Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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Epicor Grow
Score 8.0 out of 10
Small Businesses (1-50 employees)
Grow, from Epicor since the March 2022 acquisition, is a business intelligence software that is designed to empower businesses to become data-driven and accelerate growth by aligning team objectives and inspiring strategic decisions.
The only other tool that we use that is close to the Clari offering is SFDC. The nice thing about Clari is how easy and quick it is to make changes to your forecast without having to go through all of the required steps in SFDC. The mobile app is also extremely useful and …
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
Grow.com is well suited if you have a lot of data or client data to manage. If you do not have tons of data, there are other options out there that are a bit more simple and easy to use and a better price.
I love the fact that you have a team of developers who can help me build metrics or fix metrics that I do not create properly. I had to learn SQL in order to really build the metrics that mattered, which was a lot of fun, but resulted in many broken metrics. The vendor's team was great in responding to me requests for help!
Really, really appreciate the fact that Grow has SQL formulas to reference when building metrics. Again, as a novice, this accelerated my ability to learn and not have to leave your site and resources and stay within the Grow web properties.
Great account managers who check in regularly and are willing to help out whenever needed.
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
This tool is definitely a little bit difficult to be able to figure out at first, but after some time of learning you can definitely pick it up. I do wish there were more resources online that would be able to help speed up the learning process
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
The support team is very helpful and in every situation we have needed help in, they have been able to assist. So I have had a good experience with them
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.
Grow doesn't have as many advanced analytics features and other capabilities as some other 'dashboard' platforms on the market. Simply, if you want a tool for internal use only that has high-level analytics capabilities (regressions, completely custom visualizations, modeling), Grow probably isn't the platform for you. To put it another way, if you have a team of data engineers and scientists doing complex analysis, Grow might not make the most sense. However, if you understand the value of data/visualization/dashboards, but lack some of those skillsets in your company, Grow might be the perfect fit. Not only is it incredibly scalable and reasonably priced compared to other market solutions, but their transform capabilities really stand out. They have many native data transformations that mimic SQL coding of a dataset, without requiring any knowledge of SQL. They've converted these transformations to easy-to-use tools in the platform, which are perfect for the less-technical user.
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.
