What is our primary use case?
My main use case for Clari Revenue Platform was primarily for the reps and then monitoring rep conversations, interactions, and essentially getting a forecast summary as well for their forecasts.
A specific example of how I used Clari Revenue Platform for monitoring rep conversations or forecasting is that I usually run it during the forecast calls and use the Clari Revenue Platform view to reflect on the forecasts, running the call directly through that, and I would try to ensure that the reps talked to the customers leveraging Clari Revenue Platform, and those recordings or conversations would also help generate some battle cards and customized responses for future conversations.
What is most valuable?
The best features Clari Revenue Platform offers are forecasting and recording, as it is quite convenient to have all of that in one place.
The features of Clari Revenue Platform that stood out to me are the ease of use of the platform and its well-known status, as I think most RevOps professionals use it, so it is mostly the convenience.
Clari Revenue Platform has positively impacted my organization by making it very easy for forecast calls and essentially just monitoring rep conversations and getting feedback with the reps on how to improve further.
There was a massive improvement in forecast accuracy, primarily because I was the first RevOps hire, and we started using Clari Revenue Platform for forecasting, monitoring the forecasting activity for the reps. In a few months, the accuracy improved from about 60-70% to almost 90-95%, so it certainly had an impact.
What needs improvement?
I think the accuracy of Clari Revenue Platform can be improved, and the forecast accuracy can be upgraded, leveraging AI similar to the Gong tool recommendations. We eventually ended up switching to Attention because the Attention recommendations were much more accurate and actionable, whereas Clari Revenue Platform was convenient to have everything in one place, but there are specialized tools in the market that are more accurate for that specific use case.
Time has been saved, though I do not know if there are further details regarding return on investment.
For how long have I used the solution?
I have used Clari Revenue Platform for about three years, roughly two and a half years in my previous role.
What do I think about the stability of the solution?
Clari Revenue Platform is stable.
What do I think about the scalability of the solution?
Clari Revenue Platform is easy to scale.
How are customer service and support?
The customer support for Clari Revenue Platform is decent, and we were able to get any issues resolved.
Which solution did I use previously and why did I switch?
Before Clari Revenue Platform, I essentially was the one who brought in Clari Revenue Platform. There was no solution prior in my previous organization, but I have obviously used other tools in all my various roles.
How was the initial setup?
I did not purchase Clari Revenue Platform through the AWS Marketplace in my previous organization. We had a Clari Revenue Platform rep who we were in touch with, and they coordinated the subscription via DocuSign.
What's my experience with pricing, setup cost, and licensing?
Regarding my experience with pricing, setup cost, and licensing, I think pricing was a little bit on the higher side for the co-founders, and for me, the pricing is standard. However, the co-founders decided to minimize the use and licenses of Clari Revenue Platform primarily because of the pricing, which is a personal decision from them that I would not agree with, as I would prefer to have continued with Clari Revenue Platform.
Which other solutions did I evaluate?
I evaluated various options in the market before choosing Clari Revenue Platform, but for the use case that we needed, Clari Revenue Platform seemed to be the best fit.
What other advice do I have?
I am not really sure about the governance and security of Clari Revenue Platform, but I am quite confident that it is secure, and I am sure a lot of work has been done recently to solidify that, so I feel secure using Clari Revenue Platform as a platform and believe the data will be secure.
In terms of the accuracy and reliability of Clari Revenue Platform's AI capabilities, I acknowledge this is where there can be a bit of improvement, but it does the job.
Clari Revenue Platform is not deployed in my current organization at the moment. We use Media.io for forecasting.
I would rate Clari Revenue Platform a seven on a scale of 1 to 10. I give it a seven primarily because it does the job, it is well-known and easy to use for the reps, and because it has all of that in one place. I would likely give a higher score of eight or nine if it were to incorporate some of the features that Gong does as a revenue intelligence platform or as Attention does as a rep activity and conversation monitoring and insights platform.
My advice for others looking into using Clari Revenue Platform is to assess whether it fits your use case, as it is a good platform that does a job for most revenue operations functions across the world and industries. However, if you have special use cases with advanced requirements, I would recommend exploring specialized tools.
Clari Revenue Platform is a platform I have used, it is easy to use and convenient, and depending on the use case, I would surely recommend it.