Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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Magento BI
Score 8.3 out of 10
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Magento BI (formerly RJMetrics) is an ecommerce analytics solution that provides data pipeline, warehouse and visualization capabilities. It was acquired by Magento, and is now owned and supported by Adobe.
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.
A company or organization that is in contact with the customer and wants to examine customer behavior in the purchase and selection of products and services should use this platform. It does not matter how many advertising tools and referral links or social media campaigns you use to attract customers. In any case, Magento BI integrates all the information and DB as a single platform and provides you with the best reports. Potential customers can be positioned according to location, city, country. Now we know exactly which product is most popular and where to put our advertising costs on which site or social network has the most audience.
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.
It is relatively easy to manipulate the time period in which you want to see your report. This is important for our business because we are constantly analyzing sales month over month, quarter over quarter, and year over year. RJ makes it easy to toggle between these time ranges on the same report.
The visualizers available for reports are what you would expect out of a product like this. You have the ability to view your results in tables and a multitude of charts.
The ability to customize dashboards and rearrange reports quickly is great and intuitive!
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
Educational videos and tutorials must be more simpler and more understandable language with subtitles
There should be the ability to select graphic diagrams with different shapes and graphs
The basic features of the Essential Paln can be increased with the current price so that startup companies can better use the features of this platform.
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.
In addition to its features, it has made the Magento Commerce platform much better, more functional, and smarter, and through Magento BI dashboard they know very well what reports have been sent and all our business tools are summarized in one business platform. The ability to share report results is very popular and useful, and you can share content with anyone anywhere in the world.
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
The very strong and knowledgeable support team and great help forums and documents, any questions and cases will be answered immediately or checked through tickets and resolved quickly. It is also possible to send comments and changes. Or our team , fast response and after-sales cooperation of the service company is always more than the product itself and its quality, and we want the service and support to support our interests.
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
The advantage of Magento BI is easier compatibility and adaptation with Adobe platforms and easier installation, configuration and customization with Mojto Store Builder and its various caskets, and I am very satisfied with it now and in every way I think it is a very good platform for integration in reporting.
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.
