Clari vs. Revenue Grid

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Clari
Score 9.8 out of 10
N/A
Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.N/A
Revenue Grid
Score 8.0 out of 10
N/A
Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance towards actions that bring the best results, shows deals at risk, and prioritizes tactics with the greatest impact. Guided Selling is a new concept in B2B selling that focuses on the needs and challenges of sales teams. The vendor states their philosophy is to provide step-by-step guidance on each deal reps have in their pipeline and help sales teams be in…N/A
Pricing
ClariRevenue Grid
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ClariRevenue Grid
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
ClariRevenue Grid
Features
ClariRevenue Grid
Sales Forecasting Features
Comparison of Sales Forecasting Features features of Product A and Product B
Clari
9.9
Ratings
14% above category average
Revenue Grid
-
Ratings
Quick Dashboard/Forecast10.00 Ratings00 Ratings
Sales Visuals10.00 Ratings00 Ratings
Sales Forecast Templates9.00 Ratings00 Ratings
Sales Forecasting Factors10.00 Ratings00 Ratings
Sales Forecast Review10.00 Ratings00 Ratings
Sales Forecasting Management10.00 Ratings00 Ratings
Custom Forecast Models10.00 Ratings00 Ratings
Record of Previous Sales Forecasts10.00 Ratings00 Ratings
Sales Forecast Collaboration:10.00 Ratings00 Ratings
CRM Data Import10.00 Ratings00 Ratings
User Ratings
ClariRevenue Grid
Likelihood to Recommend
10.0
(0 ratings)
8.0
(0 ratings)
Likelihood to Renew
10.0
(0 ratings)
8.0
(0 ratings)
Usability
10.0
(0 ratings)
10.0
(0 ratings)
Support Rating
10.0
(0 ratings)
7.0
(0 ratings)
Online Training
-
(0 ratings)
9.0
(0 ratings)
Implementation Rating
10.0
(0 ratings)
10.0
(0 ratings)
Configurability
-
(0 ratings)
7.0
(0 ratings)
User Testimonials
ClariRevenue Grid
Likelihood to Recommend
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.
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For my needs, it is exactly what I needed. The collection of data from emails to Salesforce is the #1 thing I wanted. It is so much more intuitive than the Lightning solution. As well, being able to log calls, and create new events and tasks right in Outlook is very helpful.
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Pros
  • 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.
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  • Keeps email tracking simple within Outlook.
  • Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities).
  • Single-button click to open or close the SmartCloud interface in Outlook.
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Cons
  • 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
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  • Calendar link didn't meet my needs.
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Likelihood to Renew
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
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Because of the issues we have been having regarding connectivity and instability of the google extension. At some point if this is not handled we may have to find a new vendor to support our needs
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Usability
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.
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Super easy to use when it is working properly
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Reliability and Availability
During the last 5 years, we have never faced unplanned outages
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No answers on this topic
Performance
The system is usually fast and loads quickly. Occasional slowness is observed during processing heavy uploads or downloads.
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No answers on this topic
Support Rating
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
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Sometimes they ask for way to much information. They need screenshots, full event names, date and times events were set (Which can be very difficult when you have a reoccurring meeting that was originally set years ago)
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In-Person Training
We had one session of in-person training conducted in our office.
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No answers on this topic
Online Training
Clari has good training materials, videos, and documentation.
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Super easy walk thorough. I believe it was a 1 hours session
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Implementation Rating
No more the better there is a plan and technical support the business needs and functionalities can be created for the company to use it like that
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Super easy to setup and maintain
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Alternatives Considered
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
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Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.
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Scalability
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.
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No answers on this topic
Return on Investment
  • I no longer spend hours reconciling spreadsheets or guessing which opportunities are real - Clari shows me exactly where to focus to drive results.
  • I have consistently hit my quota the last 3 quarters thanks to Clari's precision and detailed insights.
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  • Nothing negative even this feature makes my life easy
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ScreenShots

Revenue Grid Screenshots

Screenshot of Revenue Guide - signals, guided sellingScreenshot of Revenue Inbox - Email sidebarScreenshot of Real time contextual coachingScreenshot of Relationship intelligenceScreenshot of Complete team visibility