Sales Analysis and Forecasting with very reduced effort
January 26, 2023

Sales Analysis and Forecasting with very reduced effort

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

Overall Satisfaction with Clari

We use Clari to manage our sales Pipeline. Workflows are auto-synced to update the CRM automatically eliminating the need of manual entry. Emails, Calls, activities etc for any deal can be auto updated to improve data accuracy and segment the deal stages.
  • Segmenting the sales pipeline for Individual as well as the team.
  • Integration with the CRM ensures that all the activities are auto updated without manual entry requirement
  • Forecasting the sales based on previous data helps in planning forward
  • Mobile App can be optimized for better & smooth viewing
  • Filtering UI for Mobile version does not reflect same as the web version
  • A lot of time is saved that allows me to focus on other deals
  • Workflow processes are faster and automated that eliminates any data mismatch
  • Time required to analyze the data is reduced by 40% providing us a great ROI.
Clari has been very effective in fulfilling my needs and I can vouch it to be among the best products available in the market.

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?

I wasn't involved with the selection/purchase process

Did implementation of Clari go as expected?

Yes

Would you buy Clari again?

Yes

Our CRM Integration with Clari has eliminated a lot of tasks that requires manual action saving us a lot of time. We can segment and analyze our data with Clari's forecasting insights. If any gaps are present in my deals, it sends the reminder to update them.
Easy to swith between time frames and create my customizable viewing screen.