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.
It is ideal to expand the range of customers, to have an updated and optimized database with interested customers, and allows sales and marketing agents to work in achieving sales and not in the laborious task of finding customers. This software is very effective and delivers what it promises.
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.
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.
I believe that the two complement each other. Datanyze pulls off of a number of data points. Onsite it can pull technologies used (javascript based and also infrastructural), products offered, SEO ranking, and it even integrates with LinkedIn to pull names. Datanyze also has prospecting features - you can pull lists of companies based on technologies used, location, SEO (Alexa/changes with Alexa rank, SEO strategy, speed testing), SEM data points, industry, employee or revenue size, funding round dates and amounts, business segment, founding date, etc. It integrates with salesforce too so you can import leads directly into the system with the paid version. We bought for the scoring, but there is a lot that it can do.
Clari is worth the investment with its advanced forecasting and pipeline management. They have a unified revenue platform that serves as a single source of truth for revenue data.