#1 most frequent
United States of America
76.2%774 installations of 1,016
What is Clari?
Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
Categories & Use Cases
Top Performing Features
Quick Dashboard/Forecast
A quick overview of sales forecasts.
Category average: 8.8
Sales Forecasting Management
Ability to manage models and assumptions based on forecast reviews.
Category average: 8.6
Sales Forecast Collaboration:
Allows users to collaborate on sales forecasts. For example, different users may access, comment on and adjust forecasts.
Category average: 8.6
Areas for Improvement
Custom Forecast Models
Allows for granular control over the forecasting approach.
Category average: 7.8
CRM Data Import
Import historical data from CRM systems and other sales software.
Category average: 7.8
Sales Benchmarking
Forecast sales and compare to company or industry benchmarks.
Category average: 7.4
Who Buys & Uses Clari
#2 most frequent
United Kingdom of Great Britain and Northern Ireland
5.2%53 installations of 1,016
#3 most frequent
Canada
2.8%28 installations of 1,016
Pros
- Enhanced sales forecasting accuracy and predictability
- Streamlined sales pipeline management
- Automated call summaries and transcription
Cons
- Limited dashboard and analytics customization
- Platform speed and data synchronization delays from CRM systems
- Constraints in integration options
Clari is a tool fit for a fast paced sales team
Use Cases and Deployment Scope
We use Clari every week for our forecasting and pipeline management
Pros
- Give us a way to delivery on our total forecast, and pipeline to manage dealprogresssion
- It gives ways to filter and sort specific regions or reps to give quick overview
- It is a way to indicate any risk on deals and give this information directly to management
Cons
- When there is maintenance done in the backend our total numbers disappear so would be great to not impact production environment when doing improvements on the backend
- I think Clari can train more the champions at customer to drive utilisation rates in your customers
Return on Investment
- Efficiency
- More focus from sales teams so better end results and ROI
- time saved is more ROI
Usability
Other Software Used
Slack, Informatica Customer 360 for Salesforce, Microsoft 365
Clari - A Solution to Upgrade Sales.
Use Cases and Deployment Scope
The main intent is to help improve sales. We review the sales cycle calls, create live battlecards, a playbook for training, and other stuff. The transcription and summary help to identify call details. Also, the call is divided into different segments, which helps tag the call as per the sales cycle phase. If it's in the cold calling phase, eval phase, demo phase, post demo phase, or negotiation phase.
Pros
- Creates call summary and add them in created tags to help us to targeted monitoring.
- Help us create battlecards that agents can use on live calls.
- Help us create library and playbook of good and bad calls for training.
- Help us provide a call overview by team.
Cons
- More visuals for team-wise data to create healthy competition.
- Auto-tag the calls as per the summary.
- More options for creating a playbook.
Return on Investment
- It had a positive impact as it helped us to streamline the process.
- We have calls divided as per different cycles so it helped us create a process with all calls in one cycle.
- Helped show the history of all calls for 1 customer/account.
Usability
Alternatives Considered
Verint Workforce Management
Other Software Used
Verint Automated Quality Management, CallMiner Eureka
Clari is a great Conversation Intelligence Tool for Companies
Use Cases and Deployment Scope
We use Clari to analyse customer feedback, thus enabling us to identify the areas of improvement and develop targeted marketing strategies. We also use Clari to analyse sales calls and provide targeted coaching to the sales team. Clari can address some of our business problems, like a lack of visibility into customer interactions, inadequate sales coaching and overall inefficiency in the sales process.
Clari automates tasks like follow-up reminders, note-taking and CRM updates, thus freeing up the sales team to focus on sales. The real-time insights into customer interactions enable our company to take informed decisions and progress well.
Clari automates tasks like follow-up reminders, note-taking and CRM updates, thus freeing up the sales team to focus on sales. The real-time insights into customer interactions enable our company to take informed decisions and progress well.
