What I appreciate most about Clari is how it helps simplify and structure our forecasting and pipeline management. The platform's ability to create cadences and standardize dashboards is a big win for us, especially when trying to align our leadership on key metrics and priorities. It’s intuitive and lets us focus on what matters, like identifying risks in deals or understanding what's working and what’s not in our pipeline. Their flexibility to integrate fields, like our Korn Ferry scoring, and provide real-time actionable insights across various levels of leadership has been super helpful. It makes complex tasks feel less overwhelming.
Another standout is how responsive and proactive the Clari team has been. Whether it’s helping us troubleshoot issues or working through our RevDB migration, they’ve been supportive and transparent. The frequent syncs and follow-ups on action items make it feel like a true partnership. Plus, it’s a relief not needing to reinvent the wheel—Clari’s features are ready to go and easy to tweak according to our specific needs. Review collected by and hosted on G2.com.
One challenge with Clari has been ensuring all the data we need, like fields for Korn Ferry scoring or historical tracking, is properly set up and integrated. Sometimes it feels like there’s a lot of groundwork required on our side to align everything in Salesforce before we can fully leverage Clari’s capabilities. It’s not a dealbreaker, but it’s a bit of extra effort upfront.
Another thing is that some features, like the account module or certain analytics, require a bit more exploration and customization on our end to get the full value. Once it's set up, though, it runs smoothly and adds great insights! Review collected by and hosted on G2.com.
