Item: Clari
Rating: 10
Author: Nyjil Nazeer

Overall Satisfaction with Clari

Use Cases and Deployment Scope

We use Clari to analyse customer feedback, thus enabling us to identify the areas of improvement and develop targeted marketing strategies. We also use Clari to analyse sales calls and provide targeted coaching to the sales team. Clari can address some of our business problems, like a lack of visibility into customer interactions, inadequate sales coaching and overall inefficiency in the sales process.

Clari automates tasks like follow-up reminders, note-taking and CRM updates, thus freeing up the sales team to focus on sales. The real-time insights into customer interactions enable our company to take informed decisions and progress well.

Pros and Cons

Pros

Automated Note Taking
Revenue Forecasting
Realtime Transcriptions and insights
Automated CRM updates
Sales Coaching
Planning

Cons

Limited Integrations
Transcription Accuracy
Limited Customization Options

Return on Investment

Our ROI on Clari was impressive with a 1 year change of 125%
Sales output was improved
Customer success scores were all time high

Usability

Clari requires minimal training. The workflows are streamlined and well-designed, which allows me to efficiently manage the sales process and customer interactions. The implementation and training time is almost nil.
The interface of Clari is quite intuitive and user-friendly, hence we are able to navigate and utilise all features. We would see the results within one week of usage.

Alternatives Considered

Outreach, HubSpot Sales Hub and Aviso Insights

Clari's UI was easy for our sales team and customer success team to use and to adapt and utilise effectively. The Pipeline Management of Clari provides real-time insights into our sales pipeline, enabling us to track progress in real time and make correct decisions.
We selected Clari for its user-friendly interface, comprehensive pipeline management, and strong customer support.

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?

Yes

Would you buy Clari again?

Yes

Other Software Used

Slack, Google Workspace, Zoho Projects

Likelihood to Recommend

Clari has an excellent conversation intelligence system. It is well-suited for any organisation that is looking to improve its sales process and customer service. Initially, our agents had difficulty understanding customer needs and preferences. Clari's conversation intelligence helped us understand the customer needs and enabled us to develop targeted marketing strategies and overall improve our customer satisfaction.

Clari is primarily designed for sales teams and may not be the best fit for non-sales applications such as HR or development teams.

Clari Feature Ratings

Using Clari

Users and Roles

30 - Sales, Marketing, Customer Success

Support Headcount Required

3 - General Manager, Admin Executive, Sales Manager, Area Manager, Team Lead

Business Processes Supported

Sales Team Performance Enhancement
Revenue Forecasting
Customer Feedback Analysis
Planning

Innovative Uses

AI Driven CRM Suggestions
Streamlined Deal Reviews
Predictive Analysis

Future Planned Uses

Email Tracking and Automation
Use of AI to predict buying behaviour
Personalized Campaigns

Likelihood to Renew

I will renew my Clari Subscription for many reasons.
1. Streamlines Sales - Clari automates many manual tasks like note-taking and transcripts. This frees my sales team so they can focus on closing deals.
2. Increased customer retention - Clari helps me identify potential churn risks and take proactive measures.
3. AI-Driven Insights

Evaluating Clari and Competitors

Products Replaced

Yes - We replaced Outreach with Clari because of its ability to provide better forecasting, enhanced pipeline visibility, and thus we were able to streamline the sales process within our organisation. Clari provides a single window pane to track deals, identify risks and spot opportunities, thus helping me stay on top of my sales pipeline.

Key Differentiators

Cloud Solutions
Ease of Use

Ease of Use - Our team was able to adapt quickly and utilise the platform effectively due to Clari's simple and smart user interface. We had to spend almost no time on implementation and training.

Evaluation Lessons Learned

I will evaluate a product based on reference and customer reviews.

Clari Implementation

Implementation Rating

We followed a few stages during implementation, like kickoff meeting, configuration, training and post-launch review.

Implementation Details / Implementation Partner

Implemented in-house

Implementation Phases

Yes - Kickoff meeting
Requirement gathering
Configuration
Training
Post-launch review

Change Management Lessons

Change management was a minor issue with the implementation

Implementation Issues

Integration challenges
Limited customization

Clari Training

Training Types Used

Online Training
In-Person Training
No Training

In-Person Training

We had one session of in-person training conducted in our office.

Online Training

Clari has good training materials, videos, and documentation.

Ease of Clari Training

Yes, the user interface is simple and can be learned without training.

Configuring Clari

Product Configurability

Clari's configuration is extensive and is just right for this kind of product.

Configuration Lessons

Clari can define clear goals and objectives which users can relate to while configuring. They can configure custom dashboards and integrate with existing systems.

UI Customization

Some - we have done small customizations to the interface - Customization requires some technical knowledge as you are required to work with APIs.

Extensibility and Customization

No - we have not done any custom code

Additional Customization Considerations

Clari Support

Support Rating

Clari has an excellent support documentation in place. They also have a well-documented API for integration. The customer support team at Clari is exceptional and is available for support anytime over email or chat. Overall, we are very pleased with the support received from Clari.

Clari Customer Support Pros and Cons

Pros	Cons
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

Premium Support

We did not purchase a premium support due to limited usage. We can rely on free support resources like documentation, email and chat support.

Bug Resolution

Exceptional Examples of Clari Support

Clari's support team responds quickly to my inquiries, usually within minutes.
They take a proactive approach to offer assistance, provide me the updates and overall share best practices.

Using Clari

Usability Pros and Cons

Pros	Cons
Like to use Relatively simple Easy to use Technical support not required Well integrated Quick to learn Convenient Feel confident using Familiar	Inconsistent

Easy Tasks

Forecasting
Pipeline Visibility
Call Tracking

Difficult Tasks

Transcription accuracy
Feedback Management

Mobile Interface Availability and Impressions

Yes - We use Clari for Android, and it works seamlessly. The app allows me to review and submit forecasts and access sales activity.

Clari Reliability

Scalability

Clari is worth the investment with its advanced forecasting and pipeline management. They have a unified revenue platform that serves as a single source of truth for revenue data.

Reliability and Availability

During the last 5 years, we have never faced unplanned outages.

Performance

The system is usually fast and loads quickly. Occasional slowness is observed during processing heavy uploads or downloads.

Integrating Clari

Ease of Integration

We integrated Clari with Google Workspace and Zoho CRM. Although the integration works seamlessly, it took multiple efforts to set up.

Systems Integrated With

Google Workspace
Zoho CRM

Future Integration Plans

Slack
Microsoft Cloud

Types of Integration

File import/export
API (e.g. SOAP or REST)

Integration Lessons Learned

Start by defining a clear integration requirement and then choose the right integration method. Map data fields accurately and finally test and validate to ensure data accuracy.