Clari vs. Yurbi

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.

Incentivized

The Yurbi Poduct is extremely well suited for organizations looking for a mature Business Intelligence and ad-hoc reporting tool. The strength of Yurbi is that it is highly customizable and can work in various environments.

Incentivized

• 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.

Incentivized

• Yurbi allows us to build customized Dashboards for specific users. Once the initial Dashboard is created, the user themselves have permissions to customize the Dashboard to suit their needs. The flexibility is there for a wide set of users.
• Yurbi product is highly customizable. We looked for a Business Intelligence product for quite some time that could be customized to work with different types of data sets. When we started considering Yurbi, it was evident from the beginning that the product could be customized very quickly to work within our environment and our specific data types.
• The Yurbi product stays a step ahead with the changing market being focused more for the tablet and smart phone user population. As our customers first started to use iPADs and iPhones, it was great to see that an upgraded Yurbi product was readily available for use for the iPAD/iPhone set of users.

Incentivized

• 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

• While the Yurbi Developer tool is highly mature, there have been cases where building specific complex reports within Yurbi required extensive support directly from the vendor (and even some Yurbi product customizations). It would be great if the Yurbi Developer tool could be slightly refreshed to make it easier for more non-technical users to build more complex reports within Yurbi.
• Over years of usage of the Yurbi product with growing set of available reports to run for users, it's easy to get unorganized in terms of being able to find the correct report to run. It's highly adviseable if future releases of Yurbi began offering features to organize all reports a little better within the product (including an audit trail of reports that users typically run to make it easier for them to go back to the right reports).
• We heavily use the SMTP configuration within Yurbi to set up auto-email notifications to specific set of users with requested reports. At times, the SMTP service becomes unavailable and Yurbi product is unable to send these emails to the users. Besides not receiving the email, it's easily evident that the SMTP service connection failed. It would be great if future versions of the Yurbi product would alert the user of the failed SMTP connection on initial Yurbi login so the administrator becomes aware of the issue and can take action to resolve the problem.

Incentivized

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

Incentivized

The Yurbi product has been perceived very well by our customers. They have continued to use it for years and the user population has only expanded. Customers love the flexibility and large set of Dashboards and reports that can be made available within the product quickly and efficiently.

Incentivized

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

The Yurbi product is incredibly easy to use and very intuitive for the user. The environment is highly customizable to the user's own preferences which is the best part.

Incentivized

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

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

Incentivized

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

Incentivized

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

Incentivized

Clari has good training materials, videos, and documentation.

Incentivized

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

Incentivized

Yurbi was very simple to implement and the software prerequisites and server requirements were very basic.

Incentivized

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.

Incentivized

Yurbi was overall a better product, highly customizable, more user friendly, and lower priced.

Incentivized

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

Incentivized

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

Incentivized

• 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