Clari Reviews

35 Ratings
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Score 9.3 out of 100

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Reviews (1-13 of 13)

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January 27, 2020
Vivian Okere | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Clari is used to quickly identify pipeline, overall health of the opportunity, and better forecasting. With the integration to Salesforce, I don't ever have to adjust pipeline anywhere else but Clari. It includes out-of-the-box and custom attributes that mirror information in SFDC, but in an easier, more chewable way. Clari is a top 3 sales resource on our team.

This is the best thing since sliced bread!
  • Quick temperature check on health of open opportunities.
  • Ability to edit anything within Clari and have it reflect within SFDC.
  • Honestly nothing. Keep innovating as planned.
- 1:1 meetings with manager and quickly editing next steps, close dates, etc.
- Easy way to be abreast of SFDC hygiene at the end of the day.
- Fast edits through the SFDC Integration.
Read Vivian Okere's full review
November 26, 2019
Sonny Fian | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
It helps us be able to forecast and see what deals are in the pipeline.
  • Nice user interface.
  • Easy to use.
  • Great visuals.
  • N/A - everything is working well for me.
It's useful for those who would like visibility into their deals in the pipeline.
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October 25, 2019
Luke Ferrel | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
This started out as a sales tool. We have quickly adopted it in customer success as a forecasting tool. It serves two functions

1. Creating accurate forecasts with ability to modify at every level
2. Giving visibility across organizations to those forecasts

Once we found value in sales, we quickly pivoted to loop other customer facing departments in so we can have a single tool for revenue forecasting.
  • Forecasting
  • Adjustments up hierarchy - dynamic forecast
  • Cross department visibility - ability to change views by filters
  • Advanced analytics. Clari is great at taking in best case and commit, but doesn't give a suggested case
  • Intuitive tagging of pipeline by type/origin
Clari is perfect for seeing your sales pipeline. If you want to know your commit and best case at any different level of the organization this is the perfect tool. You can see exactly where you are falling short, and where you need to focus efforts. It's great for a revenue forum or stand up conversation.
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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January 31, 2020
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Clari is being used in our company by the entire sales organization. We use Clari daily to track different sales activities like meetings, opportunities management, and as easily manage Salesforce content. Clari is our main interface to track sales productivity and to have in one single place all vital information for sales management.
  • Clari is an excellent Salesforce Interface.
  • Simple and Intuitive platform
  • Automation based on content
  • “Lego” reports and dashboards
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.
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February 21, 2019
Aaron J. McReynolds | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Clari is currently being used as the forecasting tool of choice for our entire sales department. We have both the mobile and desktop access, allowing us to update forecasts and deal stages remotely. Clari connects with Salesforce and allows both to be updated simultaneously, notifying management and sales reps of all changes.
  • Allows for on-the-go mobile forecast updates in real time.
  • Management roll up -- allowing each level of management to see the forecast situation.
  • Displays accurately all working deals and the stage of those deals as shows in Clari and SFDC.
  • 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.
Works extremely well in allowing sales reps to make forecast changes in real time. It also allows you to quickly and accurately see all the deals in your pipeline, as well as the stage they are currently in, and your roll up number.
Would be nice if management had more control over reps permissions. This would allow them to make updates should the rep be unable to do so.
Read Aaron J. McReynolds's full review
February 02, 2019
