Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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Oracle Discoverer (discontinued)
Score 7.4 out of 10
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Oracle's Business Intelligence Discoverer is an ad- hoc query and analysis reporting tool oriented for end users to have easy access to relational and multi-dimensional data. The product is now end of life. The vendor has stated that Discoverer 11g release 11.1.1.7.0 is the terminal release of Discoverer.
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.
Discoverer is well suited as a reporting tool where data integration doesn't play a major role. Discoverer suits very well situations where a user has to run a query every day. Discoverer reports can be scheduled and the user can just view the data instead of running the query manually. Also, Discoverer takes away the pain of managing the database credentials. Discoverer is not well suited to situations where the whole enterprise wants to view the same dashboard. Discoverer is more of a departmental BI tool. Discoverer doesn't offer many options to integrate data unless one has to create and handle integration using PL/SQL.
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
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
Discoverer was already in place when I joined the company so I was not involved in the selection process. However, I have been involved in the review of Discoverer as compared to alternatives including Business Objects, OBIEE, and SSRS. On a cost benefit analysis Discoverer always came out on top. Changing to another tool never provided enough additional functionality to overcome the cost of conversion and ongoing maintenance.
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.
We have used Discoverer to respond to state sales and use tax audits and saved the company more than the cost of the product. Discoverer has thus assisted in our objective of managing costs.
Discoverer is used to provide reports for EEOC reporting assisting our goal of complying with all government requirements.
