Clari Provides Clarity, Context, and Forecasting Accuracy for your Reps & Sales Leadership team!
September 14, 2018

Clari Provides Clarity, Context, and Forecasting Accuracy for your Reps & Sales Leadership team!

Misha Gautreaux | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clari

Clari is being used across the sales organization by all members of the inside and field sales teams. The key business problem that it has helped solve is providing a filter of Salesforce data for reps to fill out and provided a new level of forecasting accuracy, which is super critical for many reasons.
  • 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
  • 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
Clari is MUCH better for reps to use/consume than the other products we've attempted. While the other tools we've used have been a bit better from a Sales Ops perspective, if they don't get used by the sales team, they are not nearly as powerful. Adoption of the tool really matters from a data entry & forecasting perspective.
Well Suited - Transactional sales -- the more deals you have the better
Not sure about where it would less appropriate, other than if you are working on HUGE deals, really long sales cycles, etc. That being said, I have been impressed by how well our enterprise model/sales cycle has worked to date.