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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 …
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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 Enterprises (1,001+ employees).
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Community Insights
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.
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Reviews
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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.
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
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.
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
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.
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 for forecasting
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.
October 26, 2017
Clari clarifies Sales Forecasting and Pipeline Management
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.
October 25, 2017
Clari Software Review
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