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Clari

Clari

4.6
(143)
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With Clari, sales leaders get instant insight about their forecast and deal progress, with a direct line to reps to coach and align on next steps to close.

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Clari Reviews

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Showing 149 Clari reviews
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Clari review by Samuel H.
Samuel H.
Validated Reviewer
Verified Current User
Review Source

"I run my sales business almost exclusively thru Clari"

What do you like best?

I love the speed and simplicity Clari provides in managing the key metrics in my business. It's the first thing I check in the morning and the last thing I review before calling it a day. Clari has allowed me to manage my opportunities and forecast up to 2 Quarters out. It makes updating notes and forecast super easy.

What do you dislike?

I wish I could update multiple fields at once within Clari. Although it does a great job of cycling thru all of the required fields, I wish I could update them all at once, or at least a few at a time.

Recommendations to others considering the product

Make sure to organize the fields in the Opportunities section in a way that makes sense to you. I usually put all the most critical fields I need to fill out such as notes in way that I can see what I need at a glance.

What business problems are you solving with the product? What benefits have you realized?

Forecast Accuracy, Opportunity Management, and Maintaining up to date notes.

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Clari review by Sammy Z.
Sammy Z.
Validated Reviewer
Verified Current User
Review Source

"Change completely your life as sales rep and sales manager"

What do you like best?

Clari is our main tool to manage business. Never had such a user friendly, fast, and clever tool before to analyze our business on a live basis, on web or mobile app. Good for 5, 50, 5000 or more employees.

Clari goes beyond normal expectation, special analytics make a lot of recommandation to managers and to sales teams. Clari is like having a second brain for each of our users.

What do you dislike?

Trying to find something. Maybe the offline mode would be great to work on Clari when i'm on a plane. Apart from that only good stuff helping me day to day.

Recommendations to others considering the product

try it. this is modern tooling for modern sales force

What business problems are you solving with the product? What benefits have you realized?

Worklife balance for me and my team. we save so much time with Clari

Accuracy and information sharing

Deep analysis on deals to focus on

Projection of success of each team in coming quarters. See trouble before it's too late and build a plan to avoid it

What Sales Analytics solution do you use?

Thanks for letting us know!
Clari review by Christopher R.
Christopher R.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Great tool for Sales insight and tracking "

What do you like best?

I like being able to see all the Opps in one place, updating them and seeing my pipeline and how things are trending. Great to see where I am in the quarter and lets me prioritize things

What do you dislike?

sometimes the insights don't work, not great for quick deals

Recommendations to others considering the product

If you have Opps that have a longer deal cycle this is great tool. Lets you stay on top of things and quickly update things. Connecting of the email and see how things are linked against an op and when you had meetings etc is great. Viewing forecasting is great and seeing how things are trending for your quarter is a great tool to have

What business problems are you solving with the product? What benefits have you realized?

Lets me see my whole pipeline, and gives me a big picture on the month/quarter etc. Also helps me focus on deals that are going to close and quickly update my opps to stay on top of things.

Clari review by Gideon C.
Gideon C.
Validated Reviewer
Verified Current User
Review Source

"Makes the forecasting experience for the sales team exponentially easier"

What do you like best?

The ability to look at and edit all open opportunities is a game changer in deal review. I can quickly mass edit sales dates, percentages and stages with a few clicks. Getting through the pipeline takes a quarter of the time it used to, and the Clari predictive scores help me to see how in line with reality my predictions are.

What do you dislike?

The API with salesforce does not yet allow me to update deal size amounts. The metrics used in the forecasting tab (in, weighted, total best case) don't match what my team wants from us.

What business problems are you solving with the product? What benefits have you realized?

More accurate forecasting, faster forecasting, faster editing. This has saved me a lot of time in deal review to see where my efforts should be pointed.

Clari review by Misha G.
Misha G.
Validated Reviewer
Verified Current User
Review Source

"Better than advertised -- which doesn't happen very often"

What do you like best?

I have been impressed by how much Clari has continued to lean into asking their customers about desired functionality and continues to drive innovation on the forecasting/prediction side of the house.

What do you dislike?

I would like to have the more traditional sales metrics available within a dashboard/report --.e.g. sales cycle/velocity, closed won/lost factor analysis, etc.

Recommendations to others considering the product

Understand what its use cases are -- sales reps should/will love it, RVPs/CRO should also love it. Sales Ops leaders will love what it does, but will crave -- and need -- more Ops functionality to get at the other key areas they care about.

What business problems are you solving with the product? What benefits have you realized?

We are getting better at forecasting our business more accurately AND it takes high sales rep adoption to get there, so the fact that the sales reps LOVE Clari, really helps all of us.

Clari review by Rick H.
Rick H.
Validated Reviewer
Verified Current User
Review Source

"Improved Forecast Accuracy and Opportunity Management"

What do you like best?

