Clari - Detailed Review
Sales Tools
Clari - Product Overview
Clari Overview
Clari is an AI-powered Revenue Operations Platform that plays a crucial role in optimizing revenue generation and sales processes for businesses, particularly in the B2B sector.
Primary Function
Clari’s primary function is to analyze vast amounts of data from various sources, including emails, demos, marketing campaigns, and CRM systems, to provide actionable insights. This helps companies prevent revenue leakage, increase profits, and improve the accuracy of their sales forecasts. By integrating with existing CRM systems, Clari synthesizes data to offer a comprehensive view of the revenue process.
Target Audience
Clari’s target audience includes mid-sized to large enterprises, especially those with complex sales processes and a need for advanced analytics. These businesses often operate in sectors such as finance, healthcare, manufacturing, and retail. The platform is particularly useful for sales teams, sales managers, and executives looking to optimize their sales performance and drive revenue growth.
Key Features
Sales Forecasting
Clari uses AI and machine learning to generate accurate revenue predictions in real-time, helping companies forecast future sales and make informed decisions.
Pipeline Management
The platform allows teams to track and monitor the progress of deals through the sales process, providing clear visibility into where deals stand and when they are likely to close.
Sales Analytics
Clari offers AI-powered insights across the entire revenue process, enabling teams to analyze sales and marketing engagement, identify trends, and optimize sales strategies.
Revenue Intelligence
This feature analyzes sales and marketing data to provide a comprehensive view of the revenue process, helping teams identify revenue leaks and improve forecast accuracy.
CRM Automation
Clari automates the capture of sales and activity data, reducing manual data entry and enhancing team productivity.
Customer Engagement
The platform tracks customer interactions and activity, helping teams gain insights into customer needs and preferences, and improve customer relationships.
Collaboration Tools
Clari provides tools that enable sales and marketing teams to work together more effectively, measure the success of their efforts in real-time, and make data-driven decisions.
By leveraging these features, Clari helps businesses streamline their sales processes, improve forecasting accuracy, and ultimately drive revenue growth.
Clari - User Interface and Experience
User Interface Overview
The user interface of Clari, an AI-driven revenue operations platform, is a critical aspect of its overall user experience. Here are some key points based on the available information:
Ease of Use
- Many users appreciate the simplicity and ease of use of Clari. One user noted that the tool is “built in a way that makes it easy for everyone to use and understand.”
- The platform is described as user-friendly, with an intuitive interface that makes it easy to connect various tools and channels, ensuring teams stay aligned and collaborative.
Interface Features
- Clari offers interactive dashboards that are customizable, allowing users to view sales information in a way that fits their needs. This feature has been highly praised by users, with 87% of reviewers finding it useful.
- The platform integrates seamlessly with other software such as Salesforce, which enhances its usability and reduces manual data entry. For example, features like email platform integration and automated CRM updates are highly rated by users.
User Experience
- While many users find Clari straightforward and efficient, some have reported issues with the user interface. For instance, some users find the UI “clunky” and counterintuitive at times, with issues such as accidentally losing work when creating flows and difficulties in tracking contacts who bounce on a flow.
- Despite these minor issues, the overall feedback suggests that Clari streamlines workflows and makes deal management more efficient. Users appreciate features like deal summaries, which provide a quick overview of each deal’s status without needing to dig through multiple records.
Customization and Organization
- Clari allows for significant customization, such as organizing flows into categories, favoriting specific flows, and managing flows more efficiently. These features have been particularly useful for users in keeping track of key metrics and deciding which flows need revision.
- The platform also offers features like email scheduling, notifications, and email categorization, which help in managing and automating sales tasks effectively.
Support and Performance
- The support team at Clari is generally praised for being responsive and knowledgeable, although some users have noted minor frustrations with the support process, such as the transition from email to a support portal.
- Despite occasional technical issues, the platform’s performance is generally reliable, and users appreciate the continuous updates and improvements made by the Clari team.
Conclusion
In summary, Clari’s user interface is generally user-friendly and intuitive, with many features that streamline sales processes and improve efficiency. However, there are some minor issues with the UI that some users have reported, which the company appears to be addressing through ongoing improvements.
