Clari vs. SAP Crystal

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

Generation of templated reports is the strong suit of SAP Crystal. Allows users to change formats in templates bases on requirement with minimal effort. Automated report delivery requires the user to be aware of sql which cannot be expected from all users. Should support more document export formats and improve the UI for SAP B1 Users

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

• Crystal Reports allows us to create a consistent template for all of our reports.
• Crystal Reports and Server allows us to house a repository for all of our reports to make them easy to find and update when necessary.
• Crystal Reports can connect to a wide variety of data sources.
• Crystal Reports can be a little daunting when first implementing. There are a lot of nuances in learning how to truly master this software and it can be frustrating at times.

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

• The export of reports to Excel is very cumbersome and the results are difficult to format.
• The design of reports and the graphical features (e.g. charts) feel quite rigid.
• The learning curve for a non-programmer is incredibly steep, making Crystal a specialty tool.

Incentivized

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

We have been using this product for so many years and it has truly become a cornerstone to our business processes when it comes to developing and distributing information via reports. We currently have over 500 reports developed to date over about 30 systems and that will continue to grow as user needs change.

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

Crystal is very robust, but not always easy to use. It create wonderful looking reports, and so deserves a high rating. However, I have to take a couple of points off for the simple fact that I cannot hand it to a user and expect them to be able to do development with it.

Incentivized

becasue end of year or around end of Q due to background changes my total number dissapear and make it hard in that week to see forecast numbers accurate

Incentivized

It always performs well and make sure i am good at what i need to do

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

The support community can be difficult to navigate. I've also run into issues with my login. The SAP system has a bizarre mechanism for validating users that requires users to have what is called an S-ID. A basic ID may not give you access to all the features in the portal. The limitation may include not being able to perform a simple task like downloading patches and updates. This isn't a big deal for single user license but for teams it can be a pain.

Incentivized

We had one session of in-person training conducted in our office.

Incentivized

Trainer was patient and thorough in going through the basics and willing to answer questions by email after the initial training

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

Just like any other implementation: When designing the differing reports, get end users' input, make sure to design the reports so that they display the information that the company requires, in the best and clearest way possible.

Test, test, test, revise when needed, and, particularly, do sufficient training so users are comfortable using Crystal Reports!

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

Crystal reports is useful in case we want to import data from data base . We can write queries in it but Google Charts require to be implemented in our application using code so crystal reports is better than Google Charts.

Incentivized

Due to system error in metrics in SFDC sometimes i need to manually add numbers to my forecast that do not show up in clari

Incentivized

I believe the services provided to our company were always good to help with installing and improving the product

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

• It is a decent buy for specific departments in terms of reporting capabilities but updates and cost (frequent) demands are higher with the benefits offered.
• So long as the requirements are not ever changing, with scheduling functionality, it's a handsome tool.

Incentivized