Claritysoft vs. Mixpanel

Claritysoft is well suited if you need more of an address book as your CRM. Situations where sales are more passive and based on increasing awareness instead of hard, closing sales. In my previous role selling medical equipment, this would NOT work. However, in my current role where awareness is the key factor that drive smaller sales amounts, it does it's job. I've just been in a lot more roles where I need to upload contracts with signatures and track sales Opportunities, and Claritysoft doesn't seem able to do that.

Incentivized

As a worker in the sales area, I see closely how complex it can be to evaluate the commercial funnel and Mixpanel has been an indispensable guide to prioritize above all what customers expect to receive from our company, and thus be able to determine the main service we offer. Without a doubt, Mixpanel has special functions to be the one that guides the route and marks the objectives much more clearly.

Incentivized

• Claritysoft provides great software for keeping track of all the activities you've completed for a customer or lead.
• Claritysoft also has a great setup with creating new activities that need to be completed in the future so you do not forget.
• Claritysoft also has a very good support team. When we have questions or problems, Claritysoft is very prompt to address them.

Incentivized

• Mixpanel is a daily use application for everyone in my organization; it helps us have a better flow of information and interaction between work teams.
• The user interface of this platform is simple and has a wide variety of functions and resources to help us work in the most organized way, have better team coordination, and keep efficiency high.
• I love that it is so easy to program our calendar to our liking, so we can prioritize our activities and know what is pending, and the best thing is that I can update the calendar if necessary.
• The chat function is great to improve the interaction between colleagues and share work schedules and any information with third parties.

Incentivized

• There is no spell-check function to use when you are sending emails.
• Some of the functions you need when deleting records and the like are not always available on every page when you are working in the application.
• When moving quotes to opportunities, the attachments go with the move so when you go back to the quote, it is not there. Also, when you move a quote it does not automatically fill in the quote number as it was on the quote, it creates a new number. This should be fixed.
• When you convert a lead it does not move the lead to archives or get rid of it. It leaves it in the Leads area and so you have to manually get rid of it.
• There is no auto-dial feature built into Claritysoft.
• The mobile app needs to look and feel just like the online version.

Incentivized

• Mixpanel requires an explicit setting of events from your app. This means you need to be very thoughtful in the design of your events because missing one means you aren't collecting any data from it. Inserting it into the process later on then brings challenges in tracking when certain events came online.
• A tool like Mixpanel comes packed with features that sometimes are harder to discover. It's very easy to get sucked into one part of its toolset and not be aware of other tools which may be very useful.

Incentivized

It works for us and the support is excellent

Incentivized

It's not an all encompassing solution like Google Analytics tries to be, but MixPanel offers much easier to use and understandable data insights. That's valuable when juggling many responsibilities as startup life demands, so a renewal would be easily justified.

It is VERY, VERY, simple and easy to use and learn. All I needed was a super brief 30 minute overview to understand how to use it, and their Customer Support is pretty good. I was raised on Salesforce, which is much more complicated, but allows you to do so much more.

Incentivized

Relativity easy to use. Once you get the hang of it, very easy to create dashboards for different use cases. I split my dashboards between customers or use cases

Incentivized

They are very helpful and quick whenever I have a question about Claritysoft CRM. I think the guy I've spoken with is named Evan, and he's been very helpful. Claritysoft, give the man a raise if you know who I'm talking about. He responds super quick with truly helpful insights.

Incentivized

We have only ever had to use their support once, when we were setting up the account, but their responses were prompt and the solutions were well documented. The people who solved our issues were helpful, even to non-tech people.

Incentivized

Mixpanel has a great resource about their product, with videos on how to use it and real world examples from other companies on how they integrate Mixpanel into their business processes.

So easy to do - you control the process, supported by the Claritysoft

Incentivized

Again, somewhat annoying to be charged based on data points when many other analytics providers have one flat fee. Implementation was good, but I might have tracked a few more detailed points if I had the option.

Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.

Incentivized

• There was not really any other competitors for this specific use case that had a chance
• We used Google Analytics for some things but obviously, GA is anonymous data so not useful for product teams with users
• Other solutions out there seemed to be too expensive and this was the most recommended
• Heap seemed to be the best OTHER option but didn't take the time to evaluate

Incentivized

• It has made it easier to see our overall sales for each sales rep.
• The only negative is that we cannot change over the account, contacts, leads, and opportunities with one ownership field. You have to do each one separate and when you are transferring 1000 clients this takes much too long to do. No reason for it.

Incentivized

• We've been able to increase the funnel conversions of one of our new product funnels from a 1% conversion rate to a 5% conversion rate.
• We've been able to increase the CTR on another of our main product pages from ~3% to ~10% (so far)
• We've been able to segment out how users from different traffic sources behave, allowing us to eliminate thousands of dollars of wasteful spending on advertising campaigns that weren't working.

Incentivized