Claritysoft vs. Woopra

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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My rating of Woopra is the absolute best possible. I would recommend them to anyone looking for an analytics website that prefers a visual interface and a beautiful design. I have not encountered any problems using their app -- ZERO! Their integration with other marketing software, such as MailChimp, helps our company zero in on our marketing campaigns and gives us the information we need to make better choices. I LOVE Woopra and think they are the best out there! I have used other websites and there is no comparison!

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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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• Woopra tracks *individual users and customer accounts*. It cannot be understated how important this is. Google Analytics and other low cost solutions only sample users and provide aggregate data. For enterprise sales, this is critical. Likewise, for product managers trying to segment product usage by types of accounts, this is incredibly useful.
• Woopra updates user analytics in real time. This is critical in a sales context as you want to be able to follow up quickly on opportunities. Likewise, it is useful for customer success as they can see usage in real time for an individual they are supporting.
• Woopra has the most turnkey integrations of any web analytics solution on the market. By far the most useful are Marketo, SalesForce, and Slack, but there are several more we didn't tap into. While any solution worth its salt has an API, Woopra's integrations usually require a login and/or API key, and you are good to go. Here is the current list: https://www.woopra.com/appconnect/.
• Woopra enables B2B product managers to track product and feature usage by revenue, not just clicks. Again, in a B2B context, this is critical, as there are high-value users and low-value users. Knowing the difference is critical.
• Woopra's implementation is super simple. We were able to set it up with a couple of hours of one frontend developer and some help from our product intern.

• 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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• User explorer could get some upgrades. It has sometimes been difficult to filter some actions, or groups of actions or combine filters.
• Can add more cards to the live dashboard.
• More context data on the user, the device being used, etc.

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It works for us and the support is excellent

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We just really like the tool. There are lots of us using it internally... from Product, to marketing, to customer service, to optimization team, to traffic acquisition, to Executives. Really helps us answer questions about how well things are going, and what is not going well.

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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The UI and reports are great overall. Creating reports just requires a few too many screens and clicks. Also dashboard tiles can't be resized. Both of these are easy items that are being addressed

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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Team was always responsive and helpful with special use cases.

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

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Compared to other products, the support was a small effort. We only had part time contributions from a product management intern and front end developer.

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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Woopra is much easier to setup and use than Google Analytics. I've spent hours trying to create custom reports in Google Analytics. Woopra does not take this much time to get solid reporting for our site. If you need something that tracks marketing efforts then Google Analytics will likely be a better fit.

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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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• Really helped us begin to segment our users based on their engagement and retention.
• Helped increase retention by about 1.5% after about 5 months of implementation (don't shoot the messenger if your team can't implement that quickly).
• I felt like it had great potential to create a pipeline between sales and the CSM, but I had trouble getting the sales team to implement it properly as they had their noses deep in calls and emails (they struggle entering notes in SalesForces as well, so it's more a company specific problem).

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