Easy and best predictive sales forcasting
We are using Clari for sales data analytics and sales forcasting for future months based on historical data, within the organisation we …
Clari
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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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
- About
- Competitors
- Tech Details
- FAQs
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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Reviews and Ratings
(87)
Attribute Ratings
Reviews
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January 27, 2023
Easy and best predictive sales forcasting
- Precise sales forcasting
- Tips on GUI pages
- In line editor option
- Reports quality is not good
- Activity tracking can be improved
- Sales tracking
January 26, 2023
Clar is a great product
- Forecasting
- Pipeline Monitoring
- Quota Achievement
- User interface is slow somtimes
- Better integration with Salesforce
- 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 26, 2023
Sales Analysis and Forecasting with very reduced effort
- Segmenting the sales pipeline for Individual as well as the team.
- Integration with the CRM ensures that all the activities are auto updated without manual entry requirement
- Forecasting the sales based on previous data helps in planning forward
- Mobile App can be optimized for better & smooth viewing
- Filtering UI for Mobile version does not reflect same as the web version
January 25, 2023
Clari Review
- 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
January 25, 2023
Best Experience with Clari
- data sharing
- colaboration
- sales analytics
- sales funnel
- notifications
- dashboard
- reporting
January 25, 2023
Quick forecasting
- Forecasting
- Pipeline management
- Data hygiene
- UX
- Salesforce errors notifications
January 25, 2023
Clari - Don't Work in Sales Without It!
- 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.
November 01, 2021
Clari as a game changer business tool
- Opportunities forecasting
- Target achievement tracking
- Reporting
- Dashboards
- Easiness of tuning the pages
- Notifications
October 25, 2021
Sales rep Clari review
- 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
October 25, 2021
Clari is a must-have in the enterprise toolkit
- 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
October 12, 2021
Clarity in Clari
- 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
January 31, 2020
Great Sales forecasting App
- Clari is an excellent Salesforce Interface.
- Simple and Intuitive platform
- Automation based on content
- “Lego” reports and dashboards
January 27, 2020
Clari: Top 3 Sales Resource!
- Quick temperature check on health of open opportunities.
- Ability to edit anything within Clari and have it reflect within SFDC.
- Honestly nothing. Keep innovating as planned.
November 26, 2019
1 Year of using Clari
- Nice user interface.
- Easy to use.
- Great visuals.
- N/A - everything is working well for me.
October 26, 2019
Clari - Visible forecasting by level made easy
- 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
February 21, 2019
Clari - The fastest way to forecast
- 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!
- 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.
September 19, 2018
Clari is a great funnel management tool for sales teams!
- 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.
September 17, 2018
Clari is great way to manage all out deals and not let anything slip
- 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.
September 14, 2018
Clari Provides Clarity, Context, and Forecasting Accuracy for your Reps & Sales Leadership team!
- 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
September 14, 2018
Productive tool for everyone involved.
- 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
- 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 26, 2017
Clari clarifies Sales Forecasting and Pipeline Management
- 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.
October 25, 2017
Clari Software Review
- 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