Clari Review Insights

Score8.6 out of 10

117 Reviews and Ratings

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Insights from Clari Reviewers

Based on 11 verified reviews published in the last 18 months

What positive or negative impact (i.e. Return on Investment or ROI) has Clari had on your overall business objectives?

11 answered

Clari has demonstrably enhanced business objectives for users, primarily through significant improvements in sales efficiency and data management. A majority of reviewers, 5 out of 11, reported a positive impact on sales output, attributing this to streamlined processes and a unified approach to forecasting. This enhanced efficiency is closely linked to improvements in data accuracy, with four out of eleven reviewers noting that Clari provides cleaner, more reliable data and insights, leading to better decision-making. These operational improvements collectively contribute to considerable time savings and resource optimization, a benefit highlighted by four users who noted reductions in time spent on pipeline reviews and managerial oversight. Furthermore, Clari has positively influenced customer-facing metrics, with two reviewers indicating improved renewal rates and customer satisfaction due to earlier risk identification and better communication.

Improved Sales Efficiency and Output

5 mentions

Clari has been effective in boosting sales efficiency and overall output by streamlining processes and fostering a more…

Clari has been effective in boosting sales efficiency and overall output by streamlining processes and fostering a more consistent approach to sales forecasting. Five out of eleven reviewers specifically mentioned that the platform helps sales teams maintain focus and achieve better results by providing a unified view of the business and opportunities. This consistency allows for clearer and more efficient communication across the sales organization, directly contributing to hitting targets.

Enhanced Data Accuracy and Insights

4 mentions

The platform significantly enhances data accuracy and provides valuable insights, which is a key benefit cited by four…

The platform significantly enhances data accuracy and provides valuable insights, which is a key benefit cited by four out of eleven reviewers. Users reported catching errors in connected systems like Salesforce, leading to cleaner and more reliable data for reporting. This improved data quality enables sales professionals to focus on real opportunities and achieve higher forecast accuracy, with one user reporting 5% forecast accuracy for four consecutive quarters.

Time Savings and Resource Optimization

4 mentions

Clari contributes to notable time savings and better resource optimization, a benefit highlighted by four reviewers. Th…

Clari contributes to notable time savings and better resource optimization, a benefit highlighted by four reviewers. The platform reduces the time managers spend overseeing representatives and allows RevOps teams to monitor deal progress without individual follow-ups. One user specifically noted a 20% reduction in time spent on pipeline reviews and cleanup by account executives, directly translating to improved return on investment.

Improved Renewal Rates and Customer Satisfaction

2 mentions

Clari has positively impacted customer-related metrics, including renewal rates and overall customer satisfaction, as r…

Clari has positively impacted customer-related metrics, including renewal rates and overall customer satisfaction, as reported by two reviewers. The ability for customer success teams to identify at-risk accounts earlier in their forecasting process allows for quicker intervention and engagement from leadership. This proactive approach has led to an improvement in renewal rates and an intangible increase in customer satisfaction, partly due to the sharing of recorded calls.

Process Streamlining and Organization

2 mentions

The platform aids in streamlining and organizing sales processes, particularly concerning call management and historica…

The platform aids in streamlining and organizing sales processes, particularly concerning call management and historical data tracking. Two reviewers noted that Clari helps structure calls according to different cycles, creating a more organized process. This functionality also provides a comprehensive history of all calls for a specific customer or account, enhancing overall operational clarity.

Besides Clari, what other software do you regularly use? How likely would you be to recommend it to a friend or colleague?

11 answered

Reviewers frequently utilize a range of sales and collaboration tools in conjunction with Clari, with the Salesforce Ecosystem being the most commonly cited external platform. Four of 11 reviewers mentioned integrating with or using Salesforce products, indicating its pervasive presence in their operational workflows. Beyond core CRM functionalities, specific mentions included Salesforce CRM Analytics and Salesforce Data Cloud, suggesting an emphasis on data analysis and management within the broader ecosystem. Additionally, collaboration platforms like Slack were noted by 2 of 11 reviewers as part of their regular software stack, highlighting the importance of real-time communication. Specialized video call analysis tools, including Fathom AI and tl;dv, were also identified by 2 of 11 reviewers, pointing to a trend in leveraging AI for meeting insights. While these tools are regularly used, the provided feedback does not extensively detail specific reasons for strong recommendation or explicit challenges, leading to a mixed sentiment across all identified categories.

Salesforce Ecosystem

4 mentions

The Salesforce Ecosystem is widely integrated into reviewers' operations, with 4 of 11 reviewers explicitly naming comp…

The Salesforce Ecosystem is widely integrated into reviewers' operations, with 4 of 11 reviewers explicitly naming components of the platform. Specific tools like Salesforce CRM Analytics and Salesforce Data Cloud were mentioned, indicating its role in managing customer data and providing analytical insights. While its regular use is clear, the provided feedback does not elaborate on specific reasons for strong positive or negative sentiment regarding its recommendation.

