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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

Reviewer Pros & Cons

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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.

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

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

(99)

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

(1-4 of 4)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
Clari is being used by the sales team in Infoblox to do the business forecasting on weekly basis and collaborate between different teams to have central visibility on the opportunities status and how soon they will close. Clari is also used to generate reports about the business progress status, showing how close each account manager is to achieving his sales target.
  • Opportunities forecasting
  • Target achievement tracking
  • Reporting
  • Dashboards
  • Easiness of tuning the pages
  • Notifications
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.
  • 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
Actually, Clari complete what Salesforce is providing to my organization, both tools together are integrating to make our business planning cycle much more controlled and visible.
Workday Cloud Platform, Salesforce Lightning Platform (formerly Salesforce App Cloud), Concur Travel and Expense
Clari is very good when it comes to usability as I'm accessing it on daily basis as long as I'm on my Notebook, it helps a lot having visibility on my business status and progress on achievement. I can estimate my weekly, monthly, and yearly opportunities closure and revenue. I have some saved views which are so useful to get what I want to see.
Clari support is always available, actually, I didn't need it much as I didn't have many issues with the platform but when I needed the support, it was available and helpful.
October 25, 2021

Sales rep Clari review

Score 7 out of 10
Vetted Review
Verified User
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 would in Salesforce alone. Our management seems to love it as it makes keeping track of our forecast easier for them.
  • Visualizing how close you are to your commit/quota
  • Highlighting deals that may have stalled
  • Intuitive forecasting
  • I still find myself having to update apps in Salesforce as well as Clari when it's supposed to eliminate the need for duplicative forecasting tools.
  • Reps don't have access to company-wide or even team reporting. Would be really helpful to see how other reps are doing and what deals they have
I don't have any scenarios where it isn't appropriate. It's a good forecasting tool.
  • 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
I've only used Salesforce prior to Clari
I would give it a 10 except that I can't figure out how to update my opps in SFDC from Clari.
I'm not sure I've used Clari support
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
Clari is suited for all sales organizations but mostly for enterprises with multiple quota attainment tiers. For simple reporting, it may be overkill.
  • 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
Clari is extremely intuitive. Not many products are as easy to use as Clari.
I have not used Clari support much but the in-product chat is extremely useful.
October 12, 2021

Clarity in Clari

Daniel Haber | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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
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.
  • 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
i don't have any insight on this one. I am not familiar with Clari competitors and am a user rather than a purchasing decision maker.
Clari seems like a predominant solution in this category. Perhaps some orgs just stick to a CRM tool like SFDC reporting rather than investing in Clari.
it is a very easy tool to use. It easily integrates with SFDC and is easy to learn how to use.
Clari is a recommendation with any organization concerned with learning new tools because it is so simple to master.
I would say it has a strong usability score for all level of users.
I have never needed Clari support and am not familiar with it. I'm sure it operates well.
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