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.
If you desire to 'empower' employees to create or edit their own reports, Noetix is a great tool, though I am not particularly an 'empowerment' person. In my experience most people have enough work of their own, so to tell them they now have to create their own reports can cause problems. If someone is available, like I am, to create the reports based on user requirements, then the report can be shared with the user and they can make changes as needed. I have several users who use the same report over and over for slightly different applications, and they are happy to make the small alterations, but creating whole new reports can seem like a daunting task. I tell my users I don't want them to become frustrated. If they want to try on their own, fine, but don't waste more than half an hour, and if you start to get frustrated, stop and IM me. Ninety-nine times out of 100 I already have a report that will give them exactly what they need. I've done extensive training, and find it's quite easy for users to pick up
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.
Noetix makes reporting easy. Users can combine vtables (the Noetix term for its views), add or delete columns, add filters or parameters, sort, add totals to columns, all from an easy to use interface. It comes with a very large number of already written reports for all areas of Oracle reporting, but it also allows for custom vtables to be written, for Oracle or any database, to expand the number of available reports.
Noetix has an Excel add-in that is marvelous. It eliminates the need to run a report in the web application and export to Excel. The add-in can run very large reports, up to a million lines. Once a report is run in Excel, it can be saved, and then refreshed whenever needed. It's a really good tool.
Noetix is flexible. Joins can be added to existing Noetix vtables and also to custom vtables, to give users a large amount of data configurations to choose from. It also allows users to create calculated fields to any report.
Noetix is easy to administer. Users can be added or removed and grouped by the level of permission. Although, in our case, it validates against Oracle, the level of security is dictated by Noetix.
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
I like the fact that the output is standard, but I would like to be able to move columns around on the output screen, rather than having to go back to the editing screen, move the columns, then rerun the report.
Drag and drop of columns would be nice on the edit screen. Currently if you add a column to a report, it automatically goes to the bottom. Relocation of the column has to be done a line at a time. I would prefer to be able to grab the field I want from those available, and drop it into the report where I want it.
When adding a filter (or parameter), the available fields automatically come up in alphabetical order, but on the columns screen, they don't. They come up in the order they actually are in the query. That means, when creating custom vtables, to have the fields in alphabetical order, one must put them that way. It would be nice if Noetix put the fields in alphabetical order for the user.
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.
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
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
I believe Noetix is much easier to use than either Crystal Reports or InfoMaker. When I worked with InfoMaker I used to say it took 5 minutes to get the data and 5 hours (and sometimes days) to make it look good. The same can be true for Crystal Reports. Noetix has a standard format, and most people export to Excel anyway. Who prints reports? So formatting is not all that important.
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.
