Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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Cyfe
Score 8.8 out of 10
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Cyfe is all-in-one dashboard software for analyzing data from online services like Google Analytics, Salesforce, AdSense, MailChimp, Amazon, Facebook, etc, from Traject.
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.
Cyfe might be for you if you are looking for a cost-effective way to display all of your marketing metrics in one place. If you are looking for a detailed, fine-tuned, niche, or extremely specific metrics, this might not be the best solution. Cyfe is good for a general health check-up of marketing, but not a finely tuned examination.
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
I'd love to see additional functionality to customize colors. The light/dark option is very nice, but a little more flexibility in the colors would go a long way, especially if it was possible at the dashboard level rather than just the account level. Along the same lines, being able to customize the charts a little more, for example being able to show an x-axis on single data type graphs, could make them easier to read in some cases.
Being able to choose to report on converted clicks or conversions in AdWords would be helpful.
Needs the ability to show the date range on the shared URL dashboards. Would be even better if the date range was adjustable on that view, too.
It has become a part of our internal tools so unless a competitor comes out with similar functionality as a similar price point it is unlikely that we would not renew. One area that would cause us not to renew would be if a competing service came out with more third-party integrations that match our needs. Price at this point is no longer an issue as it would allow us to automate a somewhat manual process that we have now connecting Cyfe widgets to Google Sheets.
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 gave it a rating of 7 because it does a good job at what it does, but there are missing that are missing which I would have benefited from. For instance, if I was able to drill down more on the specific metrics I was able to see, that would have been helpful.
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
Because I had a very minor question and I was able to speak directly to the founder through LinkedIn and through email. I know that as they grow this may not always be an option but the fact that he made himself available to answer my questions said a lot about his passion for the product.
Cyfe is a 15 minutes implementation, then some time to get your data sources created. This is an easy one person job that will not result in down time or unnecessary wasted man hours.
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
The Salesforce dashboard is comparably flexible and intuitive, but designed more to its internal CRM focus. SumAll shares the social media dashboard capabilities, but lacks all others. Its interesting feature is side-by-side graph analysis for cross-channel performance. Cyfe might borrow from SumAll's default weekly email summary of performance from the dashboard, but implementation could be too complex. Nuvi dashboard is exclusively for social media marketing, but lacks Cyfe's flexibility for third party integration and window customization settings.
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.