Clari - Key Features and Functionality
Clari: An AI-Powered Revenue Operations Platform
Clari offers a suite of features that significantly enhance sales processes, forecasting accuracy, and revenue management. Here are the main features and how they work, along with the benefits of their AI integration:
Sales Forecasting Management
Clari uses AI-based projections to evaluate business numbers and provide real-time data. This feature helps in creating accurate sales forecasts by analyzing historical data, current trends, and predictive analytics. The AI-driven insights ensure that forecasts are updated in real-time, allowing for better decision-making.
Pipeline Inspection
This feature provides visibility into the sales pipeline coverage for current and upcoming quarters. Clari’s AI analyzes the pipeline data to identify potential risks and opportunities, enabling proactive management and ensuring that sales teams can focus on high-priority deals.
Sales Analytics
Clari’s AI-powered sales analytics offer insights across the entire revenue team, focusing on productivity and account health analysis. This feature helps in tracking customer communication, analyzing sales performance, and identifying areas for improvement. The analytics are generated in real-time, allowing for quick and informed business decisions.
Revenue Intelligence
Revenue intelligence in Clari involves analyzing sales and marketing engagement across the revenue process. AI-driven tools extract data from various sources such as emails, demos, and marketing campaigns to provide actionable insights. This helps in preventing revenue leakage and improving forecasting accuracy.
Account Engagement
Clari’s AI-driven insights focus on the team’s account engagement and resource distribution. The platform analyzes how resources are allocated across different accounts and provides recommendations to optimize engagement strategies. This ensures that sales teams are focusing on the most promising accounts.
CRM Automation
Clari automates the capture of sales and activity data, reducing manual data entry. AI integrates with existing CRM systems to update records, send follow-up emails, and manage deal stages automatically. This automation saves time for sales reps and enhances data accuracy.
Predictive Analytics
Predictive analytics in Clari use AI and machine learning to identify potential risks and opportunities in the sales pipeline. Features like lead scoring, opportunity scoring, and risk analysis help in determining which deals have the best chance of closing and which accounts may be at risk of being lost.
Live Forecasting
Clari’s live forecasting feature provides real-time customer data, ensuring that sales forecasts stay current. This feature is highly rated by users, as it helps in making timely and informed decisions based on the latest data.
Activity Tracking
Activity tracking enables sales managers to stay on top of their team’s activities by providing visibility into customer communication. This includes tracking emails, calls, and meetings, which helps in managing sales performance effectively.
Lead Prioritization and Scoring
Clari’s AI-powered lead prioritization and scoring features help in identifying and targeting the most qualified leads. The platform uses historical data and engagement levels to score prospects, ensuring that sales teams focus on the most likely conversions.
Conversation Intelligence
Clari’s conversation intelligence features include tools like speech-to-text transcription of sales calls and AI-driven analysis of these recordings. This provides insights into the impact of sales calls and helps in coaching sales reps during live calls.
Smart Follow Ups and Smart Chapters
The platform generates automated email follow-ups based on call summaries and suggested actions. Additionally, it creates visual, time-stamped representations of major topics discussed in calls, making it easier to review and analyze sales interactions.
Sentiment Analysis
Clari’s AI integrates sentiment analysis to gauge customer feedback and sales conversations. This helps in tracking engagement and improving customer relationships by identifying positive or negative sentiments in real-time.
Best Time of Day Scheduling
This feature identifies and automates the best time to send out emails or other sales engagement communications, based on historical buyer behavior. This optimization increases the likelihood of responses and engagement from potential customers.
Conclusion
By integrating these AI-driven features, Clari enhances sales operations, improves forecasting accuracy, and optimizes revenue processes, ultimately leading to better decision-making and increased productivity for sales teams.
Clari - Performance and Accuracy
When Evaluating Clari’s Performance in Sales Tools
When evaluating the performance and accuracy of Clari in the Sales Tools AI-driven product category, several key aspects stand out:
Forecasting Accuracy
Clari is highly regarded for its forecasting accuracy, which is a critical feature for sales teams. It utilizes AI-driven health scores and predictive models to analyze sales pipeline activity, providing insights into the likelihood of deal closure. This approach enhances visibility and control over revenue processes, resulting in a reported 95% forecast accuracy.
