Clari vs. JarviX

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

JarviX is very good at data integration, creating charts and reports for data visualization. It is really impressive that Jarvix can let our marketing team know the number of members living in a specific area in seconds. In addition, the product manager from Synergies is willing to help us with all problems we encounter. I accidentally changed one of the settings in a data table which threw the existing dashboard into chaos. However, after assistance from the product manager, we were able to successfully bring the data back to normal.

• 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

• The algorithm platform is handy
• Time-saving
• Real-time data update
• Database docking

• 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

• There should be more flexibility in changing the data tables uploaded into JarviX. For example, it should enable users to edit the syntax of the table or change the data format of the columns without affecting the existing dashboard and charts already created using that data table.

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

JarviX is very easy to use, once everyone learns how to use JarviX to produce their own data reports, it reduces IT’s workload.

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

JarviX is very easy to use, once everyone learns how to use JarviX to produce their own data reports, it reduces IT’s workload.

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

Tableau and Power BI. Obviously, they are not in the same category. Tableau and Power BI only provide data visualizations plus a little bit of analytics. JarviX not only provides data exploration, so you can find out what the problem is, as well as model management and App builder. If you only look for a dashboard, yes BI is probably enough, but if you constantly feel lacking actionable insights for actual implementations of improvements, JarviX is the choice for you.

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

I believe the services provided to our company were always good to help with installing and improving the product

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

• I think the best part of JarviX is that we can get the analysis results in several minutes. We spent lots of time making reports and managing our data in the past. All in all, it helps us save the time, cost, and labor of managing data.