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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.

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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
  • 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
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Shalini Arya | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Opportunity Forecast
  • Opportunity Ranking
  • Opportunity Overview
  • Forecast Reporting & Trends
  • Visuals can sometimes be a bit much with all the graphs and bubbles and whatnot.
  • Nothing more really as the tool is amazing and knows exactly where you are with your deals.
January 25, 2023

Clari Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Deal conversion forecasting and leakage analysis
  • Dashboarding especially on deals by channels and conversions
  • mobile app and CRM scoring helps in managing deals on the go from anywhere
  • Better filtering capabilities across parameters aligned to CRM we use
  • More team level reports to view consolidated and rep wise team reports according to multiple parameters
  • autocompletion of forecasting will help in case of no updates
Cass Holloway | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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

Sales rep Clari review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Forecasting
  • Adjustments up hierarchy - dynamic forecast
  • Cross department visibility - ability to change views by filters
  • Advanced analytics. Clari is great at taking in best case and commit, but doesn't give a suggested case
  • Intuitive tagging of pipeline by type/origin
Aaron J. McReynolds | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Allows for on-the-go mobile forecast updates in real time.
  • Management roll up -- allowing each level of management to see the forecast situation.
  • Displays accurately all working deals and the stage of those deals as shows in Clari and SFDC.
  • Limited functionality. Really the only use case for me is forecasting and deal reviews.
  • Allow all managers to edit reps stages and numbers with a notification.
  • Does not require manual commit numbers to be confirmed. Should auto-commit the previous week's number if no change is needed.
February 02, 2019

Clari for the win!

Ryan Jolley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Misha Gautreaux | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Forecasting - the predictions they have made on how the quarter will end up have helped overcome any "hope-casting" by the sales team.
  • Data Entry -- Clari has helped streamline what data needs to be inputted by the sales team
  • Dashboard Views -- super consummable dashboards / layouts that get used daily
  • Activity Tracking - they've made great progress, but more needs to be done to quickly see how rep activity aligns with sales outcomes
  • Integrations with marketing tools -- e.g. Pardot -- would love this information to be in the tool to help the top of the funnel
  • Data Science -- would love more insights into what deals will / will not close based on machine learning/data science
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Opportunity management - allow a quick and easy portal view of all my opportunities.
  • Contact history associated with client opportunities - I can see just how often and recent communication is taking place.
  • Layers of opportunity levels - While an opportunity may have been presented to a client, it may not be worth committing to close for the month, and Clari allows you to clarify both, which gives leadership an insight without having to pause to discuss. This allows me more time to focus on selling!
  • It'd be nice to update products on my opportunity within Clari.
  • I wish Clari was the default for Salesforce funnels.
  • More clear reporting on opportunity creation...time and date.
  • More character space for next steps or add another space for Key Notes.
September 14, 2018

Clari for forecasting

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
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