Clari - A Solution to Upgrade Sales.
October 21, 2025

Clari - A Solution to Upgrade Sales.

Shweta Mishra | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clari

The main intent is to help improve sales. We review the sales cycle calls, create live battlecards, a playbook for training, and other stuff. The transcription and summary help to identify call details. Also, the call is divided into different segments, which helps tag the call as per the sales cycle phase. If it's in the cold calling phase, eval phase, demo phase, post demo phase, or negotiation phase.

Pros

  • Creates call summary and add them in created tags to help us to targeted monitoring.
  • Help us create battlecards that agents can use on live calls.
  • Help us create library and playbook of good and bad calls for training.
  • Help us provide a call overview by team.

Cons

  • More visuals for team-wise data to create healthy competition.
  • Auto-tag the calls as per the summary.
  • More options for creating a playbook.
  • It had a positive impact as it helped us to streamline the process.
  • We have calls divided as per different cycles so it helped us create a process with all calls in one cycle.
  • Helped show the history of all calls for 1 customer/account.
We have used Clari regularly to improve our processes and streamline quality auditing. Also helping agents with using battle cards on live calls to handle objections better. Agents get a gist of rebuttals they need to use, and that helps them to form a sentence further. Real-time helps agents shape the conversation better.
Verint is more focused on category creation and analysis but doesn't resolves the issue real time. Clari focuses on helping us for resolving issues real-time and best example is desktop app that agents use for calling and get real time suggestions while they get stuck on call. They can get real time help.

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

It's well-suited for sales and customer service processes where the intent is both to sell the product and give customer or technical service post-sale. It is best to search for calls with different phrases. However, as far as I am concerned, it is less suitable for processes that are not defined. Like sales inbound, where we may not know the conversation direction.

Clari Feature Ratings

Sales Forecasting Features
9.0
Sales Benchmarking
10
Quick Dashboard/Forecast
10
Sales Visuals
10
Sales Forecast Templates
8
Sales Forecasting Factors
8
Sales Forecast Review
8
Sales Forecasting Management
8
Custom Forecast Models
10
Record of Previous Sales Forecasts
8
Sales Forecast Collaboration:
10
CRM Data Import
9

Comments

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