Sales Pipeline Management
Clari excels in sales pipeline management by automating the capture of crucial revenue-related data. This automation improves data quality, reduces manual entry, and allows users to efficiently manage business opportunities, monitor deal stages, customer interactions, and key sales activities. The platform provides real-time visibility into sales pipeline health and business metrics, aiding teams in making informed decisions.
Productivity and Efficiency
Clari’s RevAI integrates AI to streamline workflows, turn disparate data into actionable insights, and boost productivity. It identifies, personalizes, and prioritizes tasks, allowing team members to focus more on connecting with customers and revenue operations. This results in a reported 67% productivity boost for sales and revenue operations teams.
AI Capabilities
RevAI, Clari’s AI tool, includes various features such as descriptive, predictive, and generative AI. Descriptive AI summarizes past events and suggests next steps, predictive AI forecasts future outcomes, and generative AI creates new content to aid in tasks like crafting follow-up emails. These features help teams work smarter and close deals faster.
Integration and Collaboration
Clari integrates well with existing CRM systems, facilitating greater team collaboration. Features like Smart Feed support efficient communication with built-in sharing and commenting capabilities, ensuring all team members are on the same page. Mutual action plans also enhance collaboration between revenue teams and buyers, helping identify next steps for ongoing deals.
Limitations and Areas for Improvement
While Clari offers significant benefits, there are some areas where it could improve:
- Mobile App: Some users have noted that the mobile app is lacking, which could be a limitation for teams that need access on-the-go.
- Customization Options: There have been reports that customization options are limited, which might not cater to every company’s unique needs.
- Balancing Automation and Human Touch: There is a concern that over-reliance on AI automation could miss the personalization and innovation provided by individual sales reps. Clari needs to balance automation with human input to maintain the effectiveness of its platform.
Overall, Clari’s performance and accuracy are strong, particularly in forecasting, pipeline management, and productivity enhancement. However, addressing the limitations in mobile app functionality and customization options, as well as ensuring a balance between AI automation and human innovation, will be crucial for its continued improvement.
Clari - Pricing and Plans
Clari Pricing Overview
When considering the pricing structure of Clari, a key point is that the company does not publicly disclose its pricing details. Here’s a breakdown of what is known about Clari’s pricing and plans:Customized Pricing
Clari’s pricing is highly customized and depends on several factors, including the size of the team, the specific features required, and the length of the contract. This flexibility allows Clari to be adaptable for teams of various sizes and needs.Modules and Features
Clari’s platform is organized into several modules, each with distinct features:Inspect
Provides tools for opportunity management, pipeline analysis, and personalized views for monitoring KPIs and other metrics. The cost for this module is available upon contacting Clari’s sales team.Groove
A sales engagement platform acquired by Clari in 2023, offering email and calendar syncing, automated follow-ups, and detailed reporting. Pricing for this module is also available through Clari’s sales team.Align
Focuses on improving collaboration between sales teams and buyers, with features like mutual action plans, collaborative workspaces, and buyer intent data integration. The cost for this module requires a direct inquiry to Clari’s sales team.Copilot
This is Clari’s conversational intelligence platform, which includes AI-powered capabilities to analyze sales calls, provide coaching insights, and real-time battlecards. The Copilot module starts at $1,080 per year per rep.Forecast
Allows businesses to predict future revenue by analyzing historical data and current trends using AI. The pricing for this module is not publicly available and requires contacting Clari’s sales team.Capture
Enhances sales productivity and pipeline management with features like email and call tracking, live call coaching, and cadence management. The cost for this module is also customized and available upon request.No Free Options
Clari does not offer a free plan or a free trial for its modules. However, potential clients may be able to arrange a trial or demo to test the solution within their business.Subscription Options
Clari’s subscription options are flexible, allowing users to mix and match modules and pay only for the features they need. This modular structure makes the platform highly scalable and cost-effective for various business sizes and needs. In summary, while specific pricing details are not publicly available, Clari offers a range of modules with unique features, and the costs are determined based on the specific requirements and size of the team. Prospective clients need to contact Clari’s sales team for a personalized quote. Clari - Integration and Compatibility
