Clari is a great funnel management tool for sales teams!
September 19, 2018

Clari is a great funnel management tool for sales teams!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clari

Our entire organization uses Clari. Our sales teams, leaders, directors, and executives are the primary user. However we have overlay reps, success reps, sales operations, product marketing, etc. also leveraging the tool.
  • 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.
  • We have significantly decreased the number of overdue deals in our funnel.
  • We stay on top of deals within the pipeline much better now, since there is more transparency and accountability. This has sped up our sales cycle and our funnel is much more clean.
The only other funnel management we have is SalesForce itself. We've made some adjustments within our own SalesForce platform, but Clari is significantly easier to navigate for funnel management than deals individually within SFDC.

Clari is an excellent tool for any sales organization that needs better structure around funnel management. Even if your sales organization is great with managing pipelines, it will provide an additional level of transparency and efficiency.

It's not as helpful for high level executives or sales directors that have many deals rolling up to them, because you can get lost in the weeds with so many things going on at once; however Clari is making strides to improve the product there.

Clari is not a place for reps to update product or pricing, but the other administrative aspects of the deal. Clari does make it easy to link back to your CRM to do this though.

Overall sales teams are the ideal user, everyone else in the organization uses it from a slightly different perspective.