Item: Clari
Rating: 4
Author: Verified User

Overall Satisfaction with Clari

Use Cases and Deployment Scope

Our company uses Clari for forecasting and for call recording. Before we bought Clari, we did our forecast in Google sheets which broke often and could not track the week over week insights we wanted. Clari has simplified our forecasting process and has helped expand this process with our reps.

Pros and Cons

Pros

Viewing Opportunities using SFDC hierarchy
Providing WoW change on an opp level
Lense views on reports

Cons

Implementation - a very messy experience
Historical views, does not lock historical bookings if reps change
UI in forecast tab, hard to navigate

Return on Investment

Managers spend less time seeing what their reps are looking at
RevOps can see exactly what is going on on the deal level without individual follow up
More time has been used for determining if Clari or our CRM is correct if the data looks different

Usability

Clari's UI does not resonate with new users. The backend query updating takes quite long time to update. Lots of fixes are needed without answers or solutions offered by the Clari team. If set up correctly with clear recommendations from the Clari team, all the previous issues may be resolved, however the usability is tied closely to set up.

Key Insights

Do you think Clari delivers good value for the price?

Are you happy with Clari's feature set?

Did Clari live up to sales and marketing promises?

Yes

Did implementation of Clari go as expected?

Would you buy Clari again?

Other Software Used

Gong, Salesforce Data Cloud

Likelihood to Recommend

The implementation team behind Clari has been genuinely inefficient. In my opinion, expect to project manage your own implementation and have your requirements misinterpreted leading to incorrect structure.

Clari Feature Ratings

Comments

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Better tools out there but does the job