Clari (legacy product) vs. IBM watsonx Orchestrate

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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For starters, most enterprise-grade organizations and Customers struggle to align their current IT estate and landscape with fast-moving, agile, AI-driven automation and development initiatives. All tooling, governance, structure, and frameworks available to support and facilitate the incorporation of this new but still cross-system technology layer are essential to minimize the risks of data leaks, unauthorized access, unbridled token consumption, and other issues. For some businesses and organizations with a handful of systems or a smaller footprint, the platform could be a bit too complex.

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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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• New and improved natural language processing yielding better results helps the assistants understand the intention behind the query.
• Preserves context of communication, allowing the customers to establish inquiries on the website and continue on the mobile app without having extra informational input.
• Intelligent conversations mean that complex paths that are branched based on the user's inputs allow for a much more natural flow of the conversation than fixed scripts.

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• 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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• I think that it needs to be able to integrate better with the knowledge catalogs. It currently provides a default database, which isn't quite large enough for enterprise use. We can connect that then to an external source, but it'd be nice if we could able just to instantiate one straight away.

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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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Currently we are using to develop chatbots based on client provided flow what kind chatbot required for client either button or free text chatbots. we will decided accordingly flow and develop chatbot using IBM Watson. We will integrated custom components if required which is not present in library. Action flow and dialog flow we are currently in chatbot.

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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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With the growing use of AI and chatbots, it's very easy to use, and the conversational language makes it easier than keyword searches in a document. The contextual language processing is impressive. It's easy to integrate into our internal portal. The use of this tool would depend on each company's security and data sensitivity.

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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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To develop chatbots based on client provided flow what kind chatbot required for client either button or free text chatbots. we will decided accordingly flow and develop chatbot using IBM Watson. We will integrated custom components if required which is not present in library. IBM Watson library anyone can easily learn and develop chatbots.

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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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We've rarely had to engage support, but they've always been prompt in responding and very attentive. Support experiences have been extremely positive (but we're mostly happy that we just don't have any cause to routinely need support in the first place!).

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

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Clari has good training materials, videos, and documentation.

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Excellent course material.

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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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Overall the implementation was simple.

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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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Strong ITSM and HR workflow automation with governance, ServiceNow excels in IT/HR but lacks flexibility for cross-departmental use cases such as demand planning, finance close, or procurement analytics. Orchestrate supports a broader set of enterprise functions beyond IT service automation. So, watsonx is a better approach than any other available tool in the market as of now, based on the use cases I've encountered and my efforts to understand the essence of the service.

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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From past 3+ years I am using IBM Watson in our current project easily can implement and manage and monitor user how their using. Is there and update also just update dialog is just enough to change no need to touch any other templates. Multiple language will support, and action and dialog speak recognize chatbot we can create as per client requirement. Overall, as of now good experience with IBM Watson.

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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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• 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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• As a very small team WxO give us more time back and handles manual tasks.
• WxO helps us reduce manual errors (and the time it takes to find and resolve.)
• WxO, as a task scheduler and reminder system, helps us not forget certain key events with time-dependent requirements.

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