Clari vs. Cyfe, by Traject

We use Clari as the primary way to manage our sales business, our opportunities, and our forecasting. Clari provides a very clean, digestible, and easy to manipulate format to view and manage all of the Salesforce information. The fact that Clari is able to provide an easily customizable set of columns and groups, coupled with the ability to write back to Salesforce is fantastic. Anyone in a mature sales organization will find Clari highly effective at helping manage their funnel of opportunities and their business.

Incentivized

Cyfe might be for you if you are looking for a cost-effective way to display all of your marketing metrics in one place. If you are looking for a detailed, fine-tuned, niche, or extremely specific metrics, this might not be the best solution. Cyfe is good for a general health check-up of marketing, but not a finely tuned examination.

Incentivized

• 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

• Has preset metric groups that pull similar stats together in one "bucket" saving you the time of setting up each stat-line one by one
• Allows you to easily adjust the timeframe for what stats you want to see, so you can find YOY stats or just last month's stats rather quickly
• Colored visualizations of stats make it easy to notice when campaigns are taking off

Incentivized

• Sometimes we'll update everything and it won't save so GTM teams have to do it again. Not sure if it's whenever we do platform updates.
• As a manager I'm not able to reorder my teams names in the rows. I have to ask our Admin to sort A-Z which is time wasted

Incentivized

• I'd love to see additional functionality to customize colors. The light/dark option is very nice, but a little more flexibility in the colors would go a long way, especially if it was possible at the dashboard level rather than just the account level. Along the same lines, being able to customize the charts a little more, for example being able to show an x-axis on single data type graphs, could make them easier to read in some cases.
• Being able to choose to report on converted clicks or conversions in AdWords would be helpful.
• Needs the ability to show the date range on the shared URL dashboards. Would be even better if the date range was adjustable on that view, too.

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 has become a part of our internal tools so unless a competitor comes out with similar functionality as a similar price point it is unlikely that we would not renew. One area that would cause us not to renew would be if a competing service came out with more third-party integrations that match our needs. Price at this point is no longer an issue as it would allow us to automate a somewhat manual process that we have now connecting Cyfe widgets to Google Sheets.

Clari's UI does not resonate with new users. The backend query updating takes quite long time to update. Lots of fixes are needed without answers or solutions offered by the Clari team. If set up correctly with clear recommendations from the Clari team, all the previous issues may be resolved, however the usability is tied closely to set up.

Incentivized

I gave it a rating of 7 because it does a good job at what it does, but there are missing that are missing which I would have benefited from. For instance, if I was able to drill down more on the specific metrics I was able to see, that would have been helpful.

Incentivized

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

Because I had a very minor question and I was able to speak directly to the founder through LinkedIn and through email. I know that as they grow this may not always be an option but the fact that he made himself available to answer my questions said a lot about his passion for the product.

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

Cyfe is a 15 minutes implementation, then some time to get your data sources created. This is an easy one person job that will not result in down time or unnecessary wasted man hours.

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

The Salesforce dashboard is comparably flexible and intuitive, but designed more to its internal CRM focus. SumAll shares the social media dashboard capabilities, but lacks all others. Its interesting feature is side-by-side graph analysis for cross-channel performance. Cyfe might borrow from SumAll's default weekly email summary of performance from the dashboard, but implementation could be too complex. Nuvi dashboard is exclusively for social media marketing, but lacks Cyfe's flexibility for third party integration and window customization settings.

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

• Cyfe allows us to provide real time data to our clients
• Cyfe allows us to provide detailed analytics to our clients showing actual results
• Cyfe reduced our need to provide monthly "reports" to our marketing clients
• Cyfe allows us to have better situational awareness and know what is going on throughout our multiple organizations