Clari Reviews & Product Details - Page 3

Clari has its best analytical view options, which can be leveraged by Sales to discuss the busines with their team & guide towards concluding the business

It avoid manual maintenance of deal status and with it analytical features & conversion rate %, give a right view for the business growht Review collected by and hosted on G2.com.

It has everything in it. nothing to be disliked Review collected by and hosted on G2.com.

The best part about Clari is its ability to provide a clear and dynamic view of our sales activities. The flexibility to filter down and sync activities to specific accounts and opportunities is a big plus. It’s also great that Clari integrates well with our existing systems, allowing us to manage our sales data more effectively. Review collected by and hosted on G2.com.

I dislike how difficult and complicated it is to manage the clari application accross all of their products. Clari doesnt work that well with their Co-Pilot offering and their Groove app doesnt integrate with their core product at all. Review collected by and hosted on G2.com.

I don't know what I was doing before Clari but I can't live without it now. Forecast this way does take some getting used to but it's lightyears ahead of relying on Salesforce. After a few weeks, it becomes 10x easier to run 1 on 1s, prep for team meetings, quarterly meetings. My favorite part is what you can use for coaching and personal development. It's an ocean of data and once you become familiar with it, you'll see how much faster pulling insights becomes for sales leaders. Review collected by and hosted on G2.com.

I wish there were more email alerts. We have Atrium in tandem with Clari but hopefully in the future the product becomes more intuitive sending leaders notifications proactively. Review collected by and hosted on G2.com.

Clari does a great job of visualizing certain data that is either impossible or very time consuming to view from Salesforce directly. Specifically, tracking pipeline changes over certain periods of time (Waterfall chart) and the forecast module (tracking changes to the forecast, etc..).

I also appreciate some of the rep productivy features, such as the bi-directional sync to help update SFDC fields and actvity capture. Review collected by and hosted on G2.com.

While the dedicated analytics are great, some additional flexibility/customization options would go a long way. For example, in the Funnel chart, it would be great if we could look at deals that had a close date in the previous quarter as of a certain date (eg. set to close in Q1 on the first day of quarter), as opposed to deals that only closed in the quarter.

I would also like to see some improvements to the dashboard functionality. It's very rigid in terms of the columns we can pull into the Top Deal charts, and often restrictive for the specific KPIs that can be shown. Review collected by and hosted on G2.com.

The platform is always evolving. Originally this was a meeting recording platform that would accompany you in your meetings and record the session but now there is detailed AI functionality in the system that will help you analyse the transcript fo the meeting, highlight action items and now will even send you summaries of the meeting afterwards. It also can integrate with your calendar so will automatically populate in your calls Review collected by and hosted on G2.com.

The recording of meetings can sometimes take a bit long to record. Trimming the videos can also take a bit of time Review collected by and hosted on G2.com.

Clari has significantly improved our revenue forecast visibility, making pipeline management more efficient and streamlined. With AI based insights from Pulse and CRM scoring, we can assess our forecast with greater accuracy and confidence. Prior to Clari, we relied on disjointed reports and spreadsheets for forecasting and pipeline reviews, which made the process cumbersome and time-consuming. Now, we have a centralized and standardized approach to how we forecast and manage revenue across the globe! Review collected by and hosted on G2.com.

While Clari’s integration with Salesforce via the integration user is simple, its reliance on Salesforce hierarchies can feel rigid and limiting at times. Additionally, while Clari provides basic trend views on past performance, it lacks clear insights into how key metrics are improving over time. More flexibility in data structuring and enhanced historical performance analytics would make the platform even more valuable. Review collected by and hosted on G2.com.

Clari is very simple to use and has great customer support. I am able to easily make changes myself. Review collected by and hosted on G2.com.

The dashboarding functionality is very simplistic and I am not able to easily change that. When there are team movements I am unable to maintain historical hierarchies within the system. Review collected by and hosted on G2.com.

It is very easy to use. I use it almost everyday to update my opportunity notes and adjust my forecast. I find it easier to use then SFDC Review collected by and hosted on G2.com.

One in awhile the forecast page errors out. But i refresh once or twice and the problem seems to fix itself Review collected by and hosted on G2.com.

It helps me keep track of my deals and the stage they are at. i can see different metrics ans I can set tem accordingly to my goals Review collected by and hosted on G2.com.

it takes a bit to charge when you click the boxes to load the information. and everytime it updates everything re-starts and you have to set up everything from scratch that's is a little annoying. Review collected by and hosted on G2.com.

What I find most helpful about Clari is being able to update close dates and forecasting. It's fairly intuitive to use and it integrates well with Salesforce. I use it every single week and often check it daily to make sure I'm aligned on the deals that I am running. Review collected by and hosted on G2.com.

What I find least helpful is that some of the features that are reported don't actually tell me where that information is coming from. I.e. Where my weighted number is coming from or how it is being calculated would be helpful. I wish that I could also apply the same next action to multiple opps instead of having to enter it in manually. Review collected by and hosted on G2.com.