Clari vs Tableau CRM Formerly 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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• 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.

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• I still find myself having to update apps in Salesforce as well as Clari when it's supposed to eliminate the need for duplicative forecasting tools.
• Reps don't have access to company-wide or even team reporting. Would be really helpful to see how other reps are doing and what deals they have

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• 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.

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• Has made it easier to keep track of ops. Our company has many open ops that sit and get drawn out. This makes it easy to forget about things and not update. Clari has helped us keep things on track and follow up on more closings that would have been left out.
• With a small sales team, the cost isn't much of an issue as the deals won from the tool means the ROI is there quickly. With large teams though, I could see that being an issue when compared to just Salesforce licenses

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• Salesforce Einstein Analytics helped lift roi of email marketing campaigns funded by our suppliers or category teams by improving their open and click rates
• Salesforce Einstein Analytics helped reduce cart abandonments and improved conversion rates of our product campaigns.
• Salesforce Einstein Analytics was not that effective in improving adoption of AI tools such as chatbot, voice assistant tool or mobile app. Because of lower sample data.

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