Clari Review
December 13, 2024

Clari Review

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

Overall Satisfaction with Clari

Clari is incredibly useful to help forecast accurate and organize the sales pipeline. There is a lot of information inside of Salesforce, but Clari helps provide a very clean overview of what all the data means. There is a direct Salesforce/Clari integration that is very useful to help understand one's portfolio of where revenue is going to come from

Pros

  • aids organizing opportunities by close date, quarter etc
  • aids organizing opportunities by opportunity stage (development, commit, forecast etc)
  • easily see what type of opportunity is being worked on (net new, cross-sell, expansion, renewal etc)

Cons

  • Occasionally it can be difficult to save specifically formatted criteria views
  • The QBR dashboard has a lot of information on it, would be helpful if that was simplified to show what is most important
  • The Salesforce integration is not immediate, so when updating opps it can take Clari 10-15 minutes to accurately reflect (but honestly still works great)
  • saves sales reps time so they can prospect more
  • helps sales reps organize their pipeline to reduce mental strain
  • reminds sales reps of next steps, helps them focus on what's most important
Clari is very user intuitive and easy to use, you don't really need to teach anyone anything, maybe just a little bit of guidance helps
Clari is incredible compared to just using SFDC, helps augment the service to another level

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

Clari is specifically well suited for sales reps, every week, every day to help organize their pipeline. Additionally Clari is very well suited for Sales Leaders to understand the entire sales organization picture in terms of expected company sales/revenue

I can't think of situations where Clari is less appropriate, but not the entire company needs access and you do not want to waste license counts on that

Clari Feature Ratings

Sales Forecasting Features
9.9
Quick Dashboard/Forecast
10
Sales Visuals
10
Sales Forecast Templates
9
Sales Forecasting Factors
10
Sales Forecast Review
10
Sales Forecasting Management
10
Custom Forecast Models
10
Record of Previous Sales Forecasts
10
Sales Forecast Collaboration:
10
CRM Data Import
10

Using Clari

400 - Majority Sales and Operations
15 - Typically Sales operations team members
  • Clari helps with Sales Forecasting
  • Clari helps organize pipeline
  • Clari provides additional insights around where sales reps should be spending their time
  • Clari provides scores that show the likelihood of a deal closing
  • Clari can organize opportunities by stage, so you can review highest priority opps
  • Clari also helps you see your won deals, great to track commissions this way unexpectedly
  • help sales reps stay organized
  • clean up sales rep pipeline
  • tie into other commissions/performance tools
Clari is modern, and easy to use, plus visually things look good, and everything just makes sense when using Clari

Evaluating Clari and Competitors

  • Cloud Solutions
  • Scalability
  • Integration with Other Systems
  • Ease of Use
Integrating with Salesforce was the highest priority factor
I wouldn't change anything honestly

Clari Implementation

The implementation was smooth, I was not too involved
  • Don't know
  • Don't know
Change management was a big part of the implementation and was well-handled
  • I was not heavily involved in the implementation, but everything is functioning smoothy now, that's for sure

Clari Support

Clari functions all the time, need minimal support
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Not required to purchase premium support
Implementing Clari was an incredible experience, so that support was great

Using Clari

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Sales reps learn how to use the product immediately
  • Integration with Salesforce was smooth
  • Sales operations team members using the call was also easy
  • Nothing can think of honestly, everything functions great
Yes, but I don't use it

Comments

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