Sales rep Clari review | TrustRadius

Overall Satisfaction with Clari

Use Cases and Deployment Scope

All quota-carrying reps and their management teams use Clari as a forecasting tool. It allows us to validate our forecast easier than we would in Salesforce alone. Our management seems to love it as it makes keeping track of our forecast easier for them.

Pros and Cons

Pros

Visualizing how close you are to your commit/quota
Highlighting deals that may have stalled
Intuitive forecasting

Cons

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

Return on Investment

It's forced me to be way more methodical about updating my opportunities
My forecast is more accurate
I have a better grasp on the art/science of forecasting

Alternatives Considered

I've only used Salesforce prior to Clari

Key Insights

Do you think Clari delivers good value for the price?

Not sure

Are you happy with Clari's feature set?

Yes

Did Clari live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Clari go as expected?

I wasn't involved with the implementation phase

Would you buy Clari again?

Yes

Other Software Used

Gong.io, Looker

Usability

9

I would give it a 10 except that I can't figure out how to update my opps in SFDC from Clari.

Support Rating

8

I'm not sure I've used Clari support

Likelihood to Recommend

I don't have any scenarios where it isn't appropriate. It's a good forecasting tool.

Comments

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