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Users of Clari rely on the software to track their sales pipeline and forecast business on a monthly and quarterly basis. This allows them …
Overview
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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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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Users of Clari rely on the software to track their sales pipeline and forecast business on a monthly and quarterly basis. This allows them to have central visibility and collaborate with their sales team on the status and closure timeline of opportunities. They appreciate the ability to share their screen and walk through key business opportunities during forecast calls, which saves time and improves forecast accuracy. Clari's grade system is also highly valued as it provides a quick overview of the health of each opportunity in their pipeline. By integrating with Salesforce, Clari eliminates the need for manual adjustments in multiple platforms, streamlining the process for users. With its real-time visibility into the sales pipeline, Clari enables accurate revenue forecasting and helps avoid missed targets. Users find value in the software's data-driven approach, which assists in predicting incoming revenue and identifying potential roadblocks in the sales process. Additionally, Clari aids deal analytics by offering insights such as deal inspection, pipeline value split, and revenue predictions. Quota-carrying reps rely on Clari as a forecasting tool, while management teams utilize it to oversee pipeline, forecast for the quarter, and manage their teams more efficiently. Overall, Clari is considered a top sales resource used across the Sales organization by various stakeholders including sales reps, leaders, directors, executives, overlay reps, success reps, sales operations, and product marketing teams. The software simplifies forecasting tasks by providing clear views of attainment numbers, opportunities, updates, and the ability to make changes. It also solves the problem of quick pipeline care and hygiene by reducing the time spent searching for notes and improving overall performance.
Simple and intuitive user interface: Users have consistently praised the simplicity and intuitiveness of Clari's user interface. They find it easy to navigate, allowing for effective use of the platform.
Flow analytics for clear visualization of deal progress: Reviewers highlight Clari's Flow analytics feature as a valuable tool for visualizing how deals have progressed within a quarter or across multiple quarters. This provides insights into whether deals are progressing or regressing, benefiting sales teams.
Trend analytics for evaluating performance: According to users, Clari's Trend analytics feature is helpful in evaluating their performance over the past four quarters. It allows them to understand how their pipelines have performed and offers predictions based on pipeline stages for future performance insights.
Difficult User Interface: Some users have reported difficulties with the Clari user interface, finding it confusing and cluttered. This has made it challenging for them to effectively navigate and use the platform.
Limited Customization Options: A number of reviewers have expressed frustration with the limited customization options provided by Clari. They feel that these options do not meet their specific needs and hinder their ability to tailor the platform to their requirements.
Integration Problems: Users have experienced issues with integrating Clari with existing sales and marketing tools. This has resulted in fragmented data and reduced visibility into the sales pipeline, making it harder for them to track and manage their sales activities effectively.
Users have made several recommendations for Clari based on their experience with the tool.
Firstly, users recommend utilizing Clari for accurate forecasting and revenue visibility. This feature allows sales teams to have a clear view of their forecasted revenue and reduce inconsistencies.
Secondly, users suggest integrating Clari with Salesforce and implementing a role structure within the platform. This integration enhances efficiency by streamlining data flow and ensuring seamless collaboration between teams.
Lastly, users advise training and encouraging adoption of Clari among sales teams. This helps maximize the potential of the tool for tracking opportunities, improving sales activities, and achieving goals.
Overall, users find Clari to be a user-friendly tool that provides valuable insights for sales forecasting and pipeline management. Additionally, they praise the top-notch customer support provided by the Clari team.
Attribute Ratings
Reviews
(1-25 of 28)Companies can't remove reviews or game the system. Here's why
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.
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.
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 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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
November 26, 2019
1 Year of using Clari
It helps us be able to forecast and see what deals are in the pipeline.
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.
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.
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.
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.
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.
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.
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.