Clari Overview
Clari, a revenue operations platform, integrates seamlessly with a variety of tools and platforms to enhance sales forecasting, automate processes, and improve decision-making. Here are some key integrations and compatibility features:Integration with CRM Systems
Clari integrates bi-directionally with leading CRM systems like Salesforce. This integration ensures real-time data sync, improving data quality by automatically updating deals, opportunities, accounts, and forecasts in both Clari and Salesforce. This synchronization also captures non-CRM data such as emails, meetings, and contacts, enriching the CRM with additional insights.AI-Driven Insights and Automation
By integrating Clari with AI technologies, you can automate routine sales tasks like updating CRM records, sending follow-up emails, and managing deal stages. AI-powered analytics within Clari enhance sales forecasting accuracy by analyzing historical data for trends and predicting future revenue outcomes.LinkedIn Sales Navigator
Clari also integrates with LinkedIn Sales Navigator, providing sales reps with direct access to profiles of accounts and contacts they are engaging with. This integration offers timely insights, recommended leads, connections, and company news, all accessible within Clari. This helps reps penetrate and sell into key accounts more effectively.Microsoft Teams
Clari for Microsoft Teams serves as a central hub for actionable insights and notifications. It offers pre-call and post-call alerts, comment mentions, and call filter alerts, ensuring sales teams stay informed and efficient. This integration streamlines sales efforts by consolidating vital information into a single platform.Other Integrations
Clari can be integrated with various other tools and platforms, such as HubSpot, Mixpanel, and Google Analytics, through third-party services like Botpress. These integrations enable the automation of sales activities, the prioritization of tasks based on data-driven insights, and the enhancement of overall sales operations.Compatibility
Clari is accessible across different devices and platforms, including desktops, laptops, and mobile devices, as long as the user has an active Clari account and the necessary licenses for integrated tools like Salesforce or LinkedIn Sales Navigator. This ensures that sales teams can manage their workflows efficiently, regardless of their location or device. Clari - Customer Support and Resources
Customer Support and Resources
Clari, an AI-powered Revenue Operations Platform, offers several options to ensure its users receive the help they need.Priority Support
Clari provides priority support for its paying customers. This means users can quickly reach the support team for any technical issues or troubleshooting needs. The priority support includes faster response times and more direct access to expert assistance, which is crucial for businesses relying on the platform for smooth operations.No Free Support Plan
It’s important to note that Clari does not offer support for free users, as it requires a paid subscription to access any form of customer support. This may limit access for smaller teams or those looking for lower-cost options.Additional Resources
Knowledge Base and Support Portal
Clari has a dedicated support portal and knowledge base where users can find answers to common questions, troubleshooting guides, and other helpful resources. This is accessible through their website.Guides and Documentation
Clari offers various guides and documentation to help users get the most out of the platform. For example, there are resources on how Clari works, its core capabilities, and how it integrates with existing CRM systems.Blog and Articles
Clari’s blog provides valuable insights into using AI for sales, revenue forecasting, and optimizing sales processes. These articles can serve as additional resources for users looking to improve their revenue strategies.Demo and Trials
Users can request a demo of Clari to get a firsthand experience of how the platform works and how it can benefit their business. This is a great way to explore the features and capabilities before committing to a paid plan. Overall, Clari ensures that its users have access to timely and reliable support, along with a range of resources to help them optimize their revenue management and sales processes. Clari - Pros and Cons
Advantages of Clari
Clari, a revenue intelligence platform, offers several significant advantages that make it a valuable tool for sales teams, particularly in mid-sized to enterprise-level technology and software companies.
AI-Driven Sales Forecasting
Clari uses artificial intelligence to analyze sales data, predict future revenue, and identify potential problems in the sales process. This helps in creating accurate sales forecasts based on pipeline deals, stages, and win rates.
Automated Sales Workflows
Clari automates sales workflows and tasks, reducing the need for manual data entry. This automation captures crucial revenue-related data, enhancing data quality and efficiency.
