Clari vs. MS SharePoint / SQL

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Clari
Score 9.8 out of 10
N/A
Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.N/A
MS SharePoint / SQL
Score 8.5 out of 10
N/A
MS SharePoint / SQL refers to Microsoft Sharepoint, a web-based collaborative platform, being used in tandem with Microsoft SQL Server to provide business intelligence analytics and reporting. They can provide BI content such as data connections, reports, scorecards, dashboards, and more.N/A
Pricing
ClariMS SharePoint / SQL
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ClariMS SharePoint / SQL
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
ClariMS SharePoint / SQL
Features
ClariMS SharePoint / SQL
Sales Forecasting Features
Comparison of Sales Forecasting Features features of Product A and Product B
Clari
9.9
Ratings
14% above category average
MS SharePoint / SQL
-
Ratings
Quick Dashboard/Forecast10.00 Ratings00 Ratings
Sales Visuals10.00 Ratings00 Ratings
Sales Forecast Templates9.00 Ratings00 Ratings
Sales Forecasting Factors10.00 Ratings00 Ratings
Sales Forecast Review10.00 Ratings00 Ratings
Sales Forecasting Management10.00 Ratings00 Ratings
Custom Forecast Models10.00 Ratings00 Ratings
Record of Previous Sales Forecasts10.00 Ratings00 Ratings
Sales Forecast Collaboration:10.00 Ratings00 Ratings
CRM Data Import10.00 Ratings00 Ratings
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Clari
-
Ratings
MS SharePoint / SQL
7.7
Ratings
6% below category average
Pixel Perfect reports00 Ratings8.70 Ratings
Customizable dashboards00 Ratings7.00 Ratings
Report Formatting Templates00 Ratings7.30 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Clari
-
Ratings
MS SharePoint / SQL
8.2
Ratings
2% above category average
Drill-down analysis00 Ratings7.80 Ratings
Formatting capabilities00 Ratings8.30 Ratings
Integration with R or other statistical packages00 Ratings8.00 Ratings
Report sharing and collaboration00 Ratings8.60 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Clari
-
Ratings
MS SharePoint / SQL
8.9
Ratings
7% above category average
Publish to Web00 Ratings8.70 Ratings
Publish to PDF00 Ratings9.40 Ratings
Report Versioning00 Ratings8.30 Ratings
Report Delivery Scheduling00 Ratings9.00 Ratings
Delivery to Remote Servers00 Ratings9.00 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Clari
-
Ratings
MS SharePoint / SQL
8.6
Ratings
8% above category average
Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings8.70 Ratings
Location Analytics / Geographic Visualization00 Ratings8.00 Ratings
Predictive Analytics00 Ratings9.30 Ratings
Pattern Recognition and Data Mining00 Ratings8.40 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Clari
-
Ratings
MS SharePoint / SQL
8.2
Ratings
3% below category average
Multi-User Support (named login)00 Ratings7.90 Ratings
Role-Based Security Model00 Ratings8.10 Ratings
Multiple Access Permission Levels (Create, Read, Delete)00 Ratings8.20 Ratings
Report-Level Access Control00 Ratings7.80 Ratings
Single Sign-On (SSO)00 Ratings8.70 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Clari
-
Ratings
MS SharePoint / SQL
9.4
Ratings
18% above category average
Responsive Design for Web Access00 Ratings9.40 Ratings
Mobile Application00 Ratings9.40 Ratings
Dashboard / Report / Visualization Interactivity on Mobile00 Ratings8.70 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Clari
-
Ratings
MS SharePoint / SQL
8.8
Ratings
12% above category average
REST API00 Ratings9.30 Ratings
Javascript API00 Ratings9.30 Ratings
iFrames00 Ratings9.00 Ratings
Java API00 Ratings9.00 Ratings
Themeable User Interface (UI)00 Ratings8.00 Ratings
Customizable Platform (Open Source)00 Ratings8.00 Ratings
Best Alternatives
ClariMS SharePoint / SQL
Small Businesses
Salesforce Sales Cloud
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Score 8.7 out of 10
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Score 9.1 out of 10
Medium-sized Companies
Salesforce Sales Cloud
Salesforce Sales Cloud
Score 8.7 out of 10
Reveal
Reveal
Score 10.0 out of 10
Enterprises
Salesforce Sales Cloud
Salesforce Sales Cloud
Score 8.7 out of 10
Kyvos Semantic Intelligence Layer
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Score 9.9 out of 10
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User Ratings
ClariMS SharePoint / SQL
Likelihood to Recommend
10.0
(0 ratings)
8.8
(0 ratings)
Likelihood to Renew
10.0
(0 ratings)
8.8
(0 ratings)
Usability
10.0
(0 ratings)
8.9
(0 ratings)
Support Rating
10.0
(0 ratings)
8.8
(0 ratings)
Implementation Rating
10.0
(0 ratings)
7.0
(0 ratings)
User Testimonials
ClariMS SharePoint / SQL
Likelihood to Recommend
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.
