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
With Izenda, we can offer our trusted users dashboards, generated custom reports, and ad-hoc reporting, right within our own operation. Integrating the Izenda tool directly into our usage meant that we were suitable to use a small corridor of Izenda as core functionality while reserving the more advanced sections of Izenda for guests willing to pay redundancy for the licensing.
User and tenant management is excellent. It is very simple to implement and easy to manage.
The configurability and customizability are excellent. We have access to all aspects of the system and have rebranded and configured single sign on. The users really like it.
Reports and visualizations work. There's lots of flexibility and users enjoy creating reports themselves.
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
With the help of Izenda, we are able to build a mature foundation that users can quickly customize to their needs. Once permissions are layered in, we can simply use the same report and only show fields a specific user has access to.
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
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.
We compared to other end user tools like Qlik, Tableau and Power BI. These tools are very refined but not positioned for OEM/Embedded use cases. The closest we came was logi and Birst and the price and business model of Izenda was much more appealing
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.
