Clari vs. ClicData

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

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We used ClicData dashboards in a somewhat unorthodox way: we used "Indicators", or icons within tables to represent data, and the results looked great. The ability to integrate 3rd party HTML into dashboards was valuable (although Clic Data correctly warns that response time may suffer). The ability to start small and release dashboards incrementally suited our needs very well. We also valued the responsive account team getting us quickly pointed in the right direction.

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• Creates call summary and add them in created tags to help us to targeted monitoring.
• Help us create battlecards that agents can use on live calls.
• Help us create library and playbook of good and bad calls for training.
• Help us provide a call overview by team.

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• Ease of use, I can put together a dashboard in about an hour that is used by daily.
• Support, their support team is super helpful and always has detailed insight.
• Connectors, they have a huge number of connectors that allow easy integration of your data sources.

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• 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)

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• More widgets.
• Sometimes it takes a while to refresh.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Like I mentioned before, the ease of use means we not only get very quick results and beautiful dashboards in minutes, it means my team is actually using it because they aren't frustrated in the learning curve or wasting time trying to accomplish simple tasks.

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

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

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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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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We've only needed support a couple times in the beginning as we were learning the system and how to display our data in interesting ways. Every time we reached out we got very detailed responses and were connected to someone that you could tell was very interested in making sure we were happy with how things were going.

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

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Clari has good training materials, videos, and documentation.

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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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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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

ClicData was the most flexible. It is cloud-based and even has WebService access. You can publish your data for access from other applications. The sheer number of data connectors is amazing. The ability to not only create dashboards, but you can schedule them to be delivered to specific recipients on a scheduled basis via PDF or a static HTML page.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• ClicData was by far the most reasonable cost-wise, and we were able to get ROI within just minutes of using it.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info