BrightGauge is a BI tool from ConnectWise that puts essential information in one place, providing visibility for more informed decisions. The user can customize BrightGauge dashboards and sync other business tools in its BI dashboard software for ultimate visibility. Users can also display data with embeddable gauges on public sites.
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Clari
Score 8.2 out of 10
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Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
I think this tool is an absolute have to have for MSPs, especially those using ConnectWise PSA for a ticketing system. From internal KPIs to showing customer's the value of your Managed Service, you will need this tool. 9/10 because the need for longer data sets is growing for my team. Trend lines over time are a big push industry wide to show improvements in our customers over the time as our MSP customer. Presently my team has to use CW PSA's Report Writer and that tool is the least user friendly we've encountered. Looking forward to the evolution of BrightGauge for our business
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.
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.
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
Usability is BrightGauge's strength. Granting the ability of virtually any user to be able to create a dashboard is incredibly valuable. If an organization very simple and straight forward reporting needs then BrightGauge is a perfect fit for them. Connecting to the dataset we used was very quick and easy and I imagine it would be the same for any major data source you would like to pull from.
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.
We did not need to use BrightGauge's support for the entire time that we used it. Best support is always the one that isn't needed because nothing breaks.
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
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
For larger customers, the dashboarding has helped our customers to remain sticky and add services/revenue to our MSP. They want to add more fragments of their IT for the 1 pane rollup.
From a leadership perspective, BG has allowed me to make difficult staffing decisions with confidence. Detailed metric driven decisions on who is hitting KPIs/who isn't - as well as when data proved we were overstaffed and understaffed.
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.
