here's a typical implementation process for Clari software in bullet point order with brief explanations:
Initial consultation and planning: Clari team meets with the client to assess needs and requirements
Data integration: Integration of Clari with existing CRM and other relevant systems
Configuration and customization: Tailoring Clari to match the organization's specific revenue models and processes
Training and onboarding: Live online training, webinars, and documentation provided to users
Testing and validation: Ensuring the system works as intended and meets the organization's needs
Go-live: Official launch of Clari for company-wide use
Ongoing support and optimization: Continued assistance from Clari's customer success team and access to community resources
The implementation process typically takes a few weeks to a few months, depending on the complexity of the organization's revenue models, data integration requirements, and customization needs. Clari's intuitive platform and dedicated support team aim to streamline the process, ensuring a smooth transition and quick realization of benefits.
Clari can be extensively customized to fit specific business needs. Here are several data points supporting this:
Customizable platform: Clari is highly customizable and can be tailored to different business needs and revenue models.
Integration capabilities: It integrates with existing CRM systems and other sales tools, allowing businesses to customize their data flow.
Customizable features: Clari offers customizable features like sales forecasting, pipeline management, and predictive analytics.
Modular approach: Clari offers various modules like Inspect, Groove by Clari, Align, Copilot, Forecast, and Capture, allowing businesses to choose and customize the tools they need.
AI and machine learning: Clari uses AI and machine learning to provide predictive insights and automate data capture, allowing businesses to customize their sales strategies based on real-time data.
Role-based customization: The platform is designed to serve different user roles within an organization, allowing for customized views and access.
Customizable training templates: Clari provides customizable training templates that can be integrated directly within the Clari instance.
Customizable dashboards: Users can create custom dashboards to visualize data according to their specific needs.
Custom owner modes: Clari allows the creation of personalized experiences for different revenue teams through custom owner modes.
Saved views: Users can save filtered views to quickly access the information they require, customizing their experience.
Flexible configuration: Admins can quickly make changes to the forecasting module and easily configure and manage fields across layouts using Clari Studio.
These features demonstrate that Clari offers extensive customization options to fit specific business needs across various aspects of its platform.
Training and Support for Clari:
Onboarding and Training: Clari offers a structured onboarding process that includes live online training, webinars, videos, and in-person documentation to help new users get started with the platform.
Customizable Training Templates: Clari provides customizable training templates that can be integrated directly within the Clari instance. These templates help drive adoption and maximize ROI by providing just-in-time learning and support.
Customer Success Support: Clari's customer success team is actively involved in the onboarding process, providing guidance and support to ensure users can leverage the platform effectively. This includes regular touchpoints and performance reviews to ensure users are on track.
Community and Best Practices: Clari has a community platform where users can share best practices, learnings, and tips. This community support helps users stay updated with the latest trends and best practices in revenue operations.
Security measures about Clari:
Encryption: All stored data, backups, and other sensitive information are encrypted in transit and at rest. This ensures that data remains confidential and protected from unauthorized access.
Certifications and Audits: Clari has obtained several third-party certifications, including ISO 27001 and SOC 2 Type II. These certifications validate Clari's commitment to maintaining high security standards. Clari undergoes annual audits to ensure compliance with these standards.
Access Control: Clari uses role-based access control to ensure that users only have access to the data they need to perform their job. This minimizes the risk of unauthorized access to sensitive information.
Security Incident Management: Clari has established security incident management policies and procedures. This includes continuous monitoring of infrastructure and network security and prompt notification and remediation of any security breaches.
Data Processing and Confidentiality: Clari processes personal data in compliance with data protection laws and ensures that authorized personnel are subject to confidentiality agreements. Clari also limits access to personal data to authorized personnel only.
Penetration Testing and Vulnerability Scanning: Clari partners with external vendors to conduct annual penetration tests and regular vulnerability scans. Medium and higher severity findings are remediated promptly, and reports are available upon request.
Single Sign-On (SSO) and Multi-Factor Authentication (MFA): Clari integrates with SSO/MFA solutions to provide a seamless and secure login experience. This adds an extra layer of security beyond passwords.
Updates for Clari:
Regular Updates: Clari frequently updates its platform to introduce new features, enhance existing functionalities, and address any issues. The exact frequency of updates can vary, but the company is committed to continuous improvement and innovation.
Release Management: The release management cycle at Clari is managed by a Senior Release Manager and involves a strong technical focus. This role includes leading the release management cycle in a fast-paced environment, ensuring that updates are rolled out smoothly and efficiently.
Data ownership and Portability of Clari:
Data Ownership: Customers own all rights, title, and interest in the data they provide for the use of Clari's services. This includes any data uploaded or generated through the use of the platform.
Data Portability: Clari supports data portability, allowing customers to export their data. This is particularly important for compliance with regulations such as the General Data Protection Regulation (GDPR), which grants data subjects the right to transfer their personal data from one controller to another.
