Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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Looker
Score 8.2 out of 10
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Looker is a BI application with an analytics-oriented application server that sits on top of relational data stores. It includes an end-user interface for exploring data, a reusable development paradigm for data discovery, and an API for supporting data in other systems.
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.
Quick dashboards from Google Sheets - Easier to do the graphs than in Google Sheets - Operational dashboards to be used in the day-to-day work - It is good both for retrospective data and to do a pulse check of the current status - Better for not giant amounts of data and not multiple data sources. - If you need a lot of graphs to be displayed on the same page, it can be a bit glitchy during configuration (then the use works fine).
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.
Filtering - you can filter across different dimensions and metrics to get a more specific "cut" of data
Refreshing - data automatically ingests into Looker which allows reports to be updated and backfilled in real time
Conditional Reporting - you can leverage Looker's reporting features to flag when a given metric or KPI falls below or above a specified threshold. For example, if you had a daily sales benchmark in a SAAS organization, you could use Looker to flag whenever daily sales falls above or below the benchmark
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
Looker is less graphical or pictorial which makes it less attractive
Consumes a lot of memory when there are multiple rows and columns, impacts performance too
At times when we download huge chunks of raw data from Looker dashbords, the time taken to prepare the file is enormous - The user fails to understand if Looker has frozen or if the data is getting prepared in the background for downloading. In turn, user ends up triggering multiple downloads
We've been very happy with Looker so far, and all teams in the organization are starting to see its value, and use it on a frequent basis. It has quickly become our accessible "source of truth" for all data/metrics.
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.
Looker is relatively easy to use, even as it is set up. The customers for the front-end only have issues with the initial setup for looker ml creations. Other "looks" are relatively easy to set up, depending on the ETL and the data which is coming into Looker on a regular basis.
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
Never had to work with support for issues. Any questions we had, they would respond promptly and clearly. The one-time setup was easy, by reading documentation. If the feature is not supported, they will add a feature request. In this case, LDAP support was requested over OKTA. They are looking into it.
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
Looker is an off-the-shelf, free tool for Google business users. Other than the internal cost of time to build, we had no costs to set up what we needed to do. Knowledge sharing internally and using templates greatly reduced this cost, making the overall cost very low.
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.
Allowing others to self-serve their own analytics and connect it to Looker simply and easily has helped unblock the central data team so they can instead focus on validated dashboards whilst stakeholders manage their day-to-day analysis themselves. Countless engineering hours have been freed up by not having to manage every user permission for each BI tool; we have a BYOBI approach; Bring Your Own BI
Creation and management of a semantic layer (LookML =Looker Modeling Language ) allows peoples sandboxes and production databases to become clutter free. Minor adjustments, conditional fields, and even some modelling can all be done in LookML which doesn't need oversight or governance from the central data team.
LookML, specifying drilldown fields and their sub-queries, as well as generally creating dynamic parameters with Liquid are all great features, but can have a steep learning curve. it may take some time to understand how to create this middle layer correctly, or even pose a risk of inheriting complex code from another source which can be unmaintainable if it becomes too big. Some level of governance is recommended if Looker is used by a large number of editors.
