Item: Clari
Rating: 8
Author: Verified User

Overall Satisfaction with Clari

Use Cases and Deployment Scope

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 my clients' opportunities. It's hugely beneficial and is a primary tool used across all sales channels to manage our funnels effectively.

Pros and Cons

Pros

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!

Cons

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.

Return on Investment

Positive effect allowing reps to update and continue forward in productive selling.

Other Software Used

Salesforce Lightning

Likelihood to Recommend

Clari is well suited to allow leadership clear visibility into opportunities without too much additional conversation directly with reps, allowing them to focus on revenue generating activities.

Comments

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Productive tool for everyone involved.