Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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Revenue.io
Score 8.5 out of 10
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Revenue.io (formerly RingDNA ) is presented as a "sales acceleration engine" for inside sales teams using Salesforce. According to the vendor, its Intelligent Dialer for Salesforce aims to help outbound sales reps use Revenue.io to make more calls, connect with up to 400% more prospects, and fully automate voicemails. Part of the value proposition is also improving inbound call performance. Calls can be routed to the right reps based on any marketing source, complete with prospect data that…
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.
Revenue.io's automated pricing and demand forecasting features may benefit e-commerce enterprises with a large number of products and fluctuating demand. This can assist them in remaining competitive while increasing sales and profitability. Small businesses with a restricted product offering or consistent demand may benefit less from Revenue.io's advanced pricing and forecasting services.
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.
Speed at calling through lists, loading the account data into the intelligent dallier
Using the calling notes and other values, as triggers into our workflows
Using ringDNA data in our Marketing cloud journeys for customer service and sales purposes. For example, triggering an email send based on the results of a phone call
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
It constantly logs out and forces me to log back in through both RingDNA and Salesforce before calling or texting anyone which requires a 2 step process. This can be prevented by logging into RingDNA at the start of each day before Salesforce, I just need to make this a habit!
When you go into "Contacts" in the dialer and search for someone, it does not predictively auto-populate Contacts based on what you have typed so far (unlike Salesloft, Outreach, etc) so you end up typing most of the contact's name each time when searching. Not a huge deal since I am primarily searching for people in Salesforce, but it would be nice to have this in dialer as well.
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.
I can say that this platform has been a great help from the beginning of the implementation and has helped exponentially to grow as a company. At no time have we had problems at the beginning or any confusion when using this software for the first time, it has always been very easy to use its interface and tool. In case we don't know something, technical support has always been helpful.
They have a dedicated support team to assist with any questions or issues users may encounter while using the application. However, this feature makes this platform live and steady
Revenue.io to evaluate its performance in terms of page load times or report completion. Regarding integration with other software or systems, its integration with other tools is designed to work seamlessly with other tools and systems without slowing them down. Furthermore, integration does not affect its efficiency and leads to smooth work
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
It fulfills our requirements for what we were looking for among the products available in the market. They have given demos so well and address all of our issues very well. They also quoted the best price for what we had in mind. Overall, it helps us zero in on our search with all the requirements and budget in mind.
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
I honestly think that SalesLoft is a more complete solution as far as the user interface goes. However, Ring DNA has the added call intelligence feature that sales loft doesn't have, so we went with ring dna.
Overall, Revenue.io is a highly scalable platform that can adapt to the needs of businesses of varying sizes and industries. The program handles large volumes of data and users, making it suitable for companies with complex revenue management needs. Moreover, the cloud-based infrastructure allows the platform to scale up or down quickly based on changing business needs.
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.