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As I mentioned in my previous answers, MS SharePoint is very useful as a shared drive for the organization and is very easy to manage. It also helps us import data from SharePoint directly into PowerBI for creating reports. According to my understanding, only share link features should be improved.
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Pros
  • 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.
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  • Flexible - able to make any changes we would like vs traditional service desk system.
  • ROI - We were already using SharePoint for internal intranet, so we are simply getting more use out of licensing we had already committed to.
  • Easy to use for end users.
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Cons
  • 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
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  • It is hard to setup and nightmare
  • It requires a of infrastructure, thus it could be costly because of requirement and licensing required for everything to run smoothly
  • If it is not setup and organized properly from the beginning it could be maintenance nightmare
  • It is hard to have "test" environment to do patches or similar
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Likelihood to Renew
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
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This was a long-term buy-in from a corporate perspective, to remain in the SharePoint space. Migration is certainly possible, which is good for planning and having options further out. At this point, the only planned migration is to eventually move the architecture up to SharePoint/SQL 2013. At that point, we will be able to leverage some greater efficiencies, some enhanced content design and management features, and some more current social features. It is well worth a full consideration in any shop looking at a new implementation of or migration to SharePoint (although you will probably be considering 2013 versions or beyond in those discussions), but the platform should be a strong competitor to any alternatives. Realizing the capability of a fully-branded and customized website was not part of the original choice for the architecture at Lincoln, but seeing it implemented and functioning now with this capacity far beyond original expectations has certainly cemented plans to continue using it.
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Usability
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.
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I gave this rating due to MS SharePoint being a big help with our userbase. We have a lot of users that are just old enough to not have much technical skills or they have been in this industry long enough to where they haven't really needed to utilize much technology. MS SharePoint helped us move beyond that barrier without too many bumps and bruises.
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Reliability and Availability
During the last 5 years, we have never faced unplanned outages
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No answers on this topic
Performance
The system is usually fast and loads quickly. Occasional slowness is observed during processing heavy uploads or downloads.
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No answers on this topic
Support Rating
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
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I've only had to call in to support on one occasion but they were able to work though our issue and find a solution that did fully resolve the issue in a timely manner. I can't always say the same about support from other companies so it was a refreshing change to have support that did help.
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In-Person Training
We had one session of in-person training conducted in our office.
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No answers on this topic
Online Training
Clari has good training materials, videos, and documentation.
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No answers on this topic
Implementation Rating
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
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Mo major insight regarding the implementation if very well documented for standard products.
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Alternatives Considered
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
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At the time of the two large projects, SharePoint was the enterprise solution so we were required to use that. We have since lobbied the enterprise teams to review and consider Atlassian Confluence and were successful. Confluence is cheaper than Sharepoint which is why we wanted to bring that in. The enterprise has now made Confluence an enterprise solution as an alternative to SharePoint. After using both I think SharePoint has many more add-ins than Confluence. It has much more customization ability than Confluence. SharePoint is not good for mobile readiness. Confluence is so there is a difference that might lead you to Confluence over SharePoint. I would also say that SharePoint is very document-centric and that Confluence has better KM than SharePoint does. even with the use of SQL Server. We were told that we could not use Google Drive even though it had features we liked.
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Scalability
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.
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No answers on this topic
Return on Investment
  • 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.
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  • ROI for ms SharePoint/SQL considering that is the best database engine with excellent features that help you to have all information in your hand.
  • Something negative could be license format.
  • These are the best relational databases in the market with powerful features that complement your system.
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