Clari

Overview

Reviews

Clarity in Clari

8
Clari is used across the Sales organization to better aggregate forecasting and opportunity information than Salesforce.
Leaders rely on …

Sales rep Clari review

7
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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Great Sales forecasting App

9
Clari is being used in our company by the entire sales organization. We use Clari daily to track different sales activities like meetings, …
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Clari for the win!

10
We use Clari to evaluate whether or not we will hit our numbers. It's used with leadership to determine the health of an opp and how that …

Productive tool for everyone involved.

8
We use Clari to provide more clarity into our funnels from a leadership level. More so, it helps me manage my own funnel to stay on top of …
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Clari for forecasting

8
Clari is being utilized as the sales forecasting and pipeline management tool in our organization. While the primary use-case for Clari is …
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Clari Software Review

10
Clari is helping our sales reps more easily manage their pipeline and update opportunities. Clari also allows sales management to see …
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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

Offerings

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

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What is Salesforce?

Salesforce is a web-based CRM application that enables users to forecast revenues and track leads. It is a leading sales, service, and marketing app. Salesforce.com's Sales (CRM), Service, Platform and Marketing applications are designed to help companies connect with customers, partners, and…

What is InsightSquared Sales Analytics?

InsightSquared Sales Analytics is a sales analytics and development platform that also supports demand generation analytics and SaaS reporting. It is designed for providing insights into sales processes, closing rates, pipeline and revenue forecasts, calculating KPIs, and market hiring processes.

Features Scorecard

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Product Details

What is Clari?

The vendor promises that Clari’s Connected Revenue Operations platform helps B2B organizations increase win rates, shorten sales cycles and improve forecast accuracy by using AI and automation to create full funnel accountability across go-to-market teams. They are used by hundreds of sales, marketing and customer success teams at leading B2B companies including Qualtrics, Lenovo, Adobe, Dropbox, and Okta to drive pipeline, audit deals and accounts, forecast the business and reduce churn.


Clari Features

  • Supported: Sales Forecast Management
  • Supported: Pipeline Inspection
  • Supported: Opportunity Management
  • Supported: Activity Intelligence
  • Supported: Connected Revenue Operations
  • Supported: Sales Analytics

Clari Screenshots

With Clari Pulse, part of Clari Sales Analytics, sales leaders monitor the health of the quarter, track key sales performance indicators and understand what’s driving change week-over-week.Sales reps, sales managers and sales execs can all take advantage of Clari's mobile capabilities while on-the-go. With Clari mobile, they have access to ClariBot and more, which will periodically nudge the manager with suggestions of deals that they should follow up on, and enables them to check on deal activity in real time.Clari Forecast Management boosts forecast accuracy and shows sales execs exactly where there’s risk and upside to the forecast so they can drive the actions needed to hit the number.Clari Trend, part of Clari Sales Analytics, provides a point-in-time AI-driven forecast projection of where sales teams will end the quarter.According to the vendor, Clari Opportunity Management puts reps in position to crush their numbers by helping them focus on the right deals, and making CRM updates easy which gives them time back to sell.With Clari Pipeline Inspection sales managers get instant insight into which deals are moving, stalled, or at-risk so they can focus 1:1 coaching time on the opportunities that matter most.

Clari Videos

Clari Success - Jake Randall, VP Business Operation at Okta
Clari Success - Michelle Reynaud, VP Global Sales Systems and Processes at Symantec
Clari Success- Peter Moses, VP of WW Go-to-Market Operations at Juniper Networks
Clari in 2mins

Clari Competitors

Clari Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web

Alternatives

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Frequently Asked Questions

What is Clari?

Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.

What is Clari's best feature?

Reviewers rate Data Sharing and Collaboration highest, with a score of 9.4.

Who uses Clari?

The most common users of Clari are from Mid-size Companies and the Computer Software industry.

Reviews

(1-17 of 17)
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October 25, 2021

Sales rep Clari review

Score 7 out of 10
Vetted Review
Verified User
Review Source
  • 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
Review Source
  • 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
Review Source
  • 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
Review Source
  • 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
Review Source
  • 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.
Misha Gautreaux | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • 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
Candi Bashiri | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • With Clari's Flow analytics, we can see who deals have moved along within a quarter or across quarters. We can easily assess if deals are moving in or out, are they being upgraded or downgraded or if we are loosing them.
  • Using Clari's Trend analytics, we can see how we have performed in the last 4 quarters and see how our pipelines ultimately performed. We can also see what Clari's prediction based on our mix of pipeline stages etc.
  • Clari's Pulse analytics show you weekly predictions as well as past predictions. This is great for seeing how "close to the pin" we get or by what week of the quarter things start to solidify.
  • Clari has come a long way in the year and half I've used it. I'd like to see more capability on the administration side like being able to add/delete opportunity fields to bring into the data, being able to use more variety of charts on the dashboards.
  • It would also be even more powerful if we can add formulas or measures that are custom.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • 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
Review Source
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • 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
Review Source
  • 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.
October 25, 2017

Clari Software Review

Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Makes it easy to update tedious opportunity information
  • Easier to create views in Clari than reports in Salesforce
  • Exportable usage data
  • Users emails get disconnected frequently
  • Could show CRM score in the grid
  • Could provide more documentation for users after training