Clari vs. JarviX

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

Incentivized

JarviX is very good at data integration, creating charts and reports for data visualization. It is really impressive that Jarvix can let our marketing team know the number of members living in a specific area in seconds. In addition, the product manager from Synergies is willing to help us with all problems we encounter. I accidentally changed one of the settings in a data table which threw the existing dashboard into chaos. However, after assistance from the product manager, we were able to successfully bring the data back to normal.

• 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.

Incentivized

• The algorithm platform is handy
• Time-saving
• Real-time data update
• Database docking

• 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)

Incentivized

• There should be more flexibility in changing the data tables uploaded into JarviX. For example, it should enable users to edit the syntax of the table or change the data format of the columns without affecting the existing dashboard and charts already created using that data table.

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

Incentivized

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

Incentivized

JarviX is very easy to use, once everyone learns how to use JarviX to produce their own data reports, it reduces IT’s workload.

Incentivized

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

Incentivized

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

Incentivized

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

Incentivized

JarviX is very easy to use, once everyone learns how to use JarviX to produce their own data reports, it reduces IT’s workload.

Incentivized

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

Incentivized

Clari has good training materials, videos, and documentation.

Incentivized

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

Incentivized

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.

Incentivized

Tableau and Power BI. Obviously, they are not in the same category. Tableau and Power BI only provide data visualizations plus a little bit of analytics. JarviX not only provides data exploration, so you can find out what the problem is, as well as model management and App builder. If you only look for a dashboard, yes BI is probably enough, but if you constantly feel lacking actionable insights for actual implementations of improvements, JarviX is the choice for you.

Incentivized

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.

Incentivized

• 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.

Incentivized

• I think the best part of JarviX is that we can get the analysis results in several minutes. We spent lots of time making reports and managing our data in the past. All in all, it helps us save the time, cost, and labor of managing data.