--The way in which the Opportunity data is organized and delivered in Clari provides Sales Leadership what is needed to provide an accurate forecast.

--The reports, dashboards, and analysis modules can be clicked through to see the supporting data. The ability to correlate various forecast methods in one view is an absolute game changer for forecast accuracy.

--Regular releases of new features and enhancements

--Quick time to insights. Value is easily recognized by leadership. Updates to opportunities is made simple and quick for Sales Team.

What do you dislike?

Limited admin self service, though Clari is consistently delivering more in this area.

Recommendations to others considering the product

Clari should make the short list of technologies for Sales Forecasting and Opportunity Management.

What business problems are you solving with the product? What benefits have you realized?

There is been a marked improvement in sales forecasting. Opportunity reviews are faster, changes and updates to deals are highlighted prompting more Q&A.

Clari review by Joe D.
Joe D.
Validated Reviewer
Verified Current User
Review Source

"Insightful, Efficient, Convenient"

What do you like best?

Clari takes the key elements from the pipeline and gives you the ability to manage, forecast and update the most important items quickly and easily from the laptop or a mobile device. Love the ease of use! Also, the ability to update accounts with notes from meetings, change statuses in the pipeline and get a comprehensive view into my accounts is invaluable. Would highly recommend Clari to others outside of Five9. Great business tool!

What do you dislike?

So far, nothing! The ability to stay connected whether at the office or mobile is essential - Clari makes this easy. The more I use the product, the more I find it easy to use and flexible to modify for reporting. It's become a key client management tool. If there are more tutorials online, I'd like to know about them, rather than discover them through repeated use and shared insights from colleagues on how they use Clari.

Recommendations to others considering the product

Great tool to give your sales team so they can stay on the pulse of their accounts!

What business problems are you solving with the product? What benefits have you realized?

Instant insight into my pipeline that gives that needed snapshot to know where to focus in terms of deals that are near closing and those that need attention.

Clari also helps me to keep the data in Salesforce current - the integration between the two platforms makes Clari indispensible. And the flexibilty of the mobile app is a huge convenience! Clari is exactly what its name implies - clarified insight into your customer accounts.

Clari review by Candi B.
Candi B.
Validated Reviewer
Verified Current User
Review Source

"Insightful Elegance"

What do you like best?

That Clari is a visual tool that tells a complex story woven into simple and clear visuals. Like a good book, there is a lot more to see and learn the deeper you go.

What do you dislike?

Not much to dislike but I would love to customize a few things myself. Waiting for more capability on the administration side such as personalization, sharing and additional SF objects expansion.

Recommendations to others considering the product

Know what are the top fundamental questions you need to answer, enforce and be serious about data hygiene and ensure management is your main champion.

What business problems are you solving with the product? What benefits have you realized?

Clari helps us answer multiple questions about our forecast and see how are pipeline is doing; where it came from, how its moving along, where is it going and are we consistent. We are able to coach our teams when deals seem stagnant or deploy resources as needed to close that last mile. Clari helps us stay honest and focus on our pipeline.

Clari review by Damian K.
Damian K.
Validated Reviewer
Verified Current User
Review Source

"Goodbye Spreadsheets"

What do you like best?

Seeing the forecast across all levels of the business.

UI for pipeline inspection, movement of deals and health of opportunities.

Trend analytics showing how we are comparatively performing and where we may statistically land.

Proactive support from Clari team.

What do you dislike?

Personally nothing but I would imagine that our sales team having to switch between Clari and SFDC to create opportunities and quotes is a minor inconvenience .

Recommendations to others considering the product

If you are using spreadsheets to roll-up a forecast or trying to track deal movements then this is the tool for you, not to mention the plethora of additional beneficial features.

What business problems are you solving with the product? What benefits have you realized?

The original requirement was to improve the overall forecasting accuracy of our business. Not only has this objective been achieved but we have been able to save time in the process.

Clari review by Matt K.
Matt K.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Must have for sales organizations usings Salesforce"

What do you like best?

Clari makes managing your company's forecast and pipeline in sales cloud so much easier. Reps get access to a screen that lets them easily modify the state of their deals as well as guidance on which deals are most likely to close. Mgrs get access to analytics on how likely forecasts are going to be met as well as progress of deals over time.

What do you dislike?

We're already using Salesforce to do so much internally, this is one more app that we now have to train our users on. Luckily, it's easy to use, and with single sign-on and a mobile app, reps can get to it easily. It's fully integrated too, so there is zero need for double data-entry. It's easy to get from Clari records to the corresponding Salesforce records too, so that's a nice touch.

Recommendations to others considering the product

I was really impressed at how quickly they were able to sign me up for a free trial, and it included my live data from Salesforce and g-Suite.

What business problems are you solving with the product? What benefits have you realized?

