Clari (legacy product) vs. Clear Analytics

We use Clari as the primary way to manage our sales business, our opportunities, and our forecasting. Clari provides a very clean, digestible, and easy to manipulate format to view and manage all of the Salesforce information. The fact that Clari is able to provide an easily customizable set of columns and groups, coupled with the ability to write back to Salesforce is fantastic. Anyone in a mature sales organization will find Clari highly effective at helping manage their funnel of opportunities and their business.

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Clear Analytics has almost all the features which are mostly required by the organizations for their data analytics and transformation activities. Clear Analytics is built on the support of a parallel query engine which makes it handle large volume requests and also provides optimized results. However, every solution has some limitations, Clear Analytics lacks advanced features such as Predictive Analytics which is a very demanding feature in the market as most organizations are adopting AI/ML automation for their businesses. Also, it needs to add a lot of advanced visualizations so that the user has the choice of selection. Overall a good solution to be recommended.

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• Creates call summary and add them in created tags to help us to targeted monitoring.
• Help us create battlecards that agents can use on live calls.
• Help us create library and playbook of good and bad calls for training.
• Help us provide a call overview by team.

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• Quick management of the data through Excel thanks to the tools Clear Analytics provides such as filtering different information for an easier view.
• Ability to add new KPIs to measure different areas of our business.
• Drag and drop tool which makes an easier usage of Excel.
• Cost-effective. I find Clear Analytics to be affordable considering the number of features added and the unlimited sharing and editing it provides.

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• Sometimes we'll update everything and it won't save so GTM teams have to do it again. Not sure if it's whenever we do platform updates.
• As a manager I'm not able to reorder my teams names in the rows. I have to ask our Admin to sort A-Z which is time wasted

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• For Charts and Graphs , getting the Power Point Deck would be helpful. As of now we use the data from Excel Reports

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I will renew my Clari Subscription for many reasons. 1. Streamlines Sales - Clari automates many manual tasks like note-taking and transcripts. This frees my sales team so they can focus on closing deals. 2. Increased customer retention - Clari helps me identify potential churn risks and take proactive measures. 3. AI-Driven Insights

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Clari's UI does not resonate with new users. The backend query updating takes quite long time to update. Lots of fixes are needed without answers or solutions offered by the Clari team. If set up correctly with clear recommendations from the Clari team, all the previous issues may be resolved, however the usability is tied closely to set up.

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I have really enjoyed working with Clear Analytics. This platform has contributed to increased production and reliable data control processes. It has flexible user interface that can be operated by any organization member. Reports are shared on simple and transparent way in the dashboard for easy access. Data analytics from all departments have created manageable working environment that have increased production.

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becasue end of year or around end of Q due to background changes my total number dissapear and make it hard in that week to see forecast numbers accurate

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It always performs well and make sure i am good at what i need to do

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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

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I have had multiple scenarios where I had to reach out to the support team of Clear Analytics, be it access-related, general queries, during initial implementation, etc. My overall experience has always been good. I got the needed support every time without any delay. I can definitely recommend Clear Analytics simply on the basis of its excellent support team.

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We had one session of in-person training conducted in our office.

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Clari has good training materials, videos, and documentation.

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No more the better there is a plan and technical support the business needs and functionalities can be created for the company to use it like that

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At the time of selection, Clari was a more mature product than Xactly Forecasting. We did not want to experience growing pains with Xactly. Pipeline Inspection from SFDC was just becoming available. We had already selected Clari before we learned about Pipeline Inspection.

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There are other great tools that are out there but Clear Analytics is reasonable for our business and provides a lot of features that we specifically needed

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Due to system error in metrics in SFDC sometimes i need to manually add numbers to my forecast that do not show up in clari

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I believe the services provided to our company were always good to help with installing and improving the product

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• I no longer spend hours reconciling spreadsheets or guessing which opportunities are real - Clari shows me exactly where to focus to drive results.
• I have consistently hit my quota the last 3 quarters thanks to Clari's precision and detailed insights.

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• Super useful to get started immediately
• Didn't have to rely on migrating data
• Easy to add members
• Easy to learn and build charts

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info