Overview
What is Clari?
Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
No more headaches updating Opportunities
Clari is an amazing forecasting tool l if you can justify the cost
Review of Clari
Clari a Comprehensive Solution for Improving Sales Performance and Forecasting
Clari- The best pipleline management tool
Clar is a great product
Clari - Visibility into Your Pipeline, and Insight for Better Outcomes
Sales Analysis and Forecasting with very reduced effort
Clari Review
Quick forecasting
Clari - Don't Work in Sales Without It!
Clari as a game changer business tool
Sales rep Clari review
Clari is a must-have in the enterprise toolkit
Clarity in Clari
Leaders rely on …
Awards
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Pricing
What is Clari?
Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
Entry-level set up fee?
- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Clari?
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
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Reviews and Ratings
(99)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
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
(1-15 of 15)- 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.
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.
Sales organizations looking to manage their sales pipeline and forecast future revenue.
Companies that need real-time visibility into their sales performance and progress.
Organizations with complex sales cycles and multiple sales teams.
Companies that need to integrate their sales data from multiple sources into one platform.
Clari is less suited:
Small organizations with simple sales processes that do not require advanced sales management tools.
Companies that do not need real-time visibility into their sales performance and progress.
Organizations that prefer to use a single, integrated platform for all their sales and marketing needs.
- 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.
Clari Review
- 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
Quick forecasting
- Forecasting
- Pipeline management
- Data hygiene
- UX
- Salesforce errors notifications
Clari as a game changer business tool
- Opportunities forecasting
- Target achievement tracking
- Reporting
- Dashboards
- Easiness of tuning the pages
- Notifications
Clari is a must-have in the enterprise toolkit
- 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
Clarity in Clari
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
More aggregated reviews of pipeline is the best scenario for Clari.
Also using Clari to see how teams and individuals are doing is helpful.
Using clari to determine the health of pipeline and health of certain opportunities is also a great use of the tool itself.
Great Sales forecasting App
- Clari is an excellent Salesforce Interface.
- Simple and Intuitive platform
- Automation based on content
- “Lego” reports and dashboards
Clari for the win!
- 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.
Clari is great way to manage all out deals and not let anything slip
- 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.
Productive tool for everyone involved.
- 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 for forecasting
- 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.
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.
Clari clarifies Sales Forecasting and Pipeline Management
- 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 Software Review
- 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