Claritysoft vs. TARGIT

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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Targit is very strong when the data is presented to the system. Because of this, we are able to report on almost all of the information that is valuable to us. When we have questions or ideas on how to better leverage Targit, they are great to work with. We track our sales progress/process in Targit and AP tracks things such as outstanding invoices, open invoices, etc

• 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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• Quick start-up and report turnaround time.
• Easy drag and drop capabilities as well as user friendly command options.
• Ability to share reports among other users making it easy to use an already created report and simply changing the criteria to suit your own needs.
• Ability to save a base report that can be modified as needed repeatedly, instead of recreating from scratch.
• Easy visual for final layout.
• Ability to run multiple reports within one screen without jumping around.

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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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• Probably one of our biggest complaints from the user community is the inability for the user to see the details behind the data. I know with the tool you can write reporting services reports that would allow users to see the detail by right clicking on a measure and selecting Actions, but for a very lean IT shop there simply has not been time to build these Actions for every possible scenario a user might want to see detailed reporting on.
• Another complaint I've heard is the inability for the user to know exactly what the data represents from the source. If Targit had maybe some type of capability to hover over a measure or dimension and see a pop up of a more detailed description this might help resolve that issue.
• The most difficult concepts to teach our users is how and when to use comparisons and the syntax for calculations. Creating comparisons has become much simpler with the 2k11 release but it is still difficult for my users.

It works for us and the support is excellent

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It is very easy to use and I am proficient at this point to be able to figure out how to run most of the reports I need. I have had the time to "play around" in TARGIT and really teach myself about the visibility settings and other aspects - though other users have needed help with some of these aspects - but once you conceptually understand how to build the reports, it is very simple from a power user perspective.

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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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Everything on the back end needs to be correct, which sometimes it may not be set up or missing some variables. Some of the more difficult parts of Targit require a lot more attention and object creation to work properly

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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Everyone I've dealt with at Targit genuinely cares about me and my success, and they respond to questions quickly and accurately. There is literally nothing more I could ask for from their support.

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

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Make sure all of the back end work is done prior to getting Targit set up. Every variable you may need for calculations needs to be correct and every item needs to be uniform so it is read properly.

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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It really met our business requirements when we were searching for a reporting/Bi tool and the flexible business model of being able to introduce additional functionally as your organization grows and requires it made the investment decision the right one for us. The functionality available in comparison to the investment is well worth it.

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• 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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• We have been looking at our Product Hit Rate by Customer instead of just looking into Customer hit rate and adjusted our offerings accordingly.
• Giving people the ability to run their own ad-hoc reports rather than to request them from IT is a great benefit to my department.