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.
Salesforce is more complex, visually Pipedrive is easier to look at at a glance to see where your opportunities fall in the stages in your funnel; whereas salesforce is not as visually appealing. Pipedrive is better for smaller businesses and more price effective than some of …
The reporting tools with Pipedrive are immensely more advanced and customizable than Clio Grow. We are able to adjust and tweak the reports to make sense for our firm specifically whereas with Clio Grow, you were sort of stuck with the default reports. Pipedrive beats Clio Grow …
Overall compared to SFDC and other CRM tools Pipedrive stacks up very well when it comes to ease of use and usability. It needs a bit better more robust reporting compared to some of the other tools. But for the cost and value provides I'd rank Pipedrive very highly in …
Pipedrive has a simpler interface and focuses on sales initiatives rather than digital marketing efforts which is something that our sales team needs. Pipedrive offers a good level of flexibility when it comes to customizations and they are always open to adding new features.
Pipedrive has an excellent UI, email tracking features, and the ability to display contact information and notes about each individual. It allows us to integrate other systems with a high degree of automation, which is crucial to our workflow. Easy to pick up and use, with …
We switched from Microsoft Dynamics to Pipedrive because Pipedrive was more cost effective and gave us more control over the custom fields we could make that applied directly to our company. It also was a much easier software to navigate and the sales team was using it a lot …
Pipedrive's integrations are so much better. Pipedrive has a much better user interface, the email tracking functionality is very handy, Pipedrive has a better interface in displaying people's contact details and our notes on them, and most importantly, Pipedrive allows us to …
It is easier to use and more specific. I think HubSpot has a lot and can be overwhelming or confusing at the start. It is cheaper, and the automation is easier to configure. I think it is a better option to start with Pipedrive software. Try it and check for yourself.
Pipedrive is less complex and far more affordable. It is missing some of the marketing tools (email marketing, adspend tracking, etc.) But for a small team this tool is far superior. It cuts out the fluff and focuses on helping you manage a pipeline. And the cost is a million …
The difference between this CMR software and similar ones is that Pipedrive is much more complete in terms of features that can be exercised in different job roles such as consulting, human resources management and marketing.
Pipeline Deals - prior to Pipedrive we tested Pipeline Deals. these two products are similar as in they are made for small/mid-sized businesses. We felt that Pipedrive was more intuitive and easier for our companies needs. The deal tracking was a real decision-maker for us. …
I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back …
Pipedrive is much more intuitive, fast, easy to understand and to keep tracking, BUT, it's not as customizable, as good for marketing automation, it doesn't use AI. Salesforce was the most customizable CRM I ever used, that was amazing, we could adapt to every business, but the …
Pipedrive stands ahead of SugarCRM in its ease of use, its simplicity and zero overhead information that is not needed in order to manage your leads. Pipedrive is our preferred tool since it has everything you would really need is a pretty simple, clean, and easy to use and …
Pipedrive was being used by a sister company and recommended. Not sure how a one on one trial would go. I like Outlook for email and Pipedrive is weak when synching with Outlook
Pipedrive is extremely lightweight, but extremely powerful as you get deeper into it. My 61 year old father will use it, when he won't even use email on desktop. Pipedrive is inexpensive and easy to adopt. It's also easy to adapt, adding custom fields, deal stages, and other …
Pipedrive is extremely simple with the pipeline management, but more time-consuming than necessary for even simpler tasks like browsing through contacts or organizations, and especially making changes to those contacts or organizations. If they were able to make it so that you …
Pipedrive is nowhere near as capable as Salesforce, but it's also much easier to manage. I think of Pipedrive as a simple version CRM that is good for managing inbound lead's interests in an organized way. When you have a larger sales structure with different components and …
Pipedrive was the best option for our company because the price is right for a small company! Before Pipedrive, we were just tracking sales in excel spreadsheets, and Pipedrive I believe is the next best step if you want to graduate from spreadsheets, but not take your company …
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.
Pipedrive's lead management features are top-notch, particularly the ability to automate email correspondence and receive alerts when necessary. It has an excellent pipeline, opportunity management, and sales automation without coding: —Exceptional cost-effectiveness. —User-friendliness. —Usability. —Top-notch search filter. However, its speed could be increased because adding new actions requires numerous taps and swipes.
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.
Great visual visibility of the funnel plus easy to drag the deals across the stages
The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed
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
Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.
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.
There is a learning curve that caused a slow adoption but overall the UI looks great and the support is helpful when there is an issue that you need to be addressed. The marketplace integrations (developed by Pipedrive) could definitely use some work as they're not as seamless as we'd hoped for!
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
Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.
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
The reporting tools with Pipedrive are immensely more advanced and customizable than Clio Grow. We are able to adjust and tweak the reports to make sense for our firm specifically whereas with Clio Grow, you were sort of stuck with the default reports. Pipedrive beats Clio Grow hands down.
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.
Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
We were able to integrate our calling system easily and get things going on the lead calling aspect.
Great multipipeline option where we were able to manage both organisations under one roof.