Clari vs. Panorama Necto

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

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.

• 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

• 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

• 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

• 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.

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

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'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

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

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

Incentivized

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

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

Support provider are very attentive.

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

Everything went smoothly, we didn't have any unexpected issues

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

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

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

Incentivized

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

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