Clari (legacy product) vs. Drip Ecommerce CRM

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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If you're looking to take your email program to the next level with automation, you definitely need to consider Drip. Their support team is always timely and helpful whenever we've needed guidance on the platform or using the API. They are constantly improving their tools. It never feels stagnant or lacking in critical features. Their prebuilt workflows make getting started very easy and you can start driving more revenue almost immediately.

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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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• Simplicity + power. Drip is one of the quickest platforms to use in terms of setting up simple drip email sequences. Yet it also packs enormous power if you need to do complex automation.
• Drip's direct integrations with other systems mean you can easily create hyper-personalized communications and anybody can set this up.
• Drip's Javascript embed is easy to setup and great for helping to build deeper insights into customer behavior as well as triggering automation.

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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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• Possibly more email design templates for "new" users to automation, HTML coding, integrations, webhooks, etc.
• Any supported integration partners are always good to see. They have expanded in this area, recently.
• Some sort of WYSIWYG, drag-and-drop email editor, wouldn't hurt.
• Sometimes, when trying to implement advanced HTML coding to an email template, the code doesn't stick, save or format as "native HTML."

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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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It’s easy for not just experts, but anyone. Both of my VAs picked it up really quickly

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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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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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Again, this is dependent on the use case. If you are a small- to medium-sized business that doesn't have a sales team, this is likely a great product for you. It is also a good price compared to larger enterprise software. Other software I have used worked better for other companies I worked for, but Drip fits best for my current company.

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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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• Saves hours of typing redundant emails
• Helps with our retention based on the constant contact with our current clients
• Keeps our prospects up to date as we move through the stages of the sales cycle which also increases our capacity to handle more volume.

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