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.
[Visual KPI is well suited for:] 1. Maintenance or field worker in oil & gas/chemical/ process industry mostly; machines status on the map & functionality for tracing exact location of the machines. 2. Key personnel of the site is always in move within the site/plant; useful for monitoring key performance indicators of the plant 3. KPIs to be built based on multiple data sources as well as integration with ERP tool
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
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.
1. At large it was successful implementation. - [Users] are empowered to find out performance measures easily - issues like machine downtime, trend analysis, location specific downtime information, roll out functionalities, up time of the machines or area, alert based on run hour of the machines/ pumps, manual data entry to capture reason code for any downtime
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
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
At the time of selection, Clari was a more mature product than Xactly Forecasting. We did not want to experience growing pains with Xactly. Pipeline Inspection from SFDC was just becoming available. We had already selected Clari before we learned about Pipeline Inspection.
Most of these products serve as the master source for managing data, but they all seem to have their own focus for what kind of data and metrics they monitor, visualize and analyze. I think Visual KPI holds its own against the competition because it serves so many purposes for so many departments at your organization.
