Claritysoft vs. Sisense

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.

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I believe Sisense is perfectly suited for any organization of any size that have access to the proper resources, as the tool is very expensive. The data connectors come in all shapes and sizes out of the box, which allows a great deal of data control within the ElastiCubes. Additionally, while the platform only runs on Windows platforms, the web application can be accessed on any client: mobile, Apple, Windows, etc. This allows a much more flexible user experience, resulting in data and dashboards reaching further than any other tool.

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• 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.

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• Customization - lots of supported and community plugins available. Users can also adjust the look and feel through JavaScript.
• Innovation - Sisense is continuing to push the envelope by developing new features through Sisense Labs.
• Customer support - the commitment to excellent customer service and ensuring organizations get the most out of their investment.

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• 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.

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• The usability of the application on mobile devices needs some improvement, especially navigation and filtering.
• Dashboards that are created by multiple users can be a bit of a hassle to share by Admins.
• If you need to embed dashboards into your website, you are require to buy a license separate from the user and platform license. This is a norm on most BI visualization tools, but Sisense can seem a bit on the high side, cost-wide.

It works for us and the support is excellent

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I think the business and myself as a user has come to rely on SiSense as a dashboarding and quick ad-hoc reporting tool. I am hoping to integrate SiSense dashboards into more parts of the business in the future. We have reduced our report turn-around time for the most part from hours/days to minutes and in some cases almost the speed of thought. Reports are also easier on the eye and more easily distributed. I would also like to say that the support and professionalism from the SiSense team has been excellent.

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.

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New V5 is ground floor of an exciting collection of possibilities. Weekly Sisense developers come up with new functionality that they share with us in their forums. The move to HTML5 has been pleasing in that widgets auto size themselves into appropriate forms in the board but everyone of them can be popped out to full page size to be looked at in more detail

There are very few situations when there is unexpected downtime. Mostly during development, new dashboard implementation and during upgrades. other then that there were very few crashes.

SiSense is usually performing better then other solutions even if going for complex reports/dashboards(of course within reasonable frames). I haven't noticed any bad influence on other systems, usually if something happens it stays within SiSense.

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.

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SiSense's support ninjas are very knowledgeable and are exceptionally responsive. So far, all of the issues we ran into were resolved within minimum time. My sense of dealing with the support staff at SiSense is that they are very focused on not just answering your immediate question, but also to delve into the cause of the matter.

Easy and free training that allowed us quickly understand basics in SiSense and start using them. More advanced features requires some browsing through SiSense forums, but there is always support to help, and SiSense support is one of the best whith which I worked so far.

Many examples, videos and scenarios which you try on your own right away. This combined with in-person training gives you enough to utilize most of SiSense's power.

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

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Remember to migrate the plugins. The documentation however is pretty straight forward.

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.

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1) Easy to use, really, there is nothing too much to say. The set up is easy and not confusing. You can use it internally or externally.

2) Customer Service, having spoken to various product reps from similar industry. Sisense rep provides you with the best support to get started, and it is really appreciated.

Product is quite easily scalable. The whole installation can be easily moved to stronger machine if needed.

• 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.

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• Report development time is reduced from 2~3 days to 2~3 hours.
• Report querying time is improved from 0.5~10 mins to 2~30 seconds.
• A 2-staff team delivers 10 times the BI output that we did on the old system.
• We were able to deliver BI and data analysis for all business functions instead of a very limited group of users