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.
Training on key features is difficult, so adoption of the platform is not where we would like it to be after 6 months of being deployed. Our team works primarily within Salesforce, so it would be helpful to have additional focus on adding ZRA components to the Salesforce managed package. Would love to see on overall customer summary for example. Rather than having to go to each conversation to get details of the customer journey. The price point for ZRA is quite high compared to meetings & phone so I would like to see continuous growth/new features being released to justify the spend. With ZRA, the sales leaders can share tactics and use cases on how they utilize ZRA to manage their individual teams. The analytics easily shows team members who are exceeding or who may need additional support based on (overall customer sentiment & engagement).
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
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.
Once you're through the setup it couldn't be easier. For our client facing team members it was very much an experience of. Today you're using "App A" and tomorrow log into Zoom and you're all setup. Zoom Revenue Accelerator is effortless for an end user to pick up and start using. But the setup is where you need help to understand. Various things with where recordings are stored, how calls are routed, and even who can access what phone numbers and recordings can be challenging to setup without help. And a number of docs aren't as up to date as they could be, given the Zoom UI can change so rapidly. Once they solve the sprawling admin side of the product, it'll be a 10 out of 10.
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
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
Zoom fit into our workflow better than the rest. While all the other tools certainly worked well, and could do the job, we felt the most comfortable with Zoom. In particular the ease of use. Specifically, at the time we were assessing the tools Aircall was a product we had used for a number of years, but call quality was not something that came often. And we'd have as many as 35% of calls drop due to connection issues. (Not an issue with Zoom, call quality is >98%). Dialpad was also one we extensively tested and trialed. It felt far better suited to a team larger then us, and one with a broader Support function then our initial use case. The Salesforce offering just felt the most expensive for the least value. While it would work probably the best with our CRM, it was clunky to operate from an end user POV.
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.
