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No more headaches updating Opportunities
Updated June 14, 2023

No more headaches updating Opportunities

Clyde Autin | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clari

We use Clari to keep up with sales pipeline forecast and during our forecast calls reps will share their screen and walkthrough key business opportunities. Clari is also where each rep will share their call for the quarter and each month within that quarter. Clari also has a grade system for each opportunity that a rep owns which allows them so their pipeline's health at glance. Another big advantage of Clari is that reps are able to change pipeline stage and other details for the opportunity directly from Clari instead of salesforce which is much easier and saves time which then means reps are more likely to keep their forecast up to date.
  • Ease of updating opps without touching Salesforce
  • Easy to read view of pipeline
  • Easy to manage Call number and gap to it
  • Forecast screen could be easier to interact with. I believe UI's that make users scroll horizontally lead to confuse and missed content since we rarely scroll horizontally on the internet. It's not as natural
  • Enablement; I am confident my team is underutilizing Clari and that there are many more features that we should take advantage of. For example, the Dashboard screen looks good but in our company, our practice is to use the forecast and opportunity tabs instead. Reps and managers could benefit from a 30 min or 1-hour training session quarterly
  • I like the opportunity score tracker but it would be great to know more of what comprises the score instead of feeling that it is just an AI. Perhaps giving the user more opportunity to validate or put their own spin to the score
  • Forecasts are more accurate
  • Reps save time updating salesforce and more time actually working

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

Clari is exceptionally well-suited for reps to maintain their forecast. Updating opps in salesforce is a headache because you have to jump through so many tabs to deal with dependencies but Clari makes it clearer. For that alone, I can recommend Clari. It's also well suited for forecast calls because you can simply see more of your pipeline and notes on one screen.