Clari (legacy product) vs. Syncfusion Essential Studio

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.

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The datagrid is probably their most popular control I would think. It is so flexible and configurable. Most of mine are plain views in ASP.NET Core, but I have a whole bunch that are dynamically created at runtime in my controller. That is so powerful.

• 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.

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• Integrates well into Microsoft tech stack. i.e. ASP.NET, Blazor etc. So it acts as a plug-n-play, which is great!
• Shrinks the development cycle without adding too much of its own ecosystem overhead.
• Provides different UI skins so the controls don't appear as "stitched".

• 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

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• Sometimes links point to dead addresses in the documentation.
• Some components have a difficult learning curve but that is usually due to the complexity of the control.
• Minor version changes introduce breaking changes, for example updating from 20.1.x to 20.2.x gives us licensing errors, which in my opinion is a kind of breaking change as it requires all users to update their licenses.
• Theming with CSS variables is not possible. Access to Theme Studio code is not possible. So a fully custom solution is needed to make Syncfusion Essential Studio Enterprise Edition components themeable with CSS variables.

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

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It takes effort to include a new component library into existing software, especially in our case where we have 5 large applications that are written and maintained by about 100 developers. So changing such a core thing comes with a lot of effort. The other reason we will very likely renew our use of Syncfusion Essential Studio Enterprise Edition is that it works really well and has helped us to speed up the development process.

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.

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I would rate Syncfusion® Essential Studio® a 10 out of 10 for overall usability. The components are intuitive to implement, with clear APIs and consistent design patterns across the suite. This makes it easy for developers to get started quickly and reduces the learning curve even when working with new controls.
In addition, the documentation and sample projects provide practical guidance that helps accelerate development. The built-in customization options also allow us to adapt the components to fit our branding and business requirements without excessive effort. Overall, the usability is one of the key reasons why Syncfusion has become an essential part of our development toolset.

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

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

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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

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Although I have decades of software development experience, I had never created a website from scratch before, and my html and css skills are not particularly strong. Between documentation and incredible dedication from the support team they helped me overcome all of my challenges. It's amazing that they typically create sample code for most of the issues that I submitted. On rare occasions where I uncovered a defect they kept me informed as to its status, and typically resolved it in a short-term release, and/or gave me a reasonable workaround. They hopped on zoom calls with me on multiple occasions when necessary.

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

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Clari has good training materials, videos, and documentation.

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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

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Feedback from the team has been very positive.

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.

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Firstly, there is a free version for small businesses and it allows you to jump start without risk. I found one of the other products a bit short in the number of out-of-the-box supported events handlers for each control and, although you can manually add them, I feel more comfortable to just have them ready. After using the free version I just felt in love with Syncfusion Essential Studio Enterprise Edition controls and decided to stay with them; they have all I need and more. The usage of Syncfusion Essential Studio Enterprise Edition controls is straightforward and intuitive. Support is world-class even for the free version; you get answers in 24 hours at most. Also, the support team is ready to remotely connect to your project in case it is needed; we have had one situation like this, and the issue was solved.

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

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

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• 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.

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• First of all, I think the best positive impact is the reduce of time development. I do not know exactly how much time, but certainly, using the framework we save a lot of effort and time.
• About negative impact, sometimes using the controls of the framewrok have a signifcant impact in the execution time and page load.
• And of course, the use of Syncfusion Essential Studio Enterprise Edition has a significant impact of the learning of javascript and JQUERY.