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
[Visual KPI is well suited for:] 1. Maintenance or field worker in oil & gas/chemical/ process industry mostly; machines status on the map & functionality for tracing exact location of the machines. 2. Key personnel of the site is always in move within the site/plant; useful for monitoring key performance indicators of the plant 3. KPIs to be built based on multiple data sources as well as integration with ERP tool
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
1. At large it was successful implementation. - [Users] are empowered to find out performance measures easily - issues like machine downtime, trend analysis, location specific downtime information, roll out functionalities, up time of the machines or area, alert based on run hour of the machines/ pumps, manual data entry to capture reason code for any downtime
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.
Most of these products serve as the master source for managing data, but they all seem to have their own focus for what kind of data and metrics they monitor, visualize and analyze. I think Visual KPI holds its own against the competition because it serves so many purposes for so many departments at your organization.
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.
