No more headaches updating Opportunities
We use Clari to keep up with sales pipeline forecast and during our forecast calls reps will share their screen and walkthrough key …
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What is Clari?
Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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What is Clari?
Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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What is Clari?
Clari's revenue platform aims to improve efficiency, predictability, and growth across the entire revenue process. Clari gives revenue teams visibility into their business to drive process rigor, align buyers and sellers, spot risk and opportunity in the pipeline, increase forecast accuracy, and drive overall efficiency. Clari boasts users among revenue professionals at companies, including Okta, Adobe, Workday, Zoom, and Finastra, who make their revenue process more connected, efficient, and predictable.
Clari Features
- Supported: Sales Forecast Management
- Supported: Pipeline Inspection
- Supported: Opportunity Management
- Supported: Activity Intelligence
- Supported: Connected Revenue Operations
- Supported: Sales Analytics
Clari Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Mobile Web |
Frequently Asked Questions
Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
Reviewers rate Data Sharing and Collaboration highest, with a score of 9.4.
The most common users of Clari are from Mid-sized Companies (51-1,000 employees).
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June 14, 2023
No more headaches updating Opportunities
We use Clari to keep up with sales pipeline forecast and during our forecast calls reps will share their screen and walkthrough key business opportunities. Clari is also where each rep will share their call for the quarter and each month within that quarter. Clari also has a grade system for each opportunity that a rep owns which allows them so their pipeline's health at glance. Another big advantage of Clari is that reps are able to change pipeline stage and other details for the opportunity directly from Clari instead of salesforce which is much easier and saves time which then means reps are more likely to keep their forecast up to date.
- Ease of updating opps without touching Salesforce
- Easy to read view of pipeline
- Easy to manage Call number and gap to it
- 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
We utilized Clari for sales leader forecasting for new and expansion sales. We reviewed during forecast meetings with sales leaders as well as the executive leadership team. Sales leaders would also utilize Clari for pipeline inspection.
- Easy to use - the user experience is industry leading
- Accurate AI forecast - it learned our business quickly and the forecast was similar to different forecast algorithms we had developed
- Easy implementation with quick time to value
- Integrating SFDC activity for opportunity health reporting was missing
- Very expensive - somewhat hard to justify the cost vs. the value received, and the expense would increase as the organization increased in size.
- End to End Revenue forecasting - it would be great if Clari could forecast potential revenue 3 - 4 quarters out based on current top of funnel activity. Clari is really strong for in-quarter forecasting, but not future looking.
February 10, 2023
Review of Clari
Clari gives our team visibility into our market research business to drive same process also it increases forecast accuracy, and drive overall efficiency. During our monthly sales call it is used to drive projections for the upcoming months and quarters. Also it keeps a track of our previous months and quarters
- Clari manages to keep tracks of the sales
- sales pipeline gives a better idea for future
- mobile app can show improvement as it lags at times
- updating details from sales force takes time to update
Clari Revenue Platform is used by sales team to manage sales pipeline and forecast future revenue. It help address business problems.Clari provides real-time visibility into the sales pipeline, enabling sales teams to create accurate revenue forecasts and avoid missed targets.The platform integrates with existing sales and marketing tools, bringing all sales data into one place for a unified view of the revenue cycle.
Is used to track sales performance across multiple regions and sales teams.
Is used to track sales performance across multiple regions and sales teams.
- 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.
- User experience: Some users have reported that the platform's interface can be cluttered and confusing, making it difficult to navigate and use effectively.
- Data accuracy: In some cases, data integration with existing sales and marketing tools can lead to inaccurate or inconsistent data.
- Reporting: While Clari provides advanced analytics and reporting capabilities, some users have reported that the reports can be difficult to create and interpret.
- Customization: While Clari allows organizations to tailor the platform to their specific needs, some users have reported that the customization options are limited.
- Integration: Some users have reported challenges with integrating Clari with their existing sales and marketing tools, which can result in siloed data and reduced visibility into the sales pipeline.
February 01, 2023
Clari- The best pipleline management tool
Clari helps in improving the sales revenue processes. It's very efficient and a very vital tools for all the Sales folks.It really helps to check the process, align buyers and sellers, calculate the risk and opportunity in the pipeline.
- Sales pipeline distribution
- Spots opportunity and risks
- Predicts revenue
- Mobile app can be improved
- The filters ca also be more enhanced
- Since we use Salesforce which is integrated with Clari so it makes a little bit difficult to get the update on Clari as soon as it gets updated on SDFC
January 26, 2023
Clar is a great product
We leverage Clari on a weekly basis for submission of pipeline and forecasting. The problem this addresses is that Salesforce does not have an effective clean way to manage pipeline and it became complicated for our organization. Clari has added significant efficiencies on our sales teams and we monitor it on a daily basis
- Forecasting
- Pipeline Monitoring
- Quota Achievement
- User interface is slow somtimes
- Better integration with Salesforce
We have a big issue letting our number truly dictate what our forecast actually means. Clari addresses several business problems, including lack of visibility into the sales pipeline, inability to forecast accurately, and inefficiency in managing customer communications. By providing real-time data and analytics, Clari can help sales teams identify where they are in the sales process and identify potential roadblocks, which can help them close more deals and increase revenue. Clari lets us see exactly what is happening with each and every single deal giving us a better chance to forecast correctly.
