Clari vs. Tableau CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Clari
Score 8.1 out of 10
N/A
Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.N/A
Tableau CRM
Score 8.3 out of 10
N/A
Tableau CRM (formerly Einstein Analytics) from Salesforce is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
$125
per month
Pricing
ClariTableau CRM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ClariTableau CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
ClariTableau CRM
Considered Both Products
Clari
Chose Clari
Clari is MUCH better for reps to use/consume than the other products we've attempted. While the other tools we've used have been a bit better from a Sales Ops perspective, if they don't get used by the sales team, they are not nearly as powerful. Adoption of the tool really …
Chose Clari
Clari was able to start generating advanced analytics within 3-4 hours after connecting to our Salesforce data and immediately in opportunity data. With Birst, there was some implementation needed, IT setup and configuration and some additional training for admins and advance …
Tableau CRM

No answer on this topic

Top Pros
Top Cons
Features
ClariTableau CRM
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Clari
-
Ratings
Tableau CRM
8.5
46 Ratings
4% above category average
Pixel Perfect reports00 Ratings8.639 Ratings
Customizable dashboards00 Ratings7.646 Ratings
Report Formatting Templates00 Ratings9.244 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Clari
-
Ratings
Tableau CRM
8.0
47 Ratings
1% below category average
Drill-down analysis00 Ratings7.746 Ratings
Formatting capabilities00 Ratings8.446 Ratings
Integration with R or other statistical packages00 Ratings6.835 Ratings
Report sharing and collaboration00 Ratings9.044 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Clari
-
Ratings
Tableau CRM
8.5
45 Ratings
2% above category average
Publish to Web00 Ratings9.335 Ratings
Publish to PDF00 Ratings9.042 Ratings
Report Versioning00 Ratings8.541 Ratings
Report Delivery Scheduling00 Ratings8.038 Ratings
Delivery to Remote Servers00 Ratings7.732 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Clari
-
Ratings
Tableau CRM
8.4
43 Ratings
4% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings8.640 Ratings
Location Analytics / Geographic Visualization00 Ratings8.938 Ratings
Predictive Analytics00 Ratings7.540 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Clari
-
Ratings
Tableau CRM
8.4
46 Ratings
2% below category average
Multi-User Support (named login)00 Ratings8.744 Ratings
Role-Based Security Model00 Ratings8.144 Ratings
Multiple Access Permission Levels (Create, Read, Delete)00 Ratings8.140 Ratings
Single Sign-On (SSO)00 Ratings8.639 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Clari
-
Ratings
Tableau CRM
6.6
43 Ratings
18% below category average
Responsive Design for Web Access00 Ratings7.341 Ratings
Mobile Application00 Ratings6.032 Ratings
Dashboard / Report / Visualization Interactivity on Mobile00 Ratings7.237 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Clari
-
Ratings
Tableau CRM
7.3
31 Ratings
8% below category average
REST API00 Ratings7.329 Ratings
Javascript API00 Ratings7.927 Ratings
iFrames00 Ratings6.923 Ratings
Java API00 Ratings7.926 Ratings
Themeable User Interface (UI)00 Ratings8.526 Ratings
Customizable Platform (Open Source)00 Ratings5.125 Ratings
Best Alternatives
ClariTableau CRM
Small Businesses
Mediafly
Mediafly
Score 7.4 out of 10
SAP Crystal
SAP Crystal
Score 9.0 out of 10
Medium-sized Companies
Prophix
Prophix
Score 8.7 out of 10
Reveal
Reveal
Score 10.0 out of 10
Enterprises
Prophix
Prophix
Score 8.7 out of 10
Jaspersoft Community Edition
Jaspersoft Community Edition
Score 9.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ClariTableau CRM
Likelihood to Recommend
7.9
(27 ratings)
7.0
(47 ratings)
Usability
9.3
(4 ratings)
7.7
(6 ratings)
Support Rating
9.0
(4 ratings)
7.7
(6 ratings)
Implementation Rating
8.0
(1 ratings)
6.0
(1 ratings)
User Testimonials
ClariTableau CRM
Likelihood to Recommend
Clari
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.
Read full review
Salesforce
If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.
Read full review
Pros
Clari
  • 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.
Read full review
Salesforce
  • Interactive Dashboards, it [consists] of wide variety of charts
  • Data from different sources can be easily integrated with it
  • Security, it provides easy way to secure and share the information with the users
  • Support actions like opening hyperlink etc
  • Almost everything can be done from configuration
  • Data can easily be managed from dataflow.
Read full review
Cons
Clari
  • 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
Read full review
Salesforce
  • Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
  • Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
  • Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
  • More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.
Read full review
Usability
Clari
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.
Read full review
Salesforce
Overall usability is absolutely worth the price. It help me to save tons of time working on raw data in Excel file. It also minimize the discrepancy in data format when there are multiple user inputting the data. Every data inputted in Salesforce is standardized, therefore it is very easy to keep track / generating performance report even though you are having more than 20 projects recorded in Salesforce Einstein Analytics.
Read full review
Support Rating
Clari
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
Read full review
Salesforce
I have not come across any bad experiences with the support provided. Also, I observed regular updates have been implemented without breaking the tool. But in my opinion, Now Tableau CRM has huge market challenges with tools like Power BI and its spread
Read full review
Implementation Rating
Clari
The Clari professional services team was great and kept us on our timeline. No complaints. Nothing amazing to report.
Read full review
Salesforce
An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes
Read full review
Alternatives Considered
Clari
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
Read full review
Salesforce
Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.
Read full review
Return on Investment
Clari
  • 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.
Read full review
Salesforce
  • Absolutely a must-have tool if you are working on saving project
  • Create a centralized database to track project target across region
  • Easily create chart to showcase data / performance
Read full review
ScreenShots