Before using Clari, we really didn't have a good grasp of our forecast or even the deals that it included. Clari makes it easier to see this data and then provides AI to predict what our likely close will be based on historical trends, even before we could know it. Our reps are updating their data weekly now which means we can finally rely on it and be proactive instead of just reactive.

Clari review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Great user interface but still has limitations"

What do you like best?

The ease of use and interface make it more user friendly than other tools. The grouping and filter functions within the opportunity grid make it easy to consume large amounts of information quickly and efficiently. The forecasting tab is a great way for leaders to see all of their pipeline (Best Case, Commit, Pipeline) in one view without having to run multiple reports in SFDC.

What do you dislike?

There are still quite a number of limitations, though they are getting better with each iteration. Most notably, it would be great for a full integration with SFDC, as in a tab WITHIN SFDC that a user could open. This eliminate the need for a separate app within Okta.

Recommendations to others considering the product

Give the tool a chance. They are still improving everyday.

What business problems are you solving with the product? What benefits have you realized?

Having a place where are leaders can go in, easily use the tool, and get actionable insights about the business within minutes. The tool is being used as a Forecasting tool that allows each leaders to know exactly where they stand at all times.

Clari review by Rebecca S.
Rebecca S.
Validated Reviewer
Review Source

"Pipeline management, forecasting, and analytics tool"

What do you like best?

Clari does a good job of visualizing Salesforce data, surfacing opportunity updates, and applying some predictive analytics to our pipeline. The Trend analytics module is particularly useful for looking at historical data in way that is difficult to replicate through Salesforce alone. Looking at quick deal information, open deals in the pipeline, etc. is easier than building a report in Salesforce on the fly each time. Lastly, the visualizations in the product are slick and the mobile application works well. The team is quick to provide support and resolve issues and they frequently make enhancements to make the tool more useful.

What do you dislike?

There is a fair amount of configuration that needs to happen to initially set up the tool to best match your sales process. There is very limited ability to do any of this customization on your own and so it requires a lot of emailing with support. Fortunately, this is something I've been told they're looking to improve. There is also limited communication about new features or how to best optimize and leverage the tool, and so I have learned of most of these updates second-hand on webinars. There is limited insight into the data that feeds into their CRM score information and we have found this to be accurate in some cases but quite inaccurate in others, as the fact an exchange of emails exists (regardless of their content) does not necessarily indicate that a deal will close. Lastly, I have provided design feedback with their product designers as I think there are some improvements that can be made to make the tool more intuitive, and they had showed me some prototypes so they seem to be appreciative of customer feedback and turning it into action.

Recommendations to others considering the product

Make sure that your sales process is solid and defined prior to implementation so that you can clearly define how it should be set up.

What business problems are you solving with the product? What benefits have you realized?

We have created an internal forecasting process leveraging Clari's Forecasting module. We also have more visibility into our pipeline with predictive analytics for where we will end up at the end of the quarter. We can analyze trends using the various Analytic modules. All-in-all, we are getting deeper insights into our pipeline and deals.

Clari review by Koji M.
Koji M.
Validated Reviewer
Review Source

"Gives reps time back in their day"

What do you like best?

Having used a few other tools in the space with little success I was pretty skeptical when we decided to bring on Clari, but after going through training and using it for a little over 6 months I've transformed into a huge advocate. I'd say my favorite features are the clean UI (better than any I've seen), the ability to manage/update your entire pipeline from one simple view, the mobile app, and the forecasting management.

What do you dislike?

There really isn't much I dislike about this platform - perhaps it'd be nice to have a view with some personal rep metrics (avg time to close, avg deal size, etc.). It's tough to say, it's been a great experience thus far.

What business problems are you solving with the product? What benefits have you realized?

This tool helps each of our reps manage their pipeline in a much easier, less time-consuming way which has lead to a significant increase in engagement on our sfdc opps. As a result our mgmt team is able to better track the health of each reps pipeline, gain a better insight into where each deal stands (w/ context behind the weighted percentages), and we've noticed that our entire sales team is becoming much more accurate with forecasting.

Clari review by Nick H.
Nick H.
Validated Reviewer
Review Source

"Huge time saver from rep perspective"

What do you like best?

So easy to see and update my entire pipeline rather than using clunky old Salesforce. Makes cleaning pipeline a breeze and gives my manager more insight so they don't have to ask me every day where a certain deal is at. Highly recommended from a rep level. I know management gets value out of it for forecasting as well.

What do you dislike?

It's another tool to learn. With that said, it was very easy to adopt. Sometimes we are given too many sales tools, but this does help forecast the entire business.

Recommendations to others considering the product

If you have pipeline or forecasting issues, I definitely recommend Clari.

What business problems are you solving with the product? What benefits have you realized?

