Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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Sisense for Cloud Data Teams
Score 6.5 out of 10
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Sisense for Cloud Data Teams (formerly Periscope Data) is a data visualization tool that allows users to connect to their SQL databases to create sharable, interactive dashboards. In addition to SQL, its analytics integrate with R and Python, allowing users to prep datasets, perform analysis, and create their own visualizations. Sisense acquired Periscope Data in mid-2019.
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.
Sisense for Cloud Data Teams is suited so well for our project that works with lots of data and needs some ways to share data internally or externally with our clients. It's very easy to pull out the data from the sense in best and in a suitable format and moreover a huge number of options are available there to represent the data. All features of this Sisense for cloud data teams software can be taken advantage of if you have a team who are well versed in data analytics, data management, and programming.
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.
Rapid deployment of polished T-SQL-based data visualization charts and dashboards. Periscope supports a variety of database technologies, and allows users to write custom queries to display data.
Included caching to reduce server load.
Outstanding customer service/support, with expert advice as needed.
Constant updates and new features.
Built-in SQL formatters take the pain out of manipulating date/time objects.
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
Include more appropriate updates in their monthly newsletter as opposed to the general overview that doesn't always have the most pertinent information at the forefront.
There are bugs at times when certain dashboards are down, though not in an overwhelming way.
If you do not tag something it shows up in multiple views and may be accessible to people that it should not be, though that is a user error it may make sense to prompt for a tag and security setting.
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.
My company has had Periscope for various use cases in the past and I think that this program opens up complex data reports to non-technical people in a really accessible way (even though the learning curve is a big one). We are now integrating Sisense for Cloud Data Teams at a larger level both for internal data exploration and for customer facing dashboards and reports.
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
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
Google Analytics works well but it does not have all of the bells and whistles that Periscope Data offers. Google Analytics is best used in a Google environment but if you are using other tools and programs outside of the Google universe, then Periscope Data is a much better option.
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.
