Using Clari to streamline my sales forecasting has been extremely helpful. I get quick insights into my quarterly targets and the deals I need to close, and the way Clari classifies deals by forecast category makes everything much easier. Reporting to my direct manager has become much more straightforward , I simply update my weekly forecast, and he immediately has a clear overview. Review collected by and hosted on G2.com.

There are certain fields that need to be filled in through Sales Force, and I wish I could manage all of them directly within Clari. It would be much more convenient to have full control in one place and avoid having to switch back and forth. Review collected by and hosted on G2.com.

What I like best about Clari is how it simplifies and centralizes our forecasting process. Before Clari, we were stuck using PowerPoint for forecasting—imagine! Now, everything is in one place, and senior leadership has powerful, real-time insights into forecasting and pipeline health. I appreciate how customizable it is, allowing us to tailor dashboards and reports to align with our specific needs. This flexibility makes it easier for us to identify sandbagging and track mid-funnel performance, which is crucial given how long our deal cycles can be.

It is quite easy to set up, although you will regularly be going via support/CS to have more significant changes made, however they are very responsive for simple structural changes.

For less mature organisations, the speed with which you can reach good forecasting is excellent, with a lot of the more complex trended analysis being available as soon as you integrate with other systems. Review collected by and hosted on G2.com.

One challenge with Clari is a lack of transparency into the underlying data that drives certain analytics. As someone used to diving into row-level data, not having that transparency makes it harder to explain deltas or discrepancies to leadership. This impacts our trust in the data, and dramatically limits our ability to do ad hoc analysis.

It's also very much a walled garden, especially around some of the new ai features, which does raise concerns about the future direction. Especially with the acquisition of salesloft. Review collected by and hosted on G2.com.

My team has also loved using flows to create scheduled updates and follow-ups for some of our key points of contact and stakeholders we may not regularly meet. Review collected by and hosted on G2.com.

More connections to custom objects like Health, where we can target approaches to customers in retention-related fields. Review collected by and hosted on G2.com.

I like the out of the box dashboards and the cadence insights. We can see which cadences are successful and actually generating pipeline and how the content performs. The dashboards are helpful for seeing how opportunities move throughout the pipeline, and there are additional filters on our conversion rates. Review collected by and hosted on G2.com.

Conversation intelligence is not good. It doesn't give us advanced reporting. It doesn't have it in the context of the opportunities. Salesforce writeback is not good. We can't writeback medic values to Salesforce or deal summaries. The AI is not flexible as we need it to be. Review collected by and hosted on G2.com.

While the AI creates summaries and breaks the call into chapters for easier accessibility, with a search function to find out keywords. I like the sharing options too, where one can control who gets to access the recordings, with the ability to create clips easily. Review collected by and hosted on G2.com.

While the AI creates summaries and breaks the call into chapters for easier access, the summaries aren't as good as what I've seen from other tools. It sometimes fails to grasp the context relevant to the persona who is using Clari and generates a generic summary. Review collected by and hosted on G2.com.

The notetaker arrives to calls ontime, tracks the conversation, and delivers insights about the call. Reviewing the call is easy. I can also share the call with others as needed. Review collected by and hosted on G2.com.

Sometimes the tracker can take a few minutes to join the call. I'd love to see the call provide a summary faster to the participants of the call. Review collected by and hosted on G2.com.

I like the user interface of Clari. It's very easy to navigate and understand. It also gives me a consolidated view of the fields that I would be looking for in Salesforce on one screen in Clari, which reduces the number of clicks I need to make and helps me find information much easier than trying to hunt through Salesforce. This ease of use is really valuable to me. Review collected by and hosted on G2.com.

I would say the dashboard experience and the ability to build new dashboards and to get the views that I need could be improved. It was more declarative by design, like, show me my teams, current opportunities, and the opportunities that they've created this quarter. Sometimes it's hard to find the information that should be easy to find. Review collected by and hosted on G2.com.

I use Clari for sales forecasting. It keeps track of my open sales opportunities and what my next steps are. I like that it keeps me organized with my sales opportunities for the sales quarter. The 'Next Steps / Dates' feature is particularly valuable because it reminds me of what I need to do as a next step to keep the sales cycle moving along. Review collected by and hosted on G2.com.

I wish the "Key Deal" column was closer to the beginning of each line item for each opp. Review collected by and hosted on G2.com.

I find the out-of-the-box dashboards and analytics to be helpful, and the cadence tool along with its analytics are robust. Review collected by and hosted on G2.com.

The conversation intelligence tool is lacking, and we don't have the context of the deals against the conversation intelligence findings. There's no custom reporting. The CRM writeback is not good; we cannot send MEDDIC values back to Salesforce or update fields in Salesforce from the conversation intelligence. The AI is not as flexible as we need it to be. Review collected by and hosted on G2.com.

I use Clari for revenue forecasting and pipeline visibility, which helps me track deal progress and get a clear picture of revenue. I really like Clari's overall UI and user experience because it contributes to less clutter and more productivity. It's also great at telling me where the sales pipeline stands. Plus, the initial setup of Clari was pretty easy, which was a big plus. Review collected by and hosted on G2.com.

I think the AI part, if it can be implemented to help correct data, sometimes there are a lot of human errors, so that can help. Review collected by and hosted on G2.com.