Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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MS SharePoint / SQL
Score 8.5 out of 10
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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.
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Pricing
Clari
MS SharePoint / SQL
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Clari
MS SharePoint / SQL
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
Clari
MS SharePoint / SQL
Features
Clari
MS 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/Forecast
10.00 Ratings
00 Ratings
Sales Visuals
10.00 Ratings
00 Ratings
Sales Forecast Templates
9.00 Ratings
00 Ratings
Sales Forecasting Factors
10.00 Ratings
00 Ratings
Sales Forecast Review
10.00 Ratings
00 Ratings
Sales Forecasting Management
10.00 Ratings
00 Ratings
Custom Forecast Models
10.00 Ratings
00 Ratings
Record of Previous Sales Forecasts
10.00 Ratings
00 Ratings
Sales Forecast Collaboration:
10.00 Ratings
00 Ratings
CRM Data Import
10.00 Ratings
00 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 reports
00 Ratings
8.70 Ratings
Customizable dashboards
00 Ratings
7.00 Ratings
Report Formatting Templates
00 Ratings
7.30 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 analysis
00 Ratings
7.80 Ratings
Formatting capabilities
00 Ratings
8.30 Ratings
Integration with R or other statistical packages
00 Ratings
8.00 Ratings
Report sharing and collaboration
00 Ratings
8.60 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 Web
00 Ratings
8.70 Ratings
Publish to PDF
00 Ratings
9.40 Ratings
Report Versioning
00 Ratings
8.30 Ratings
Report Delivery Scheduling
00 Ratings
9.00 Ratings
Delivery to Remote Servers
00 Ratings
9.00 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
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.
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.
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
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.
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.
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.
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'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.
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
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.
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.