Clari vs. Excel4apps

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

We have to calculate most all Lab / Pilot / Proposals sizing and results. The automated calculations in [Excel4apps] is awesome, as once you are familiar with them, it is easy to quickly implement them when needed.

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

• Easy to install and maintain. After the initial installation, there is little involvement by the technical administrators.
• Cloning production to a test environment does not require any additional setups unlike Oracle EBS which does.
• Loading data and reporting on this data is handled via EXCEL spreadsheets which is the "language" of our financial users.

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

• It is possible but difficult to retrieve data or set criteria from different module into a single report or retrieve. If it is more user friendly instead of having to create a complex formula to retrieve the data, this function will be utilized more often.
• It will be nice to have visual (graphs, etc.) report template available
• It is helpful if we can retrieve data for a range of date, instead of just YTD, PTD etc. and multi-year data all at once for comparison too.

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

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

I am not a power user of Excel. So I find Exel4apps a friendlier version of the things that I could do on Excel and making it easier with a magic wand.

Incentivized

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

Incentivized

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 have not needed support yet

Incentivized

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

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

Excel4apps is more user friendly and can retrieve data much easier and in a nicer format than Jaspersoft. Qlik Sense is useful and have more visual reporting and dashboard. However, it is usually used for higher level of analyses and review. Yardi is used for specific purpose, which is different than Excel4apps. Excel4apps can pull all the financial data from Oracle, including billing and collections.

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

• Increase team transparency
• Increased reporting

Incentivized