Seamless CRM Integration
Clari integrates seamlessly with CRM systems like Salesforce, providing real-time data synchronization. This integration helps in managing leads, automating sales processes, and synchronizing data effectively.
Comprehensive Pipeline Management
Clari offers a complete view of the sales pipeline, tracking every stage of a deal and providing real-time insights. This helps sales teams manage their business opportunities efficiently and make informed decisions.
Actionable Insights
Clari generates reports on sales team performance, including pipeline health, win rates, and sales cycle. It also provides AI-driven insights to uncover hidden patterns and support better decision-making.
User-Friendly Interface
Users praise Clari’s user-friendly interface and the ability to configure columns and views to match their workflow. This helps in prioritizing tasks and staying organized.
Customer Support
Clari’s customer support is generally responsive and knowledgeable, providing quick resolutions to issues. However, some users have reported inconsistent support experiences.
Disadvantages of Clari
While Clari offers many benefits, there are also some notable drawbacks to consider.
Customization and Setup
Clari requires time and effort to customize and fully set up, which can be a significant initial investment.
Appearance and Loading Time
Some users find the interface appearance clogged at times, and the product can take a bit of time to load.
Mobile App Limitations
The mobile app of Clari is often criticized for being lacking, which can be a drawback for users who need mobile access.
High Cost
Clari’s pricing can be challenging to justify, especially as the organization expands. The cost is not publicly disclosed, and users need to contact Clari for a customized quote.
Limited Manual Note-Taking
During calls, Clari lacks manual note-taking options, which some users find inconvenient.
Navigation Challenges
Some users have reported navigation challenges within the platform, which can hinder usability.
Overall, Clari is a powerful tool for sales teams, especially those needing advanced pipeline management, revenue forecasting, and AI-driven insights. However, it is important to weigh these benefits against the potential drawbacks, particularly the high cost and the need for significant setup and customization.
Clari - Comparison with Competitors
When Comparing Clari to Its Competitors
In the AI-driven sales tools category, several key features and differences stand out.
Clari’s Unique Features
Clari is an AI-powered revenue management platform that integrates with a company’s existing CRM and other data sources to create a comprehensive revenue database called RevDB. Here are some of its standout features:
- Sales Forecasting Management: Clari uses AI to provide real-time data and accurate projections for business numbers.
- Pipeline Inspection: It offers visibility into sales pipeline coverage for current and upcoming quarters, helping teams manage their pipeline more effectively.
- Revenue Intelligence: Clari analyzes sales and marketing engagement across the entire revenue process, providing insights that help teams identify revenue leaks and optimize sales strategies.
- CRM Automation: The platform automates the capture of sales and activity data, reducing manual data entry and increasing efficiency for sales reps.
- AI-Powered Insights: Clari’s AI capabilities include descriptive, predictive, and generative AI to enhance various aspects of the revenue process, such as account engagement and smart follow-ups.
Competitors and Alternatives
People.ai
People.ai is a predictive sales management platform that helps companies improve sales team performance by surfacing insights and providing automated recommendations. Unlike Clari, People.ai focuses more on coaching, ramping, and activity analytics across the sales organization. People.ai does not have the same level of CRM automation or revenue intelligence as Clari.
Outreach
Outreach is a platform for business sales communication that manages customer interactions across email, voice, and social channels. It uses machine learning for predictive communication intelligence and has enterprise-grade CRM integration. While Outreach is strong in managing customer interactions, it lacks the comprehensive revenue database and AI-driven revenue intelligence that Clari offers.
SalesLoft
SalesLoft is another competitor that provides a platform for sales engagement and communication. It includes features like email, phone, and social media outreach, but it does not have the same level of AI-powered revenue forecasting, pipeline inspection, or revenue intelligence as Clari.
Salesforce Einstein
Salesforce Einstein integrates with the Salesforce CRM to provide AI-powered insights into sales and customer data. It can generate sales content based on customer data and summarize sales calls, but it does not offer the same level of revenue management and pipeline inspection as Clari. Einstein is more focused on enhancing the CRM experience rather than providing a comprehensive revenue management solution.
