Item: Clari
Rating: 9
Author: krystian fernhout

Overall Satisfaction with Clari

Use Cases and Deployment Scope

We use Clari every week for our forecasting and pipeline management

Pros and Cons

Pros

Give us a way to delivery on our total forecast, and pipeline to manage dealprogresssion
It gives ways to filter and sort specific regions or reps to give quick overview
It is a way to indicate any risk on deals and give this information directly to management

Cons

When there is maintenance done in the backend our total numbers disappear so would be great to not impact production environment when doing improvements on the backend
I think Clari can train more the champions at customer to drive utilisation rates in your customers

Return on Investment

Efficiency
More focus from sales teams so better end results and ROI
time saved is more ROI

Because i never had issues with using the product it is more that the departments that need to set up all fields for the sales teams can use more training and guidance to quickly get the right results using Clari

Alternatives Considered

not used a lot of other forecasting tools

Key Insights

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?

I wasn't involved with the implementation phase

Would you buy Clari again?

Yes

Other Software Used

Slack, Informatica Customer 360 for Salesforce, Microsoft 365

Likelihood to Recommend

in my week to week forecasting it is for a crucial tool as i deal with a lot of deals a lot of changing and moving parts so Clari gives me the overview so i can relay my feedback to management in an easy way

Clari Feature Ratings

Using Clari

Users and Roles

4000 - Sales, Sales management upper management

Support Headcount Required

20 - Sales operations teams and backend development teams

Business Processes Supported

forecasting
pipeline management
analysis

Innovative Uses

grouping regions
flagging also pull in and Amend and Extend OPPs
giving weekly forecasts

Future Planned Uses

none
already
use it correct i think

Likelihood to Renew

Because it is a crucial part of our sales jobs and need to use it to be accurrate in our forecast

Evaluating Clari and Competitors

Products Replaced

Not Sure

Key Differentiators

Scalability
Integration with Other Systems
Ease of Use

The ease of use needs to be simple and straightforward for sales to use it effectively

Evaluation Lessons Learned

it is not up to me so i think pricing and functionality and ease of use are big parts of the decision making

Clari Implementation

Implementation Rating

No more the better there is a plan and technical support the business needs and functionalities can be created for the company to use it like that

Implementation Details / Implementation Partner

Don't know

Implementation Phases

Yes - do not know

Change Management Lessons

Change management was a major issue with the implementation - that my company grows that quickly that with all changes internally it lacks of giving good training and instruction on new changes this can be more supporten also from Clari towards their end customers

Implementation Issues

updates not working correctly
missing data due to certain filters you cannot remove
total forecast number dissapearing when updates in the background are done

Clari Support

Support Rating

Because it save my forecast numerous times

Clari Customer Support Pros and Cons

Pros	Cons
Quick Resolution Good followup Knowledgeable team Problems get solved Immediate help available Support cares about my success Quick Initial Response	Not kept informed Escalation required Need to explain problems multiple times