Effective tool for managing forecast.
Updated November 10, 2014

Effective tool for managing forecast.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review

Software Version

Cloud 9

Overall Satisfaction with C9

Pros

  • C9 helps sales and operations managers answer the question: What Changed?
  • It does this extremely well through ad hoc queries in the GUI, or through automatically emailed Excel reports (this had to be set up by C9 at the time)
  • It helps sales and operations manage the team's pipeline and forecast.

Cons

  • While the GUI was sufficient to work with day-to-day, exporting charts (i.e. to insert into PPT) was not supported at the time.
C9 is very niched (used exclusively by Sales). What it does, it does extremely well. However, if another BI tool with broader functionality and 80% of C9's ability was under consideration as a more widely adopted enterprise solution, there would not be a strong reason to keep C9.
C9 is a good and economical solution for what it does. If evaluating them today, I would want to clearly understand their product roadmap and their ability to execute against it.

Using C9

  • Pipeline management, sales forecasting

Evaluating C9 and Competitors

C9 Implementation

The customized excel reports that were automatically emailed to sales management were very valuable.
  • Vendor implemented
C9 Services

C9 Training

  • Online training
  • Self-taught
Online information and training was done reasonably well compared to other vendors, but would benefit from being more polished and rounded out.
The GUI at the time was not 100% intuitive. This may have improved since. However, it was possible to learn the tool without training, and C9 was very willing to answer specific questions and explain concepts.

C9 Support

In my experience, C9 has been very responsive, and provided access to their subject matter experts for advanced support questions.
No - For any advanced needs, I would recommend to either engage with C9 services, or train someone in-house.

Comments

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