Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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Xactly
Score 8.6 out of 10
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The Xactly Intelligent Revenue Platform unifies the full revenue lifecycle into a single system of action to orchestrate and optimize revenue outcomes. Powered by 21+ years of data, the platform’s AI automates workflows and connects data across an existing ecosystem.
Clari's UI was easy for our sales team and customer success team to use and to adapt and utilise effectively. The Pipeline Management of Clari provides real-time insights into our sales pipeline, enabling us to track progress in real time and make correct decisions. We selected …
The only other forecasting tool I've used is Salesforce, and Clari comes out on top without a doubt. It's way more user friendly and I love the user interface.
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.
Clari is the most user-friendly platform in my opinion, and I've had the best customer service experience with my support team. Clari has continued to prove its ROI after each sub-platform we've implemented, and has built trust and adoption from the AEs to C-Level mgmt.
Verint is more focused on category creation and analysis but doesn't resolves the issue real time. Clari focuses on helping us for resolving issues real-time and best example is desktop app that agents use for calling and get real time suggestions while they get stuck on call. …
We also use sales force in our office, the management thinks sales force at times does not give better prediction like clari. As per me both the tools are at par with each other. And the best part if integration of sales force to clari, the only challenge I have is about …
Clari Revenue Platform is a robust sales management solution that offers a range of features and capabilities designed to improve sales performance and forecasting. When compared to similar products, Clari stands out in several areas:
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, …
I have not used other forecasting tools other than the built-in functions in Salesforce, Gong, and Outreach. I think that the benefit of Clari against these other tools that almost any Sales organization has is that their whole focus is on forecasting and visibility into your …
Have evaluated Clari against Outreach. Outreach has a much simpler UI and is very easy to use, and it is also famous amongst sales teams for campaigns, deals tracking and analysis. However, Clari's deal analytics and forecasting is way too superior than Outreach and dasboarding …
Clari is heads and tails above Microsoft Excel when it comes to forecasting and tracking the numbers for both sales and management. It's not even close.
Actually, Clari complete what salesforce is providing to my organization, both tools together are integrating to make our business planning cycle much more controlled and visible.
i don't have any insight on this one. I am not familiar with Clari competitors and am a user rather than a purchasing decision maker. Clari seems like a predominant solution in this category. Perhaps some orgs just stick to a CRM tool like SFDC reporting rather than investing …
Even if I don’t have some experience with Datahug, this platform doesn’t have an excellent end-user experience as Clari. Also, Clari has simple integration with Sales Apps, mobile application and notifications work very well, and is faster than Datahug. Reports are more …
Clair is additive to other tools like Salesforce or your BI tools. It gives great visibility at each level. We know throughout the quarter where we are likely to fall. When we have shortfalls we know where those are coming from. This helps us drive the right actions to close …
The only other tool that we use that is close to the Clari offering is SFDC. The nice thing about Clari is how easy and quick it is to make changes to your forecast without having to go through all of the required steps in SFDC. The mobile app is also extremely useful and …
Haven't used anything like Clari in the past, this is a game changer. SFDC does a great job of showing you your forecast but lacks the insights that Clari provides.
The only other funnel management we have is SalesForce itself. We've made some adjustments within our own SalesForce platform, but Clari is significantly easier to navigate for funnel management than deals individually within SFDC.
We've also looked at Lattice, which is a compensation management software, but we found that it was lacking in terms of integration with Salesforce as well as inefficiency. Updates it usually takes a longer time for sales and Salesforce to translate to Lattice, and we find that …
But staying on track to ensure I am reaching the goals set for me, both daily, monthly & quarterly. This App also helps me stay on Track to the money that I earn and can earn with each level that i meet and can achieve. This app helps me succeed at all times.
Our company was using a product called SNL Banker to share incentive data with our sales team. We were using this product for other reporting so it was an easy solution but it did not have any of the calcualtion functions of Xactly Incent. I used Xactly Incent at a previous …
More straightforward to implement complex incentive plans - faster to implement. Better visibility from the management perspective and user perspective. There are a lot of features to ensure the product is compliant with all the certifications.
Xactly Incent® is promissing tool in market as it is from long time. and builded the trust with big companies. Whereas rest of the tools are new in market and has most recent features per industry requirement with enough flexibility.
Xactly Forecasting has a smart AI tool, this is what puts them ahead of the competition. With their smooth interaction with other apps and programs, it makes it seamless when using other apps and programs. I find that when it uses its forecasting skill it shows us exactly what …
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.
Xactly has helped us recognize where our sales incentive plans are overly complicated and find ways to make them more functional and easy-to-understand for the sales reps who are expected to be motivated by them. Having data in Xactly allows us to more quickly identify outliers and communicate potential challenges to our stakeholders. Xactly also has reduced the number of errors in the incentive process (from quota and credit data received to getting those payments to payroll) and reduced the amount of time it takes to do that. It has also allowed us to make sure consistent practices are being used across 100+ sites in the US and Canada. My biggest complaints about Xactly are about the navigation within various objects - sometimes it can be time-consuming to switch between periods (especially in different years) and that can be frustrating. We're still figuring out the new reporting tools, but I see the value in the newly released tools.
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.
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
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
We have been using Xactly as a primary application to calculate the commissions payout on a daily basis and would continue the same as Xactly Incent meets our requirement. It keeps the process automated and reduces the manual effort to calculate commissions.
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.
From an admin perspective, the software's usability is high. The different components are organized in a way that is easy to figure out, for example, all elements of a plan are under the Plan Design section. There are some areas where searching within the system is a bit cumbersome because after clicking into a result and back out it clears your filter. I found the software easy to navigate when I first started and the amount of documentation and helpful videos they have on the community and within the University make the system even easier to learn.
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
In general the system is nearly always available. But the daily achievement calculation takes a hugh amount of time. therefore it was in the past month sometimes only from midday onwards completely updated and usable for Sales employees. Xactly support was and still is working hard to get it available early mornings. Availablility time has increased a lot. It's now down to around 10 am in the moring
Xactly is a very helpful tool ensuring appropriate and correct data is used when calculating commissions. The interface loads timely, but it is not intuitive to use. The learning curve to be proficient in Xactly takes a significant amount of time.
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
They take the time to understand the system. They keep us updated on the status of our cases. Finally, their continued follow up ensuring the initial issue was resolved is very nice. They will not close the case out until they have confirmed that our issue has been completely resolved and fixed.
It was great, good explanations and good training material provided, we were able to get a really good idea of how to use the system. I also think that it was enough time to learn how to setup the system.
Xactly offers training on new releases on a monthly basis and training on basic principles regularly via registration. My experience with both is that they do not provide the in-depth knowledge necessary to truly master the system and advanced courses still do not go to the level needed to autonomously manage the system and plans. Professional services are a large part of any cloud based service such as Xactly and I feel a reliance on such paid consulting services is a great money-maker for Xactly.
Go into implementation knowing how you will handle churn, if there are claw backs, treatment for every type of commission payment (i.e. new business, renewals, etc.) and know your average customer life. You'll also want details by customer for as far back as you can go (within reason).
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
We've also looked at Lattice, which is a compensation management software, but we found that it was lacking in terms of integration with Salesforce as well as inefficiency. Updates it usually takes a longer time for sales and Salesforce to translate to Lattice, and we find that with Xactly it usually takes about one business day, which is always beneficial to have things updated quicker.
It's very flexible. In most cases it can be adapted to your needs by programming which may cost extra money. We have a lot of different complans and close to 1.000 employees using Xactly in EMEA. It's mainly used by Sales and Finance
