Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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Salesloft
Score 8.3 out of 10
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Salesloft’s Revenue Orchestration Platform uses AI to help market-facing teams prioritize and take action on what matters most, from first touch to upsell and renewal.
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.
When a new lead arrives I can insert it in the right cadence, I can create a personal template with the various steps, attach documents. It can improve by giving the possibility of changing the email address of the prospect (it happens when the email is wrong) but it does not change it and the procedure is long
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.
The use of cadences allows my team to quickly process calls that have been prequalified by our filters in Salesforce
The live call coaching with "drop in" capability has been useful for quality checking the calls, while allowing us to steer a call in a particular direction if necessary
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
Calendaring -- specifically ensuring credit is properly aligned when trying to calendar for sellers as a BDR -- even when using a booking/ calendar availability link (a seller's link -- this is the trouble spot from what I recall and why we can't use some of the helpful link scheduling tools in our org).
Would love to set up some report automation on the management side -- where specific things could be sent to me (e.g., I would love to set up a report that would auto-populate to show how many dials were completed during a power-hour/blitz period that would hit my alerts in the UI or be sent to email/Slack automatically).
A manager-specific view/home screen would be nice but not essential.
My rating is based on the fact that Salesloft is a great tool, it is very helpful for companies that have Sales Developers and work closely with marketing, as in my case. The tool is very intuitive, it gives you a way to schedule meetings, understand if the prospect or customer has read the email or downloaded the content sent.
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.
SalesLoft is a fantastic product that will be extremely helpful to any Sales Rep looking to organize their information and stay one step ahead. While it has its shares of quirks and bugs it proves to be an awesome tool for anyone that is in the sales industry.
The tool, which I have been using for years, has never given application problems, bugs or anything else, it has been a very stable and fast tool in its use. The team is always available if there is a need for training or if, by adding new sections, they give us the tools to understand it better
The performance of the tool is always high and efficient, so the various integrations, after a first timid approach, were fast and never had integration problems such as: calls, emails, calendars, Zoom meetings, the dashboard, the generated pipeline and the opportunities opened in the various quarters and also the increases of the same
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
I have never contacted customer support, the tool has never given any bugs or other problems, so support has never been useful. We often do training dedicated to the best possible use of the tool but generally connected to the various updates and improvements of Salesloft but in general none of my colleagues have ever had any problems
The training was done by the company we bought it from, I don't know if it was them directly or a reseller, but the training was very clear and simple in the explanation with the vision of the various steps and on how to insert the signature, how to import leads or contacts from Salesforces, the company CRM, how to send an email or how to make a call from the tool
I was not included in the implementation participation but daily use gave me the opportunity to understand many steps on my own, such as creating personal templates, which is very useful if the prospects or contacts are part of a specific vertical then it becomes important to create personalized templates for the end customer, with specific links.
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
We switched from InsideSales Playbooks to SalesLoft. Salesloft is much easier to use and more intuitive. We had previously used Inside SalesPlaybooks before they changed their name just so we had the powerdialer plug in in Salesforce then tried implementing PlayBooks and it was a bit cumbersome and not intuitive. We evaluated a few others but SalesLoft was the best choice!
The overall scalability has maintained high performance and the workload even growing in the company, therefore without losing pieces or contacts with the end customer, without disconnections. It is reliable and fast at the same time giving priority and optimizing the work without waste. It has given the opportunity to add pieces to the system based on increasingly complex work needs
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.
