trends
  • 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.
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.
Rubu Gogoi | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Clari to manage our sales Pipeline. Workflows are auto-synced to update the CRM automatically eliminating the need of manual entry. Emails, Calls, activities etc for any deal can be auto updated to improve data accuracy and segment the deal stages.
  • Segmenting the sales pipeline for Individual as well as the team.
  • Integration with the CRM ensures that all the activities are auto updated without manual entry requirement
  • Forecasting the sales based on previous data helps in planning forward
  • Mobile App can be optimized for better & smooth viewing
  • Filtering UI for Mobile version does not reflect same as the web version
Our CRM Integration with Clari has eliminated a lot of tasks that requires manual action saving us a lot of time. We can segment and analyze our data with Clari's forecasting insights. If any gaps are present in my deals, it sends the reminder to update them.
Easy to swith between time frames and create my customizable viewing screen.
January 25, 2023

Clari Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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
  • 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
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.
January 25, 2023

Quick forecasting

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Forecasting
  • Pipeline management
  • Data hygiene
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.
Cass Holloway | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Tracks deals in pipeline
  • Connects to Salesforce for ease of use
  • Forecasts the business on an interval the organization wants / needs
  • 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.
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Opportunities forecasting
  • Target achievement tracking
  • Reporting
  • Dashboards
  • Easiness of tuning the pages
  • Notifications
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.
October 25, 2021

Sales rep Clari review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
All quota-carrying reps and their management teams use Clari as a forecasting tool. It allows us to validate our forecast easier than we would in Salesforce alone. Our management seems to love it as it makes keeping track of our forecast easier for them.
  • Visualizing how close you are to your commit/quota
  • Highlighting deals that may have stalled
  • Intuitive forecasting
  • I still find myself having to update apps in Salesforce as well as Clari when it's supposed to eliminate the need for duplicative forecasting tools.
  • Reps don't have access to company-wide or even team reporting. Would be really helpful to see how other reps are doing and what deals they have
I don't have any scenarios where it isn't appropriate. It's a good forecasting tool.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Bi-directional integration with SalesForce
  • Intuitive User Interface
  • Incredibly detailed reports
  • Easy way to compile notes...in-line editor
  • 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
Clari is suited for all sales organizations but mostly for enterprises with multiple quota attainment tiers. For simple reporting, it may be overkill.
October 12, 2021

Clarity in Clari

Daniel Haber | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • ease of use
  • reporting
  • forecasting
  • style of reports
  • transparency across teams
  • not that I can think of
  • it works very well as is
  • embedded within SFDC
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Clari is being used in our company by the entire sales organization. We use Clari daily to track different sales activities like meetings, opportunities management, and as easily manage Salesforce content. Clari is our main interface to track sales productivity and to have in one single place all vital information for sales management.
  • Clari is an excellent Salesforce Interface.
  • Simple and Intuitive platform
  • Automation based on content
  • “Lego” reports and dashboards
Clari can be used as an excellent platform to include all critical data for sales purposes. All forecasting activities and management can be handled in one single place like Clari. Also, Clari apps give you an immediate area for your notes and to provide visibility to others to help and improve the sales process.
Vivian Okere | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Clari is used to quickly identify pipeline, overall health of the opportunity, and better forecasting. With the integration to Salesforce, I don't ever have to adjust pipeline anywhere else but Clari. It includes out-of-the-box and custom attributes that mirror information in SFDC, but in an easier, more chewable way. Clari is a top 3 sales resource on our team.

This is the best thing since sliced bread!
  • Quick temperature check on health of open opportunities.
  • Ability to edit anything within Clari and have it reflect within SFDC.
  • Honestly nothing. Keep innovating as planned.
- 1:1 meetings with manager and quickly editing next steps, close dates, etc.
- Easy way to be abreast of SFDC hygiene at the end of the day.
- Fast edits through the SFDC Integration.
November 26, 2019

1 Year of using Clari

Sonny Fian | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It helps us be able to forecast and see what deals are in the pipeline.
  • Nice user interface.
  • Easy to use.
  • Great visuals.
  • N/A - everything is working well for me.
It's useful for those who would like visibility into their deals in the pipeline.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
This started out as a sales tool. We have quickly adopted it in customer success as a forecasting tool. It serves two functions

1. Creating accurate forecasts with ability to modify at every level
2. Giving visibility across organizations to those forecasts

Once we found value in sales, we quickly pivoted to loop other customer facing departments in so we can have a single tool for revenue forecasting.
  • Forecasting
  • Adjustments up hierarchy - dynamic forecast
  • Cross department visibility - ability to change views by filters
  • Advanced analytics. Clari is great at taking in best case and commit, but doesn't give a suggested case
  • Intuitive tagging of pipeline by type/origin
Clari is perfect for seeing your sales pipeline. If you want to know your commit and best case at any different level of the organization this is the perfect tool. You can see exactly where you are falling short, and where you need to focus efforts. It's great for a revenue forum or stand up conversation.
Aaron J. McReynolds | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Clari is currently being used as the forecasting tool of choice for our entire sales department. We have both the mobile and desktop access, allowing us to update forecasts and deal stages remotely. Clari connects with Salesforce and allows both to be updated simultaneously, notifying management and sales reps of all changes.
  • Allows for on-the-go mobile forecast updates in real time.
  • Management roll up -- allowing each level of management to see the forecast situation.
  • Displays accurately all working deals and the stage of those deals as shows in Clari and SFDC.
  • Limited functionality. Really the only use case for me is forecasting and deal reviews.
  • Allow all managers to edit reps stages and numbers with a notification.
  • Does not require manual commit numbers to be confirmed. Should auto-commit the previous week's number if no change is needed.
Works extremely well in allowing sales reps to make forecast changes in real time. It also allows you to quickly and accurately see all the deals in your pipeline, as well as the stage they are currently in, and your roll up number.
Would be nice if management had more control over reps permissions. This would allow them to make updates should the rep be unable to do so.
February 02, 2019

Clari for the win!

