Clari (legacy product) vs. OpenText Magellan BI & Reporting

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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

iHub is a decent enough environment that it serves our needs. We can have unlimited users and it can tie into AD although we do not use that feature currently. It is a decent place to store all of the reports in one location, even though for us it is not visually appealing to the end users. iHub is not a place where you want to create robust/interactive dashboards for end users to drill through and follow a "story".

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• 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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• It is fairly easy to set the sharing rules for a report/dashboard.
• They have a decent amount of time frame options for setting a schedule to generate a report.
• The support is mostly helpful and timely if you have an issue.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

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• Setting up a "dashboard" is extremely lacking in functionality. The different chart widgets you place on the page do not interact with each other. When you select an item from one do not expect it to highlight or filter another.
• The speed and stability are not great, but maybe that is just our environment not being up to snuff...even though we are above the "recommended" settings.
• The main GUI for a user is TERRIBLE. You log into a File Tree format where you have to navigate folders to reach the correct dashboard. There are ways around this, but it would either require an expensive payment to the Professional Services team to revamp to UI or another option they gave us was to create the "Default Dashboard" and provide that link to users and in that Dashboard, you use a new tab to include the navigation back to the main screen so that at least on the initial load the user is taken to a friendly looking dashboard instead of a file tree.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It always performs well and make sure i am good at what i need to do

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We had one session of in-person training conducted in our office.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Clari has good training materials, videos, and documentation.

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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

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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.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Our instance of iHub does not stack up against the other larger BI tools out today. It is a good place to store reports in a central location that allows users to run very specific reports on demand, but it is not a place I would want to store all of my "dashboards". As far as holding individual reports that are specific to an individual need, it is a great tool. If you want to create a report that will be used as a Template for a Form or a Label, iHub is a good choice to store and schedule the report or call it via API to generate it and return it to your calling app.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I believe the services provided to our company were always good to help with installing and improving the product

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info