Clari (legacy product) vs. Yesmail360i

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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For all outbound messaging, YesMail is perfect. For Social Media management, or for customer service management, where customers or subscribers need a place to "talk back" to your organization, YesMail might not be the best platform.

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• 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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• Large Enterprise email campaigns for Fortune 500 clients.
• Account managers are very easy to work with and contact. I usually can get a response within a few hours to solve an issue.
• Software is very easy to use and ramp up time was short.

• 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

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• The ramp up time for new users is pretty poor. Since it is not an intuitive interface non tech savvy users have a hard time getting the most out of it
• A lot of common functionality has to be built in... Which costs extra
• Support isn't the best, they do respond but not at the speed I would like.

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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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I do not have the buying decision to renew/change providers, but do have the ability to provide my feedback to those who do. Yesmail has a lot of kinks that need to be worked out. But, for those that just need to deploy emails, and house subscriptions, this is a decent platform to do so. Companies with more advanced campaign targeting/analysis needs should explore other service providers.

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.

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Overall it is easy to use but there's several different portals you must log into instead of having everything at your disposal in one place (reporting, emails, extracting data, etc).

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

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

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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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Very easy to get a hold of an actual person and quick responses.

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

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Clari has good training materials, videos, and documentation.

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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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We currently use MailChimp for automation campaigns. While there are limitations with MailChimp segmentation, it was much faster to get set up. We still use Yesmail for the bulk of our sending, and could probably do all the same things we do with MailChimp but it would just take a bit longer to get it set up

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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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• 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.

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• We spend quite a bit of time troubleshooting, so it has had a negative impact on employee efficiency. When there is an issue we have to give them step by step examples of what went wrong so they can re-create it. 8 times out of 10, they can't recreate the issue.