Time saved on rep level for updating pipeline and strategizing on complex deals with my manager. I have more clarity on my entire pipeline, save more time when updating it, and am able to focus my time on bigger, more complex deals which ends up brining the company more revenue, and more money in my pockets.

Clari review by Kurt S.
Kurt S.
Validated Reviewer
Verified Current User
Review Source

"Clari provides amazing pipeline visibility and forecasting context"

What do you like best?

Clari is simple and elegant, providing great tools for sales team management, pipeline inspection, and forecast structure. As well, Clari is the best product organization I've ever worked with as a vendor. They are helpful, available, proactive, and supportive.

What do you dislike?

What Clari does, they do very well, and their features are expanding. However, it would be useful to be able to extract data and insights for external analysis and consolidation.

Recommendations to others considering the product

Focus on a few specific use cases, like Forecasting, and then introduce additional context and value as it's adopted.

What business problems are you solving with the product? What benefits have you realized?

The primary problem we are solving with Clari is global forecasting and management of forecast information. Additionally, we are using Clari to support sales management and pipeline inspection as well as, develop performance trending and metrics.

Clari review by Lee R.
Lee R.
Validated Reviewer
Verified Current User
Review Source

"Great tool to track your pipeline"

What do you like best?

The ability to have all current deals in flight in a single view and be able to understand the cumulative net of all deals. It also is a great tool to help the entire organization from the top down understand progress and risk at different levels.

What do you dislike?

Nothing specific about the platform other than I do not understand everything that Clari can help us do.

What business problems are you solving with the product? What benefits have you realized?

We use it primarily to roll up forecasts. This alleviates any confusion or miscommunication that might be caused by a pulling information from different platforms and reports.

Clari review by Gary G.
Gary G.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Pipeline and Activity "

What do you like best?

When it comes to sales too many sales managers don't know what their sales reps are working on. They show up to Sales meetings unaware about pipeline and sales activities their sales reps are doing. Clari is the first application I've seen where sales teams and sales managers can get the visual insights they need to ensure sales reps are working on the right opportunities that then leads to exceeding their sales numbers.

I really enjoy how Clari captures email, meeting and Salesforce opportunity metrics and bundles it into an visual dashboard for all to see.

What do you dislike?

Needs more insights and metrics at the account level to see account activity (or lack thereof).

What business problems are you solving with the product? What benefits have you realized?

Visibility into the pipeline metrics

Clari review by Justin B.
Justin B.
Validated Reviewer
Review Source

"Decent Data Visualization Tool"

What do you like best?

The ease of collaborative forecasting as well as ability to see flow without mandatory snapshot reporting. They provide other features such as activity tracking that i think miss the mark and have not shown any proven accuracy.

What do you dislike?

There are at times inflexibility in the tool- it does not always coincide with how things are or can be viewed in Salesforce- if your leadership asks you to recreate or prove something out in the other tool- it cannot always be done.

Recommendations to others considering the product

Their customer support team is top notch! Melissa Brown specifically makes working with Clari worth it.

What business problems are you solving with the product? What benefits have you realized?

Our main priority at this point is to provide an Executive Dashboard that is less clunky (we have yet to move to lightning) and collaborative forecasting.

Clari review by Administrator in Telecommunications
Administrator in Telecommunications
Validated Reviewer
Verified Current User
Review Source

"Simple and Reasonable"

What do you like best?

That everything that is in SalesForce is all summed up on one page for easy reporting and presenting during our daily and weekly meetings.

What do you dislike?

I don't like that I can't customize the way the reports are laid out. I thought this feature was coming, but I'm also ok with the way it is now. It just would make it easier if someone asks if I can move a certain column to another location but it's absolutely ok.

Recommendations to others considering the product

Especially if you have SalesForce, Clari is great!!!! It puts everything in one place.

What business problems are you solving with the product? What benefits have you realized?

We are able to see trends within the sales team as far as pushing dates out and also performance. We can also see what pieces of the sales process is actually being completed and what is being missed. We are able to have a bit more control over actions being taken to make a sale.

Clari review by User
User
Validated Reviewer
Verified Current User
Review Source

"Makes Salesforce so much better"

What do you like best?

I love the mobile app, that allows me to update my salesforce opportunities from anywhere. I really like to forecasting tools, they allow me to manage my pipeline effectively and thoroughly. I like the reminders I get to update my opps after each meeting.

What do you dislike?

Switching the views, and navigating the tools can be tricky at first. It takes time to learn how to use it but once you do, it is easy.

Recommendations to others considering the product

Eliminates administrative tasks for your sales teams, and simplifies funnel viewing for leadership. This product is worth the investment.

What business problems are you solving with the product? What benefits have you realized?

Saving time on administrative tasks. Effectively managing my pipeline and easy to reference updates to my leadership. Full transparency for all my salesforce activities. Makes my life so much eaiser.

Clari review by Andy S.
Andy S.
Validated Reviewer
Verified Current User
Review Source

"Awesome experience!"