Ryan Jolley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Clari to evaluate whether or not we will hit our numbers. It's used with leadership to determine the health of an opp and how that opp fits into our quarter's forecast.
  • CRM score to view the health of your opp.
  • Simple UI with robust functionality.
  • Powerful insights available without the need to create custom breakouts or reports.
  • Better tutorials/training when a new user logs in for the first time.
  • Recommend actions to improve CRM score (chance of opp closing) with insights to users.
Well suited if you want a holistic view of your opportunities and desire to leverage AI to hit your numbers.
Read Ryan Jolley's full review
September 14, 2018
Misha Gautreaux | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Clari is being used across the sales organization by all members of the inside and field sales teams. The key business problem that it has helped solve is providing a filter of Salesforce data for reps to fill out and provided a new level of forecasting accuracy, which is super critical for many reasons.
  • Forecasting - the predictions they have made on how the quarter will end up have helped overcome any "hope-casting" by the sales team.
  • Data Entry -- Clari has helped streamline what data needs to be inputted by the sales team
  • Dashboard Views -- super consummable dashboards / layouts that get used daily
  • Activity Tracking - they've made great progress, but more needs to be done to quickly see how rep activity aligns with sales outcomes
  • Integrations with marketing tools -- e.g. Pardot -- would love this information to be in the tool to help the top of the funnel
  • Data Science -- would love more insights into what deals will / will not close based on machine learning/data science
Well Suited - Transactional sales -- the more deals you have the better
Not sure about where it would less appropriate, other than if you are working on HUGE deals, really long sales cycles, etc. That being said, I have been impressed by how well our enterprise model/sales cycle has worked to date.
Read Misha Gautreaux's full review
October 26, 2017
Candi Bashiri | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Our Sales management and operations team use Clari. It helps us have insight and visibility into our pipeline, forecasts and trends. Clari's intuitive use of interactive charts and dashboard allows us to look at our business. It helps answer key questions about the health of our deals, the accuracy of our forecasts and how our business looks over time.
  • With Clari's Flow analytics, we can see who deals have moved along within a quarter or across quarters. We can easily assess if deals are moving in or out, are they being upgraded or downgraded or if we are loosing them.
  • Using Clari's Trend analytics, we can see how we have performed in the last 4 quarters and see how our pipelines ultimately performed. We can also see what Clari's prediction based on our mix of pipeline stages etc.
  • Clari's Pulse analytics show you weekly predictions as well as past predictions. This is great for seeing how "close to the pin" we get or by what week of the quarter things start to solidify.
  • Clari has come a long way in the year and half I've used it. I'd like to see more capability on the administration side like being able to add/delete opportunity fields to bring into the data, being able to use more variety of charts on the dashboards.
  • It would also be even more powerful if we can add formulas or measures that are custom.
Clari is ideal for sales managers and sales operations as it gives them insight and helps guide predictability into the pipeline management process. It is a also a great coaching tool for managers as they can easily see patterns of behavior. With Clari, the story of the quarter begins to unfold right before your eyes. Its beautiful graphics are compelling and telling.
Read Candi Bashiri's full review
September 19, 2018
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Our entire organization uses Clari. Our sales teams, leaders, directors, and executives are the primary user. However we have overlay reps, success reps, sales operations, product marketing, etc. also leveraging the tool.
  • 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.
  • Hard for upper level executives to drill down and see the details of deals since they have so many rolling up to them.
  • Ability to customize columns for users in certain roles within particular views is lacking.

