Likelihood to Recommend Bigin by
Zoho CRM is suitable for medium-size or small-size companies. In our case, being a small company, all the functions that Bigin by
Zoho CRM offers are more than enough. If in the future we need features that are not currently covered by the platform, we will evaluate the possibility of migrating to
Zoho CRM . But for the moment (until now we had never used a CRM), everything that Bigin by
Zoho CRM offers us fits our needs perfectly. Perhaps for other very large companies, Bigin by
Zoho CRM surely does not cover all needs, although I couldn't give examples.
Read full review Clari works well for sales and executive leadership teams that perform at a high level and collaborate well together. Everyone utilizing Clari needs to understand that it will provide the company with the information it needs to make strategic business decisions. It can not be seen as a more sophisticated way to manage
SFDC information. If the company is truly dedicated to improving its forecasting capabilities, then Clari could be worth the investment. If it is just being used to capture sales leaders' forecasts, you don't need Clari. Overall, Clari is a great capability, but you need a good business case to justify the expense.
Read full review Pros Bigin by Zoho CRM has embedded the marketing automation feature in its operations. Also, Bigin supports CRM, through social media engagement and other working platforms. Bigin provides the management team with customizable reports, after extensive analysis from the entire market segment. Read full review Sales pipeline management: Clari provides real-time visibility into the sales pipeline, enabling sales teams to track the progress of deals and make informed decisions. Revenue forecasting: The platform integrates with existing sales and marketing tools, giving organizations a comprehensive view of their sales pipeline and enabling accurate revenue forecasting. Advanced analytics: Clari uses machine learning and advanced analytics to provide actionable insights into sales performance and help organizations make informed decisions about their sales strategy. Read full review Cons The CRM is majorly for small teams and does not have use cases for bigger organizations It needs to add some add-on features like email automation and journey creation from CRM itself. There is room for improvement in some specific use cases, like adding enrichment to leads manually or API integrated. Read full review Forecast screen could be easier to interact with. I believe UI's that make users scroll horizontally lead to confuse and missed content since we rarely scroll horizontally on the internet. It's not as natural Enablement; I am confident my team is underutilizing Clari and that there are many more features that we should take advantage of. For example, the Dashboard screen looks good but in our company, our practice is to use the forecast and opportunity tabs instead. Reps and managers could benefit from a 30 min or 1-hour training session quarterly I like the opportunity score tracker but it would be great to know more of what comprises the score instead of feeling that it is just an AI. Perhaps giving the user more opportunity to validate or put their own spin to the score Read full review Likelihood to Renew Because it is good.
Read full review Usability It has some great functions that are very easy to use and user-friendly, however overall it is not a very robust system and the fact that it only does sales and not the rest of the cycle for an organization makes it very limiting. There are a lot of functions that are very basic, but for the price it does offer a lot of value for a smaller company that just needs basic functions to track.
Read full review Clari is very good when it comes to usability as I'm accessing it on daily basis as long as I'm on my Notebook, it helps a lot having visibility on my business status and progress on achievement. I can estimate my weekly, monthly, and yearly opportunities closure and revenue. I have some saved views which are so useful to get what I want to see.
Read full review Support Rating The support is all international and it takes a while to get support as you have to go through chats and set up times, not as easy to just call and get the support you need. They are very nice when you do finally connect with someone and they are knowledgeable, just challenging being international sometimes.
Read full review Clari is very willing to jump in and build out use cases. They will work to do anything for you. That said, their follow up is not great. We have had to reach out for follow up several times on a project, which is still not complete. I wish they taught us how to complete what we want, rather than doing it in house for us
Read full review Implementation Rating The Clari professional services team was great and kept us on our timeline. No complaints. Nothing amazing to report.
Read full review Alternatives Considered The price is much more attractive than equivalent tools. Pipe drive is as good, but the cost is a big factor when you are a small company, especially at the beginning. So that is why we chose BIgin, and we are delighted with it. With five members, it saves a few hundreds of euros a year.
Read full review Clari was selected due to the flawless integration with
Salesforce , updates are made in real time. Being able to monitor everything at a scalable level has also been critical for our team. For example, we have different views established that show the rep level, manager level, director, customer segment. This eliminates unnecessary forecast/pipeline meetings
Read full review Return on Investment Reaching more possible customers quickly and with less effort. The fact of being able to automate sending to our contact database, which has previously been tagged and categorized, has allowed us to send information in a more agile way (previously we simply used Outlook, without any type of automation). Automatically consulting all the email history you have with any of the contacts has allowed us to be more efficient and avoid duplication in communications. The process of implementing and integrating Bigin in our company, although it was not difficult, we found some difficulties to synchronize the database loaded in Bigin by Zoho CRM with our Office365 account. Read full review We have significantly decreased the number of overdue deals in our funnel. We stay on top of deals within the pipeline much better now, since there is more transparency and accountability. This has sped up our sales cycle and our funnel is much more clean. Read full review ScreenShots Bigin by Zoho CRM Screenshots