Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
N/A
Panorama Necto
Score 8.0 out of 10
N/A
Panorama Necto is a business intelligence solution that provides enterprises with new ways to collaborate and create unique contextual connections. Some key features include: Workboards/Dashboards, Advanced Analytics, and Contextual Discovery.
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.
Panorama Necto 14 is well suited where BI is built to support social collaboration so that its analytics features can be shared to improve decision making by incorporating various organizational input. Additionally it supports an infographic display for information review which is unlike most of its competitors.
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.
Comes with lot of option to modify and build the smart infographic. Uses innovative pictures and charts to create the dashboards
Helps you identify why you are succeeding and where you should shift your focus to.
The maps are amazing and they just don’t act as control points rather you can populate various measures on them making it really efficient to understand the business in geographical info graph
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
This tool is relatively new to the current competitive BI market. Many organizations or business analyst are not yet aware of it's eye catching features.
Need more enhancement for predictive analysis.
Publishing reports as email attachment and mail server configuration is a little complicated process.
Some features are very basic and sometimes you can't add your own SQL query for custom reports. For Macs and Blackberry users this application is not helpful. Non-languages are not supported in info-graphics. They need to improve their forecast analysis. Report sharing is limited among the portal users only
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.
It provides all the features that are required and some that are not the basic requirements, but they represent a great additional capabilities, not available within the similar products
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
This is the next generation BI tool, which will be very helpful for small and medium businesses to kick start data exploration and visualization of their diverse databases, with less intervention from IT. This tool is more end user centric and gives way more power to the end user to perform data analysis
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.
