Likelihood to Recommend 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.
Read full review We just need to refresh our data once a day for our unique use case, which allows the complete online system to run on extracts. For us, this is critical because our daylight hours are spent focusing on new updates and implementations rather than worrying about excessive database traffic (which would be required with a direct connection to the online system). The process of importing extracts is straightforward and sturdy enough to handle massive amounts of data.
Read full review Pros 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. Read full review Tableau Online is completely cloud based and that's why the reports and dashboards are accessible even on the go. One doesn't always need to access the office laptop to access the reports. The visualizations are interactive and one can quickly change the level at which they want to view the information. For example, one person might be more interested in looking at the country level performances rather than client level. This is intuitive and one doesn't need to create multiple reports for the same. The feature to ask questions in plain vanilla English language is great and helpful. For quick adhoc fact checks one can simply type what they are looking for and the Natural Language Programming algorithms under the hood parse the query, interpret it and then fetch the results accordingly in a visual form. Read full review Cons 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 Read full review Can be a steep learning curve for new users Modeling and building algorithms aren't always intuitive and take some testing/retesting to ensure it's working as it should Inability to integrate easily with our HRIS platform. Reports are pulled from HRIS at various intervals and uploaded into Tableau Read full review Usability 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.
Read full review From an end user perspective Tableau Online is overall very easy to navigate once you get used to it, my only complaint is that when expanding or contracting a graph, the "plus" and "minus" on the bottom left is sometimes hidden, and should always be visible. From a builder perspective, it can take some getting used to but the sheer depth of customization makes it all worthwhile.
Read full review Support Rating 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
Read full review In times where the system is down, support has always been quick to notify and keep us apprised of the latest developments. It's crucial for our system to always be available, but when emergencies have arisen, I don't recall a time where the Tableau Online Support hasn't been able to address our concerns in a timely manner.
Read full review Implementation Rating The Clari professional services team was great and kept us on our timeline. No complaints. Nothing amazing to report.
Read full review Alternatives Considered 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
Read full review Googles dashboard suite is very user-friendly and anyone can edit and make changes with very little knowledge or practice. But nothing I’ve worked with compares to the customization and multi streams of data in a user-friendly package like tableau does. It’s a really cool piece of software and I would choose that again.
Read full review Return on Investment 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. Read full review When we release new products, we are now able to quickly see data and toggle between current periods and previous to see performance Generating new reports requires less IT time to build Data can be shared across many different device types We now have integration where our customers can extract data from our software more easily-this was a big ask from our customers Read full review ScreenShots