Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
N/A
Xactly AlignStar
Score 5.9 out of 10
N/A
Xactly AlignStar® utilizes a map-based interface to enable territory planning that equips sales organizations to build and optimize balanced territories that align with company goals.
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.
If you have reps and need territories assigned geographically then AlignStar is a great option. While we do not have reps in the field, I can see how powerful it can be in aligning territories not only based on estimated revenue or some other metric but also with rep location and driving in mind.
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.
Detailed label options by ZIP code. I know the immediate impact of moving a single ZIP code.
Territory Optimizer. If we are having trouble figuring out the correct configuration for a particular area, its helpful to see what the program suggests. It may come up with something we hadn't thought of yet.
Custom layers. I am able to mark the previous territory boundaries, so if we want to undo a change, I know exactly where we started from.
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
Easier functionality to label the territories. We currently still use the desktop app and labels for any feature are rather small and not intuitive.
Speed of the application. The desktop version we currently use tends to be a bit slower and runs into the "application not responding" issue quite often.
Ability for the desktop version to automatically update Salesforce. It would be nice if I could have Alignstar update a field on an account record in Salesforce when I make updates in Alignstar.
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.
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.
Easy to continuously plan forward for any potential changes by playing around with the optimization software. Able to more easily adapt our sales team and plan forward