Key Differences
- Comprehensive Revenue Database: Clari’s RevDB stands out as a unique feature that integrates multiple data sources to provide a unified view of revenue-critical signals, which is not a primary focus of its competitors.
- AI-Powered Revenue Intelligence: Clari’s use of AI across the entire revenue process, including forecasting, pipeline management, and account engagement, is more extensive than what is offered by People.ai, Outreach, or SalesLoft.
- CRM Automation: Clari’s automation features, such as automatic capture of sales and activity data, are more advanced and aimed at reducing manual data entry, which is a significant time-saver for sales teams.
In summary, while competitors like People.ai, Outreach, SalesLoft, and Salesforce Einstein offer valuable AI-driven sales tools, Clari’s comprehensive approach to revenue management, its extensive use of AI across the revenue process, and its automation features make it a unique and powerful choice for companies looking to optimize their revenue operations.
Clari - Frequently Asked Questions
Frequently Asked Questions about Clari
What is Clari and what does it do?
Clari is an AI-powered Revenue Operations Platform that helps B2B companies manage and optimize their revenue processes. It integrates with existing CRM systems to provide features such as sales forecasting, pipeline management, and revenue intelligence. Clari analyzes data from various sources like emails, demos, and marketing campaigns to synthesize actionable insights, preventing revenue leakage and improving forecasting accuracy.How does Clari integrate with CRM systems?
Clari integrates with a company’s existing CRM system, such as Salesforce, to create a comprehensive revenue database called RevDB. This integration allows Clari to consume data from the CRM and other sources, providing real-time insights and actionable intelligence across the entire revenue process.What are the core features of Clari?
Clari offers several key features:- Sales Forecasting Management: AI-based projections for evaluating business numbers and providing real-time data.
- Pipeline Inspection: Visibility into sales pipeline coverage for current and upcoming quarters.
- Sales Analytics: AI-powered insights across the entire revenue team for productivity and account health analysis.
- Revenue Intelligence: Analysis of sales and marketing engagement across the revenue process.
- Account Engagement: AI-driven insights on the team’s account focus and resource distribution.
- CRM Automation: Automatic capture of sales and activity data to reduce manual data entry.
How does Clari help with sales forecasting?
Clari uses AI and machine learning to analyze data from various sources, providing accurate revenue predictions in real-time. It helps sales teams manage their pipeline and forecast deals more accurately by breaking down revenue into detailed insights about each representative, territory, and channel. This enables teams to plan and prioritize their efforts more effectively.Can Clari help with customer engagement and sentiment analysis?
Clari helps teams track customer interactions and activity, providing insights into customer needs and preferences. However, it does not offer sentiment analysis, which is a feature available in other platforms like Gong. Clari does track customer sentiment in a broader sense by analyzing overall engagement and activity.How does Clari support marketing teams?
Clari provides analytics and metrics that help marketing teams understand how their campaigns are performing. It allows them to track the effectiveness of their marketing efforts, such as email campaigns and webinars, and make data-driven decisions to improve their strategies.What tools does Clari offer for finance departments?
Clari provides financial forecasting and budgeting tools that help finance departments make more informed decisions about resource allocation. It also helps identify trends and patterns in sales data, which can be used to improve financial performance.Does Clari offer any collaboration tools?
Yes, Clari provides collaboration tools that allow sales and marketing teams to work together more effectively. These tools include features like AI-generated notes, action item detection, and question detection, which help teams stay aligned and focused on their goals.How does Clari help with pipeline management?
Clari offers tools to help sales teams manage their pipeline by tracking the progress of deals through the sales process. It provides a clear understanding of where deals stand and when they are likely to close, enabling teams to forecast future revenue and make informed decisions about resource allocation.Can Clari automate tasks and reduce manual data entry?
Yes, Clari automates the capture of sales and activity data, reducing the need for manual data entry. It also automates CRM updates, allowing sales teams to focus more on selling rather than administrative tasks.How does Clari support operations and overall business performance?
Clari provides tools to help operations teams manage the overall performance of the business. It helps identify bottlenecks in the sales process, track customer sentiment, and manage inventory, giving teams a comprehensive overview to make data-driven decisions to improve workflow and processes.