What do you like best?

So easy to use and saves me so much time as I tend to update my deals in real time.

What do you dislike?

Some of the views are hard to get to on the iphone app and it tends to be slow on the phone

Recommendations to others considering the product

Continue to improve the app

What business problems are you solving with the product? What benefits have you realized?

Updating the business/management on deal status. I have benefited from Clari in that I have an easy to use tool on my phone that I can use for deal management and the analytics.

Clari review by Nick B.
Nick B.
Validated Reviewer
Verified Current User
Review Source

"Optimizing my sales process for speed and accuracy"

What do you like best?

The UI makes it very intuitive and easy for me to update deals, add notes about how things are progressing and give my manager visibility into my opportunities.

What do you dislike?

I still have to switch between SFDC and Clari (I can't close or create opportunities in Clari) which means I just have to do some moving around.

What business problems are you solving with the product? What benefits have you realized?

Business Benefits for me with Clari are really all about the time Clari saves me and then gives back to me in order to do my job, which is selling, not updating opportunities and deal cycles. I have also enjoyed updating my opportunities in Clari much more than SFDC because of the ease of use within the platform.

Clari review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Clear access to critical opportunity details"

What do you like best?

Clari's interface is clean and easy to use. It gives access to all the important opportunity information without the clutter and overwhelm. It makes it incredibly easy to update my opportunities resulting in cleaner, more up to data information

What do you dislike?

Sounds small but I don't like that some of the numbers don't roll up in the Forecasting module. Ideally, some of the inputs would be a bit more automated based on keeping my opps clean and accurate. But I also understand this is to allow for more rep control in forecasting.

Recommendations to others considering the product

Reps and managers both love Clari. It's important to get multi-level buy in. Also, have forecasting guidelines. A tool does not replace company direction on how to forecast.

What business problems are you solving with the product? What benefits have you realized?

-Opportunities are cleaner and up to date

-Forecasting is easier to do and therefore more up to date and accurate

- Unified forecasting tool across leadership and individual reps

- Useful in pipeline reviews with managers

Clari review by Dave S.
Dave S.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"A great use-case for AI and machine learning to help us, as a company, be more effective."

What do you like best?

Taking the guess-work out and the wondering about which deals are more apt to close, or not, and why, is very valuable - for both reps and management.

What do you dislike?

The only thing so far is just simply that I don't have a longer track-record with all the modules of the product.

As we're using and tailoring the solution even more in the future, that will help.

Recommendations to others considering the product

Make sure you have at least 6 months worth of data in your Salesforce system - as well as have your Salesforce solution optimized (ie make sure your opportunities and products are being utilized in a best-practices way) to maximize your gains from this solution

What business problems are you solving with the product? What benefits have you realized?

Understanding which deals are apt to close and why, along with knowing with more certainty where we'll end up for the month/qtr. We've seen better ownership and clarity of what is needed from reps and mgrs alike in meeting quota. We are both a user and a partner of Clari.

Clari review by Jane G.
Jane G.
Validated Reviewer
Review Source

"Easy way to forecast"

What do you like best?

It's a simple way to get a monthly and quarterly view of your forecast. I appreciate that it pulls from SFDC and pushes information back to SFDC when I make updates in Clari (more connected to my workflow).

What do you dislike?

Some of the design is clunky like the panels on both the left and right-hand side that crowd the central panel (which holds the most relevant forecast data and scrolls left to right). It can make it harder to use with all the information up front. Being able to collapse those panels would help a lot.

What business problems are you solving with the product? What benefits have you realized?

It helps me to forecast better, track my opportunities, and therefore stay on top of my deals better.

Clari review by Justin S.
Justin S.
Validated Reviewer
Verified Current User
Review Source

"Game changer for anyone in sales!"

What do you like best?

Mobile productivity is amazing with Clari. I literally save almost an hour/day using Clari as opposed to SFDC or Salesforce1.

What do you dislike?

I think there is more that can be done with ClariConnect. It was very under-utilized in my previous position at Box.

What business problems are you solving with the product? What benefits have you realized?

Better visibility on my opportunities. Overall CRM hygiene improved, which keeps my leadership happy and further demonstrates that I have a good handle on all of my accounts.

Clari review by Bill S.
Bill S.
Validated Reviewer
Verified Current User
Review Source

"Love It"

What do you like best?

Efficiently manages my funnel to ensure I make money. Nothibng helps more than a tool that keeps you organized

What do you dislike?

not always updating from Sales Force. I find there is some disconnect there and not all of the information is in Clari. I have become a much better salesperson and have been able to meet quota every single month.

Recommendations to others considering the product

Use it. This is an absolute game changer. I was able to change my entire quarter due to this tool

What business problems are you solving with the product? What benefits have you realized?

