Altify’s suite of Salesforce native solutions guide and coach sellers to identify and map key relationships, uncover business insights, align sales processes to buying processes, qualify, manage and execute deals, and grow wallet share in accounts.
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Clari
Score 9.8 out of 10
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Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
While Skuid is not a match to what Altify does in terms of capabilities, Skuid did allow us to natively create the functions that we needed within the business in a way that was more useful than the Altify tools out of the box functionality. Altify does not offer anything for a …
We also use sales force in our office, the management thinks sales force at times does not give better prediction like clari. As per me both the tools are at par with each other. And the best part if integration of sales force to clari, the only challenge I have is about …
Clari Revenue Platform is a robust sales management solution that offers a range of features and capabilities designed to improve sales performance and forecasting. When compared to similar products, Clari stands out in several areas:
Clari was selected due to the flawless integration with salesforce, updates are made in real time. Being able to monitor everything at a scalable level has also been critical for our team. For example, we have different views established that show the rep level, manager level, …
I have not used other forecasting tools other than the built-in functions in Salesforce, Gong, and Outreach. I think that the benefit of Clari against these other tools that almost any Sales organization has is that their whole focus is on forecasting and visibility into your …
Have evaluated Clari against Outreach. Outreach has a much simpler UI and is very easy to use, and it is also famous amongst sales teams for campaigns, deals tracking and analysis. However, Clari's deal analytics and forecasting is way too superior than Outreach and dasboarding …
Clari is heads and tails above Microsoft Excel when it comes to forecasting and tracking the numbers for both sales and management. It's not even close.
Actually, Clari complete what salesforce is providing to my organization, both tools together are integrating to make our business planning cycle much more controlled and visible.
i don't have any insight on this one. I am not familiar with Clari competitors and am a user rather than a purchasing decision maker. Clari seems like a predominant solution in this category. Perhaps some orgs just stick to a CRM tool like SFDC reporting rather than investing …
Even if I don’t have some experience with Datahug, this platform doesn’t have an excellent end-user experience as Clari. Also, Clari has simple integration with Sales Apps, mobile application and notifications work very well, and is faster than Datahug. Reports are more …
Clair is additive to other tools like Salesforce or your BI tools. It gives great visibility at each level. We know throughout the quarter where we are likely to fall. When we have shortfalls we know where those are coming from. This helps us drive the right actions to close …
The only other tool that we use that is close to the Clari offering is SFDC. The nice thing about Clari is how easy and quick it is to make changes to your forecast without having to go through all of the required steps in SFDC. The mobile app is also extremely useful and …
Haven't used anything like Clari in the past, this is a game changer. SFDC does a great job of showing you your forecast but lacks the insights that Clari provides.
The only other funnel management we have is SalesForce itself. We've made some adjustments within our own SalesForce platform, but Clari is significantly easier to navigate for funnel management than deals individually within SFDC.
Not familiar with other products in the quote to close space. I have not used others, as Clari has been our first and we have been very pleased with it, so I have had no need to evaluate other competitors to it.
Clari is MUCH better for reps to use/consume than the other products we've attempted. While the other tools we've used have been a bit better from a Sales Ops perspective, if they don't get used by the sales team, they are not nearly as powerful. Adoption of the tool really …
Clari was able to start generating advanced analytics within 3-4 hours after connecting to our Salesforce data and immediately in opportunity data. With Birst, there was some implementation needed, IT setup and configuration and some additional training for admins and advance …
Clari's UI was easy for our sales team and customer success team to use and to adapt and utilise effectively. The Pipeline Management of Clari provides real-time insights into our sales pipeline, enabling us to track progress in real time and make correct decisions. We selected …
The only other forecasting tool I've used is Salesforce, and Clari comes out on top without a doubt. It's way more user friendly and I love the user interface.
Clari is the most user-friendly platform in my opinion, and I've had the best customer service experience with my support team. Clari has continued to prove its ROI after each sub-platform we've implemented, and has built trust and adoption from the AEs to C-Level mgmt.
Well suited for accounts in pipe. I'm not sure how well the entire team experience will play out in reality. Resources are primarily available when the opportunity is piped.
It's well-suited for sales and customer service processes where the intent is both to sell the product and give customer or technical service post-sale. It is best to search for calls with different phrases. However, as far as I am concerned, it is less suitable for processes that are not defined. Like sales inbound, where we may not know the conversation direction.
Sales pipeline management: Clari provides real-time visibility into the sales pipeline, enabling sales teams to track the progress of deals and make informed decisions.
Revenue forecasting: The platform integrates with existing sales and marketing tools, giving organizations a comprehensive view of their sales pipeline and enabling accurate revenue forecasting.
Advanced analytics: Clari uses machine learning and advanced analytics to provide actionable insights into sales performance and help organizations make informed decisions about their sales strategy.
