If youre not using Clari in your Sales Org youre missing out
October 25, 2025

If youre not using Clari in your Sales Org youre missing out

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

Overall Satisfaction with Clari

We use Clari as the primary way to manage our sales business, our opportunities, and our forecasting. Clari provides a very clean, digestible, and easy to manipulate format to view and manage all of the Salesforce information. The fact that Clari is able to provide an easily customizable set of columns and groups, coupled with the ability to write back to Salesforce is fantastic.

Pros

  • Provides a very clean window into all of our Salesforce opportunities in a single view.
  • It provides excellent built-in forecasting tools to manage the funnel and project where we will finish as a team each quarter.
  • One of the most important capabilities is the fact that Clari not only provides a window into Salesforce, but it can also WRITE back to it. This means that while we are simultaneously viewing hundreds of opportunities at a time in Clari, we can actually go in and click a field and make changes and updates right there on the fly without having to go back to Salesforce or pull up each individual opportunity.

Cons

  • Need the ability to add more Groups. Clari limits you to just 4 filter groups at a time.
  • Need the ability to hide the CRM Score column. For some reason this is one of the only columns that can't be moved or changed, and so it takes up unnecessary space. I'm not sure why they make it mandatory.
  • Would love the ability to build more dynamic dashboards on the dashboard page and to do it a bit more seamlessly. Today this is not easy, at least in my organization.
  • Clari helps us to hit targets by providing consistency. When the whole sales org looks at the business through the same lens and forecasts the same way, everyone is able to communicate more clearly and efficiently.
Usability is part of what makes Clari so great. It is extremely user friendly and easy to use, which is the whole point of using Clari instead of doing things directly inside of Salesforce. The only reason I would rate it at a 9 instead of a 10 out of 10 is the fact that the dashboards don't seem to be as user-friendly as I would like, and the limit of 4 groups is a bit annoying as well.

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

We use Clari as the primary way to manage our sales business, our opportunities, and our forecasting. Clari provides a very clean, digestible, and easy to manipulate format to view and manage all of the Salesforce information. The fact that Clari is able to provide an easily customizable set of columns and groups, coupled with the ability to write back to Salesforce is fantastic. Anyone in a mature sales organization will find Clari highly effective at helping manage their funnel of opportunities and their business.

Clari Feature Ratings

Sales Forecasting Features
9.2
Sales Benchmarking
6
Quick Dashboard/Forecast
10
Sales Visuals
10
Sales Forecast Templates
10
Sales Forecasting Factors
9
Sales Forecast Review
10
Sales Forecasting Management
10
Custom Forecast Models
7
Record of Previous Sales Forecasts
9
Sales Forecast Collaboration:
10
CRM Data Import
10

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