Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.
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People.ai
Score 9.9 out of 10
Enterprise companies (1,001+ employees)
People.ai is a revenue intelligence platform for go-to-market teams. The platform promises to help sales, marketing and customer success teams uncover every revenue opportunity from every customer. Customers include: Lyft, Gainsight, Tanium and Palo Alto Networks. People.ai helps them capture contacts, activity and engagement and drive actionable insights across all their revenue generation. Founded in 2016, People.ai is based in San Francisco and is backed by Y Combinator and…
Clari primarily focused on attaching activities to Opportunities; Yesware primarily focused on email templates and was limited in its ability to track calls. We selected People.AI because it offered more than both platforms and its strengths were apparent in their UI design and …
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
I've been using People.ai for a bit now, and I've been consistently impressed. I use it to track how my team is doing, how my clients are doing, and how I'm doing. I can create custom dashboards with any metric I want to see. I can set goals, and they'll track my progress towards those goals. I can set up competitions between my team, and they'll tell me who's winning and who's losing. You can share these dashboards with your team, which means that everyone can see how everyone else is doing.
Their Deal Room presents times when you are multi-threaded, engaged with executives, and have an upcoming meeting scheduled rather than stalking your reps calendar and salesforce activities.
They allow you to create areas performance dashboard with custom KPIs you want to measure
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)
People.ai has a robust platform, however, this requires sales reps to log into one more platform and the People.ai platform is not customizable for selecting what can be viewed by users. If People.ai were to make the features in their platform available in Salesforce it would be a huge win for leveraging the data they aggregate. Hoping an API will soon be on the Roadmap
Time Spent. People.ai uses some logic to attribute values on the "time spent" on the activities being captured. They did improve their meeting aggregations so that they were not "double counting" time when multiple meetings were booked in the same time slot for a rep. Email time spent still seems to have some errors as the time spent on emails can show in excess of the weekly working hours of the reps.
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
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
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
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.
The easiest comparison would be to email automation vendors like a SalesLoft, Outreach, or Groove. But People.ai doesn't have a template email send like a sequence or cadence feature you would find with them. It is more of a compliment to the email automation vendors than a competitor in my opinion. We want our SDRs to have the ability run sizable outbound campaigns so they still use Outreach. However, we deactivated the Outreach activity sync and run activity syncing through People.ai. If someone gets added into the email CC, People.ai will grab that person and create them as a contact against the matching Salesforce account. For our Sales reps, we want them to have the ability to track opens, link clicks, and send templated emails so we have them use Groove. Again, we deactivated the Salesforce sync and use People.ai syncing. This is a great way to automate the pain away from creating Opportunity Contact Roles and create all relevant contacts in Salesforce from CC's on emails to people added last minute on a calendar invite. My favorite part is how it ingests data directly from Google and doesn't allow a Sales Rep to not to sync an activity to Salesforce, it happens automagically
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.
