Can AI Promote? I Examined 8 Finest AI Gross sales Assistant Software program

I went down one other rabbit gap of AI instruments a number of months in the past. However it wasn’t for writing, design, or analytics this time. It was for one thing outdoors my experience: gross sales.

I’ve by no means needed to hit a gross sales quota, however I’ve seen the strain of chasing offers and maintaining with follow-ups. Gross sales is a continuing balancing act of analysis, outreach, relationship-building, and administrative work that consumes extra hours than most individuals notice. That’s what received me curious in regards to the greatest AI gross sales assistant software program.

I’d heard claims that these AI gross sales instruments can deal with prospecting, draft personalised emails, remind reps to observe up on the excellent time and predict which offers will possible shut. It sounded just like the form of magic gross sales groups may use, however I needed to see if the truth lived as much as the hype. 

Not too long ago, I examined these AI gross sales assistant software program options. Some had been frustratingly inflexible, others made large guarantees however delivered generic automation that no actual salesperson would belief. 

Should you’ve ever misplaced a deal as a result of a lead went chilly when you had been buried in admin work, or for those who’ve wished for a method to spend extra time promoting and fewer time organizing, these AI gross sales assistants is perhaps precisely what you want. 

My Expertise with the perfect AI gross sales assistant software program

AI gross sales assistant software program is like having a sensible, always-on gross sales accomplice that helps handle the busy work so gross sales groups can deal with closing offers. Whereas I don’t work in gross sales, I’ve examined numerous AI-driven instruments designed to automate follow-ups, prioritize leads, generate personalised outreach, and analyze deal traits. These instruments improve productiveness by dealing with repetitive duties, surfacing insights, and making certain you’re able to enhance gross sales.

From what I’ve seen, the perfect AI gross sales assistant software program pinpoints high-priority leads based mostly on engagement information, suggests personalised follow-ups, and seamlessly integrates with CRMs to prepare every part. Some instruments analyze previous offers to foretell which prospects will most definitely convert. Briefly, the perfect AI gross sales assistants act like clever co-pilots, giving gross sales groups the insights and automation they should work extra effectively, shut extra offers, and keep forward.

How I examined the perfect AI gross sales assistant software program options

Beneath are the elements I thought-about whereas evaluating the perfect AI gross sales assistants. 

• Core performance and automation capabilities: When evaluating AI gross sales assistant software program, I first take into account its means to automate and streamline important gross sales duties. The software ought to deal with lead qualification, follow-ups, assembly scheduling, CRM updates, and gross sales forecasting. The very best AI assistants use pure language processing (NLP) to interact with prospects intelligently, adapting their responses based mostly on earlier interactions. If the AI lacks real decision-making capabilities and easily automates repetitive duties with out including strategic worth, it’s not price investing in.
• Integration with current tech stack: A fantastic AI gross sales assistant software integrates seamlessly along with your present gross sales instruments. I don’t need a system that forces me to restructure my workflow or creates information silos. I test if it integrates easily with main CRM platforms like Salesforce, HubSpot, or Zoho and communication instruments like Slack, Microsoft Groups, and electronic mail purchasers. Actual-time bidirectional information syncing is essential for accessing up to date data with out guide information entry. 
• Personalization and engagement high quality: Personalization is likely one of the most important differentiators in gross sales. I want AI past generic responses and tailoring interactions based mostly on buyer habits, preferences, and former conversations. The best AI gross sales assistant software program analyzes previous engagements and adjusts its messaging to enhance conversion charges. If the AI sends standardized, robotic messages, it dangers alienating potential clients as a substitute of nurturing them. I additionally test whether or not the AI helps multi-channel outreach, together with electronic mail, chat, and even voice, so you may join with prospects of their most well-liked communication model.
• Scalability and efficiency beneath load: A gross sales assistant software program ought to develop with your corporation. Scalability is essential as a result of an AI that works effectively for a small workforce would possibly battle beneath elevated demand. I assess what number of leads, conversations, and interactions the AI can deal with concurrently with out affecting efficiency. Machine studying capabilities are one other consideration as a result of I would like AI that improves over time relatively than stays static. If the software program begins lagging or failing to maintain up with an increasing gross sales pipeline, it’s not a viable long-term resolution.
• Analytics and data-driven insights: Past automation, I want AI that gives actionable insights. The software program ought to observe and analyze gross sales efficiency, lead engagement, and buyer habits, serving to refine your gross sales technique. AI-powered reporting ought to exceed primary metrics, providing predictive analytics on deal closures and gross sales traits. If the reporting instruments are too primary or lack customization, you would possibly nonetheless must depend on exterior analytics platforms, which defeats the aim of getting an AI gross sales assistant.

