Clari (legacy product) vs. Jeeva AI

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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If anyone is looking to pile up the list of email lists to send out e-blast or cold messages, I would highly recommend Jeeva AI. However, if anyone needs more of organic work, I would recommend using Jeeva AI to collect contact information, but do the work manually.

• 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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• Finding specific leads according to descriptions provided
• Allowing customers to experience Jeeva AI by offering free credits
• Following up with leads

• 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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• You run out of credits very fast, they charge per email sent. The credits should be for lead generation not emailing.
• Incorporate delivery results, bounce results, mailer unfound results, etc... We can not see any of those metrics.
• Incorporate a text sequence campaign as well. To be one stop shop for contacting all ways.

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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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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Jeeva is composed of individual products / features that form a robust, automation-based, outbound system when combined. Parts of the tech stack within Jeeva itself – can be difficult to work with independently. Some of what the individual products provided makes you ask why? Why was this individual product / feature implemented

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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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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 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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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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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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Jeeva AI is less straightforward than Sales Nav. It seems that it is trying to be everything that Sales Nav is, but not quite achieving it yet. The customer service for Linkedin is far superior to Jeeva's. Jeeva's team refused to give me a refund on my first month's subscription despite their refund policy clearly stating that I was entitled to it. This has never happened before with Linkedin Sales Nav.

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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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• 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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• We just started and was great for lead generation
• Those leads we can manually email them or call them
• Our sequence campaigns are barely 1 email in, looking forward to see if we get any traction on the last 2 sequences