Clari vs. Tableau Server

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

Tableau Server is well suited for a data warehouse build and handling big data. Tableau data aggregation, transformation, clustering capability is powerful and easy to implement. The choice of charts and visualisation tools is outstanding. Customisation and dynamic data visualisation capability is superb. The user interface takes some time getting used to.

Incentivized

• 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.

Incentivized

• It's good at doing what it is designed for: accessing visualizations without having to download and open a workbook in Tableau Desktop. The latter would be a very inefficient method for sharing our metrics, so I am glad that we have Tableau Server to serve this function.
• Publishing to Tableau Server is quick and easy. Just a few clicks from Tableau Desktop and a few seconds of publishing through an average speed network, and the new visualizations are live!
• Seeing details on who has viewed the visualization and when. This is something particularly useful to me for trying to drive adoption of some new pages, so I really appreciate the granularity provided in Tableau Server

Incentivized

• When there is maintenance done in the backend our total numbers disappear so would be great to not impact production environment when doing improvements on the backend
• I think Clari can train more the champions at customer to drive utilisation rates in your customers

Incentivized

• While it took little time for our data analysts to crank out visualizations, it did take some time(longer than I expected) for our technology operations team to configure the server to share the sizes.
• The server update process is rather cumbersome -- requires a full uninstall/re-install.
• Again, while it took our data analysts next to no time to start creating, I've been in other organizations that have struggled with the feature-rich interface and complexity of the Tableau client. So, it requires the right personnel, with dedicated time, to fully leverage the 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

It simply is used all the time by more and more people. Migrating to something else would involve lots of work and lots of training. The renewal fee being fair, it simply isn't worth migrating to a different tool for now.

Incentivized

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

User experience is the most important factor to consider whenever considering capabilities for non-technical business users. If the learning curve is so steep business users must be advanced users to be productive, you hit the wall of diminishing returns, this is exceptionally true when it comes to analyzing data. Transforming data analysts into BI development experts shifts the focus of the analyst from analyzing data to mastering software. Tableau does a masterful job at minimizing the technology and maximizing the users understanding of their data.

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

Our instance of Tableau Server was hosted on premises (I believe all instances are) so if there were any outages it was normally due to scheduled maintenance on our end. If the Tableau server ever went down, a quick restart solved most issues

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

Incentivized

While there are definitely cases where a user can do things that will make a particular worksheet or dashboard run slowly, overall the performance is extremely fast. The user experience of exploratory analysis particularly shines, there's nothing out there with the polish of Tableau.

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

I think the folks that work in support are generally pretty good at what they do (when you get them on a WebEx). But the process of reporting issues to them and waiting for a response (via email only) is a hassle. I never understood why you can't just call them up and discuss the issues with them. It would take a handful of email exchanges before they would agree to a WebEx session. That was frustrating.

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

Incentivized

In our case, they hired a private third party consultant to train our dept. It was extremely boring and felt like it dragged on. Everything I learned was self taught so I was not really paying attention. But I do think that you can easily spend a week on the tool and go over every nook and cranny. We only had the consultant in for a day or two.

Clari has good training materials, videos, and documentation.

Incentivized

The sales consultants do an amazing job of introducing the tool and its capabilities. They are also helpful in explaining the layout of the desktop client and its different functionality. Keep in mind that they use a sample data source (MS Excel) with a very small amount of data to show off what it can do. What you have to remember is that you are buying the tool so that you can connect to large amounts of data (and possibly blend data together from different databases).

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

Implementation was over the phone with the vendor, and did not go particularly well. Again, think this was our fault as our integration and IT oversight was poor, and we made errors. Would they have happened had a vendor been onsite? Not sure, probably not, but we probably wouldn't have paid for that either

Gainsight was clunky. We had a dashboard for CS renewals but it was difficult to update. If you typed something and didn't save, and you started updating another opportunity's notes, your previous notes would not save. With Clari it auto saves

Incentivized

Looker and Tableau are quite similar products. I think Tableau's ability to view data visually is more comprehensive. The different breakdowns in UTM level versus first touch and last touch are shown in a visual format, making it much easier to view and interpret the results. Tableau also has faster load times compared to Looker for larger datasets.

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

• It had a positive impact as it helped us to streamline the process.
• We have calls divided as per different cycles so it helped us create a process with all calls in one cycle.
• Helped show the history of all calls for 1 customer/account.

Incentivized

• Tableau Server has had a huge positive impact. It has allowed us to quickly distribute complex dashboards across the company
• Tableau Server has allowed us to easily manage our entire employee base at the company and control the dashboards they view and interact with

Incentivized