Clari (legacy product) vs. Cvent Hotel RFP Management

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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For me, I'm in a college town so when we have a tournament we get flooded with RFPs from schools for the same dates. Lead Scoring allows me to see which of the leads is better suited for our needs over those dates. For example, a school that only wants to stay for one night because they are only an hour away is less desirable than a school that has to fly in and needs to stay for 4 nights!

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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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• Leverage real data and analytics to inform your strategy.
• Consider setting up more than one lead scoring model.
• Focus on high-value website actions and engagements.
• Don't assign points for every email open.
• Use negative attributes/scoring to avoid inflated scores.

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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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• \New channels, mediums and metrics influencing the customer journey are introduced every day.
• Committing to a lead scoring model that doesn't dynamically adjust as your customers do, will produce inaccuracies.
• Without manually adjusting on a regular basis, miscalculations won't be addressed in a timely manner.

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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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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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Cvent is well suited for planners and those they are planning with to distribute and receive RFP to a variety of locations and venues. Wonderful!

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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 no other products like Cvent Lead Scoring that I have used or evaluated. The reason for this is because I've never had to stray from Lead Scoring, because it has been so beneficial.

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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• Summary Lead. A summary lead is the most common and traditional lead in journalism.
• Single-Item Lead. This lead focuses on just one or two elements of a summary lead.
• Delayed Identification Lead.
• Creative Lead.
• Short Sentence Lead.
• Analogy Lead.

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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