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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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Product Details
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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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(100)
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.
Attribute Ratings
Reviews
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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.
- Hard to quantify ROI if it wasn't part of the business case which is a lesson learned
- Overall value obtained from the tool was decreased time to prepare for forecasting calls
At the time of selection, Clari was a more mature product than Xactly Forecasting. We did not want to experience growing pains with Xactly.
Pipeline Inspection from SFDC was just becoming available. We had already selected Clari before we learned about Pipeline Inspection.
Pipeline Inspection from SFDC was just becoming available. We had already selected Clari before we learned about Pipeline Inspection.
70
Sales Leadership, Revenue Opearations, Executive Leadership Team, Finance
1
Sales Operations Manager
- in-quarter sales forecasting
- opportunity inspection
- Product Forecasting
No
- Product Features
- Product Usability
- Product Reputation
Overall, we felt the time to value would be the quickest and it would provide the best feature set in the market.
We thought Clari could do more with integrating sales activities into the opportunity inspection. It wasn't great at this. We would have evaluated this capability better.
- Implemented in-house
No
Change management was a minor issue with the implementation
There wasn't enough senior management commitment, so it took a while to get everyone on-board. A bigger challenge was on-boarding new hires who joined after the go-live training was complete. We didn't have a great plan for new hire training and Clari doesn't support training after go-live.
- Integration of sales activities from outlook