Clari Reviews & Product Details

I really appreciate the AI call summaries, which let me, as a marketer, quickly find key details like “how did this prospect hear about us?”, “what do they dislike about their current solution?”, or “who are they using now?”.

Additionally, I’ve used other call-summary tools like Gong, but I enjoy the Clari interface. Clean, easy to read, syncs with HubSpot easily. It's a good tool. Review collected by and hosted on G2.com.

Searching through calls can feel a bit limiting. The search filters don’t seem nearly as intelligent as the call summaries. You still have to narrow down calls using conditional logic, which isn’t necessarily a dealbreaker, but it can add friction when you’re trying to find something specific. Review collected by and hosted on G2.com.

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.

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 like its clean intuitive interface as it helps us manage our pipelines and deals efficiently without any hassles. With the help of AI it makes it easy to forecast outcomes using real-time pipeline signals.

I also likes its integration capabilities as it helps create a highly streamlined workflow that promotes high revenue growth.

The mobile application support is also a plus for us. Review collected by and hosted on G2.com.

It has been an excellent application for us. I do not have any dislikes. Review collected by and hosted on G2.com.

I like Clari because it makes sales forecasting clearer and easier. It provides a real-time view of the pipeline, flags deals that look risky, and helps the team understand exactly where things stand. As a result, there’s less guesswork, it saves time, and sales leaders can make better decisions without having to constantly chase down updates. Review collected by and hosted on G2.com.

One thing I don’t like about Clari is that it can feel complex at first. There’s definitely a learning curve, and new users may find the dashboards and all the different features a bit overwhelming until they get used to it. It also depends heavily on having clean, up-to-date CRM data, so if the data isn’t maintained or updated properly, the insights you get can end up being less accurate. Review collected by and hosted on G2.com.

Wingman significantly boosts sales team performance through real-time coaching and monitoring during sales conversations. This feature aids sales representatives in identifying and improving their tactics, ultimately enhancing their deal-closing success.

Additionally, Wingman's seamless integration with popular platforms such as Zoom, Microsoft Teams, and Google Meet ensures easy adoption and immediate utility for sales teams. The platform also provides robust analytics and reporting capabilities, enabling sales leaders to identify trends and pinpoint improvement opportunities within their teams. Review collected by and hosted on G2.com.

Currently, I find no aspects of the software to dislike. Review collected by and hosted on G2.com.

Clari provides me with a follow up tool that allows me to provide well documented forecast input to my VP. Thanks to tooling like trend flow and pulse, I can combine my own estimations with the AI input from the tool. It also helps me to check the coverage ratio needed for my different sales professionals and their hygiene in SFDC. Further more I get info from the activity tab that invites me to ask very specific questions as to deal progress. All in all : a great dashboard that also provides room for updates that are sent back to our CRM tool. Talking about ease of use ! Review collected by and hosted on G2.com.

Not everything can be included in statistics. An evolution through the quarter is often not always revealing what happened. So : extra hints on possible evolutions and an even better way to look back, 1 or several weeks in the past, in detail would certainly add even more value. Review collected by and hosted on G2.com.

I really like how simple the interface of Clari is because I can see all my deal info in one place without having to click through a million tabs, making updating my forecast way less stressful. It saves me a huge amount of time since everything is on one screen, allowing me to spot risks in my pipeline instantly and fix them before my weekly meeting starts. Clari automates the forecasting for us, so Reshma and I can trust the numbers without having to double-check everything manually. We use it with Salesforce all the time because Clari pulls the data from there, saving me from having to log into Salesforce, which is way slower. Also, the Slack notifications are useful so I don't miss updates. The initial setup was surprisingly easy because once we connected it to our Salesforce account, everything just synced automatically, and we were ready to go in an afternoon without needing a lot of technical help. Review collected by and hosted on G2.com.

The mobile app is definitely the weak point because it feels clunky and slow compared to the desktop version and sometimes the data takes too long to sync which gets annoying when I am trying to check my numbers in a hurry. I really think they should add an offline mode so I can still view and edit my deal info when I have bad signal and it would sync up later. Also, the buttons on the phone version are sometimes too small to click easily so making the layout a bit cleaner would help a lot. Review collected by and hosted on G2.com.

As an Admin of Clari I mostly create views and dashboards, as well as teach others how to create them. They are very easy to build, much easier than in Salesforce, and they are built out in no time at all.

Clari keeps improving their application. New in Studio (Admin module) now lets us manage and update the Forecasting tabs.

We have recently added Clari Copilot to the mix as well and adoption of that is going well.

The Admin role in Clari is so simple; creating users, assigning forecasting rights, sharing views and dashboards, etc. is so easy to administer Review collected by and hosted on G2.com.

Clari mandates that all fields must originate from Salesforce, including those that could be calculated from existing data. It would be more efficient if Clari handled these derived fields internally, as this would help reduce delays caused by our IT team's significant backlog. Review collected by and hosted on G2.com.