Clari (legacy product) vs. Vizlib

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.

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I have read reviews where Vizlib is performing well. That was not our experience integrating Vizlib with Qlik Sense cloud as a write back capability. So, my experience is that integrating Vizlib with Qlik Sense cloud as a write back capability is probably not an area where they perform well

• Creates call summary and add them in created tags to help us to targeted monitoring.
• Help us create battlecards that agents can use on live calls.
• Help us create library and playbook of good and bad calls for training.
• Help us provide a call overview by team.

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• Visualizations
• Forecasting
• Storytelling

• Sometimes we'll update everything and it won't save so GTM teams have to do it again. Not sure if it's whenever we do platform updates.
• As a manager I'm not able to reorder my teams names in the rows. I have to ask our Admin to sort A-Z which is time wasted

Incentivized

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• Vizlib promised a writeback capability that it just was not able to deliver. We bought additional developer licenses for QlikSense that were not planned in the initial Vizlib discussions, but even with they were not able to implement a writeback capability.
• I feel Support was horrible... very slow, and with inadequate expertise.

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

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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

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We haven't had any troubles

Incentivized

Independently Invited by TrustRadius

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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

Independently Invited by TrustRadius

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

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Independently Invited by TrustRadius

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Vizlib support is awesome! We have quick turnaround times and regular updates when we open cases. It’s so good we often ask them Qlik Sense questions, rather than going to Qlik support

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

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Independently Invited by TrustRadius

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Clari has good training materials, videos, and documentation.

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Independently Invited by TrustRadius

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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

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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.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I selected Vizlib based on several positive Qlik community forum comments. It would seem that they had a different use case than we did

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

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I believe the services provided to our company were always good to help with installing and improving the product

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• I no longer spend hours reconciling spreadsheets or guessing which opportunities are real - Clari shows me exactly where to focus to drive results.
• I have consistently hit my quota the last 3 quarters thanks to Clari's precision and detailed insights.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Faster time to dashboards and reports
• Improved communication to donors of our key mission metrics
• Better support than from Qlik