Slack Collaboration

2 mentions

Reviewers frequently incorporate Slack into their daily workflows for team communication and collaboration, cited by 2…

Reviewers frequently incorporate Slack into their daily workflows for team communication and collaboration, cited by 2 of 11 reviewers. Its mention suggests it serves as a primary platform for real-time interaction alongside other business tools. The feedback indicates regular usage, but specific details regarding its recommendability or perceived benefits were not provided in the snippets.

Video Call Analysis Tools

2 mentions

Specialized tools for analyzing video calls, such as Fathom AI and tl;dv, are utilized by some reviewers to enhance mee…

Specialized tools for analyzing video calls, such as Fathom AI and tl;dv, are utilized by some reviewers to enhance meeting productivity and insight extraction, mentioned by 2 of 11 reviewers. These tools likely assist in summarizing discussions or identifying key takeaways from virtual interactions. The provided comments confirm their use but do not offer explicit endorsements or criticisms regarding their overall value or recommendation likelihood.

Describe how you use Clari in your organization. What are the business problems the product addresses and what is the scope of your use case?

11 answered

Clari is primarily utilized by organizations to enhance sales operations, with a strong focus on improving forecasting accuracy and managing sales pipelines. Six of 11 reviewers indicated that the product serves as a core tool for weekly or daily pipeline management and sales forecasting, addressing previous issues with forecast accuracy. The platform also contributes to increased efficiency and automation within sales processes, as noted by three reviewers, by streamlining tasks such as email scheduling and CRM updates. Furthermore, Clari provides greater visibility into customer interactions, enabling more informed decision-making and earlier identification of risks, a benefit highlighted by three reviewers. The product's capabilities extend to sales call analysis and coaching, with four reviewers mentioning its use for recording and transcribing customer and internal calls, which aids in identifying call details and building internal knowledge bases.

Forecasting and Pipeline Management

6 mentions

Clari is a central tool for managing sales pipelines and improving the accuracy of sales forecasts. Six of 11 reviewers…

Clari is a central tool for managing sales pipelines and improving the accuracy of sales forecasts. Six of 11 reviewers specifically noted its use for weekly or daily forecasting and pipeline management, with one reviewer reporting a significant improvement in forecast accuracy, now consistently tracking within 5% of the target each quarter. The platform provides clear visibility into deal movement through analytics, which helps sales representatives manage their opportunities with precision.

Sales Call Analysis and Coaching

4 mentions

Reviewers frequently use Clari for recording and analyzing sales calls, which supports both individual coaching and bro…

Reviewers frequently use Clari for recording and analyzing sales calls, which supports both individual coaching and broader knowledge sharing. Four reviewers mentioned its utility for managing customer and internal calls, with transcriptions and summaries aiding in identifying key call details. This functionality also helps organizations build internal knowledge bases from customer interactions, benefiting all employees.

Customer Interaction Visibility

3 mentions

Clari addresses the business problem of limited visibility into customer interactions, providing real-time insights tha…

Clari addresses the business problem of limited visibility into customer interactions, providing real-time insights that facilitate better decision-making. Three reviewers highlighted that the product offers clear information, enabling teams to identify risks sooner. This enhanced visibility allows companies to make informed choices and progress effectively with customer engagements.

Automation and Efficiency

3 mentions

The product significantly improves operational efficiency by automating various sales-related tasks. Three reviewers no…

The product significantly improves operational efficiency by automating various sales-related tasks. Three reviewers noted that Clari automates functions such as follow-up reminders, note-taking, and CRM updates, allowing sales teams to concentrate more on selling. This automation also reduces internal communication overhead, as information about opportunities is readily available within the platform.

Please provide some detailed examples of areas where Clari has room for improvement.

11 answered

Reviewers frequently identified several areas where Clari could enhance its user experience and functionality, particularly concerning data visualization, system performance, and integration capabilities. A significant portion of reviewers, four out of eleven, expressed a desire for more robust dashboard and analytics customization, seeking deeper insights into team performance and opportunity scoring. Concerns about the platform's speed and data synchronization were also prominent, with three out of eleven reviewers noting issues such as slow search experiences and delays in real-time updates from CRM systems. Additionally, a segment of the user base, representing two out of eleven reviewers, pointed to limitations in both integration options and the overall customization available within the platform. The user interface and navigation, specifically within the forecast tab, were also cited by two reviewers as areas needing improvement for better usability and a more intuitive setup process.

