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.
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Phrazor is well suited for use in larger companies, especially those that operate globally and need to get region-specific or country-specific data and reports. I found Phrazor to be less appropriate for use in smaller companies (especially non-profit organizations) that may not benefit from extensive reporting. Non-profit organizations don't necessarily have projected sales growth and inventory costs.
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 vPhrase Analytic Solutions Pvt Ltd
Custom reporting. Report templates. Unique data not found elsewhere. 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 vPhrase Analytic Solutions Pvt Ltd
More training videos for beginners. Customizable report printing layouts. Additional reporting measures. 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.
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Our company experienced some difficulty during implementation trying to get data imported and uploaded. We reached out to support and received much-needed assistance, and we were able to move forward with data importation. Several of our users, including myself, experienced some difficulty in understanding the system, so it took some time to use it fully. For a first-time user, there were almost too many filters and options to choose from.
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
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Great! Anytime I needed assistance and reached out to support, I received amazing help, and everyone was always very nice. The reason I did not rate support a ten is that often the hold time was quite long. When you are in a time crunch and need data immediately, it is frustrating not to get immediate support.
Read full review Implementation Rating The Clari professional services team was great and kept us on our timeline. No complaints. Nothing amazing to report.
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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
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I enjoyed using Phrazor better; however, as a new user, I was a bit frustrated getting started.
Microsoft Power BI had more videos available online than I found. Phrazor had more adaptability and customization for our company, which overall made it a better fit over competitive products. My coworkers and I demoed
Sisense , and we chose not to purchase it due to it not being a good fit.
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 vPhrase Analytic Solutions Pvt Ltd
Great tool for creating annual budgets. Reports and graphs that can be included in annual report - saved on marketing costs. Able to import from excel which is a cost-saving tool for our company. Read full review ScreenShots