To be included within the AI gross sales assistant software program class, a product should:

• Assist gross sales groups by automating routine duties and delivering predictive insights
• Use built-in synthetic intelligence as a core performance

*This information was pulled from G2 in 2025. Some critiques could have been edited for readability.  

I discover it spectacular how Salesforce Gross sales Cloud can predict gross sales traits with AI-driven forecasting. As an alternative of simply producing static stories, it identifies patterns and provides a clearer image of what would possibly occur subsequent. I can see how this is able to be helpful for gross sales groups attempting to make data-backed selections as a substitute of counting on intuition. The flexibility to anticipate adjustments within the pipeline may assist companies put together relatively than react.

One factor I admire about AI-driven gross sales instruments is how they simplify lead administration. I’ve seen that Salesforce Gross sales Cloud assigns precedence ranges to leads based mostly on their engagement and historic information, which looks like a sensible method to focus efforts on the correct prospects. I think about this is able to assist gross sales groups keep away from losing time on leads which can be unlikely to transform. 

I like having AI recommend the perfect subsequent steps for a deal. I admire that Salesforce Gross sales Cloud analyzes ongoing gross sales actions and provides data-driven suggestions to maintain issues transferring. If a deal is stalling, it may well flag potential points and supply actionable recommendation.

I’ve seen how AI in gross sales software program is turning into extra personalised, and Salesforce Gross sales Cloud appears to lean into that. Based mostly on earlier interactions, it suggests the easiest way to interact with every prospect. I can see how this is able to assist gross sales reps keep away from sounding robotic or scripted. 

I can see how the AI options in Salesforce Gross sales Cloud would possibly take a while to grasp. Whereas they provide highly effective insights, in addition they appear complicated, particularly for gross sales groups that aren’t used to working with AI-driven instruments. I think about that with out the correct coaching, many customers may not take full benefit of every part the software program can do.

One factor that stands out about AI-driven gross sales instruments is that they’re solely nearly as good as the information they work with. The AI’s suggestions could possibly be deceptive if the data coming into Salesforce Gross sales Cloud is incomplete or outdated. This may require companies to be further diligent about conserving their information up-to-date.

I’ve seen how AI-powered techniques can generally be inflexible relating to customization, and Salesforce Gross sales Cloud appears to have related limitations. Whereas AI provides helpful suggestions, adjusting them to suit an organization’s gross sales technique is perhaps tough. Making deeper adjustments requires technical experience or extra paid customizations.

Whereas the essential options present some automation, the extra highly effective AI-driven insights typically require an improve to premium tiers or extra purchases. I think about this could possibly be a barrier for smaller companies that need the advantages of AI however can’t justify the additional expense.

What I dislike about Salesforce Gross sales Cloud:

• I can see how the AI options in Salesforce Gross sales Cloud would possibly take a while to grasp. Whereas the insights are highly effective, in addition they appear complicated, particularly for groups that aren’t used to working with AI-driven instruments.
• The AI’s suggestions could possibly be deceptive if the data going into Salesforce Gross sales Cloud is outdated or incomplete. This may require companies to be further diligent about conserving their information present.

What G2 customers dislike about Salesforce Gross sales Cloud:

“I’ve discovered its complexity and steep studying curve difficult, requiring important coaching and time. Gradual speeds and occasional downtime have disrupted our operations, particularly with massive datasets. The consumer interface feels considerably overwhelming, making navigating and discovering what I want tough. Typically, the usual stories and dashboards lack the customization wanted for extra superior reporting.”

– Salesforce Gross sales Cloud Evaluation, Patricio G.

I like how HubSpot Gross sales Hub provides flexibility in adapting to totally different gross sales processes. It doesn’t appear to be a platform that forces a inflexible workflow, which is vital for gross sales methods that evolve. I’d need a system that lets me create pipelines and automation in a manner that is sensible for my gross sales model relatively than being caught with a predefined setup.

I see the attraction of automation for repetitive gross sales duties. Issues like follow-ups, electronic mail sequences, and deal monitoring could be time-consuming, so having a system that ensures no lead slips by the cracks sounds invaluable. I’d need AI-driven insights that optimize outreach with out manually checking in on each prospect. 

