Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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Toad Data Point
Score 8.1 out of 10
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Toad Data Point is a cross-platform, self-service, data-integration tool that simplifies data access, preparation and provisioning. It provides data connectivity and desktop data integration, and with the Workbook interface for business users, it provides simple-to-use visual query building and workflow automation.
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.
Appropriate for general querying and some DBA work. It's the universal least-offensive solution for most environments - not best of breed, but not subject to unusual/extensive requirements. It just works. On the other hand, some functionality (e.g. data import/export, snippets) are perfunctory and minimal and seem to be either difficult or impossible to automate. If you need to streamline those operations, you'll be forced to rely on third-party solutions that mostly work on top of (instead of with) TOAD.
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.
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
The workflow is a relatively new feature. Quest is adding additional functionality and the workflows are useful now.
Would be nice if the 'Automate' feature was a bit easier to use.
Would be nice if some of the SQL Editor features in the traditional interface worked better in the new workflow interface (although, these are being fixed with each release).
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.
I find Toad Data Point easy to use for both the novice and the experienced business analyst. If all you desire is to access data and create spreadsheets...this is a snap. Toad Data Point actually has cool data analysis features built into it. The newer workflow interface makes automating steps a snap
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
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.
It is the least common denominator - not particularly optimized for our environment or workflows.
Hangs or slowdowns add anywhere from 5% - 7% for projects utilizing large/complicated data setts. (This could be due to other IT-imposed constraints and not entirely due to TOAD.)
Trying to perform some operations requires reading documentation and experimenting in order to figure out the TOAD-specific approaches and commands.
It just works (when we understand it). Updates don't break things and things don't suddenly start behaving differently. Best of all, we don't mysteriously lose functionality.
