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.
Best fit for this product: - Advanced or Sophisticated Enterprise Search platform: If you spend effort on your search capabilities, Endeca is the tool. - If you are looking for capabilities to search and navigate similar to a relational-database system, then Endeca is not the best fit. - If you are spending effort to drive customer experience, especially around customer interaction with your web application, Endeca can help with that in a multichannel environment.
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.
Provides exact, correct counts of items in its dimensions.
Allows for flexible, out-of-the-box boosting of content (based on combo of any/all of: user profile, date, dimension being browsed and search keyword).
It has a reasonably good admin interface for the administration of boosting/promotion rules for the business user.
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
If the solution is implemented well and the business understands the purpose of the Endeca stack, it offers a great way for a business to explore and benefit from its existing data. From my experience, the Endeca solution has exposed data patterns to a business that were not thought about or explored before because of the lack of available tools to properly expose these patterns
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.
The system itself is very usable, and with proper training is very sensible in its organization and method of operation. There are some downsides in initial setup in the way things are imported (or not in some cases) in setting up properties and dimensions. Overall however it's amazingly flexible in terms of the content it can index and make available for search.
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
Support has been very good, and the trainers for the various Endeca courses have all been very willing to help long after the classes have been completed, so in the instances where we're waiting on support from Oracle, it's often that the members of their training arm can help us out as well.
The training is actually really good, and absolutely necessary - although this is software that has great documentation, the documentation itself is so vast, that it would be difficult to learn haphazardly, not to mention being incredibly time consuming to do so. Online training probably would have been fine except for the fact that having someone look over your shoulder to see where you're going wrong is helpful. This also allowed our team to sit in a single room and converse about functionality, etc. that would have been difficult to facilitate via an online class.
We did some online Q&A with the Oracle team, but I would definitely recommend doing an in person class if you have a large team that will be attending - there's definitely no replacements for a large class of technically oriented staff members who can drive conversation about specific topics that might surface.
There were some features we were hoping to get implemented in this particular release of Endeca, but were unable to facilitate those requirements due mostly to timeline. Having seen several other implementations, we will definitely have future iterations to add functionality and improve upon our implementation of Endeca. For the time being, we are satisfied with our implementation as it turned out.
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
Oracle Endeca was the best option that we evaluated by far. It gave us the most flexibility and ability to meet our objectives and had features that were not offered by the competing products we evaluated, but which we very much wanted, and this was why we decided to go with Oracle Endeca versus another platform
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.
It is a searching tool, and hard to estimate its impact on conversion.
It does its job regarding better searching; In terms of efficiency, it's hard to say: it has big learning curve. It requires a dedicated Endeca developer to work on it.
