Clari vs. Kissflow

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

We've used Kissflow [School Cloud] in order to track parent requests for transportation in the SpEd department. It has been user friendly for parents to input a request and staff to review, double check school sites and locations, and set up specific routes to meet the needs of students and communicate the info back to parents.

Incentivized

• 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

• They know what they are. You aren't going to get a Workflow program that also wants to be a CRM. You will get the equivalent of an electronic assistant going from station to station, taking care of business and giving you the end result.
• Paper. It reduces the amount of paper needed for menial tasks tremendously. You can automate an entire process. As an educational institution, you may still need paper copies, but you aren't waiting for John Doe to sign Line 3, then Jane Doe to initial, and so on and so on with a paper form.
• Tracking. If you need to know where things are in the process, the fact that this program is dedicated to workflow makes it incredibly easy to identify where people are in the sales flow.
• Customer appreciation. When your workflow is stronger, faster, and better, the customers feel it. They feel like you are right there with them and getting things moving.

Incentivized

• 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

• Workflow Design: There isn't a copy/paste function when creating the workflow, and you can't move a workflow task between parallel branches. This becomes a pain point when an item has 98% of what you need, but you can't copy it and place it in another branch to make the last tweaks. Instead, it needs to be completely recreated
• Interface: While I like the current design features, which make it easy for an end-user to find their tasks and items, it would be nice to also have some flexibility within the platform. Things like being able to groups apps under a category or tailoring the look and feel of the page a little more would be a welcome addition.

Incentivized

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

Really love the product. Was pleasantly surprised that it has been easy to use for parents

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

The system has room to grow as it's limited by not being able to edit POs after they've been approved. The system is great for registrations and syncing to other systems while including the attachments. The reporting from Kissflow is also easy to setup to link to other platforms such as Looker

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

I haven't encountered a need for support with KiSSFLOW. It's not a perfect platform, but it's functional, dependable, and reasonably intuitive. I can't fault a support team just because their product works!

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

KiSSFLOW is much easier to set up, less coding and easier to explain to those that are being trained. The company already had SharePoint, but it is a very difficult system to set up. A class had to be taken, along with getting books in order to understand the process of the workflow. With KiSSFLOW, it is simple to understand, the helpdesk is quick with their response, help topics are laid out simply and you can even talk with someone on that side to ask your questions. Overall, KiSSFLOW is a much easier workflow and system to use.

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

• The only real hard number savings that we have had with KiSSFLOW is the money we have saved in forms being printed, especially multi-part forms. So for a small college like us that it probably in the $5000 to $10000 per year range. We have certainly saved money in increased efficiencies of the processes that we have moved to KiSSFLOW. But that is harder to calculate.