Sales Process Manager: The Altify Sales Process manager's biggest drawback is the lack of usability for the end user. Altify has an out of the box sales process or a custom one can be created based on the company sales process. The drawback is that unless the sales process includes very few items, it can be more cumbersome than helpful. The Rep walks through the Sales Process by selection whether they have "Completed" are "In Progress" or have "Not Completed" the sales process activities at each stage of the opportunity. Altify saves after each selection so there is considerable downtime as the user waits for their selection to be recorded before they can answer the next question. Altify has an option to automatically advance the Salesforce opportunity Sales Stage once a certain % or mandatory steps in the sales process are completed, however this is not entirely useful as it does not advance until the set % or mandatory marked processes within a Sales Stage are completed AS WELL as at least one process from the next sales stage. This becomes very confusing and cumbersome for the users. In most cases, the sales process manager becomes more of a micromanagement tool with managers requiring all items to be marked completed and the Users merely marking items to satisfy that requirement without getting the intended benefit of the guided selling experience.
Account Plans: Account Plans can be grouped in both "does well" and "does poorly" for the Altify Suite. I will outline the bad in this portion of the review. Altify Account Plans do have some ability for customization, however the standard out of the box options are incredibly overbuilt. Filling out all of the information within the Account Plan can consume 40+ man hours for a single Account. While some of this information can be useful and important to note, other portions become more cumbersome than useful. The Completeness and Scorecard portions of the use a number of calculations. These calculations are explained at the bottom of the page but from a user perspective are very confusing and not straightforward. Most users that begin using account plans quickly abandon them because of the difficulty in setting them up correctly and the minimal insights that are gleaned out of the work put into them. One place for the greatest opportunity to improve account plans is in the objectives section, there the user can set objectives and activities (tasks) to meet them. The tasks must be manually selected to create an actual task in Salesforce and this cannot be assigned out to other SF Users. This portion of the Account plan would be improved if it could be used as a holistic account management platform to manage tasks across all the opportunities and potential opportunities, with an ability to assign them out to others in Salesforce within the account team.
Altify Max Insights: Altify max insights is intended to provide coaching advice at the opportunity level. This feature is tied into the opportunity manager. The drawback to this feature is that the insight mainly pertains to whether or not a user filled out all the steps in the opportunity manager: the sales process, the opportunity assessment, strategy, and the customer relationship map. The insights are far less action-oriented and more of a reminder to use the tool components. This tool just doesn't hold value, especially as it is an add on product.
Lack of Customization - While Altify does allow customization of some of their products and components, Altify has a ton of limitations. One of the most frustrating aspects is that all of the processes happen from their "black box" which is the dealmaker opportunity objects that Altify creates. This is essentially a shadow copy of the opportunities within Salesforce that then push changes to the actual opportunity. There is no way to tap into this shadow opportunity to either run custom processes or to even surface the Altify insights in a BI tool such as Einstein. This means that a lot of the use and functionality that Altify does do well cannot be leveraged for company insights or user end improvements.
When there is maintenance done in the backend our total numbers disappear so would be great to not impact production environment when doing improvements on the backend
I think Clari can train more the champions at customer to drive utilisation rates in your customers
I will renew my Clari Subscription for many reasons. 1. Streamlines Sales - Clari automates many manual tasks like note-taking and transcripts. This frees my sales team so they can focus on closing deals. 2. Increased customer retention - Clari helps me identify potential churn risks and take proactive measures. 3. AI-Driven Insights
Clari is very good when it comes to usability as I'm accessing it on daily basis as long as I'm on my Notebook, it helps a lot having visibility on my business status and progress on achievement. I can estimate my weekly, monthly, and yearly opportunities closure and revenue. I have some saved views which are so useful to get what I want to see.
Clari is very willing to jump in and build out use cases. They will work to do anything for you. That said, their follow up is not great. We have had to reach out for follow up several times on a project, which is still not complete. I wish they taught us how to complete what we want, rather than doing it in house for us
While Skuid is not a match to what Altify does in terms of capabilities, Skuid did allow us to natively create the functions that we needed within the business in a way that was more useful than the Altify tools out of the box functionality. Altify does not offer anything for a more "light touch" opportunity, which is its greatest drawback. With Skuid we were able to create our own solution for these lighter touch opportunities
Gainsight was clunky. We had a dashboard for CS renewals but it was difficult to update. If you typed something and didn't save, and you started updating another opportunity's notes, your previous notes would not save. With Clari it auto saves
Clari is worth the investment with its advanced forecasting and pipeline management. They have a unified revenue platform that serves as a single source of truth for revenue data.
Micromanagement (negative): By implementing Altify as the sales process management tool for our company during a change in sales methodology we created a micromanagement storm that left reps not truly gaining the benefit of the buyer-centric methodology. Rather than using the tool as a guide to the new process, it became a series of checkboxes that reps were mandated to fill out by management. This has left us unpicking the process to reengage the reps in a positive manner on how to work through opportunities in a customer-focused way. Sales process manager and opportunity assessment were disabled to try to fix this negative impact.
Account Plans (positive): While difficult for smaller accounts, the account plan feature did create a standard way for sales users to create account plans and manage their accounts better
