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.
With Izenda, we can offer our trusted users dashboards, generated custom reports, and ad-hoc reporting, right within our own operation. Integrating the Izenda tool directly into our usage meant that we were suitable to use a small corridor of Izenda as core functionality while reserving the more advanced sections of Izenda for guests willing to pay redundancy for the licensing.
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.
User and tenant management is excellent. It is very simple to implement and easy to manage.
The configurability and customizability are excellent. We have access to all aspects of the system and have rebranded and configured single sign on. The users really like it.
Reports and visualizations work. There's lots of flexibility and users enjoy creating reports themselves.
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.
With the help of Izenda, we are able to build a mature foundation that users can quickly customize to their needs. Once permissions are layered in, we can simply use the same report and only show fields a specific user has access to.
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
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
We compared to other end user tools like Qlik, Tableau and Power BI. These tools are very refined but not positioned for OEM/Embedded use cases. The closest we came was logi and Birst and the price and business model of Izenda was much more appealing
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.
