Clari vs. Geckoboard

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

A beautiful UI, with visuals that interest even those that hate staring at data. It's well suited for small to medium-sized businesses/corporations in which high-level sharing of data between teams is required -- the larger the distance between teams, the better as it's a great tool for level-setting on complex data. It would be less appropriate for small businesses, or those that do not need to summarize complex data to share with those not familiar with the data source

Incentivized

• 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.

Incentivized

• Simple to use and configure.
• A good set of pre-built integrations to pull data back and summarise on a dashboard.
• Excellent support! They actually respond when you ask them questions and are very thorough with their response.

• When there is maintenance done in the backend our total numbers disappear so would be great to not impact production environment when doing improvements on the backend
• I think Clari can train more the champions at customer to drive utilisation rates in your customers

Incentivized

• Not a must have, but unless you are decent with CSS, some style options would be nice from the user end.

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

My company did not renew due to changes in the organization.

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

With a simple interface and available templates, creating basic dashboards is easy. Obviously depending on the data you want to visualize, there may be higher learning curves. That being said, they have a huge amount of integrations and extensible frameworks. If you are using anything made in the past ten years there is an API function or integration that can get it talking to the platform. As such, it's pretty easy to hit the main data points you want and get it on a cheap display in front of your team.

Incentivized

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

Incentivized

It always performs well and make sure i am good at what i need to do

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

The support levels vary based on the level of plan that you have but that's to be expected. Virtually everything except the Enterprise plan has basic chat/email support. While they are responsive they are not going to be much assistance in helping you figure out API calls or implementing 3rd party integrations. That is to be expected and the support community can pretty much get you in the right direction if you look.

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

Gainsight was clunky. We had a dashboard for CS renewals but it was difficult to update. If you typed something and didn't save, and you started updating another opportunity's notes, your previous notes would not save. With Clari it auto saves

Incentivized

We are a Google shop and our Analytics and Reporting team have and use GDS. However, Geckoboard can output some of the same types of data (albeit maybe not as granular) and can be used by a wide swath of our users (including project managers, account execs, developers, etc.). We can also save and reuse boards for similar products and get our data in front of the eyes that need to see it quickly without a lot of fuss.

Incentivized

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

Incentivized

• It had a positive impact as it helped us to streamline the process.
• We have calls divided as per different cycles so it helped us create a process with all calls in one cycle.
• Helped show the history of all calls for 1 customer/account.

Incentivized

• While we originally used this as an internal IS tool, we eventually have expanded it to be used by nearly every department.
• Because pricing is monthly, we can grow or decrease our usage based on our current client needs.
• Because it is low cost and easy to deploy, we can utilize it in place of considerable resources in analytics and reporting by delivering snapshots of data without pulling reports.

Incentivized