- Opportunity Forecast
- Opportunity Ranking
- Opportunity Overview
- Forecast Reporting & Trends
- Visuals can sometimes be a bit much with all the graphs and bubbles and whatnot.
- Nothing more really as the tool is amazing and knows exactly where you are with your deals.
January 26, 2023
Sales Analysis and Forecasting with very reduced effort
We use Clari to manage our sales Pipeline. Workflows are auto-synced to update the CRM automatically eliminating the need of manual entry. Emails, Calls, activities etc for any deal can be auto updated to improve data accuracy and segment the deal stages.
- Segmenting the sales pipeline for Individual as well as the team.
- Integration with the CRM ensures that all the activities are auto updated without manual entry requirement
- Forecasting the sales based on previous data helps in planning forward
- Mobile App can be optimized for better & smooth viewing
- Filtering UI for Mobile version does not reflect same as the web version
January 25, 2023
Clari Review
We use Clari for deal analytics - from deal inspection to pipeline value split by channels, sources of leakages in deal pipeline and revenues and also use AI based scoring and forecasting to predict conversions and revenues. Our sales team uses outreach and marketing teams use hubspot and multiple other automations- we integrate it all on Clari to get a 360 view on deals and leads.
- Deal conversion forecasting and leakage analysis
- Dashboarding especially on deals by channels and conversions
- mobile app and CRM scoring helps in managing deals on the go from anywhere
- Better filtering capabilities across parameters aligned to CRM we use
- More team level reports to view consolidated and rep wise team reports according to multiple parameters
- autocompletion of forecasting will help in case of no updates
January 25, 2023
Quick forecasting
Clari turns forecasting simpler for me and gives me a clear view of my attainment numbers: visibility of opportunities, updates, and the ability to change fields. Clari is solving the problem of quick pipeline care and hygiene. I have been able to spend less time looking for notes and instead boosted performance by having Clari up all day for my workday.
- Forecasting
- Pipeline management
- Data hygiene
- UX
- Salesforce errors notifications
January 25, 2023
Clari - Don't Work in Sales Without It!
Today, we use the product to track pipeline for each individual salesperson and to forecast the business on a monthly and quarterly basis. It's a pretty straightforward use case for anyone that has ever been in tech sales.
- Tracks deals in pipeline
- Connects to Salesforce for ease of use
- Forecasts the business on an interval the organization wants / needs
- Improved user interface. It's not very intuitive.
- Send email/text reminders to complete actions.
- Knowledge base is good, but kick-off training would be helpful.
November 01, 2021
Clari as a game changer business tool
Clari is being used by the sales team in Infoblox to do the business forecasting on weekly basis and collaborate between different teams to have central visibility on the opportunities status and how soon they will close. Clari is also used to generate reports about the business progress status, showing how close each account manager is to achieving his sales target.
- Opportunities forecasting
- Target achievement tracking
- Reporting
- Dashboards
- Easiness of tuning the pages
- Notifications
October 25, 2021
Sales rep Clari review
All quota-carrying reps and their management teams use Clari as a forecasting tool. It allows us to validate our forecast easier than we would in Salesforce alone. Our management seems to love it as it makes keeping track of our forecast easier for them.
- Visualizing how close you are to your commit/quota
- Highlighting deals that may have stalled
- Intuitive forecasting
- I still find myself having to update apps in Salesforce as well as Clari when it's supposed to eliminate the need for duplicative forecasting tools.
- Reps don't have access to company-wide or even team reporting. Would be really helpful to see how other reps are doing and what deals they have
October 25, 2021
Clari is a must-have in the enterprise toolkit
Clari is being used within our organization to better predict our revenue and time to closure. Our entire global sales organization utilizes Clari for reporting. Clari helps reduce the ambiguity of deals, time to close, and "emotional" decisions. Clari is extremely data-driven and better helps our organization predict incoming revenue to the business.
- Bi-directional integration with SalesForce
- Intuitive User Interface
- Incredibly detailed reports
- Easy way to compile notes...in-line editor
- Knowledge of reports and where to access
- How the Oppty scores are calculated
- Our organization doesn't allow Technical Sales to access. I believe this is a mistake
October 12, 2021
Clarity in Clari
Clari is used across the Sales organization to better aggregate forecasting and opportunity information than Salesforce.
Leaders rely on Clari for forecasting and reporting data from individual sales reps as well as CRM scores for the health of opportunities.
It is an easy tool to navigate and helps clearly push reps to keep things up to date.
Leaders rely on Clari for forecasting and reporting data from individual sales reps as well as CRM scores for the health of opportunities.
It is an easy tool to navigate and helps clearly push reps to keep things up to date.
- ease of use
- reporting
- forecasting
- style of reports
- transparency across teams
- not that I can think of
- it works very well as is
- embedded within SFDC
January 31, 2020
Great Sales forecasting App
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
January 27, 2020
Clari: Top 3 Sales Resource!
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!
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.
November 26, 2019
1 Year of using Clari
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.
October 26, 2019
Clari - Visible forecasting by level made easy
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.
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
February 21, 2019
Clari - The fastest way to forecast
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.
February 02, 2019
Clari for the win!
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.
September 19, 2018
Clari 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.
September 17, 2018
Clari is great way to manage all out deals and not let anything slip
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.
September 14, 2018
Clari 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
September 14, 2018
Productive 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.