Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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OpenText Magellan BI & Reporting
Score 7.3 out of 10
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The OpenText Magellan BI & Reporting (formerly OpenText Information Hub (iHub)) component of OpenText™ Magellan™ Analytics Suite is a scalable analytics and data visualization platform that enables IT leaders and their teams to design, deploy, and manage secure, interactive web applications, reports, and dashboards fed by multiple data sources. Magellan BI & Reporting supports high volumes of users, and its integration APIs enable embedded analytic content in any app, displayed on any…
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.
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".
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.
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
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.
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
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.
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.
