Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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ClicData
Score 8.5 out of 10
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ClicData is a 100% cloud-based business intelligence platform that allows users to connect, process, blend, visualize and share data from a single place. As an automated platform, users are able to rely on the latest version of company data, to ensure users make the right decisions. Hundreds of data connectors ClicData has connectors that allow users to pull data automatically from hundreds of business applications and databases. Data warehousing and ETL…
$79
per month
Pricing
Clari
ClicData
Editions & Modules
No answers on this topic
Premium
$79
per month
Team
$269
per month
Business
$525
per month
Enterprise
Custom Quote
Offerings
Pricing Offerings
Clari
ClicData
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
$71 data volume, type of data source and level of automation
Additional Details
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All plans include multiple users licenses but dashboards can be shared with external users via live links, no license needed.
Plans and pricing vary based on the data connectors, refreshes, and the level of automation needed.
A few hours of Expert Service are including in all plans but more hours can be purchased.
A white label option is also available for consultants and agencies.
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.
We used ClicData dashboards in a somewhat unorthodox way: we used "Indicators", or icons within tables to represent data, and the results looked great. The ability to integrate 3rd party HTML into dashboards was valuable (although Clic Data correctly warns that response time may suffer). The ability to start small and release dashboards incrementally suited our needs very well. We also valued the responsive account team getting us quickly pointed in the right direction.
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
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.
Like I mentioned before, the ease of use means we not only get very quick results and beautiful dashboards in minutes, it means my team is actually using it because they aren't frustrated in the learning curve or wasting time trying to accomplish simple tasks.
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
We've only needed support a couple times in the beginning as we were learning the system and how to display our data in interesting ways. Every time we reached out we got very detailed responses and were connected to someone that you could tell was very interested in making sure we were happy with how things were going.
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
ClicData was the most flexible. It is cloud-based and even has WebService access. You can publish your data for access from other applications. The sheer number of data connectors is amazing. The ability to not only create dashboards, but you can schedule them to be delivered to specific recipients on a scheduled basis via PDF or a static HTML page.
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.
