Likelihood to Recommend
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.
Employee in SalesComputer Software Company, 5001-10,000 employees
If you are using Office365 and it is within your budget, utilizing SmartCloud Connect as an interface with a CRM is a no-brainer. It remains hidden when Outlook opens, but with an email selected you can open it with a single click. It then allows you to associate the email and even attachments with email addresses that were included in the to, cc, or from sections of the email. It's a very intuitive user interface and saves time in email tracking.
- 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.
Analyst in SalesInternet Company, 1001-5000 employees
- Keeps email tracking simple within Outlook.
- Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities).
- Single-button click to open or close the SmartCloud interface in Outlook.
- 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.
- The software updates often, leading to an opening delay the first time it is used in a session.
- Creating contacts is simple, but can lead to duplicates when proper research for tracking is not utilized by the end user.
- Extra cost on top of CRM costs add to the bottom line expense of the system.
Based on 2 answers
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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Not familiar with other products in the quote to close space. I have not used others, as Clari has been our first and we have been very pleased with it, so I have had no need to evaluate other competitors to it.
C-Level Executive in Professional ServicesComputer Software Company, 11-50 employees
Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.
Return on Investment
- Clari has helped some of our managers become more accurate in their predictions as well as help them assess quickly how business is flowing. This helps us focus on the deals that are critical and take action. They feel more productive and in control of their pipeline.
- Departments that use it save time on email tracking, allowing them to focus on client request and tasks.
- Simple integration with Outlook made it a breeze to set up, allowing for quick expansion or reduction of licenses.
- Extra cost has prevented us from applying the utility company-wide, which creates dual methodologies for email tracking and training.
With Clari Pulse, part of Clari Sales Analytics, sales leaders monitor the health of the quarter, track key sales performance indicators and understand what’s driving change week-over-week.See All (6) Clari Screenshots
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Entry-level set up fee?