Clari vs. Optimized Sales & Marketing

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
Optimized Sales & Marketing
Score 9.1 out of 10
N/A
Optimized Sales & Marketing is presented by the vendor, ORM Technologies, as an easy-to-use, cloud-based application that provides predictive analytics and optimization for sales and marketing. It integrates with Marketo and your CRM to provide a direct link between marketing leads and sales opportunities. Optimized Sales: Analyze sales performance to include sales productivity ramps, win rates, average…N/A
Pricing
ClariOptimized Sales & Marketing
Editions & Modules
No answers on this topic
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Offerings
Pricing Offerings
ClariOptimized Sales & Marketing
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
ClariOptimized Sales & Marketing
Features
ClariOptimized Sales & Marketing
Sales Forecasting Features
Comparison of Sales Forecasting Features features of Product A and Product B
Clari
9.9
Ratings
14% above category average
Optimized Sales & Marketing
-
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
ClariOptimized Sales & Marketing
Likelihood to Recommend
10.0
(0 ratings)
9.5
(0 ratings)
Likelihood to Renew
10.0
(0 ratings)
-
(0 ratings)
Usability
10.0
(0 ratings)
-
(0 ratings)
Support Rating
10.0
(0 ratings)
-
(0 ratings)
Implementation Rating
10.0
(0 ratings)
-
(0 ratings)
User Testimonials
ClariOptimized Sales & Marketing
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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When it comes to collect user's information such as their emails, name and phone number, this helped a lot.
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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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  • They doesn't charge any setup fee.
  • Easily integration process with our system.
  • Raising ticket for any query and the detailed support response.
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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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  • Integrating their signup forms over any website is easy but on some CRM sites, it is difficult.
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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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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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Reliability and Availability
During the last 5 years, we have never faced unplanned outages
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Performance
The system is usually fast and loads quickly. Occasional slowness is observed during processing heavy uploads or downloads.
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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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In-Person Training
We had one session of in-person training conducted in our office.
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Online Training
Clari has good training materials, videos, and documentation.
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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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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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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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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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  • According to its pricing structure and the feature they are offering, I guess that is worth using this.
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ScreenShots