Ryan Jolley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Clari to evaluate whether or not we will hit our numbers. It's used with leadership to determine the health of an opp and how that opp fits into our quarter's forecast.
  • CRM score to view the health of your opp.
  • Simple UI with robust functionality.
  • Powerful insights available without the need to create custom breakouts or reports.
  • Better tutorials/training when a new user logs in for the first time.
  • Recommend actions to improve CRM score (chance of opp closing) with insights to users.
Well suited if you want a holistic view of your opportunities and desire to leverage AI to hit your numbers.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our entire organization uses Clari. Our sales teams, leaders, directors, and executives are the primary user. However we have overlay reps, success reps, sales operations, product marketing, etc. also leveraging the tool.
  • Allows for more efficient funnel management - quick ability to update sales funnels in real time.
  • Provides transparency for leadership to see what is happening with the deals in real time.
  • Able to see the whole story within the sales cycle for upper management down to rep level, as well as those not within sales, to get an understanding of the state of the business.
  • Hard for upper level executives to drill down and see the details of deals since they have so many rolling up to them.
  • Ability to customize columns for users in certain roles within particular views is lacking.

Clari is an excellent tool for any sales organization that needs better structure around funnel management. Even if your sales organization is great with managing pipelines, it will provide an additional level of transparency and efficiency.


It's not as helpful for high level executives or sales directors that have many deals rolling up to them, because you can get lost in the weeds with so many things going on at once; however Clari is making strides to improve the product there.


Clari is not a place for reps to update product or pricing, but the other administrative aspects of the deal. Clari does make it easy to link back to your CRM to do this though.


Overall sales teams are the ideal user, everyone else in the organization uses it from a slightly different perspective.

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Clari is being used by the sales team and management. Teams use it oversee pipeline and follow up on open deals. This has allowed the sales staff to keep track of all current ops they are working on, and to keep next steps in place to effectively manage their pipe. Management also uses it oversee sales, and to get a big picture of sales activity to forecast for the quarter. Clari makes managing the team easier and faster.
  • Seeing all deals in once place - This lets us quickly edit and update deals with insights from a single page.
  • Reporting - The reports give a good overview of what's happening, insights on how things are going, and what deals we need to focus on
  • Forecasting - The trending reports and Clari's forecasting let us plan our month/quarter in the proper way to hit the numbers we need.
  • Sometimes the insights do not load and we encounter problems. The insights part is a good feature, so when it does not load often, it detracts a lot from the product's usefulness.
  • The flow area can be a bit confusing and hard to follow. Doesn't seem to be as good as other aspects.
  • Cost can be an issue - with SF licenses and Clari on top of that, the monthly cost per Clari user doubles.
Good for companies who have long deal cycles with many touch points. Short cycles don't really benefit from the tool. A company also must have a role structure in place for things to work well from the Salesforce side of things. Otherwise, the pipeline per users gets a bit skewed.
Misha Gautreaux | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Clari is being used across the sales organization by all members of the inside and field sales teams. The key business problem that it has helped solve is providing a filter of Salesforce data for reps to fill out and provided a new level of forecasting accuracy, which is super critical for many reasons.
  • Forecasting - the predictions they have made on how the quarter will end up have helped overcome any "hope-casting" by the sales team.
  • Data Entry -- Clari has helped streamline what data needs to be inputted by the sales team
  • Dashboard Views -- super consummable dashboards / layouts that get used daily
  • Activity Tracking - they've made great progress, but more needs to be done to quickly see how rep activity aligns with sales outcomes
  • Integrations with marketing tools -- e.g. Pardot -- would love this information to be in the tool to help the top of the funnel
  • Data Science -- would love more insights into what deals will / will not close based on machine learning/data science
Well Suited - Transactional sales -- the more deals you have the better
Not sure about where it would less appropriate, other than if you are working on HUGE deals, really long sales cycles, etc. That being said, I have been impressed by how well our enterprise model/sales cycle has worked to date.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Clari to provide more clarity into our funnels from a leadership level. More so, it helps me manage my own funnel to stay on top of my clients' opportunities. It's hugely beneficial and is a primary tool used across all sales channels to manage our funnels effectively.
  • Opportunity management - allow a quick and easy portal view of all my opportunities.
  • Contact history associated with client opportunities - I can see just how often and recent communication is taking place.
  • Layers of opportunity levels - While an opportunity may have been presented to a client, it may not be worth committing to close for the month, and Clari allows you to clarify both, which gives leadership an insight without having to pause to discuss. This allows me more time to focus on selling!
  • It'd be nice to update products on my opportunity within Clari.
  • I wish Clari was the default for Salesforce funnels.
  • More clear reporting on opportunity creation...time and date.
  • More character space for next steps or add another space for Key Notes.
Clari is well suited to allow leadership clear visibility into opportunities without too much additional conversation directly with reps, allowing them to focus on revenue generating activities.
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