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.
I'm not sure here. I own an equipment rental business and it fits perfectly. I would say any business where inventory is a concern this would be a perfect operational platform.
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
Training. The only real issue I have with Sellsy is that its got so many features its hard to understand them all. I looked for training videos and they are all in French. Thats a big problem for a guy who grew up in NJ.
I would embed training videos directly into the software. This way as you add services, you get a full tutorial immediately.
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
Sellsy ticks the most boxes for us. While it could still do a lot of things better there is no other single app that offers the same spectrum of features at a comparable price for SMEs.
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.
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
Based on our experience. We have submitted a large amount of tickets and they have proven the Sellsy development team have the ability to respond fast and implement changes reasonably quickly. (Updated July 2015) It took sellsy a number of weeks to solve an issue with the billable hours section of their application. This delayed us from being able to invoice our client for completed works. Lots of small things like email tracking timestamps have never been fixed even though we highlighted this issue months ago. Though small it is growing more and more frustrating to be reminded every time we try to see what time a client read or opened an email from us.
If you are importing data from a CSV, Sellsy recommends you use OpenOffice. OpenOffice is an absolute disaster on Windows 8 and crashes every few mins. While no fault of Sellsy they should not recommend software which makes an already challenging task even more difficult. A small gripe in hindsight but during the process was deeply frustrating. For any users looking to format your CSV Google, try importing CSV data into Excel and your life will be much more easy.
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
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.
The license model once you understand it is very flexible allowing you to select from the modules within sellsy. This gives small companies control of the cost facilitating them with the option to only pay for the features they use.
