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
Best fit for this product: - Advanced or Sophisticated Enterprise Search platform: If you spend effort on your search capabilities, Endeca is the tool. - If you are looking for capabilities to search and navigate similar to a relational-database system, then Endeca is not the best fit. - If you are spending effort to drive customer experience, especially around customer interaction with your web application, Endeca can help with that in a multichannel environment.
Provides exact, correct counts of items in its dimensions.
Allows for flexible, out-of-the-box boosting of content (based on combo of any/all of: user profile, date, dimension being browsed and search keyword).
It has a reasonably good admin interface for the administration of boosting/promotion rules for the business user.
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
If the solution is implemented well and the business understands the purpose of the Endeca stack, it offers a great way for a business to explore and benefit from its existing data. From my experience, the Endeca solution has exposed data patterns to a business that were not thought about or explored before because of the lack of available tools to properly expose these patterns
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
The system itself is very usable, and with proper training is very sensible in its organization and method of operation. There are some downsides in initial setup in the way things are imported (or not in some cases) in setting up properties and dimensions. Overall however it's amazingly flexible in terms of the content it can index and make available for search.
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
Support has been very good, and the trainers for the various Endeca courses have all been very willing to help long after the classes have been completed, so in the instances where we're waiting on support from Oracle, it's often that the members of their training arm can help us out as well.
The training is actually really good, and absolutely necessary - although this is software that has great documentation, the documentation itself is so vast, that it would be difficult to learn haphazardly, not to mention being incredibly time consuming to do so. Online training probably would have been fine except for the fact that having someone look over your shoulder to see where you're going wrong is helpful. This also allowed our team to sit in a single room and converse about functionality, etc. that would have been difficult to facilitate via an online class.
We did some online Q&A with the Oracle team, but I would definitely recommend doing an in person class if you have a large team that will be attending - there's definitely no replacements for a large class of technically oriented staff members who can drive conversation about specific topics that might surface.
There were some features we were hoping to get implemented in this particular release of Endeca, but were unable to facilitate those requirements due mostly to timeline. Having seen several other implementations, we will definitely have future iterations to add functionality and improve upon our implementation of Endeca. For the time being, we are satisfied with our implementation as it turned out.
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.
Oracle Endeca was the best option that we evaluated by far. It gave us the most flexibility and ability to meet our objectives and had features that were not offered by the competing products we evaluated, but which we very much wanted, and this was why we decided to go with Oracle Endeca versus another platform
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.
It is a searching tool, and hard to estimate its impact on conversion.
It does its job regarding better searching; In terms of efficiency, it's hard to say: it has big learning curve. It requires a dedicated Endeca developer to work on it.
