Clari vs. Optymyze

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.

Incentivized

It depends on the complexity of your selling process, the sales crediting and the number of associates. Small or large organizations who have a simple selling to incentive process; sell something and get paid will find Optymyze to be too much for them. Organizations who have multiple selling organizations who overlay each other and have complex selling will see benefits from a platform such as Optymyze

Incentivized

• 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.

Incentivized

• Incentive Compensation - It is able to calculate complex plans with complex sales crediting rules
• Quota Setting / Management - It provides the ability to properly tie quotas to performance and provide the visibility at the lowest level all the way through to executive leadership.

Incentivized

• 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

Incentivized

• The front-end reporting functions were supported by a third-party platform at the time. It made it challenging to create reports on your own and relied on Optymyze to provide that type of work.
• The ability to map territories with similar function to a ZS Associates Territory Designer. Allowing to lasso areas and create "what-ifs"

Incentivized

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

Incentivized

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.

Incentivized

During the last 5 years, we have never faced unplanned outages

Incentivized

The system is usually fast and loads quickly. Occasional slowness is observed during processing heavy uploads or downloads.

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

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

Incentivized

Clari has good training materials, videos, and documentation.

Incentivized

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

Incentivized

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.

Incentivized

Optymyze is not the cheapest nor most expensive product out there. What I found with the firm was the ability to deliver on its promises and be able to adapt to the business without getting outside of their comfort zone. Other products have a box that is too rigid while others are so complex, and so open, you might as well develop a home grown system

Incentivized

Clari is worth the investment with its advanced forecasting and pipeline management. They have a unified revenue platform that serves as a single source of truth for revenue data.

Incentivized

• 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

• Reduced the number of resources supporting the sales compensation, territory and quota setting processes.
• Reduced the time spent to finalize incentive payouts to associates at the close of each quarter by 25%.
• Reduced overall expense related to the sales operations function,

Incentivized