Data Processing and Security: Clari processes personal data only for the purposes described in the agreement with the customer and in compliance with data protection laws. The company implements appropriate technical and organizational measures to ensure the security, confidentiality, and integrity of personal data.
Deletion or Return of Data: Upon completion of services or termination of the agreement, Clari will, at the customer's choice, either return or delete the personal data, except where retention is required by law. This ensures that customers can retrieve their data or have it securely deleted as per their preference.
Clari provides flexible terms for scaling up or down to accommodate the changing needs of an organization. Here are the key points regarding these terms:
Subscription Model: Clari operates on a subscription-based model, which allows organizations to adjust their usage and associated costs based on their current needs. This model supports both scaling up and down as required.
Customizable Plans: Clari offers customizable pricing plans that can be tailored to the specific requirements of a business. This flexibility ensures that organizations can scale their usage without being locked into a rigid pricing structure.
No Platform Fees: Clari does not charge platform fees, which simplifies the process of scaling up or down. Organizations can start with a basic setup and add more features or modules as needed without incurring additional platform costs.
Premier Customer Support: Clari includes a Premier Customer Support Package with its offerings, which provides ongoing support to help organizations manage changes in their usage. This support is crucial for ensuring a smooth transition when scaling up or down.
Implementation and Training: Clari offers comprehensive training and support resources, including live online training, webinars, videos, and in-person documentation. These resources help organizations quickly adapt to changes in their usage and ensure that all users are comfortable with the platform.
Sandbox Environment: Clari provides a Sandbox environment that allows administrators to test and configure changes before deploying them to the live environment. This feature is particularly useful for organizations that need to scale up or down, as it ensures that changes can be implemented smoothly without disrupting ongoing operations.
Contract Terms: Clari's contract terms include provisions for scaling up or down. For example, organizations can negotiate multi-year contracts to secure potential discounts, and they can also adjust their subscription terms based on their evolving needs.
Contract Renewal
Automatic Renewal: Clari's agreements are typically set for an initial service term as specified in the order form and are automatically renewed for additional periods of the same duration unless otherwise specified.
Notice of Non-Renewal: To prevent automatic subscription renewal, either the customer or Clari must provide written notice of non-renewal at least 30 days before the end of the current term.
Change in Service Fees: Clari reserves the right to change the service fees at the end of the initial service term or the then-current renewal term, with a 30-day prior notice to the customer.
Discounts for Multi-Year Contracts: Committing to a longer-term contract with Clari can unlock potential discounts. For example, maintaining a discounted per-seat rate is possible if renewing for a 24-month term, even after reducing the number of users.
Contract Cancellation
Termination for Breach: Clari may terminate the agreement and close the customer account if the customer commits any material breach of the agreement. Similarly, the customer can terminate the agreement if Clari commits a material breach and fails to remedy it.
Payment Obligations: In the event of termination, the customer is still responsible for paying in full for the services up to and including the last day on which the services are provided.
Survival of Terms: Certain provisions, such as those related to customer responsibilities, confidentiality, intellectual property, payment of fees, disclaimers, and limitation of liability, will survive any termination or expiration of the terms.
Refunds and Withdrawal: Clari's terms include provisions for refunds and withdrawal, particularly in compliance with GDPR. Customers have the right to withdraw consent for data processing and request the deletion or return of personal data within 90 days from the completion of services.
Flexibility in Scaling: Clari allows for scaling up or down based on organizational needs. This includes the ability to adjust the number of users and associated costs, with provisions for maintaining discounted rates under certain conditions.
Implementation and Support Costs: Clari's implementation and support costs can vary, and it is advisable to discuss these costs upfront. Clari is known to offer discounts on implementation fees, which can be negotiated during the contract renewal process.
ISO 27001 Certification: Clari has achieved ISO 27001 certification for its Information Security Management System (ISMS). This internationally recognized standard validates Clari's commitment to securing customer data through robust security infrastructure, policies, and procedures.
SOC 2 Type II Certification: Clari has successfully completed its Service Organization Control (SOC) 2 Type II examination with zero exceptions. This independent audit verifies that Clari's security practices and controls meet the American Institute of Certified Public Accountants (AICPA) Trust Service Principles and Criteria for System and Organization Control over an extended period.
GDPR Compliance: Clari is compliant with the General Data Protection Regulation (GDPR) and has partnered with external auditors to ensure adherence to this regulation since its inception in May 2018.
CCPA Compliance: Clari complies with the requirements of the California Consumer Privacy Act (CCPA).
Other Certifications
Clari is HIPAA compliant.
Clari is compliant with the EU-US and Swiss-US Privacy Shield frameworks.
Clari has obtained ISO 27701 Privacy certification and SOC 2 Type II certification.