I’d need a gross sales platform that gives significant insights past primary exercise monitoring, and HubSpot Gross sales Hub seems to supply that. Entry to information on how prospects interact with emails, hyperlinks, and different content material would make it simpler to grasp their degree of curiosity. As an alternative of guessing which leads are price pursuing, you may depend on engagement metrics to make extra knowledgeable follow-ups.

Gross sales software program should permit customers to entry detailed stories. HubSpot Gross sales Hub provides analytics that break down gross sales efficiency by particular person reps, pipeline phases, and outreach strategies. I need a system that helps establish which methods work and which want adjustment. 

Customization is vital in a gross sales platform. Whereas HubSpot Gross sales Hub appears versatile, I can see how predefined workflow constructions could possibly be irritating when tailoring automation to a particular gross sales course of. Should you had a specific manner you needed to arrange follow-ups or deal monitoring, you wouldn’t wish to run into restrictions that power you to regulate your technique to suit the software program.

AI-powered gross sales insights sound nice, however predictions aren’t at all times excellent. I’ve seen that HubSpot Gross sales Hub’s AI-driven lead scoring can generally misjudge a prospect’s high quality. I wouldn’t wish to rely too closely on AI solely to find that some flagged leads aren’t whereas others get neglected.

What I dislike about HubSpot Gross sales Hub:

• Whereas there’s flexibility, I can see how some workflows would possibly really feel restrictive. Should you had a particular manner of managing follow-ups and deal monitoring, you wouldn’t wish to be pressured right into a predefined construction.
• AI-powered lead scoring sounds useful, however I wouldn’t depend on it fully. If the system misjudges lead high quality, it may imply wasted effort on unqualified prospects whereas lacking sturdy alternatives. 

What G2 customers dislike about HubSpot Gross sales Hub:

“There may be some redundancy with including data into fields, however maybe AI developments can decrease its want. Specialised templates for sure industries like biotechnology or prescription drugs can be a pleasant addition and decrease the time concerned in customizations.”

– HubSpot Gross sales Hub Evaluation, Verified Person in Prescription drugs

I discover the thought of AI-powered lead prioritization invaluable, particularly when working with many prospects. Apollo.io appears to take the guesswork out of deciding who to achieve out to by rating leads based mostly on engagement information. As an alternative of spending time chasing chilly leads, this AI gross sales assistant helps focus efforts on these most definitely to transform.

Electronic mail timing and messaging play an enormous position in outreach success, and I like how Apollo.io makes use of AI to optimize this. From what I perceive, it analyzes engagement information to foretell the perfect instances to achieve out and which electronic mail kinds are simplest. That would imply fewer wasted emails and better response charges, which each salesperson would admire.

Maintaining with leads throughout a number of platforms could be overwhelming, and I admire that Apollo.io handles that with AI-driven automation. From what I’ve seen, it may well handle electronic mail sequences, name scheduling, and LinkedIn outreach, which might preserve gross sales groups on observe with out guide follow-ups.

I additionally admire that Apollo.io makes use of AI to recommend personalised messaging based mostly on a prospect’s background, trade, or previous interactions. That sounds helpful for conserving emails and messages related with out spending an excessive amount of time researching every contact. AI-generated suggestions may assist make outreach simpler, particularly for groups dealing with many leads.

Whereas AI could be extremely highly effective, it often takes a while to grasp find out how to use it successfully. If the system requires loads of enter and changes earlier than making correct suggestions, that might decelerate adoption. Gross sales groups don’t at all times have time to experiment with AI settings, so a very complicated setup is perhaps irritating. If the educational curve is steep, I think about some customers may not totally benefit from what AI provides.

AI-generated lead scoring sounds nice in concept, however I do know that algorithms don’t at all times get issues proper. From what I’ve gathered, Apollo.io ranks leads based mostly on engagement and habits, however no AI can completely predict who’s prepared to purchase. If the system over-prioritizes sure leads whereas overlooking others, that might result in missed alternatives.

AI-driven messaging appears helpful, however I’m wondering if it may create unintended biases. If Apollo.io’s AI bases its options on previous profitable outreach, it would repeatedly push related messaging kinds. That would result in repetitive communication that lacks originality or fails to attach with numerous prospects. 