Managing upcoming renewals and getting ahead of them. It allows you to create your own personalized views to target different types of compmanies

Clari review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Quick, easy to use tool to track my sales opportunities and forecast! "

What do you like best?

The forecasting report - this has made my life easier in understanding where I stand in relation to my quota. My manager and director can quickly dive in a determine my performance

What do you dislike?

Some of the fields in my Opps tool don't have the flexibility that I would like. This may be due to our integration with Clari and SFDC but I can't close won opps in Clari for example, I have to jump back over to SFDC to do that.

Recommendations to others considering the product

Mixpanel went from using a google spreadsheet to Clari and our lives are simplified by 1000x!

The mobile app makes editing opps quick and easy and the transparency with my manager turned a 45 min 1:1 to a 20 min 1:1. Meaning more time to close deals. :)

What business problems are you solving with the product? What benefits have you realized?

Time to edit opps

Transparency with management on my deals

Clari review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"New Clari User"

What do you like best?

Once you have your sequences set up its a piece of cake. Based on the inbound lead type in SFDC you just simply title a sequence with the same inbound lead type, customize/personalize that sequence and few clicks later your email campaign is running and you can focus on more business!

What do you dislike?

The amount of time to get it set up. But just like anything worth pursuing, you put the time in and it pays off on the back end.

What business problems are you solving with the product? What benefits have you realized?

Getting time back in my day for selling and prospecting. The ability to put campaigns together and have them run with little supervision is amazing. Now I get notifications when emails are opened more importantly I get real time statistics on what emails are effective based on Clari's scoring.

Clari review by Michael B.
Michael B.
Validated Reviewer
Verified Current User
Review Source

"Convenient"

What do you like best?

Full transparency among opportunities. Executive level has full knowledge of everything going on

What do you dislike?

Training could be better with changes. I like it. But it is tedious at times

Recommendations to others considering the product

It is a great addition to every CRM out there in the marketplace . I would recommend it to anyone looking for a way to have full transparency throughout the organization.

What business problems are you solving with the product? What benefits have you realized?

To be able to broadcast my sales funnel to everyone in my organization. To know what deals are coming in and when they are coming in. Management can monitor everything going on in my business at all times.

Clari review by Lee R.
Lee R.
Validated Reviewer
Verified Current User
Review Source

"Great tool for tracking pipeline"

What do you like best?

Ease of use - Simple interface makes it easy and fast to update

Clean interface - Everything is visually appealing which makes everything easy to digest

What do you dislike?

There seems to be some real depth to the platform (not a bad thing) but using some of the other features seems less intuitive. This might mean more enablement is needed to fully utilize platform.

What business problems are you solving with the product? What benefits have you realized?

Sales pipeline/forecasting.

Clari review by User in Computer Networking
User in Computer Networking
Validated Reviewer
Verified Current User
Review Source

"I couldn't possibly give up Clari"

What do you like best?

Ease of real-time opportunity management on mobile devices

What do you dislike?

Some adjustments to opportunity fields are difficult due to the sheer number of custom required fields in our instance of sfdc.

Recommendations to others considering the product

Once you start using this tool it will be incredibly hard to stop. It is a huge help if your sales force is encouraged to work efficiently and take advantage of mobility and not tied to laptops for half of the work week.

What business problems are you solving with the product? What benefits have you realized?

Forecast and managing opportunities in a mobile-friendly environment - if we had to open the laptop every time we needed to update opportunities it wouldn't happen often enough. Clari allows us to input necessary notes and adjustments in real time as we are leaving meetings. We now use Clari for calling quarterly forecast numbers as well.

Clari review by Executive Sponsor in Computer Networking
Executive Sponsor in Computer Networking
Validated Reviewer
Verified Current User
Review Source

"Clari - Continuing the visibility journey."

What do you like best?

Getting rid of spreadsheets for real time data.

What do you dislike?

The refreshing sometimes is long. The switching of dashboards and maintaining the existing hierarchy would be nice.

Recommendations to others considering the product

Really look at your current process. If you have spreadsheets and multiple dashboards, this will help. You will need to champion the tool from the top down so as to get this into the daily DNA of the organization.

What business problems are you solving with the product? What benefits have you realized?

I would start with overall behavior changes. Whether that's at the rep level and their cadence or the manager/exec level for understanding how the business is doing. The visibility benefits are eye opening especially the predictive statistics. The benefits are beyond information, as we are using the data to

change conversations throughout the organization.

Clari review by User
User
Validated Reviewer
Verified Current User
Review Source

"Quick view to keep our opportunities on track"

What do you like best?

Intuitive and clean user interface, integration with SFDC, on the go updates,

What do you dislike?

Mobile app on iPhone is more limited than PC Client. Sometimes for CRM score the system consider also email that are not related to that opportunity (e.g. different customers coming from the same Institution have the same email domain, and Clari cannot discriminate between them)

Recommendations to others considering the product

It makes your life easier, keeping your opportunities up to date.

