Clari vs. Power BI For Office 365 (discontinued)

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

If you're already using Office 365, Power BI for O365 is an easy choice. Start playing around with the free version and then easily add individual Pro licenses with little risk. However, if you anticipate using this with many users, it can get expensive quickly.

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

• Easy to make visual dashboards from SQL queries. Previously we had to use a third party application that had to run on a web server that was so complex to setup and run. PowerBI removes all that.
• Ability to control who/which group has access to each dashboard or report. Ties in well with the rest of the Office 365 ecosystem.
• Has many connectors to allow pulling data from various systems, both onsite (via gateway) or external (via APIs), and join the data to create a report/dashboard.
• Ability to show data but also export the data, if permitted.
• Easy to show PowerBI dashboards on SharePoint or on other websites via embedded code.

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

• Licensing: Currently, Microsoft has a fixed pricing model for Office 365 users, regardless of role/function of the user. Most organizations have a small number of "power users" that create usable content and many more "consumers" that simply view/run reports created by power users. Microsoft does not differentiate between these users, and thus the pricing limits organizations from large deployments of the software.
• Version incompatibility: Excel 2010 and 2013 workbooks are compatible with each other. However, workbooks created in 2010 that include PowerPivot databases must be upgraded to 2013 format to run in 2013. Subsequently, you cannot open these upgraded PowerPivot workbooks in 2010. This requires ALL users to be on the same version.
• Visualization: Excel charting with PowerPivot workbooks is adequate for many users. Power View also contains a number of GREAT visualizations, including animated bubble charts and a very flexible dashboard/report design canvas. However, compared to some of the other self-service BI solutions, it is still limited in its visualization capabilities.

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

I will continue to recommend this suite to folks looking for a reporting and analytics solution, as I find in MOST cases, it's great at meeting almost every requirement I've been given by a multitude of clients across a range of industries. I've built Capacity Planning solutions that allowed end user input which was then submitted to SharePoint, Executive Dashboards, custom applications, simple analytical tools for teams to easily slice and dice data, and super simple reports as well as some very complicated ones. If you haven't seen the demos online, do a search, and see for yourself - this is a great BI suite! (I do not work for Microsoft, although I do consult out there from time to time. I do occasionally make a recommendation for a different BI reporting tool, but in general, find Excel can accomplish quite a bit for less money and in less time.)

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

We are satisfied with the functionality and capabilities of Power BI. Product is cost effective and full-fill the reporting requirements of the organization. You can perform most of the report level complex analysis with the help of DAX which makes Power BI very powerful analytic tool. Power BI for Office 365 has gone away and Power BI is the next evolution of it. Power BI comes with your Office 365 E5 subscription or you can purchase licensing for it separately.

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

as of now there is strong community for Power BI, you can get solution for most of your problems from there. Also you can send your error to Microsoft as well. After every 15 days they release updates to overcome all the issues of defects.

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

Oracle was nice, super expensive to implement if it's not in use already. JobDiva is choppy and heavy on the system while does not give great reports. Salesforce is good; remote access is good however their support is terrible

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

• As a Microsoft Partner implementing Business Intelligence solutions, Power BI has removed the barrier for our clients to begin the "BI journey". So often, projects get hung up in that early phase of procuring and installing/configuring expensive hardware and software. Just simply getting started and designing a beginning solution has allowed our clients to see results in 1-2 weeks using their data that might have taken months to achieve otherwise.
• One significant ROI example is process improvement. In many cases, individuals or teams are spending days each month gathering data from multiple sources for reporting to their constituents. We are reducing these times to minutes by automating many of the data collection and integration processes that were previously manual.