Clari - Visible forecasting by level made easy
Updated October 26, 2019
Clari - Visible forecasting by level made easy
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Clari
This started out as a sales tool. We have quickly adopted it in customer success as a forecasting tool. It serves two functions
1. Creating accurate forecasts with ability to modify at every level
2. Giving visibility across organizations to those forecasts
Once we found value in sales, we quickly pivoted to loop other customer facing departments in so we can have a single tool for revenue forecasting.
1. Creating accurate forecasts with ability to modify at every level
2. Giving visibility across organizations to those forecasts
Once we found value in sales, we quickly pivoted to loop other customer facing departments in so we can have a single tool for revenue forecasting.
Pros
- Forecasting
- Adjustments up hierarchy - dynamic forecast
- Cross department visibility - ability to change views by filters
Cons
- 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
- Increased relationship between customer success and sales
- We have increased our non-sales opportunities won by 12%. We are submitting the same amount of opportunities, but closing more because multiple departments are pushing on the opportunity
- Domo and Salesforce CPQ (formerly SteelBrick)
Clair is additive to other tools like Salesforce or your BI tools. It gives great visibility at each level. We know throughout the quarter where we are likely to fall. When we have shortfalls we know where those are coming from. This helps us drive the right actions to close gaps.
Do you think Clari delivers good value for the price?
Yes
Are you happy with Clari's feature set?
Yes
Did Clari live up to sales and marketing promises?
Yes
Did implementation of Clari go as expected?
Yes
Would you buy Clari again?
Yes
Comments
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