Clari vs. Zoho Analytics

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

Zoho Analytics is the best way to consume data created by Zoho products . It's robust and quick build formula libraries and auto generated reports. A data source can be integrated and be ready for consumption within minutes. This gives a well developed baseline for organizing to develop advance analytics. It's mobile dashboards are very intuitive and useful for leaders who are on the move.

• 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

• Zoho Analytics’ predictive analytics capabilities can help forecast future trends, allowing for proactive planning and risk management.
• Performance Monitoring: We can track key performance indicators (KPIs) across departments, such as sales, marketing, finance, and HR. This aids in identifying bottlenecks and areas for improvement.
• Decision making regarding resource allocation.

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

• I'm guessing it's out there somewhere but I really could have used a 'quick start guide' or guided start.
• Once I figured it out, it makes sense how to make sure the right data is provided in order to make dashboards quite flexible--- but without examples, I found it quite a challenge
• The initial organization of Analytics is NOT intuitive. Once in context, the organizational features make sense, but (at least initially) it would have been most useful if the organization of Analytics reports in Zoho Analytics had saved me a lot of time.

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

I'd give this an 11 if I could! As our business moves forward we hope to use Zoho Analytics more then we do now. Creating better reports and dashboards for our management team to evaluate the health of our business and to provide more insightful reports for our customers. The possibilities are endless with this tool

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

For an end user, Zoho Analytics is pretty easy to use and very easy to access the dashboard. Linking data from multiple sources is very convenient. Multiple people can work on preparing and publishing the dashboards simultaneously, which helps delegate tasks.

Incentivized

During the last 5 years, we have never faced unplanned outages

Incentivized

ZOHO is a very reliable company/product. We never had any issues with downtime or inaccessibility to our data. Any type of maintenance that they had to perform was clearly communicated and never an issue. We use a lot of external hooks and we've never had any issues with getting ZOHO to communicate with any of those hooks.

Incentivized

The system is usually fast and loads quickly. Occasional slowness is observed during processing heavy uploads or downloads.

Incentivized

ZOHO has obviously invested a lot of time effort and money in to creating a reliable infrastructure with high availability. We've never had any issues with performance and all of our data crunching small to large has always been well within reason. We have come to appreciate the performance of ZOHO and will continue to use it for all of our data needs.

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

The support team is honestly not that great. At times, it seems as if members of our own team know more about the product than the support team. They must not have a lot of training or the turnaround is quick

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

If your external data sources are previously organized and correlated (e.g.: in your datawarehouse or database) your implementation will be easier. Of cource some not previously predicted correlation would be necessary to be done during the implementation, but if your organization let it to be all done into Zoho Analytics, it will take more time from your team.

Incentivized

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

Zoho Analytics has the best UI and user friendly to create reports and dashboard along with features like Zia Assistance that guide in creating reports and dashboard and also help in the forecasting of the data based on the past records.

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

As far as I know, Zoho Analytics has been able to fulfill every need we've had for it. Our reports have gotten better and more detailed with pretty much every new issue of our magazine. It just keeps getting better, and we keep feeding it more data to digest and present to us.

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

• Analytics has been the foundation of my role. I manage 2000 accounts myself, so I need analytics to help me know whom to serve first.
• Analytics provides a lot of visualization options that I need to serve my customers.
• Analytics has excellent options for accountability with our training team to know where each account is in their customer journey.

Incentivized