Clari vs Salesforce Einstein Analytics

• Allows for more efficient funnel management - quick ability to update sales funnels in real time.
• Provides transparency for leadership to see what is happening with the deals in real time.
• Able to see the whole story within the sales cycle for upper management down to rep level, as well as those not within sales, to get an understanding of the state of the business.

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• It has dashboards that, out of the box, can be useful for people who do not want to put in much effort in creating custom dashboards. It also has the ability to customize dashboards so you can add more info and functionality to your dashboards if the need arises.
• The developers are continually investing in the platform and providing improvements, and listen to customer feedback and feature requests. They regularly update the app and provide more functionality which has been beneficial to our institution.
• Native integration and natural connection if your organization is already using Salesforce. Super easy to set up and works well with Salesforce. Very smooth and natural when connecting it to your Salesforce instance.
• Excellent visual experience for presenting data. Users find it so much easier to navigate and view data in a visual way, which allows them to drive their performance in the right directions.
• Has the ability to pull data not only from Salesforce but from other external systems and databases, making it an all-around BI tool. Mixing data from Salesforce and other third-party systems puts all your data in one place which can easily be ingested by decision-makers and executives.

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• Limited functionality. Really the only use case for me is forecasting and deal reviews.
• Allow all managers to edit reps stages and numbers with a notification.
• Does not require manual commit numbers to be confirmed. Should auto-commit the previous week's number if no change is needed.

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• When we started with SAC we did not realize for it to be effective it would require a FTE to be the administrator.
• You need an energetic, self-starting person to be the administrator to get the most value out of your investment.
• You need ELT buy-in to make all parties accountable for their assigned duties.

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• Clari has helped some of our managers become more accurate in their predictions as well as help them assess quickly how business is flowing. This helps us focus on the deals that are critical and take action. They feel more productive and in control of their pipeline.

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