Clari vs. TARGIT

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

Incentivized

Targit is very strong when the data is presented to the system. Because of this, we are able to report on almost all of the information that is valuable to us. When we have questions or ideas on how to better leverage Targit, they are great to work with. We track our sales progress/process in Targit and AP tracks things such as outstanding invoices, open invoices, etc

• Creates call summary and add them in created tags to help us to targeted monitoring.
• Help us create battlecards that agents can use on live calls.
• Help us create library and playbook of good and bad calls for training.
• Help us provide a call overview by team.

Incentivized

• Quick start-up and report turnaround time.
• Easy drag and drop capabilities as well as user friendly command options.
• Ability to share reports among other users making it easy to use an already created report and simply changing the criteria to suit your own needs.
• Ability to save a base report that can be modified as needed repeatedly, instead of recreating from scratch.
• Easy visual for final layout.
• Ability to run multiple reports within one screen without jumping around.

Incentivized

• 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)

Incentivized

• Probably one of our biggest complaints from the user community is the inability for the user to see the details behind the data. I know with the tool you can write reporting services reports that would allow users to see the detail by right clicking on a measure and selecting Actions, but for a very lean IT shop there simply has not been time to build these Actions for every possible scenario a user might want to see detailed reporting on.
• Another complaint I've heard is the inability for the user to know exactly what the data represents from the source. If Targit had maybe some type of capability to hover over a measure or dimension and see a pop up of a more detailed description this might help resolve that issue.
• The most difficult concepts to teach our users is how and when to use comparisons and the syntax for calculations. Creating comparisons has become much simpler with the 2k11 release but it is still difficult for my users.

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

It is very easy to use and I am proficient at this point to be able to figure out how to run most of the reports I need. I have had the time to "play around" in TARGIT and really teach myself about the visibility settings and other aspects - though other users have needed help with some of these aspects - but once you conceptually understand how to build the reports, it is very simple from a power user perspective.

Incentivized

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

Incentivized

Everything on the back end needs to be correct, which sometimes it may not be set up or missing some variables. Some of the more difficult parts of Targit require a lot more attention and object creation to work properly

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

Everyone I've dealt with at Targit genuinely cares about me and my success, and they respond to questions quickly and accurately. There is literally nothing more I could ask for from their support.

Incentivized

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

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

Make sure all of the back end work is done prior to getting Targit set up. Every variable you may need for calculations needs to be correct and every item needs to be uniform so it is read properly.

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.

Incentivized

It really met our business requirements when we were searching for a reporting/Bi tool and the flexible business model of being able to introduce additional functionally as your organization grows and requires it made the investment decision the right one for us. The functionality available in comparison to the investment is well worth it.

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

• We have been looking at our Product Hit Rate by Customer instead of just looking into Customer hit rate and adjusted our offerings accordingly.
• Giving people the ability to run their own ad-hoc reports rather than to request them from IT is a great benefit to my department.