Likelihood to Recommend 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.
Read full review 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.
Read full review Pros 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. Read full review 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. Read full review Cons 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 Read full review 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. Read full review Likelihood to Renew 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.
Read full review Usability 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.
Read full review 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.
Read full review Support Rating 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
Read full review Implementation Rating The Clari professional services team was great and kept us on our timeline. No complaints. Nothing amazing to report.
Read full review Yurbi was very simple to implement and the software prerequisites and server requirements were very basic.
Read full review Alternatives Considered 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
Read full review Yurbi was overall a better product, highly customizable, more user friendly, and lower priced.
Read full review Return on Investment 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. Read full review ScreenShots