What business problems are you solving with the product? What benefits have you realized?

I can quickly check opps status with Sales Agents during conference calls, I can edit opps on the go and I can get an overview on forecast and pipeline

Clari review by Nish S.
Nish S.
Validated Reviewer
Verified Current User
Review Source

"Clari keeps me organized and saves me so much time!"

What do you like best?

The ability to update opp notes quickly.

What do you dislike?

The CRM score always seems off. I can't update deal sizes within Clari nor can I handle my leads.

What business problems are you solving with the product? What benefits have you realized?

Data entry within Salesforce is a total pain and use to take way too much time out of my day. With Clari, I'm able to better stay on top of my opportunities and update my pipeline in a fraction of the time.

Clari review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Effective Opportunity Management"

What do you like best?

Clari provides a really simple and intuitive UI to help you track your opportunities for the year. I really like how you can break down your opportunities by each quarter, and how you can drill down even further into renewals vs. new business.

What do you dislike?

There are a few details that you cannot edit within Clari that would improve the user experience.

Recommendations to others considering the product

Use Clari to stay on top of pipeline management and to accurate forecast sales revenue.

What business problems are you solving with the product? What benefits have you realized?

Deal and opportunity management for my book of business. Clari provides a huge boost in understanding my pipline and projecting an accurate forecast.

Clari review by Brian G.
Brian G.
Validated Reviewer
Verified Current User
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Clari is an excellent tool that requires no maintenance!"

What do you like best?

The best part about Clari is how quickly you can set it up and that is requires absolutely no maintenance. Just connect Clari to your email and to Salesforce and you will start gaining very valuable insights into your business.

What do you dislike?

There is nothing to dislike. The tool automates what used to take weeks of time to figure out.

What business problems are you solving with the product? What benefits have you realized?

We are solving the ability to accurately forecast our sales and specific insights into each sales opportunity.

Clari review by Aaron G.
Aaron G.
Validated Reviewer
Verified Current User
Review Source

"Simplifies Data Entry for Reps, Improves Forecast Accuracy"

What do you like best?

Super easy to update pipeline notes, deal amounts, close date, next steps, etc.

What do you dislike?

I find it hard to fault Clari. It does what it promises well, and then some.

Recommendations to others considering the product

Great leadership and support team behind a fantastic product.

What business problems are you solving with the product? What benefits have you realized?

Forecast transparency to C Suite, Field sales process optimization, Activity tracking and Accountability

Clari review by User
User
Validated Reviewer
Verified Current User
Review Source

"Nice way to track and manage pipeline, forecasting."

What do you like best?

The way Clari displays information is easy to read when jumping in for a quick snapshot. Sometimes, it is a bit time consuming to organize if you ever potentially fall behind (ie. returning from time off) though, being organized in Clari is well worth the time spent in it.

What do you dislike?

Tends to be a bit difficult to manage if you ever fall slightly behind.

Recommendations to others considering the product

Make it a point to use the tool, not as a supportive tool but as a critical component to your reporting.

What business problems are you solving with the product? What benefits have you realized?

Forecasting and pipeline management

Clari review by Ted I.
Ted I.
Validated Reviewer
Review Source

"Great Sales Forecasting Software"

What do you like best?

The mobile app is an awesome tool to have while on the road. The automated alerts and ability to update opportunities from your phone makes catching up a breeze.

What do you dislike?

The next meeting automation doesn't always work. I have had some minor issues getting my Salesforce data to sync up properly.

Additionally, it automatically selects the most recent appointment with the opportunity contact even if it's not the one you'd like to sync.

What business problems are you solving with the product? What benefits have you realized?

It's much easier to forecast and collaborate with my manager. Prior to Clari, our 1 on 1s involved a lot of manual funnel management.

It allows us to spend the time on more productive topics and makes less busy work for both of us.

Clari review by User
User
Validated Reviewer
Verified Current User
Review Source

"Easy to use and super helpful"

What do you like best?

Gives me a great overview on all active opportunities. Easy to customize what I want to see and how it's laid out.

What do you dislike?

I think it's just our SFDC but trying to closed/lost an opportunity is impossible via Clari.

Recommendations to others considering the product

Make using this product a habit. First app to login to. Great for managers to look at a single pane of glass if everyone adopts good habits and usage in Clari.

What business problems are you solving with the product? What benefits have you realized?

Helping me improve forecasting accuracy and opportunity management. Easy to see when certain opportunities have not been touched/updated.

Clari review by bryan w.
bryan w.
Validated Reviewer
Review Source

"A review of Clari"

What do you like best?

Clari has been of great use especially in predicting trends in business. It has been a key eye opener for deals going well and also in giving clues on what deals seem to fail

What do you dislike?

