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.
The best aspect of Incorta is the ability to retain fidelity to raw data sources. Incorta does not require an ETL process or pre-aggregation to get results. Another great feature is the Business Schema. The ability to present data in localized business language is key to citizen development. The solution is a complete platform from ingestion to presentation. There is no need for additional products to provide high-performing dashboards. It is worth repeating that no ETL is required. If you need high-speed ingestion and presentation of millions of rows of data while retaining access to the raw data, Incorta is the right platform.
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.
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
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
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.
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
I have interacted with support on many occasions. They are professional and knowledgeable and have solved every issue and asked every question or directed me to the appropriate resource who can.
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
Each of the other solutions required an ETL to prepare data for ingestion and presentation. Our requirements were for no ELT. Attempting to use raw data sources with both of the other solutions did not provide the performance required (or in the case of Tableau, never finished.) Incorta provides the capability to utilize citizen developers. The other solutions required technical skills beyond the average citizen developer.
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.