Clari vs. Microsoft Power BI

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.

Incentivized

In operations we use the tool for many different topics, from factory quality systems to high level reviews. We have created kind of an internal "App Store" based on Power BI where you have a lot of different dashboards for different solutions (cost, cash, health and safety, sales, factories, distribution centers...) and you as an user just need to get in that "App Store" and enter in whatever tool can be useful for you. It is open to all the operations employees and can use on demand. Also it has raised the imagination of our colleagues, as they are not only working by themselves creating new reports, but also raising fantastic ideas that can be extended for the usage of all the community.

Incentivized

• 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.

Incentivized

• Quickly filter and view granular data sets with easily configurable reporting figures.
• The ability to quickly switch between tabs allows for historical data comparisons and progress tracking.
• It's helpful to dive into the data and break it down from high levels to small.
• Achieve actionable insights faster by using real-time data. It's incredible to have online access to reports.

• 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

Incentivized

• The desktop app is great but needs a lot of performance improvements
• No MacOS Version for the Desktop app, this is a big limitation for business since executives prefer Macs
• Premium Cloud Version of Power BI is awfully expensive
• On-Premise Version of the Power BI Reports Server is bundled only with SQL Server Enterprise License and cannot be purchased separately and requires Software Assurance Subscription
• On-Premise Power BI Report Server doesn't support ADFS, AzureAD or any Claims-Based authentication platform, a sad disadvantage for enterprises

Incentivized

I find it helpful and easy to use

Incentivized

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.

Incentivized

At this point, I think we all know who has taken the lead in the business intelligence and analytics market worldwide. With fresh new updates every other day on top of an already robustly built product with all features that one can dream of is a no brainer, I feel. Microsoft will invariably be synonymous with quality and professionalism.

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 can't really speak to the support overall, [but] I will say that in the almost three years I have used the system, I have only needed to contact their support team once. I think the team was helpful, but it did take some time for us to resolve the issues/ request that they had. I guess the good news is that the system is pretty stable, and I personally have rarely needed to contact their technical support team.

Incentivized

The Clari professional services team was great and kept us on our timeline. No complaints. Nothing amazing to report.

Incentivized

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

Incentivized

[Microsoft] Power BI is practical and effective, like a hammer for a nail, it is easy to use and produces very quickly the results that in most cases are urgently required by clients (nice reports to share on the web). To start using [Microsoft] Power BI you need a business email address, with that you create an account in Power BI Service and in less than 1 hour you will have installed Power BI Desktop, a report will have been created and it will have been published on the web .

Incentivized

• 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.

Incentivized

• It helps us track and achieve company goals.
• It shows us [our] performance in areas we could not previously track and allows us to see and work on how to improve their performance.
• Quick easy access for executives to use in helping teams and addressing issues.

Incentivized