Clari vs. TARGIT

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

Overall, TARGIT is a valuable tool, and more and more associates are realizing this every day. It's become our standard for sales reporting. I would recommend the software for use at other companies, and I often encourage fellow associates to gain access and basic training.

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

• The in-memory cube in the Targit suite is an excellent tool that can replace SSAS in theMicrosoft BI suite of tools. InMemory aggregations are lightning-fast compared to Microsoft SSAS.
• Targit also has a cool HTML5 reporting tool.
• It is a complete suite of BI tools including ETL, cube and reports.

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

• I think including the Data Discovery module in the base package instead of charging extra for it would go a long way to making the software better. If you don't have much background with SSIS or SSAS and you do not buy the module, it will be difficult for you to add or modify data sources.
• There are a couple small tweaks to the interface that would be helpful but are far from necessary. For example, unlike an Excel pivot table, you cannot move the measures above the dimensions in a table interface. There are workarounds for this, however.
• I understand the need to make their calculation language as complex as it is, but it still seems like it could be made simpler. It's helpful that it comes with several standard calculations that you can easily add to an object, but if you want to modify a calculation or create your own, it can be more complicated than I would like.

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

The use of Targit is widespread throughout our organization. Our users are becoming comfortable with the tool and Targit has allowed our company to truly grasp the concept of Business Intelligence and making better business decisions through the analysis of our data. Our users are not waiting for IT to create reports for them, they have full rich self-service BI with Targit and are able to turn a great analytical idea or ad-hoc query hypothesis into concrete answers with actionable responses within minutes.

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

Everything on the back end needs to be correct, which sometimes it may not be set up or missing some variables. Some of the more difficult parts of Targit require a lot more attention and object creation to work properly

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

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

Incentivized

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

Everyone I've dealt with at Targit genuinely cares about me and my success, and they respond to questions quickly and accurately. There is literally nothing more I could ask for from their support.

Incentivized

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

Incentivized

Clari has good training materials, videos, and documentation.

Incentivized

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

Make sure all of the back end work is done prior to getting Targit set up. Every variable you may need for calculations needs to be correct and every item needs to be uniform so it is read properly.

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

While their product is top of the line and works very well for us, we ultimately selected Targit because of their team. We love working with them and they are always super helpful. Whenever we have a request or issue, they are there ready to happily help us resolve it and move forward.

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

• It really has answered questions during decision-making conversations where a task item would have been created with days of turnaround time instead of getting the necessary information within minutes during that same conversation.
• Unified Reporting that maintains in alignment with business needs.

Incentivized