Clari (legacy product) vs. GTM Workspace Powered by ZoomInfo

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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A scenario wherein ZoomInfo Sales is well-suited, as I said, is good for giving you the details, the intent, and scope for a specific person working at a very specific company, and also the initiatives that are currently going on in the organization. When it comes to updating a contact's email and phone number, it does so very accurately. Apart from that, the call script feature generates a call script immediately after the call connects, in three to four seconds. Then there is a customer mapping filter where you can find similar customers to your existing ICPs. And then when it comes to maybe the things or scenarios that are less appropriate, it's again the Chrome extension part. Also, on the onboarding part, we have experienced that the onboarding did not go that smoothly. The email generation part that ZoomInfo claims is quite good. For us, the result that came out was all four to five of our emails, the email template that we had made in ZoomInfo. So all these four to five emails had the same body, the same subject line, just we can say 98% of the email were same, just 2% change in them. And there is no scope for automation. You have to process each and everything manually, even today in ZoomInfo.

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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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• Zoominfo provides us scoops regarding any new upcoming project or pain points (difficulties) facing by certain companies which helps a lot in our business to contact such companies.
• Zoominfo gives us the exaction info such as email address, Direct or Cell phone number of particular contact which we want and we don't get anywhere except zoominfo
• Zoominfo has huge database. Intent is one of the favorite section where we get the exact info about the companies/industries which we want
• Zoominfo Connects with Hubspot which is another benefit for us to add any specific contact directly to our HubSpot app.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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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• For initial users, the system can be a little overwhelming. A ZoomInfor SalesOS Basics guide could be beneficial to keep new users from feeling lost amongst all the options.
• Clearer instructions on how to set targeted search parameters for inbound information would be beneficial.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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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I'm not the contact. But I see it is where things are moving and if you don't have the information ZoomInfo gathers and continues to be more honed in on our customer or prospective customers, we will lose any advantages we once had and will be left behind.

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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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The sidebar is seamless, and it's easy to navigate, unlike other tools. I like that the advanced search isn't too complicated, either. Sometimes, I wonder if I'm not using the tool to its full capability, but it's great for a combination strategy of sales navigation and Zoom.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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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I never used it

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

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

There would have nice while providing a great platform to use, to have an in person class to show how it would best serve us and to navigate. Nothing was provided to myself outside of having a sign on and the preloaded steps to get through basic processes

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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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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

There’s a few not listed. All in all, ZoomInfo Sales is an essential tool if you’re hunting hard and often. The AI functionality is superior to anything else I’ve used. However, if you’re a come and go, now and then prospector you can get by with other search engines that are “static” or seeming to be lacking in current data. LI Sales Nav is great, but you’re not going to get ahold of normal mid level people on there, and contact details are protected. The biggest competitive benefit here is you get everything you could possibly want to know, I’m not aware of any other product that can hang.

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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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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Zoominfo Sales has reduced our company research effort by at least 80%. We now have all the information in one place.
• TAM (total addressable market) data accuracy is significant.
• AOP planning is flawless, i.e., allocating budget, sales resources, etc., by territory.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info