We use Clari as the primary way to manage our sales business, our opportunities, and our forecasting. Clari provides a very clean, digestible, and easy to manipulate format to view and manage all of the Salesforce information. The fact that Clari is able to provide an easily customizable set of columns and groups, coupled with the ability to write back to Salesforce is fantastic. Anyone in a mature sales organization will find Clari highly effective at helping manage their funnel of opportunities and their business.
Well Suited - Databook works well when you’re in a sales role focused on enterprise accounts. You often need a full view of a company’s priorities, financials, and strategic themes, and the tool gives you that context quickly without digging through multiple sources. Less Appropriate - It’s less useful when you’re working mid market or with fast growing smaller companies. The coverage and depth can be limited, so you may not find enough meaningful data to rely on. In those cases, manual research still ends up doing most of the work.
I will renew my Clari Subscription for many reasons. 1. Streamlines Sales - Clari automates many manual tasks like note-taking and transcripts. This frees my sales team so they can focus on closing deals. 2. Increased customer retention - Clari helps me identify potential churn risks and take proactive measures. 3. AI-Driven Insights
Clari's UI does not resonate with new users. The backend query updating takes quite long time to update. Lots of fixes are needed without answers or solutions offered by the Clari team. If set up correctly with clear recommendations from the Clari team, all the previous issues may be resolved, however the usability is tied closely to set up.
I rated it a seven because the core insights are genuinely useful once you get to them, but the workflow isn’t always smooth. Finding the right accounts can be hit or miss and some sections feel a bit cluttered, so it takes time to get comfortable. When it works, it saves effort, but the experience could be more intuitive
becasue end of year or around end of Q due to background changes my total number dissapear and make it hard in that week to see forecast numbers accurate
Clari is very willing to jump in and build out use cases. They will work to do anything for you. That said, their follow up is not great. We have had to reach out for follow up several times on a project, which is still not complete. I wish they taught us how to complete what we want, rather than doing it in house for us
At the time of selection, Clari was a more mature product than Xactly Forecasting. We did not want to experience growing pains with Xactly. Pipeline Inspection from SFDC was just becoming available. We had already selected Clari before we learned about Pipeline Inspection.
Databook stood out because the research layer felt deeper and more strategic. It surfaces context you don’t usually get from tools like ZoomInfo or Lusha, which are great for contact data but not for understanding a company’s priorities. I used those more often because they serve broader use cases and are available in most orgs, but Databook delivered a different type of insight when I needed a clearer narrative about an account.
