Clari vs. Entrinsik Informer

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.

Incentivized

It makes creating queries very easy for end users so not only research or technicians can do it. The availability for creating Live reports that are accessible via Excel on the network has given many of our users the ability to get the information they need in a format they can use without needing someone to translate the raw data

Incentivized

• 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.

Incentivized

• Simple user-interface: Informer is relatively easy to learn and end users can begin running reports and creating new reports quickly.
• Email "burst" functionality: This feature allows emails to be sent out based on data in the report. So for example, a report could be scheduled that would email all student employment managers listing out the specific employees that report to them that haven't submitted their time sheets. Each manager would only see the rows that correspond to their email address.
• Analytics and grouping: Users can quickly drag columns to group and sub-total, and can use the analytics tab to get deeper insights into the data.

Incentivized

• 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

Incentivized

• There are a lot of reports that we have in Informer that say they have never been run, even though I know they have been run. So that makes it really difficult to determine which reports can be deleted to keep a tidy report list.
• The only other complaint I have about Informer is that there doesn't seem to be a properly detailed error code/message when the student information system can't be accessed. For example, I am currently trying to move Informer to its own standalone server and I get an error message saying that our license isn't valid. Informer Support sent a new license, which prompted the same message, and the only explanation they have given me is that Informer can't reach the student information system. I would think that if that were the case, the error message would say that instead of an invalid license.

Incentivized

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

Incentivized

Informer has been handily meeting most of our reporting needs, and we've created a library of hundreds of reports that are used every day. They have a terrific support service to help when you have questions, and I've found them to be great at listening to what customers would like and adding new features. They are a small company that really listens and really cares, and I've been very pleased over the past few years getting to know them.

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.

Incentivized

From the perspective of the new user and a seasoned user I would say eight would represent both parties. It presents a 'familiar' interface and easy to navigate display. Tagging is quite nice and allows for organization of reports based on those tags. These have to be monitored like anything else to keep them consistent but provides a better than average means of organizing reports.

During the last 5 years, we have never faced unplanned outages

Incentivized

We have 10 concurrent licenses and we average between 6-8 at any given time during the day; and we host the application.

The system is usually fast and loads quickly. Occasional slowness is observed during processing heavy uploads or downloads.

Incentivized

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

Incentivized

I would have given 10 but no one and no system is perfect. The only issue with support is not the staff nor the response but the support Wiki and support pages in general run very slow at times. I believe this has been addressed by the company but the technical speed of the pages have been an issue.

We had one session of in-person training conducted in our office.

Incentivized

Clari has good training materials, videos, and documentation.

Incentivized

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

Incentivized

We bought the product on a Thursday morning, and we were writing reports on Friday afternoon. We did take about a month to manage the Mapping, Linking and Security to allow us to open it up across campus. We are now mapping from as many third-party vendors as we can to enable the creation of more ad-hoc reporting.

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.

Incentivized

I have experience with Advizor AnalystX, and it was just awful. It is advertised as an interactive reporting tool, in which you can use your mouse to select and segment constituents by where they live (by clicking on a map), how much they've given to your institution, when they last gave, etc. In practice, their map feature was unusable; it's a static map image (imagine a paper map hung on your wall), rather than draggable and zoomable Google Maps, and it required hours of work to configure one map region. As far as computing constituents' giving statistics, it required way too much back-end work to build simple giving totals.

Incentivized

Clari is worth the investment with its advanced forecasting and pipeline management. They have a unified revenue platform that serves as a single source of truth for revenue data.

Incentivized

• 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.

Incentivized

• We have definitely improved customer service due to better reporting using Informer. All departments are better empowered to help our students in a more timely and accurate manner.
• Using Informer has given us the ability to eliminate functionality within our ERP system and offload reporting to a data store instead of the transactional system. This has resulted in successfully upgrading our core systems and improved response times.