Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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HubSpot Operations Hub
Score 8.0 out of 10
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HubSpot Operations Hub (based on technology from the former PieSync that was acquired by HubSpot November 2019) is a two-way contacts integration platform. The vendor emphasizes quick and easy setup automated customer and client data matching and updating between apps.
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.
In cases of brands that have been in the market for a long time but do not see any impact from new clients or consumers, HubSpot is ideal since it allows to keep the brand fresh in the mind of the audience. HubSpot additionally provides insight into what we're doing and allowed us to align the sales team with company goals. It also ensures that you receive updates from your computer. We can handle all programming requests that come into our team. One thing that HubSpot can improve on is not having a good centralized dashboard that allows for a full view of ALL data coming in. You can go to each piece, but not having them all attached to the board adds a bit of a challenge. It's not very complex to handle, but it would be easier to use if it had that feature.
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.
Easy to figure out. Once you login, it's incredibly easy to figure out what to do, thanks to their simple UIX.
Easy integrations with many partners. PieSync offers easy integrations with many partners. Integrating is as easy as clicking, filling in your login information and clicking again!
Allowing multiple integrations. I'm glad PieSync allows multiple integrations so you aren't limited with how you integrate your different systems with contact information. Very helpful!
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
The biggest issue we have had with PieSync is the lack of detail within syncing. Sometimes when there is an issue with a Sync it is hard to determine what went wrong. Even though most of the time it's user error, it's hard to diagnose issues with the current PieSync set-up.
The pricing of PieSync is a little odd and I think should be based on something other than number of contacts you're syncing.
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.
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
Every time that I've had a question, PieSync has been very responsive. It is a reliable company with a great team that is devoted to helping their customers. I've been their customer for 2 years and I've never looked back. Support is an important reason why PieSync is my go-to app for this job.
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
PieSync is much less confusing, and from what I remember, cheaper. But if you need a more robust solution to get more data from system to system, you will need to find something other than PieSync. Zapier can be confusing and complicated to setup. And as you get more and more into the weeds with Zapier, you start realizing that you need to upgrade from plan to plan as you add these more complicated steps.
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.
