Clari is an amazing forecasting tool l if you can justify the cost
March 02, 2023

Clari is an amazing forecasting tool l if you can justify the cost

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clari

We utilized Clari for sales leader forecasting for new and expansion sales. We reviewed during forecast meetings with sales leaders as well as the executive leadership team. Sales leaders would also utilize Clari for pipeline inspection.

Pros

  • Easy to use - the user experience is industry leading
  • Accurate AI forecast - it learned our business quickly and the forecast was similar to different forecast algorithms we had developed
  • Easy implementation with quick time to value

Cons

  • Integrating SFDC activity for opportunity health reporting was missing
  • Very expensive - somewhat hard to justify the cost vs. the value received, and the expense would increase as the organization increased in size.
  • End to End Revenue forecasting - it would be great if Clari could forecast potential revenue 3 - 4 quarters out based on current top of funnel activity. Clari is really strong for in-quarter forecasting, but not future looking.
  • Hard to quantify ROI if it wasn't part of the business case which is a lesson learned
  • Overall value obtained from the tool was decreased time to prepare for forecasting calls
At the time of selection, Clari was a more mature product than Xactly Forecasting. We did not want to experience growing pains with Xactly.

Pipeline Inspection from SFDC was just becoming available. We had already selected Clari before we learned about Pipeline Inspection.

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?

Yes

Did implementation of Clari go as expected?

Yes

Would you buy Clari again?

Yes

Clari works well for sales and executive leadership teams that perform at a high level and collaborate well together. Everyone utilizing Clari needs to understand that it will provide the company with the information it needs to make strategic business decisions. It can not be seen as a more sophisticated way to manage SFDC information. If the company is truly dedicated to improving its forecasting capabilities, then Clari could be worth the investment. If it is just being used to capture sales leaders' forecasts, you don't need Clari. Overall, Clari is a great capability, but you need a good business case to justify the expense.

Using Clari

70 - Sales Leadership, Revenue Opearations, Executive Leadership Team, Finance
1 - Sales Operations Manager
  • in-quarter sales forecasting
  • opportunity inspection
  • Product Forecasting

Evaluating Clari and Competitors

  • Product Features
  • Product Usability
  • Product Reputation
Overall, we felt the time to value would be the quickest and it would provide the best feature set in the market.
We thought Clari could do more with integrating sales activities into the opportunity inspection. It wasn't great at this. We would have evaluated this capability better.

Clari Implementation

The Clari professional services team was great and kept us on our timeline. No complaints. Nothing amazing to report.
  • Implemented in-house
Change management was a minor issue with the implementation - There wasn't enough senior management commitment, so it took a while to get everyone on-board. A bigger challenge was on-boarding new hires who joined after the go-live training was complete. We didn't have a great plan for new hire training and Clari doesn't support training after go-live.
  • Integration of sales activities from outlook

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