This is the only forecasting tool you need. Best for CSMs renewal forecasting. Can even forecast churn as far out as you'd like. Example: we forecast 3 quarters out (even if it's just a rough guess). Helps ELT determine OKRs for H1 & H2. Best for Sales for net new opps or existing customer expansions. We're able to segment and see that mid market is closing more deals in a specific tool than enterprise and can segment down by industry or AE/CSM to see what's working and what's not
The best aspect of Incorta is the ability to retain fidelity to raw data sources. Incorta does not require an ETL process or pre-aggregation to get results. Another great feature is the Business Schema. The ability to present data in localized business language is key to citizen development. The solution is a complete platform from ingestion to presentation. There is no need for additional products to provide high-performing dashboards. It is worth repeating that no ETL is required. If you need high-speed ingestion and presentation of millions of rows of data while retaining access to the raw data, Incorta is the right platform.
Occasionally it can be difficult to save specifically formatted criteria views
The QBR dashboard has a lot of information on it, would be helpful if that was simplified to show what is most important
The Salesforce integration is not immediate, so when updating opps it can take Clari 10-15 minutes to accurately reflect (but honestly still works great)
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
Because i never had issues with using the product it is more that the departments that need to set up all fields for the sales teams can use more training and guidance to quickly get the right results using Clari
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
I have interacted with support on many occasions. They are professional and knowledgeable and have solved every issue and asked every question or directed me to the appropriate resource who can.
At the time of selection, Clari was a more mature product than Xactly Forecasting. We did not want to experience growing pains with Xactly. Pipeline Inspection from SFDC was just becoming available. We had already selected Clari before we learned about Pipeline Inspection.
Each of the other solutions required an ETL to prepare data for ingestion and presentation. Our requirements were for no ELT. Attempting to use raw data sources with both of the other solutions did not provide the performance required (or in the case of Tableau, never finished.) Incorta provides the capability to utilize citizen developers. The other solutions required technical skills beyond the average citizen developer.
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.