Clari is an excellent tool for any sales organization that needs better structure around funnel management. Even if your sales organization is great with managing pipelines, it will provide an additional level of transparency and efficiency.

It's not as helpful for high level executives or sales directors that have many deals rolling up to them, because you can get lost in the weeds with so many things going on at once; however Clari is making strides to improve the product there.

Clari is not a place for reps to update product or pricing, but the other administrative aspects of the deal. Clari does make it easy to link back to your CRM to do this though.

Overall sales teams are the ideal user, everyone else in the organization uses it from a slightly different perspective.

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September 17, 2018
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Clari is being used by the sales team and management. Teams use it oversee pipeline and follow up on open deals. This has allowed the sales staff to keep track of all current ops they are working on, and to keep next steps in place to effectively manage their pipe. Management also uses it oversee sales, and to get a big picture of sales activity to forecast for the quarter. Clari makes managing the team easier and faster.
  • Seeing all deals in once place - This lets us quickly edit and update deals with insights from a single page.
  • Reporting - The reports give a good overview of what's happening, insights on how things are going, and what deals we need to focus on
  • Forecasting - The trending reports and Clari's forecasting let us plan our month/quarter in the proper way to hit the numbers we need.
  • Sometimes the insights do not load and we encounter problems. The insights part is a good feature, so when it does not load often, it detracts a lot from the product's usefulness.
  • The flow area can be a bit confusing and hard to follow. Doesn't seem to be as good as other aspects.
  • Cost can be an issue - with SF licenses and Clari on top of that, the monthly cost per Clari user doubles.
Good for companies who have long deal cycles with many touch points. Short cycles don't really benefit from the tool. A company also must have a role structure in place for things to work well from the Salesforce side of things. Otherwise, the pipeline per users gets a bit skewed.
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September 14, 2018
Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Clari to provide more clarity into our funnels from a leadership level. More so, it helps me manage my own funnel to stay on top of my clients' opportunities. It's hugely beneficial and is a primary tool used across all sales channels to manage our funnels effectively.
  • Opportunity management - allow a quick and easy portal view of all my opportunities.
  • Contact history associated with client opportunities - I can see just how often and recent communication is taking place.
  • Layers of opportunity levels - While an opportunity may have been presented to a client, it may not be worth committing to close for the month, and Clari allows you to clarify both, which gives leadership an insight without having to pause to discuss. This allows me more time to focus on selling!
  • It'd be nice to update products on my opportunity within Clari.
  • I wish Clari was the default for Salesforce funnels.
  • More clear reporting on opportunity creation...time and date.
  • More character space for next steps or add another space for Key Notes.
Clari is well suited to allow leadership clear visibility into opportunities without too much additional conversation directly with reps, allowing them to focus on revenue generating activities.
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September 14, 2018
Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Clari is being utilized as the sales forecasting and pipeline management tool in our organization. While the primary use-case for Clari is to get a bottoms-up roll-up of sales forecasting it also provides advanced analytical modules like Trend, Pulse, and Flow which helps us in senior management as well as the executive team to get more visibility into the operational aspects of our business.
  • Forecasting
  • Trend Analytics
  • Pipeline Management
  • Beefing up the opportunity module to add certain features like predictive scoring, pacing, etc., to be added in the view for easier pipeline management.
  • Forecasting module can be more robust and allow for more flexibility in terms of the configuration of the module in terms of layout.
Clari works really well for forecasting and in-quarter operational opportunity reporting.

I don't find Clari very useful for strategic reporting and analyses especially on metrics like AOVs and RPS.

Clari takes tons of snapshots and there is no way for end users to access them and that is something which would be very helpful if there is an option to read from their snapshot database.
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October 25, 2017
Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Clari is helping our sales reps more easily manage their pipeline and update opportunities. Clari also allows sales management to see their team's quarterly opportunities in one (or many) easily adjustable view. For management, Clari gives great insight into Forecasting and opportunity stage flow, and makes it easy to see progress towards the sales team's goal.
  • Makes it easy to update tedious opportunity information
  • Easier to create views in Clari than reports in Salesforce
  • Exportable usage data
  • Users emails get disconnected frequently
  • Could show CRM score in the grid
  • Could provide more documentation for users after training
Clari is great for sales reps in the quarterly business reviews for when they have to show their pipeline spread out across future quarters. It also has a great mobile app which allows reps to update all deal information on the fly without having to break out their laptop and open Salesforce.
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What is Clari?

The vendor promises that Clari’s Connected Revenue Operations platform helps B2B organizations increase win rates, shorten sales cycles and improve forecast accuracy by using AI and automation to create full funnel accountability across go-to-market teams. They are used by hundreds of sales, marketing and customer success teams at leading B2B companies including Qualtrics, Lenovo, Adobe, Dropbox, and Okta to drive pipeline, audit deals and accounts, forecast the business and reduce churn.

Clari Features

Has featureSales Forecast Management
Has featurePipeline Inspection
Has featureOpportunity Management
Has featureActivity Intelligence
Has featureConnected Revenue Operations
Has featureSales Analytics

Clari Screenshots

Clari Videos (4)

Clari Competitors

InsightSquared Sales Analytics, SAP Intelligent Sales Execution (Datahug), on SAP Sales Cloud, Salesforce Einstein Analytics (formerly Wave Analytics)

Clari Support Options

 Paid Version
Live Chat
Social Media
Video Tutorials / Webinar

Clari Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android, Mobile Web

Frequently Asked Questions

What is Clari?

Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.

What is Clari's best feature?

Reviewers rate Data Sharing and Collaboration highest, with a score of 9.4.

Who uses Clari?

The most common users of Clari are Enterprises from the Computer Software industry.