Clari vs. Tableau Desktop

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.

Incentivized

The best scenario is definitely to collect data from several sources and create dedicated dashboards for specific recipients. However, I miss the possibility of explaining these reports in more detail. Sometimes, we order a report, and after half a year, we don't remember the meaning of some data (I know it's our fault as an organization, but the tool could force better practices).

Incentivized

• 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.

Incentivized

• The Visualizations graphics are really good and the color options help in designing attractive charts. They help to convey more information and can be made interactive.
• You can add filters with offer you to plug and play with values and understand different outcomes.
• You can drag and drop options while creating charts and dashboards. also it is a very fluid layout.

Incentivized

• 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

Incentivized

• Formatting the data to work correctly in graphical presentations can be time consuming
• Daily data extracts can run slowly depending on how much data is required and the source of the data
• The desktop version is required for advanced functionality, editing on [the] Tableau server allows only limited features

Incentivized

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

Incentivized

Because right now its the best option out there (disclosure: I haven't used Qlikview or some of the other direct competitors of Tableau). The big investment is in Tableau Server not desktop. For the cost of the license of Tableau desktop, its a pretty good deal. You can hook it up to pretty much any data source easily. You can easily share the visualizations with your team/colleagues easily. Tableau Desktop is generally easy to use for business users. But the more advanced stuff is better suited for a analyst or someone with a IT/CS background.

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.

Incentivized

Tableau Desktop has proven to be a lifesaver in many situations. Once we've completed the initial setup, it's simple to use. It has all of the features we need to quickly and efficiently synthesize our data. Tableau Desktop has advanced capabilities to improve our company's data structure and enable self-service for our employees.

During the last 5 years, we have never faced unplanned outages

Incentivized

When used as a stand-alone tool, Tableau Desktop has unlimited uptime, which is always nice. When used in conjunction with Tableau Server, this tool has as much uptime as your server admins are willing to give it. All in all, I've never had an issue with Tableau's availability.

The system is usually fast and loads quickly. Occasional slowness is observed during processing heavy uploads or downloads.

Incentivized

Tableau Desktop's performance is solid. You can really dig into a large dataset in the form of a spreadsheet, and it exhibits similarly good performance when accessing a moderately sized Oracle database. I noticed that with Tableau Desktop 9.3, the performance using a spreadsheet started to slow around 75K rows by about 60 columns. This was easily remedied by creating an extract and pushing it to Tableau Server, where performance went to lightning fast

Incentivized

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

Incentivized

The Tableau Desktop's support team has been very helpful and tend to response very quickly. After all you have paid very premium price for the product and it goes to the services. This makes using the tool much easier for these who doesn't have such experience to get help quickly.

Incentivized

We had one session of in-person training conducted in our office.

Incentivized

It is admittedly hard to train a group of people with disparate levels of ability coming in, but the software is so easy to use that this is not a huge problem; anyone who can follow simple instructions can catch up pretty quickly.

Clari has good training materials, videos, and documentation.

Incentivized

I think the training was good overall, but it was maybe stating the obvious things that a tech savvy young engineer would be able to pick up themselves too. However, the example work books were good and Tableau web community has helped me with many problems

Incentivized

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

Incentivized

Time needs to be spent ahead of implementation to make sure data sources are set up and ready. Consultants need to understand the data sources and the goals before setting foot on-site. Installation is easy, learning to use it takes time. The training resources available are great.

Incentivized

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

Incentivized

Tableau Desktop is clearly one of the best in the business. It has incredible capabilities, and many features are extremely useful. The intuitiveness of the dashboards and the graphical nature of the visualizations are widely used features and super helpful. One of the other benefits is that both programmers and non-programmers can equally explore and create their own opportunities, and seamless integration is possible.

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.

Incentivized

Tableau Desktop's scaleability is really limited to the scale of your back-end data systems. If you want to pull down an extract and work quickly in-memory, in my application it scaled to a few tens of millions of rows using the in-memory engine. But it's really only limited by your back-end data store if you have or are willing to invest in an optimized SQL store or purpose-built query engine like Veritca or Netezza or something similar.

• 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.

Incentivized

• Easy to share and manage viewer access on a different level to help identify fraud.
• Faster report generation, increased revenue, better decision-making, and data storytelling.
• One-click access to business health and the ability to build/maintain more effective and efficient reports.
• It's easy to share and even manage access to viewers on a different level, and reports are done in a more visual and storytelling manner.

Incentivized