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Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.https://dudodiprj2sv7.cloudfront.net/product-logos/wV/Tp/41Z2U6FX22AT.JPEGClari Provides Clarity, Context, and Forecasting Accuracy for your Reps & Sales Leadership team!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,10,Nothing concreted as of yet, outside of a HUGE improvement in data clarity/cleanliness, which is huge from an Ops perspective & for forecasting Our pipeline meetings are much faster/easier to consume now that we are using views in Clari,InsightSquared, Salesforce Analytics Cloud and Olono,Salesforce Lightning, Snagit, TrendKite, PardotClari is a great funnel management tool for sales teams!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.,9,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.,Clari is great way to manage all out deals and not let anything slipClari 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.,9,Has made it easier to keep track of ops. Our company has many open ops that sit and get drawn out. This makes it easy to forget about things and not update. Clari has helped us keep things on track and follow up on more closings that would have been left out. With a small sales team, the cost isn't much of an issue as the deals won from the tool means the ROI is there quickly. With large teams though, I could see that being an issue when compared to just Salesforce licenses,,Salesforce.com, GoToMeetingProductive tool for everyone involved.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.,8,Positive effect allowing reps to update and continue forward in productive selling.,Salesforce LightningClari for forecastingClari 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.,8,Streamlined Forecasting Better Visibility into deals
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Clari
18 Ratings
Score 8.8 out of 101
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Clari Reviews

Clari
18 Ratings
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Score 8.8 out of 101
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Misha Gautreaux profile photo
September 14, 2018

Review: "Clari Provides Clarity, Context, and Forecasting Accuracy for your Reps & Sales Leadership team!"

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
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September 19, 2018

Review: "Clari is a great funnel management tool for sales teams!"

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

Review: "Clari is great way to manage all out deals and not let anything slip"

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

Clari Review: "Productive tool for everyone involved."

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

User Review: "Clari for forecasting"

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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Candi Bashiri profile photo
October 26, 2017

Review: "Clari clarifies Sales Forecasting and Pipeline Management"

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
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October 25, 2017

"Clari Software Review"

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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Clari Scorecard Summary

About Clari

Clari’s predictive sales management platform promises to help:

  • sales reps know where to focus
  • managers immediately spot risk in pipeline
  • execs forecast revenue with confidence.

Industry leading companies like Box, Juniper Networks, Symantec, Okta, Palo Alto Networks, and Hewlett Packard Enterprise use Clari’s sales-ready AI. The value proposition is to make better decisions based on actual sales rep and prospect behavior, and to close more deals predictably. Clari is headquartered in Sunnyvale, Calif.

Clari Features

Has featureSales Forecast Management
Has featurePipeline Inspection
Has featureOpportunity Management
Has featureTeam Activity

Clari Screenshots

Clari Competitors

Clari Support Options

 Paid Version
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

Clari Technical Details

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