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
Pyramid Analytics is a great tool to see the path of how something is progressing to make or see how aspects affect your process. You can find out how to improve your industry and compare departments on the fly. Pyramid Analytics is easy to add or subtract data in a report. I have not found a scenario where Pyramid Analytics is not a good tool to look at your process
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
Pyramid Analytics brings a tool that is graphically pleasing and easy to use to generate publications so you can understand your data. You can see your data in a new way in just a few clicks. This is very helpful in gaining the advantage of your processes and leading in your industry. Getting data quickly and being able to see how your business is being affected over time can get you an advantage and streamline your workflow.
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
Pyramid Analytics looks to improve what the tool offers. They continue to add features and help with webinars. Updates to the product are easy to install. There are tools to help when looking for ways to improve your ability to of using the product.
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.
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.