What I dislike about Apollo.io:

• AI instruments could be highly effective, however I do know they typically include a studying curve. If Apollo.io requires an excessive amount of guide setup earlier than delivering correct insights, that might gradual adoption.
• Lead scoring with AI sounds promising, however I’d be cautious about trusting it fully. If Apollo.io over-prioritizes sure leads whereas overlooking others, that might imply missed alternatives. 

What G2 customers dislike about Apollo.io:

“It takes a really technical particular person to place collectively your sequencing, workflows, and search contacts correctly to place the system to good use. A typical salesperson is not capable of dive so deep into all of the technical facets of this software. In different phrases, guarantee you have got a technical skilled when onboarding this in your corporation.”

– Apollo.io Evaluation, Chad B.

ZoomInfo Gross sales makes chilly outreach extra environment friendly by offering verified contact data. Reasonably than losing time looking for electronic mail addresses or telephone numbers, I can shortly entry an inventory of prospects extra prone to interact. This lets you scale outreach efforts whereas sustaining personalization. Moreover, having direct dial numbers means you don’t at all times need to undergo gatekeepers, rising the chance of connecting with decision-makers.

Not all leads are equal, and ZoomInfo helps prioritize high-value prospects. With firmographic and intent information, I can deal with leads that present indicators of being in an energetic shopping for cycle. As an alternative of contacting each contact on an inventory, you may slim efforts to these extra prone to convert. This implies you might be rising quantity and enhancing the standard of your outreach.

I additionally admire how ZoomInfo Gross sales supplies detailed details about an organization’s tech stack. Entry to a prospect’s tech stack makes it simpler to tailor outreach with a extra related pitch. As an alternative of sending generic gross sales messages, you may spotlight how your product enhances or replaces a competitor’s software.

Whereas ZoomInfo is effective for enriching information, the accuracy isn’t at all times excellent. I should still encounter outdated contact particulars, incorrect job titles, or lacking telephone numbers. This implies customers generally must cross-check data earlier than reaching out, including an additional step to their workflow.

If I’m trying into Asia-Pacific (APAC) markets, I’d discover the information protection much less dependable than in North America or Europe. Typically, the corporate dimension estimates or worker counts are inaccurate, making it tougher to evaluate goal corporations. This implies customers should complement their analysis with different sources to confirm particulars.

Whereas ZoomInfo supplies an enormous database, generally the contacts are redundant or repeated beneath totally different listings. This will result in wasted effort when contacting the identical particular person beneath barely totally different firm names or job titles. If I don’t fastidiously filter and clear the record earlier than outreach, I’d by accident message the identical lead twice, making a damaging impression. 

What I dislike about ZoomInfo Gross sales:

• Whereas ZoomInfo Gross sales supplies invaluable contact data, I’ve seen that the information isn’t at all times 100% dependable. Typically, telephone numbers are outdated, job titles are incorrect, or key particulars are lacking altogether.
• One problem I’ve encountered is that ZoomInfo Gross sales generally lists the identical contact a number of instances beneath totally different entries. If I by accident attain out to the identical particular person twice, this will result in wasted effort.

What G2 customers dislike about ZoomInfo Gross sales:

“As a result of large quantity of information, some share is at all times outdated. As an example, a contact might need moved on to a brand new firm, and ZoomInfo Gross sales would possibly nonetheless present them of their earlier position, or ZoomInfo Gross sales would possibly say that they’re utilizing a sure infrastructure. While you attain somebody and speak to them, you discover out they switched suppliers already.”

– ZoomInfo Gross sales Evaluation, Danny S.

One of many largest ache factors in gross sales is drafting personalised follow-ups after conferences. With Gong, I don’t need to manually jot down notes or replay total calls simply to extract key particulars. It routinely summarizes discussions, highlights motion gadgets, and sends recaps inside minutes. This implies customers can shortly ship impactful follow-ups with out second-guessing what was mentioned. 

Gross sales forecasting is often a cumbersome, guide course of, however Gong’s forecasting software makes it a lot simpler. As an alternative of juggling spreadsheets and back-and-forth emails, I can see real-time insights. It provides customers a transparent image of the place offers stand and helps them prioritize outreach. You can even shortly see the timeline of engagements and interactions with out digging by a number of sources. 

In contrast to different gross sales instruments that require in depth onboarding, Gong integrates into your workflow nearly immediately. I’ve seen customers mentioning that their workforce did not want formal coaching to make use of it successfully. Calls are routinely recorded and saved with out further steps, so you may deal with promoting as a substitute of coping with administrative duties. 