Pros
- Automated Note Taking
- Revenue Forecasting
- Realtime Transcriptions and insights
- Automated CRM updates
- Sales Coaching
- Planning
Cons
- Limited Integrations
- Transcription Accuracy
- Limited Customization Options
Return on Investment
- Our ROI on Clari was impressive with a 1 year change of 125%
- Sales output was improved
- Customer success scores were all time high
Usability
Alternatives Considered
Outreach, HubSpot Sales Hub and Aviso Insights
Other Software Used
Slack, Google Workspace, Zoho Projects
If youre not using Clari in your Sales Org youre missing out
Use Cases and Deployment Scope
We use Clari as the primary way to manage our sales business, our opportunities, and our forecasting. Clari provides a very clean, digestible, and easy to manipulate format to view and manage all of the Salesforce information. The fact that Clari is able to provide an easily customizable set of columns and groups, coupled with the ability to write back to Salesforce is fantastic.
Pros
- Provides a very clean window into all of our Salesforce opportunities in a single view.
- It provides excellent built-in forecasting tools to manage the funnel and project where we will finish as a team each quarter.
- One of the most important capabilities is the fact that Clari not only provides a window into Salesforce, but it can also WRITE back to it. This means that while we are simultaneously viewing hundreds of opportunities at a time in Clari, we can actually go in and click a field and make changes and updates right there on the fly without having to go back to Salesforce or pull up each individual opportunity.
Cons
- Need the ability to add more Groups. Clari limits you to just 4 filter groups at a time.
- Need the ability to hide the CRM Score column. For some reason this is one of the only columns that can't be moved or changed, and so it takes up unnecessary space. I'm not sure why they make it mandatory.
- Would love the ability to build more dynamic dashboards on the dashboard page and to do it a bit more seamlessly. Today this is not easy, at least in my organization.
Return on Investment
- Clari helps us to hit targets by providing consistency. When the whole sales org looks at the business through the same lens and forecasts the same way, everyone is able to communicate more clearly and efficiently.
Usability
Other Software Used
Salesforce CRM Analytics, Quip, ServiceNow Now Platform
The only forecasting tool youll need
Use Cases and Deployment Scope
Our GTM teams use Clari heavily! We had challenges with Gainsight and renewal forecasting, and Salesforce for forecasting. Now we have a clear dashboard on where accounts are at whether it's churn, flat renewals, multiyear deals, expansions, net new opps, etc. Every Monday we jump into the platform and forecast - not just the current quarter but about 3 quarters out. Since having Clari we've reduced back and forth between ELT and individual contributors because we no longer need to ask where an opp is at because it's all in the platform.
Now we have clear information and can identify risk sooner. We're able to pull in others for at risk accounts or net new deals which has helped us improve our NDR and GDR.
We're also able to export data into an Excel Spreadsheet for further filtering and segmentation.
Some of the dashboard reports we've created are to help with forecasting every quarter. Example: CSMs see all their accounts for the quarter and forecast any predicted churn. If there are any upsell opps created in Salesforce, it'll pull in that ARR amount and CSMs can see their OKRs.
Now we have clear information and can identify risk sooner. We're able to pull in others for at risk accounts or net new deals which has helped us improve our NDR and GDR.
We're also able to export data into an Excel Spreadsheet for further filtering and segmentation.
Some of the dashboard reports we've created are to help with forecasting every quarter. Example: CSMs see all their accounts for the quarter and forecast any predicted churn. If there are any upsell opps created in Salesforce, it'll pull in that ARR amount and CSMs can see their OKRs.
Pros
- Renewal and Upsell Forecasting
- See Performance by individual on Quarterly Goals
- Better transparency and collaboration with forecast clarity and detailed notes
- Easy to update opps in Clari that connect to Salesforce without switching tools
Cons
- Sometimes we'll update everything and it won't save so GTM teams have to do it again. Not sure if it's whenever we do platform updates.
- As a manager I'm not able to reorder my teams names in the rows. I have to ask our Admin to sort A-Z which is time wasted
Return on Investment
- Because CS is able to identify risk earlier in their forecasting, we've been able to address at risk accounts faster/pull in ELT sooner which has improved our renewal rate.
- We've also been able to catch ARR errors in Salesforce which is connected to Clari. Now we have cleaner more reliable data to report on.
Usability
Alternatives Considered
Gainsight CS
Other Software Used
Gainsight CS, Salesforce CRM Analytics, Adobe Marketo Engage
