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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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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
(1-25 of 25)Companies can't remove reviews or game the system. Here's why
June 14, 2023
No more headaches updating Opportunities
- Forecasts are more accurate
- Reps save time updating salesforce and more time actually working
- 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
February 10, 2023
Review of Clari
- I think its a good investment done by the management
- It gives better sights to upcoming months or quarters
- improved accuracy in revenue forecasting
- better visibility into sales performance
- improved collaboration and communication within the sales team
February 01, 2023
Clari- The best pipleline management tool
- Keeps the pipeline of the sales up to date
- Gives 360 view of the sales funnel/deals
January 26, 2023
Clar is a great product
- Reduction of time needed to monitor pipeline
- Reduced sales cycles
- Visibility - higher closing rates
- Better alignment with Leadership - knowing exactly where to help/add value
- It does require a bit of training to optimize the usage. Multiple pieces of training internally and with the Clari CS team
January 26, 2023
Sales Analysis and Forecasting with very reduced effort
- A lot of time is saved that allows me to focus on other deals
- Workflow processes are faster and automated that eliminates any data mismatch
- Time required to analyze the data is reduced by 40% providing us a great ROI.
January 25, 2023
Clari Review
- Helped us achieve better deals forecasting
- Deal analytics is stronger which leads to stronger GTMs
- Marketing and sales unification is still an issue
January 25, 2023
Quick forecasting
- Time-saving
- Clear forecasting
January 25, 2023
Clari - Don't Work in Sales Without It!
- It has streamlined the pipeline review process tremendously.
- Streamlining brings more productive use of time in other areas.
- Moving away from Excel updates is the biggest advantage. Excel for this is a nightmare.
November 01, 2021
Clari as a game changer business tool
- Clari saves us time on collecting the team's forecast data
- The integration with Salesforce makes it much easier to get the related data
- No need to use any additional tool
October 25, 2021
Sales rep Clari review
- It's forced me to be way more methodical about updating my opportunities
- My forecast is more accurate
- I have a better grasp on the art/science of forecasting
October 25, 2021
Clari is a must-have in the enterprise toolkit
- Clearer understanding of deals in flight
- Realistic timelines of deals closing in month and in quarter have been increased
- Clari has enabled us to provide real-time updates
October 12, 2021
Clarity in Clari
- very positive for leaders to see insights on teams
- negative - reps sometimes will look at it like a chore rather than a tool
- positive - easy to use and navigate
- positive - great at pulling data from SFDC
October 26, 2019
Clari - Visible forecasting by level made easy
- Increased relationship between customer success and sales
- We have increased our non-sales opportunities won by 12%. We are submitting the same amount of opportunities, but closing more because multiple departments are pushing on the opportunity
February 21, 2019
Clari - The fastest way to forecast
- Sped up the ability to make forecast changes remotely.
- Removed the need to log in to Salesforce and make changes through a number of unnecessary steps.
- Allows the entire sales floor to forecast their numbers to a senior roll up.
February 02, 2019
Clari for the win!
- Improved coaching sessions with my leadership.
- Transparency into how daily efforts are impacting my effectiveness as a salesperson.
September 19, 2018
Clari is a great funnel management tool for sales teams!
- We have significantly decreased the number of overdue deals in our funnel.
- We stay on top of deals within the pipeline much better now, since there is more transparency and accountability. This has sped up our sales cycle and our funnel is much more clean.
September 17, 2018
Clari is great way to manage all out deals and not let anything slip
- Has made it easier to keep track of ops. Our company has many open ops that sit and get drawn out. This makes it easy to forget about things and not update. Clari has helped us keep things on track and follow up on more closings that would have been left out.
- With a small sales team, the cost isn't much of an issue as the deals won from the tool means the ROI is there quickly. With large teams though, I could see that being an issue when compared to just Salesforce licenses
September 14, 2018
Clari Provides Clarity, Context, and Forecasting Accuracy for your Reps & Sales Leadership team!
- Nothing concreted as of yet, outside of a HUGE improvement in data clarity/cleanliness, which is huge from an Ops perspective & for forecasting
- Our pipeline meetings are much faster/easier to consume now that we are using views in Clari
September 14, 2018
Productive tool for everyone involved.
- Positive effect allowing reps to update and continue forward in productive selling.
September 14, 2018
Clari for forecasting
- Streamlined Forecasting
- Better Visibility into deals
October 26, 2017
Clari clarifies Sales Forecasting and Pipeline Management
- Clari has helped some of our managers become more accurate in their predictions as well as help them assess quickly how business is flowing. This helps us focus on the deals that are critical and take action. They feel more productive and in control of their pipeline.
October 25, 2017
Clari Software Review
- We manage our pipeline more effectively
- We're able to segment our opportunities more effectively
- Able to review deals more efficiently