When working with a number of stakeholders, particulars can simply slip by the cracks. With Gong, I can shortly test whether or not a particular subject was mentioned in a earlier name. That is notably helpful when aligning with account managers, buyer success groups, or different gross sales reps. You don’t need to depend on secondhand data if a consumer claims one thing was promised. You may pull up the precise name and confirm what was mentioned.

Whereas Gong captures conversations effectively, I generally battle to find particular data throughout calls. For instance, the search perform does not at all times make it simple if you wish to see all discussions associated to a specific subject from a particular buyer. You will need to sift by a number of outcomes as a substitute of getting a consolidated view of related moments. A extra refined search functionality would make it simpler to pinpoint precisely when and the place a subject was mentioned.

Proper now, all my recorded conferences exist in a single central location, which might make discovering particular calls tedious. It will be helpful to have customizable folders or classes for conferences like discovery calls, negotiations, or inner discussions. As an alternative, I need to depend on naming conventions or timestamps to kind by my calls.

When working with a number of stakeholders from a single firm, I’d like a neater method to see all previous interactions grouped. You will need to manually piece collectively totally different conversations, which could be inefficient. It will simplify my workflow if I may pull up a single timeline that consolidates all calls, emails, and key factors from one buyer in a single place.

What I dislike about Gong:

• If I want to trace a specific dialogue throughout totally different conferences, the search perform doesn’t at all times make it simple. I typically need to sift by a number of outcomes as a substitute of getting a consolidated view.
• All my calls exist in a single central location, making it exhausting to seek out those I want shortly. Customizable folders or classes for several types of conferences would assist streamline my workflow. 

What G2 customers dislike about Gong:

“The search perform is not precisely top-notch. I do not often get the outcomes I’m searching for, though some are fairly shut. It will be good if I may search based mostly on the forms of calls, e.g., cadence, success evaluation, onboarding, and many others.”

– Gong Evaluation, Michael O.

The AI in Fathom captures particulars successfully, even in fast-paced conversations. It ensures that nothing vital is missed throughout gross sales calls. I can depend on it to extract significant insights with out reviewing each name. This degree of accuracy makes it a invaluable software for staying on prime of gross sales conversations.

The AI considerably reduces the time I spend manually capturing and reviewing notes. It permits customers to focus extra on the gross sales course of than administrative duties. This effectivity ensures you may transfer shortly from one prospect to a different with out shedding observe of key particulars. The time that will have been spent on documentation is now redirected towards partaking with potential purchasers.

With Fathom, I haven’t got to fret about manually initiating the note-taking course of on each name. The AI captures and summarizes conversations routinely. This implies you may step into conferences with out further preparation associated to note-taking.

Fathom does its job with out interfering with the precise dialog. It really works within the background, making certain that interactions really feel pure and never overly monitored. This makes it simpler to construct rapport with purchasers with out them feeling like AI is analyzing them. I don’t have to fret in regards to the software program interrupting the dialog or creating an ungainly dynamic. 

After a name, I can shortly seek advice from the AI-generated notes relatively than going by a complete recording. This makes follow-ups extra exact since you may tackle the precise factors mentioned. You don’t need to depend on reminiscence or unexpectedly written notes, which might generally miss essential particulars. 

If I’m utilizing Asana or related challenge administration instruments, I need to manually switch notes or summaries. This creates an additional step that reduces effectivity, contradicting the time-saving advantage of AI. It will be extra handy to hyperlink Fathom immediately with my workflow relatively than working round its limitations.

Whereas it excels at transcribing calls, it lacks the flexibleness to deal with handwritten notes or spontaneous concepts outdoors of conferences. Typically, I wish to add fast ideas or insights that don’t come immediately from a name. Having a software that strictly works inside the name context limits how I can use it. 

What I dislike about Fathom:

• Fathom generally joins calls once I don’t need it to. I’d desire extra management over when it prompts to keep away from pointless recordings.
• I’ve to manually switch notes to Asana, which provides an additional step and reduces effectivity.

What G2 customers dislike about Fathom:

“I’d like it if Fathom built-in with Asana to create duties from the motion gadgets.”

– Fathom Evaluation, Lorilee P.

