
I love the analytics features in Clari, especially the waterfall that shows what happened to our pipeline and how we stack up historically. The ease of use and functionality, particularly in reporting and forecasting, make it a valuable tool. The Salesforce integration is indispensable because it seamlessly brings in the data necessary for our operations. Additionally, Clari provides insights that help us focus on the right deals, which enhances our decision-making and operational efficiency. Review collected by and hosted on G2.com.
I find the setup process challenging, especially when migrating fields from Salesforce, as it can't handle formula fields directly. This requires creating and maintaining duplicate fields, which adds complexity and workload. Additionally, I am disappointed with the limited configurability of dashboards, which feel too basic and lack customization options. Also, Clari's integration capabilities are inadequate, particularly in pulling in call transcripts, which requires working with other tools. Furthermore, the flexibility in setting up hierarchies is lacking, as it relies on CRM's static hierarchy that doesn't accommodate midyear team changes efficiently. Review collected by and hosted on G2.com.