I would advise on putting up additional documentation especially for users who just finished training

Recommendations to others considering the product

Clari is the best application to use especially if you are a sales rep

What business problems are you solving with the product? What benefits have you realized?

Clari has boosted sales, it has been easier to view the progress that I make as a sales rep and it is easier to access through the phone

Clari review by Ben M.
Ben M.
Validated Reviewer
Verified Current User
Review Source

"Great App for sales productivity."

What do you like best?

Simple, intuitive interface that provides visual queues for opportunity progression, forecast and commit management.

What do you dislike?

None. The product is simple and efficient. Very easy to use.

Recommendations to others considering the product

Definitely recommend trying this product if you are a sales professional. Very easy to use, but powerful application that provides visual representation of opportunity management, and pipeline development. Nice integration with SFDC and the Clari Connect application is excellent.

What business problems are you solving with the product? What benefits have you realized?

Clari helps me manage opportunity stage and close timeframes.

Clari review by Fabricio B.
Fabricio B.
Validated Reviewer
Verified Current User
Review Source

"Super Easy and very organized"

What do you like best?

Índice the way to get everything in the same sheet and how Clari can organize the lines in the page using diferentes forms.

What do you dislike?

iOS app os not good complete as the web version.

What business problems are you solving with the product? What benefits have you realized?

Mobility anywhere even if I am using PC, Mac book, IPhones or IPad.

Clari review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Love Clari"

What do you like best?

Clari is amazing! I love that it syncs with Salesforce in real time, however, the biggest benefit is how much better Clari is than SFDC at forecasting reports and visually displaying all my opportunities in one place.

What do you dislike?

The only thing I dislike about Clari is that the AI portion of Clari that is supposed to help me with my deal strategy can be off at times. Because it doesn't inherently know my company's selling process, it can make poor recommendations.

What business problems are you solving with the product? What benefits have you realized?

Clari has helped me dramatically improve the accuracy of my forecasting. Before in SFDC, this was a big struggle for me. However, because Clari makes it easy to forecast and updates SFDC in real time, I never have issues forecasting anymore.

Clari review by André N.
André N.
Validated Reviewer
Verified Current User
Review Source

"Quick & efficient"

What do you like best?

Interface that's way more dynamic than SFDC.

Rapidly update status & next steps to be up to date on forecasting.

Easy & efficient forecasting

Mobile App.

What do you dislike?

I couldn't imagine anything better right now. I know it's not helpful, but it's a perfect tool.

What business problems are you solving with the product? What benefits have you realized?

Forecasting accuracy, on-the-go mobile App updates, quick views of forecast.

Clari review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Forecasting tied to SalesForce"

What do you like best?

I like that Clari is tied to Salesforce both ways. It makes updating and managing my forecasts much faster each week. You can also clearly see what information is feeding each column and update it on the fly.

What do you dislike?

Currently, my company has forecasting set up for TCV (total contract value) and ACV (annual contract value). I understand why they are split, but for longer term forecasts it would be nice to update ACV and have it flow to TCV (assumptive but you could override).

What business problems are you solving with the product? What benefits have you realized?

Quick and easy forecasting that can be reviewed up the management chain.

Clari review by ✯ Michael P.
✯ Michael P.
Validated Reviewer
Verified Current User
Review Source

"makes updating salesforce much easier"

What do you like best?

I like how you can update the fields very quickly

What do you dislike?

Not a fan of the dashboard view. It's hard to decipher

What business problems are you solving with the product? What benefits have you realized?

Clearer view into my pipeline, easier to talk with management about deal status, easy one-screen view of pipeline

Clari review by John M.
John M.
Validated Reviewer
Review Source

"Very nice forecasting augmentation tool"

What do you like best?

The trending analysis, the estimations on where the quarter will end using salesforce.com info, ties into SFDC, ability to edit many opportunities from a single screen without having to open each opportunity - like you do in SFDC. The flow analysis from the different pipeline categories.

What do you dislike?

Cannot pull opportunity quotes without opening SFDC.

Recommendations to others considering the product

It is an awesome tool for the manager to see many opportunities at once with the ability to edit certain fields without opening each opportunity - and the delay that takes.

What business problems are you solving with the product? What benefits have you realized?

Better forecasting. Have seen better information to assist with proper forecasting.

Clari review by Andy M.
Andy M.
Validated Reviewer
Verified Current User
Review Source

"Making Salesforce Great (Finally)"

What do you like best?

All of my deals in one place, in one view, that I can update instantly.

What do you dislike?

Can't completely close deals as won from the platform yet.

Recommendations to others considering the product

Clari is what Salesforce should be. For me, it's a no-brainer.

What business problems are you solving with the product? What benefits have you realized?

Forecasting is a pain for most sales reps. Clari makes it easier, more accurate, and puts time back in my day.

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* We monitor all Clari reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.