I like how Immediately handles follow-ups routinely. You don’t need to manually observe when to ship a second or third message, saving you a lot time. The system ensures your outreach stays constant with out you remembering each interplay.

Immediately supplies invaluable insights into how my emails carry out, giving me a transparent understanding of what’s working. It helps you observe open charges, reply charges, and different key metrics that information your outreach technique. As an alternative of guessing, you can also make data-driven selections to enhance your messaging and strategy.

One of many standout options is how Immediately makes use of AI to assist personalize emails at scale. As an alternative of sending generic messages, I can craft outreach that feels extra tailor-made with out spending hours on customization. This makes chilly emails really feel much less robotic and will increase the chance of a constructive response.

Whereas AI personalization is useful, it doesn’t at all times get the tone proper. I don’t like how the advised messages generally really feel too templated or lack a pure, human contact. You will need to nonetheless tweak the output to make sure emails sound genuine.

Immediately makes use of AI to rank or rating leads, however no system is ideal. Typically, you would possibly prioritize the fallacious prospects as a result of the AI misjudges their chance of engagement. I dislike which you could miss out on high-value leads that don’t match the AI’s scoring mannequin. Whereas AI can course of information shortly, it nonetheless lacks the instinct of a seasoned gross sales skilled.

What I dislike about Immediately:

• Whereas AI personalization is useful, the messages generally really feel too templated. I nonetheless need to tweak them to verify they sound pure. With out changes, emails could come throughout as robotic.
• AI generally misjudges which leads are price prioritizing. This implies I may miss invaluable prospects who don’t match the scoring mannequin. I nonetheless must double-check rankings as a substitute of counting on AI alone.

What G2 customers dislike about Immediately:

“The brand new lead finder seems like an incomplete thought. Certain, it helps collect leads, nevertheless it lacks depth. The lack to craft or automate ice breakers immediately inside the software is a large letdown. It seems like a missed alternative for personalization, which is vital in outreach. With out that characteristic, it’s simply one other primary lead scraper.”

–  Immediately Evaluation, Khaled A.

I discover it invaluable when a software supplies real-time forecasting, making anticipating shifts within the gross sales pipeline simpler. Clari’s forecasting module appears constructed for that, providing waterfall, funnel, and pattern views that assist visualize information. Entry to those insights permits groups to regulate their methods shortly as a substitute of reacting too late. I like that it eliminates the guesswork typically concerned in gross sales forecasting, which might enhance decision-making in any respect ranges.

I admire it when a software removes pointless guide work, particularly relating to CRM information entry. Clari’s automation helps get rid of the danger of human error whereas making certain that gross sales information stays present. Having correct information always permits managers to make extra knowledgeable pipeline assessments with out losing time double-checking inputs.

I feel having a transparent view of at-risk offers is important earlier than it’s too late to behave. Clari’s threat detection system helps spotlight weak factors within the pipeline, permitting gross sales groups to prioritize their efforts. Figuring out drawback areas earlier than they impression income makes it simpler to keep away from potential losses.

I discover it irritating when decision-makers don’t have entry to the complete image, which is why visibility throughout groups is so vital. Clari provides management groups a method to assess gross sales efficiency from a number of angles in real-time. The flexibility to make changes on the fly, relatively than ready for stories, makes a giant distinction in total effectivity. 

I feel gross sales groups want flexibility when analyzing information, and Clari’s limitations could possibly be irritating. Some customers want they’d extra choices for creating customized views and calculated fields. When a software is simply too inflexible in its reporting construction, extracting the precise insights wanted for distinctive enterprise fashions could be difficult. 

I feel consistency in information reporting is essential, particularly for international companies. Some customers have famous that Clari’s pipeline roll-up course of hasn’t labored easily in sure areas. If information isn’t consolidated accurately, it may well create forecasting points and confusion for gross sales groups. 

What I dislike about Clari:

• I discover it irritating when a software lacks flexibility in creating customized stories. Clari doesn’t provide sufficient choices for personalised views and calculated fields.
• I feel consistency in reporting is essential, particularly for international groups. Some customers have talked about points with Clari’s pipeline roll-up not consolidating information accurately.

What G2 customers dislike about Clari:

“Some customers could discover Clari’s analytics and forecasting instruments complicated, requiring important onboarding and coaching. Whereas Clari integrates with many CRM platforms, customers often report difficulties syncing information seamlessly, particularly with customized CRM setups.”

– Clari Evaluation, Bharat Okay.

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