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Clari

Clari

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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Recent Reviews

TrustRadius Insights

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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Clari Review

8 out of 10
January 25, 2023
Incentivized
We use Clari for deal analytics - from deal inspection to pipeline value split by channels, sources of leakages in deal pipeline and …
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Quick forecasting

8 out of 10
January 25, 2023
Incentivized
Clari turns forecasting simpler for me and gives me a clear view of my attainment numbers: visibility of opportunities, updates, and the …
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Sales rep Clari review

7 out of 10
October 25, 2021
Incentivized
All quota-carrying reps and their management teams use Clari as a forecasting tool. It allows us to validate our forecast easier than we …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

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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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  • No setup fee

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.

What is Nutshell?

Nutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.

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Product Details

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 TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple 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.

BoostUp, Aviso Insights, and Gong are common alternatives for Clari.

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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Comparisons

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Reviews and Ratings

(96)

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!

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 27)
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Clyde Autin | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Clari is exceptionally well-suited for reps to maintain their forecast. Updating opps in salesforce is a headache because you have to jump through so many tabs to deal with dependencies but Clari makes it clearer. For that alone, I can recommend Clari. It's also well suited for forecast calls because you can simply see more of your pipeline and notes on one screen.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Clari works well for sales and executive leadership teams that perform at a high level and collaborate well together. Everyone utilizing Clari needs to understand that it will provide the company with the information it needs to make strategic business decisions. It can not be seen as a more sophisticated way to manage SFDC information. If the company is truly dedicated to improving its forecasting capabilities, then Clari could be worth the investment. If it is just being used to capture sales leaders' forecasts, you don't need Clari. Overall, Clari is a great capability, but you need a good business case to justify the expense.
February 10, 2023

Review of Clari

Sankar Dhara | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Clari is used in my company to view our different projects. It helps to view status and understand where things need to be updated and what things are needed to viewed during team meetings and sales meeting. Its a great tool used for forecasting sales of upcoming months and quarters
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Clari is well suited:
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.
Shalini Arya | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Clari is best suited for revenue prediction, revenue goals and the metrics helps identify and track the forecast.Since we integrated with Salesforce there still seems to be a glitch eg: when updating a field within Clari like stage or funnel, it doesn't show up out and I have to update the same field in SFDC instead, so there's double work
January 26, 2023

Clar is a great product

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Clari is great for leveraging when tracking your pipeline health and understanding from a forecasting perspective whether you have the coverage needed to go ahead and have a successful year. Clari does not seem efficient updating the opportunities, instead one should leverage their system of record. Better Clari Salesforce integration would be helpful
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Clari helps us to automate administrative tasks such as email tracking, meeting scheduling, and follow-up allowing us to focus on higher-value activities, such as closing deals. It also helps managers to monitor the performance of their team and identify areas for improvement, which can help them to optimize their sales strategy and increase their revenue as integration with Salesforce is key to us optimizing this tool. Nothing to complain about here the tool overall is amazing.
January 25, 2023

Clari Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Clari is well suited for sales teams planning to forecast deals and analyze deal conversions and performance across multiple channels. The integration with Salesforce CRM is seamless - which helps flow the relevant data and get quality forecasts and insights easily. Our sales reps also use it for sales inspection. Clari becomes difficult to use when we try to sync marketing and sales data together for funnel views.
January 25, 2023

Quick forecasting

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Clari has allowed us to get more thoughtful about revenue forecasting. We feed the data from Clari into our other reporting systems and can get much better visibility into our quarter and year than we used to. However, we faced a few issues getting things set up, but this could simply be due to our Salesforce data integrity rather than a limitation with Clari itself.
Cass Holloway | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
For anyone in sales, this is a pretty indispensible tool. If you are serious about tracking the deals in your pipeline and having a central area of engagement between management and sales, this is the place to track and discuss the forecast. It's probably not as well rounded for pipeline progression discussions, Salesforce is still probably better for this.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Clari is perfect for a sales team collaborating to forecast and estimate the opportunities and overall business status, it's working in a hierarchy scheme that reflects each team member's forecast into their team leader's big forecast number in an automated and easy process. It also can define a periodic date to update the forecast among the team so the forecasting to top management is automated as well.
October 12, 2021

Clarity in Clari

Daniel Haber | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
drilling into deep detail on an opportunity is not appropriate for Clari.
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Clari can be used as an excellent platform to include all critical data for sales purposes. All forecasting activities and management can be handled in one single place like Clari. Also, Clari apps give you an immediate area for your notes and to provide visibility to others to help and improve the sales process.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Clari is perfect for seeing your sales pipeline. If you want to know your commit and best case at any different level of the organization this is the perfect tool. You can see exactly where you are falling short, and where you need to focus efforts. It's great for a revenue forum or stand up conversation.
Aaron J. McReynolds | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Works extremely well in allowing sales reps to make forecast changes in real time. It also allows you to quickly and accurately see all the deals in your pipeline, as well as the stage they are currently in, and your roll up number.
Would be nice if management had more control over reps permissions. This would allow them to make updates should the rep be unable to do so.
Score 9 out of 10
Vetted Review
Verified User
Incentivized

Clari is an excellent tool for any sales organization that needs better structure around funnel management. Even if your sales organization is great with managing pipelines, it will provide an additional level of transparency and efficiency.


It's not as helpful for high level executives or sales directors that have many deals rolling up to them, because you can get lost in the weeds with so many things going on at once; however Clari is making strides to improve the product there.


Clari is not a place for reps to update product or pricing, but the other administrative aspects of the deal. Clari does make it easy to link back to your CRM to do this though.


Overall sales teams are the ideal user, everyone else in the organization uses it from a slightly different perspective.

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Good for companies who have long deal cycles with many touch points. Short cycles don't really benefit from the tool. A company also must have a role structure in place for things to work well from the Salesforce side of things. Otherwise, the pipeline per users gets a bit skewed.
Misha Gautreaux | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Well Suited - Transactional sales -- the more deals you have the better
Not sure about where it would less appropriate, other than if you are working on HUGE deals, really long sales cycles, etc. That being said, I have been impressed by how well our enterprise model/sales cycle has worked to date.
September 14, 2018

Clari for forecasting

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Clari works really well for forecasting and in-quarter operational opportunity reporting.

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.
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