Dashboard and Analytics Customization

4 mentions

A notable portion of reviewers, four out of eleven, indicated a need for more advanced customization options within das…

A notable portion of reviewers, four out of eleven, indicated a need for more advanced customization options within dashboards and analytics. Users specifically requested additional visual representations for team-specific data to foster competition and greater transparency into the methodology behind opportunity scores. The ability to consolidate more analytical views onto a single dashboard was also highlighted as a desired enhancement.

Performance and Speed

3 mentions

Three out of eleven reviewers reported experiencing performance issues, citing general slowness within the platform eve…

Three out of eleven reviewers reported experiencing performance issues, citing general slowness within the platform even with high-speed internet connections. Specific concerns included a slow search experience and disruptions to production environments, such as data disappearing during backend maintenance. These observations suggest a need for more consistent and reliable system responsiveness.

Data Synchronization and Refresh Rates

3 mentions

A segment of users, three out of eleven, expressed frustration with the platform's data synchronization and refresh rat…

A segment of users, three out of eleven, expressed frustration with the platform's data synchronization and refresh rates. Reviewers noted delays of up to 20 minutes for changes made in their CRM to reflect in Clari, impacting real-time visibility. There were also instances where updates failed to save, requiring teams to re-enter information.

Integrations and Customization Options

2 mentions

Two out of eleven reviewers identified limitations regarding Clari's integration capabilities and overall customization…

Two out of eleven reviewers identified limitations regarding Clari's integration capabilities and overall customization options. Users indicated a desire for more extensive connections with other systems and greater flexibility to tailor the platform to their specific workflows and needs. These limitations were perceived as hindering the platform's adaptability.

User Interface and Navigation

2 mentions

Concerns about the user interface and navigation were raised by two out of eleven reviewers. Specifically, some users f…

Concerns about the user interface and navigation were raised by two out of eleven reviewers. Specifically, some users found the forecast tab difficult to navigate, suggesting that certain sections of the UI could be more intuitive. There was also a call for the setup process to be more user-friendly, indicating a desire for a smoother initial experience.

Please provide some detailed examples of things that Clari does particularly well.

11 answered

Clari is frequently highlighted by reviewers for its capabilities in revenue operations, particularly its strengths in forecasting and pipeline management. Five of 11 reviewers specifically noted the platform's ability to provide robust forecasting tools for managing sales funnels and projecting team performance. The system also receives positive feedback for its automated features, such as generating call summaries and transcripts, which four reviewers found valuable for targeted monitoring and actionable follow-ups. Furthermore, Clari's seamless integration with CRM systems, allowing for direct updates to opportunities without switching platforms, was appreciated by three reviewers. The platform enhances visibility into sales opportunities, offering a clean, consolidated view of Salesforce data and tracking deal velocity through analytics, as mentioned by three reviewers. Additionally, two reviewers pointed to Clari's utility in sales coaching and training, specifically for creating battlecards and libraries of calls for agent development. These functionalities collectively contribute to improved sales efficiency and accountability.

Forecasting and Pipeline Management

5 mentions

Reviewers consistently praise Clari's robust forecasting capabilities, highlighting its ability to manage sales pipelin…

Reviewers consistently praise Clari's robust forecasting capabilities, highlighting its ability to manage sales pipelines effectively and project team performance. The platform provides built-in tools that help teams deliver on total forecasts and ensure accountability in the forecasting cadence, as noted by five of 11 reviewers.

Call Summaries and Transcripts

4 mentions

Clari is noted for its ability to automatically generate call summaries and provide real-time transcriptions. These fea…

Clari is noted for its ability to automatically generate call summaries and provide real-time transcriptions. These features assist in targeted monitoring, offer key notes, and identify actionable follow-up items, enhancing the efficiency of sales interactions for four of 11 reviewers.

CRM Integration and Updates

3 mentions

A significant strength of Clari is its seamless integration with CRM systems, particularly Salesforce, enabling automat…

A significant strength of Clari is its seamless integration with CRM systems, particularly Salesforce, enabling automated updates. Three reviewers appreciated the ability to view and modify opportunities directly within Clari without needing to navigate back to the CRM, streamlining workflow and data management.

Opportunity and Deal Visibility

3 mentions

Clari provides enhanced visibility into sales opportunities, offering a consolidated view of CRM data. Three reviewers…

Clari provides enhanced visibility into sales opportunities, offering a consolidated view of CRM data. Three reviewers noted that the platform tracks deal velocity through analytics, allowing management to monitor key movements and gain insights into the sales pipeline.

Sales Coaching and Training

2 mentions

Reviewers highlight Clari's utility in supporting sales coaching and training initiatives. Two reviewers noted that the…

Reviewers highlight Clari's utility in supporting sales coaching and training initiatives. Two reviewers noted that the platform facilitates the creation of battlecards for live calls and helps build libraries and playbooks of call recordings, which are valuable resources for agent development.