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.
Read full review Great value for the money. Excellent for smaller agencies with multiple projects and teams in a smaller space. We can quickly roll out mobile displays to help with a particular deployment push or monitoring a clients website engagement. It's also useful for showing live data without requiring analytics to run reports from a CRM, etc.
Read full review 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. Read full review User self-help - the video tutorials and a robust publicly accessible knowledgebase. Geckoboard can aggregate data from a number of other apps into a singular dashboard. Sleek, dark UI. Read full review 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 Read full review A bit more flexibility in the number of columns would be nice. Ability to scale to mobile device (web). App capabilities are missing on Android. Read full review Likelihood to Renew My company did not renew due to changes in the organization.
Jordan Zwick Business Analyst (Business Development/Market Valuation)
Read full review Usability Clari is very good when it comes to usability as I'm accessing it on daily basis as long as I'm on my Notebook, it helps a lot having visibility on my business status and progress on achievement. I can estimate my weekly, monthly, and yearly opportunities closure and revenue. I have some saved views which are so useful to get what I want to see.
Read full review With a simple interface and available templates, creating basic dashboards is easy. Obviously depending on the data you want to visualize, there may be higher learning curves. That being said, they have a huge amount of integrations and extensible frameworks. If you are using anything made in the past ten years there is an API function or integration that can get it talking to the platform. As such, it's pretty easy to hit the main data points you want and get it on a cheap display in front of your team.
Read full review Support Rating 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
Read full review The support levels vary based on the level of plan that you have but that's to be expected. Virtually everything except the Enterprise plan has basic chat/email support. While they are responsive they are not going to be much assistance in helping you figure out API calls or implementing 3rd party integrations. That is to be expected and the support community can pretty much get you in the right direction if you look.
Read full review Implementation Rating The Clari professional services team was great and kept us on our timeline. No complaints. Nothing amazing to report.
Read full review Alternatives Considered Clari was selected due to the flawless integration with
Salesforce , updates are made in real time. Being able to monitor everything at a scalable level has also been critical for our team. For example, we have different views established that show the rep level, manager level, director, customer segment. This eliminates unnecessary forecast/pipeline meetings
Read full review Domo is more robust. We do use both because Geckoboard is really easy to show the rest of our team without the need for additional licenses.
Read full review Return on Investment We have significantly decreased the number of overdue deals in our funnel. We stay on top of deals within the pipeline much better now, since there is more transparency and accountability. This has sped up our sales cycle and our funnel is much more clean. Read full review While we originally used this as an internal IS tool, we eventually have expanded it to be used by nearly every department. Because pricing is monthly, we can grow or decrease our usage based on our current client needs. Because it is low cost and easy to deploy, we can utilize it in place of considerable resources in analytics and reporting by delivering snapshots of data without pulling reports. Read full review ScreenShots