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 Organizations with budget and proper support resources will be able to best leverage the benefits of SalesLoft. Earlier stage organizations with bootstrap budgets would still benefit from SalesLoft, albeit, I personally feel that without the proper RevOp's resources, that SalesLoft potentially loses a bit compared to Outreach.io
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 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 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 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. Read full review Likelihood to Renew The renewal really depends on who the client is. SalesLoft works for some clients better than others.
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 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.
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 great support team
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 must invest time and effort in define the best way to integration with
Salesforce in order to get data visualization
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 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!
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 Our sales activities are very predictable and we know how much effort to focus on certain leads. SalesLoft also gives us supporting metrics for individual productivity - we use activity metrics to supplement attainment metrics. Our SDRs have a much wider reach and can process more leads which saves them time and keeps them targeted on the best leads. Read full review ScreenShots