Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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Sigma
Score 9.1 out of 10
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Sigma Computing headquartered in San Francisco provides a suite of data services such as code free data modeling, data search and explorating, and related BI and data visualization services.
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.
Its a great tool to have. The ability to come in the morning and by using the report being able see how the day will go. Seeing the goal and the current inventory and also to be able to adjust as the day goes on. With the report updates the report as changes to the inventory happen live or if any issues arise. being able to see that live and being to react quickly.
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.
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
Viewer level license is quite limited. These users can't download data or even add filters on datasets. Something to keep in mind.
Directly querying the underlying data warehouse will lead to increased usage. Not a big deal on something like Redshift, but your Snowflake consumption will increase, potentially by a lot.
Sigma has helped us a lot and has become an integral part of our daily workflow. It would be difficult to switch to another platform and have to rebuild the numerous metrics and performance reports that we have already established
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.
It has a clean and modern interface. However, it is not completely intuitive. I think it would be better and easier to navigate with more Windows style drop down menus and/or tabls. There is a significant learning curve, but that may be due in part to the technical nature of this type of software tool.
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
Support team is helpful in answering questions and providing help with using the UI. There are knowledgeable people within the support team. There are also good online support tools. There are significant community support resources available. There is however lack of a live support. It would be useful to have live phone number or chat to use.
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
Sigma is by far the best. It is easiest to learn and easiest to use on a day to day basis. I never have to wait for dashboards to load and it's very easy to understand the variables that are going into my visualizations. Best of all I can manipulate the data within Sigma very easily. In these other platforms data manipulation is difficult or must be done in the data warehouse
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.
Monitoring health of cloud platform has allowed the company to anticipate issues before they affect customers – Sigma prompted us building a canary monitoring process that provides customer container health.
Customer success has used an activity report to discover customers running runaway processes that they were unaware of, creating an alert to contact the customer and prevent an embarrassing situation.
Customer success uses the activity report to prompt conversations regarding increases or declines in behavior that led to increasing contract limits or addressing churn concerns.
