Clari vs. SAP Crystal

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.

Incentivized

Generation of templated reports is the strong suit of SAP Crystal. Allows users to change formats in templates bases on requirement with minimal effort. Automated report delivery requires the user to be aware of sql which cannot be expected from all users. Should support more document export formats and improve the UI for SAP B1 Users

Incentivized

• 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.

Incentivized

• Great visualization for static format & precise tasks: For presentation to senior management /ex-co/vendors where concise decisions need to be made, Crystal is a nice choice to slide data into presentable views.
• Diverse data source connect: We have used it to write reports using data from DB2, SQL, Progress, Excel spreadsheets, XML data, Access, and Lotus Notes databases. It can also be used to join different database types together in one report.
• It uses the "recurring bands" structure for page layout which is efficient and fungible for generating different types of reports. Crystal doesn't require that we set up a metadata layer before creating reports and provides direct access to tables and dimensions.

Incentivized

• 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

Incentivized

• Crystal Reports charting engine is ok but compared to some other visualization products available it is behind the times.
• Crystal Reports uses a proprietary format for its data storage, using an open format (like XML) would be much better
• You cannot add add a structured table object to the page layout, you can only use lines and boxes

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

We have been using this product for so many years and it has truly become a cornerstone to our business processes when it comes to developing and distributing information via reports. We currently have over 500 reports developed to date over about 30 systems and that will continue to grow as user needs change.

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.

Incentivized

Being able to get up and running quickly is a key asset. There's plenty of advanced features to master that are surprisingly difficult in others tools (or just missing from other tools altogether). The UI can feel a bit dated at times but its usability isn't affected. Any issue you have can usually be resolved by searching in the user community

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

SAP Crystal report is very supportive in daily need of reports or any organization. Basic functionality of operational reports detailing the Sales Order details or PO in a manner which can be used very easily. A readily available solution for delivering any customized need in terms of pixelated reporting can be met easily with the tool

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

Incentivized

Trainer was patient and thorough in going through the basics and willing to answer questions by email after the initial training

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

Just like any other implementation: When designing the differing reports, get end users' input, make sure to design the reports so that they display the information that the company requires, in the best and clearest way possible.

Test, test, test, revise when needed, and, particularly, do sufficient training so users are comfortable using Crystal Reports!

Incentivized

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

Incentivized

For standard pixel perfect reporting, our company still uses Crystal Reports. It allows us to continually provide standard reporting to our clients. For dashboards, we are moving towards Microsoft Power BI. Power BI allows similar collaboration, but generally has better features for dashboards. Power BI also allows us to publish multiple reports and dashboards into a single app for our end users.

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

• Time and cost savings achieved by automation of report creating across many data sources we maintain.
• The ability to drill down into granular details of the data leads to a better understanding of the business procedures.
• Well-presented reports are invaluable for getting new clients on board.

Incentivized