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.
We can recommend this software without hesitation, as it has the ability to generate reports and data analysis, as well as process the data automatically, which saves time. It is ideal for small and medium-sized companies that wish to improve their services in the business world
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.
The Yellowfin user interface fits seamlessly into our own web software as it too is designed in the latest web technologies making it easy to use and easily accessible to our client base.
The Yellowfin user interface is intuitive and easy to use, elevating VSV clients from needing in-depth training on the product before true value can be realised.
The Yellowfin architecture supports the Pintl architecture 100% due to a similar design strategy and as such no real overhead is added to the Pintl system for the addition of the Yellowfin product nor does it add any additional IT overhead to be used.
The Yellowfin product is quick and simple to develop reports and dashboards in cutting turn-around-time at the VSV development team and when new/custom reports are required by VSV clients.
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
The ability to predefine a colour for a specific graph as a selection option dynamically.
The ability to customise the label of a chart, especially with respect to performance related reporting graphs we need an increase in dynamic charting options to meet our more specialised requirements.
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
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.
Yellowfin has large promises that did not meet our expectations after we got it installed. We tried to configure it but things did not go as planned. After 1 year of trying - we still cannot get it working. Be very careful when signing up with them - everything is not what it seems.
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
Anytime I needed a report, I ran into issues with this software. We used Yellowfin for a period of months, having switched from Salesforce. I found the reports were difficult to produce, and the data management was okay at best.
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
Yellowfin is no doubt, a stronger, more eloquent and polished tool compared to Microsoft's Power BI. The issue with our company specifically is that we are a big Microsoft shop, and pay for Power BI more or less in our bundle esp w/ O365. While the Yellowfin tool is a more sleek tool, the cost to our company is something that we have to weight against a negligible cost with Power BI.
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.
