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.
Uses [of DiscoverOrg] include searching for prospects in accounts. Getting all of the relevant contact information in one place. Using the export button saves time by allowing you to select one or more leads to import into CRM. Sophisticated search allows for you to build lists, and export as above. Good support with various experts available to help you get started and get better at using it.
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.
Prospecting Lists/Lead Gen - Discover Org does this very well because of it's ability to provide current information (email/phone) on an individual at a company. It's easy to segment & drill down by categories - to find the right targets to reach out to.
Insights - DiscoverOrg is great at providing insights or "scopes" on prospects as well. Meaning it will show who is handling what project (Decision-Maker) and what projects they are particularly interested in at the moment/what initiatives. For example, the scopes may show that they are interested in AI initiatives or a Merger & Acquisition or Digital Transformation & will say who is in charge of the initiative.
Stellar filtering capabilities - you can filter lists in so many ways. You can go by function, or even look at companies with small marketing teams (let's say less than 10), or you can search for companies with an "x" amount of $ budget for IT spend. Or even companies that use a specific HR workplace management system.
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
Improvement on the search capabilities - since there is so much to search (which is a plus) it makes it harder to do this in a timely manner. You have to dedicate a certain amount of time to be able to pull a proper, useful and clean list.
Make it more user friendly - there are so many different tabs, search buttons, pull down, etc. I think it can be quite confusing to a new user.
The tool is simply better than most other lead/company data repositories, and they are dedicated to keeping their data clean, even if they are far from accomplishing this task at present. The tool works, and it is relatively easy to use. Overall, DiscoverOrg provides the level of lead/contact, customer, and even industry level data the sales orgs have come to expect from this sort of tool in a format that is fairly easy to use. They do also provide support for sales teams looking to use the tool effectively, which is great!
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.
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
ZoomInfo acquired DiscoverOrg and I believe legacy DiscoverOrg will phase out in the near future. ZoomInfo is 100x better than DiscoverOrg and are very pleased with it's functionality and easy of use. We only selected DiscoverOrg because we were on an auto-renewal contract and did not unsubscribe in time. We did not plan to renew DiscoverOrg. But since then we have been upgraded to ZoomInfo and are finding much more value in that platform than we did in DiscoverOrg.
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.
After using DiscoverOrg, our lead are now well qualified and suitable. We are able to generate good and qualified. This is the positive impact.
After using DiscoverOrg, our sales team is now able to cold call the target contacts, the number provided by DiscoverOrg, the interaction held is now increased and we are able to produce good leads.
After using DiscoverOrg, we are able to understand better because of their reports and dashboards which is very informative.
