Clari vs. Lattice Engines (discontinued)

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

Lattice has been difficult to work with in the past few months. We've struggled internally to try and improve their models, but it hasn't proven itself to offer substantial value. We're able to suppress low quality leads, but Lattice also promotes some questionable leads at times and also grades high potential leads as low scoring. We've tried time and time again to improve the model, but they haven't offered much in terms of help or partnership.

Incentivized

• 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

• Ease of use. It is a no brainer for our sales teams. They go through just 10 minutes of training. It is very prescriptive and clear. There is a minimal amount of flipping to get through what they need to. Everything is just on one screen.
• Integration to Salesforce.com. The level of integration today is moderate. It integrates opportunity to opportunity. As soon as a sales person converts, it flows.
• They are highly responsive as a vendor. If there’s a field that we want to add, they will adapt the product for us very quickly.
• The model for professional services (fee based) is very flexible. It’s as much as you need. They advocate high service level for ramping new regions, and are very flexible with feet on the ground and helping out.

• 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

• Detailed technographic information - we had a lot of issues with Lattice not being able to identify specific technologies being used by a company, which would be able to provide us materially different context as a seller.
• Model is built once and is static until refreshed - do not get meaningful feedback into the model in real-time
• Hard to identify which attributes are meaningful enough to include as enrichment in SFDC.

Incentivized

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

I will continue to use PRISM, especially now, because I after 3 years in the same geography, I have just transferred to a new territory. The tool really helps me focus on the best opportunities to pursue, which can sometimes be difficult with over 100 assigned accounts

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

The product is part of a service. The team from Lattice did a great job of supporting us and of delivering the results we set out to attain. They became an integral part of our success.

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

Incentivized

We have not had any outages.

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

Incentivized

The Lattice team kept the timelines we agreed to and pushed the envelop to deliver ahead of time when we needed it.

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

It's very good. They are very responsive. They aren’t pushy on providing too much. They are very transparent about what you’re getting and paying for

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

Incentivized

Please see my answers to the previous question. We had very good feedback from our product management, strategy and sales leadership and reps regarding our training.

Clari has good training materials, videos, and documentation.

Incentivized

I have just watched videos. They have very good pure video based training for high level. I have seen the training for reps. It is not very complex

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

The implementation hit the milestones we established. Lattice was VERY committed to helping us make sure what we committed back to the organization was met.

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

Lattice was an incumbent tool from several years ago. Early on, we enjoyed a good relationship with the team there. After the acquisition, we have definitely seen a decrease in the quality of support and engagement from the team. As a result, we will look at several competing vendors when our contract ends with Lattice.

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

• We have seen quantifiable ROI when our reps have used the product to target accounts. In a recent example we found that accounts that targeted these "hi-po" accounts identified by using Lattice analytics created over $27M in pipeline over a month long period for a key product we are interested in selling more of to customers, compared to a less than $1M for accounts that were not identified as "hi-po".