Clari Autocapture: An In-Depth Look + A Better Alternative
Clari Autocapture is a powerful tool designed to streamline sales processes and improve data quality and accuracy. It provides valuable insights that help sales teams optimize their performance and boost growth.
In this article, we’ll examine this tool in detail: how it works, its use cases, and its pros and cons. We’ll also examine some alternatives for those who need something different. Let’s begin!
TL;DR
- Clari Autocapture is a feature within the Clari revenue platform that automatically collects and organizes sales activity data.
- It captures data from emails, meetings, calendars, and calls and automatically syncs it to your CRM.
- Clari Capture automates the data entry process, empowering sales teams to focus on closing deals with potential customers.
- The captured data can also help you correlate marketing efforts with revenue generation, leading to a better understanding of campaign ROI.
- When integrated with CRM systems, you can also use Clari Capture to measure sales touchpoint impact and track marketing attribution.
- Although Clari is often praised for its clean dashboard and easy tracking functions, it’s also underpowered and buggy.
- Unlike Clari, Userpilot focuses on automatically capturing users’ in-app interactions (clicks, text inputs, and form submissions).
- Once you label the data Userpilot automatically captures, you can use it for in-depth product analytics, user segmentation, and flow targeting. Book a demo now to get started.
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What is Clari Autocapture?
Clari Autocapture is a feature within Clari – a revenue operations platform – that automatically collects and organizes sales and activity data. It connects sales activity data from different business tools to accounts and opportunities to improve revenue operations.
What does Clari Autocapture track?
Also known as Clari Capture, Autocapture primarily tracks sales-related data to provide a comprehensive view of sales activities and help sales teams understand deal progression better and improve performances.
To that end, it captures sales-related communications between sales reps and customers or prospects from:
- Emails: Sender and recipient details, subject, and email body content.
- Meetings: Attendees, meeting topics, and meeting outcomes.
- Calls: Duration, participants, and call summaries (if available).
- Calendar: Meeting schedules, attendees, and locations.
By collecting data from multiple sources, Clari is able to enrich contact information with details like their job titles and company information. It also tracks the engagement levels of different contacts within a deal.
Once the data is captured, Clari automatically syncs it to your CRM, associating it with specific deals or opportunities in the CRM.
Clari auto-capture use cases
Clari Capture offers a variety of applications to enhance sales efficiency and effectiveness. Amongst other things, it helps you to:
Accelerate deals in flight
At its most basic, Clari Capture frees up sales reps to be more effective by automating data entry. This allows reps to focus more on building relationships and closing deals.
Clari Capture also enables you to find sales opportunities by analyzing captured data to uncover potential opportunities, key contacts, and even possible red flags that may impact deal closure.
By putting every piece of information in context, Clari Capture empowers revenue teams to make more reliable sales forecasts and accelerate deals.
Understand campaign ROI
You can correlate marketing efforts with revenue generation by tracking sales activities related to specific marketing campaigns. This enables you to measure the impact of sales on your campaigns.
You can also identify high-performing campaigns by analyzing which campaigns drive the most engagement and conversions.
As you better understand your customer acquisition costs and ROI, you can then allocate resources to campaigns that deliver the highest ROI.
Track marketing attribution
Clari integrates well with popular CRMs like Salesforce and HubSpot. When paired together, you can use the data logged by Clari Capture to measure touchpoint impact.
Clari Capture enables you to track how sales reps engage with prospects on different marketing channels. You can then use it to determine which marketing touchpoints impact deal closures the most.
Pros and cons of Clari auto-capture
The Clari platform is designed to help revenue teams improve efficiency, predictability, and growth in the revenue process. It boasts a 4.5-star overall rating on both G2 and Capterra.
Pros of Clari autocapture
Some notable pros of Clari auto-capture include:
- A clean dashboard that provides a clean and quick overview of tracked data using easy-to-read visualizations.
- When integrated with a CRM like Salesforce, Clari makes it easy to visualize pipeline changes over a set time frame.
- As the tracked data changes and forecasts evolve, Clari makes it easy to track changes to the forecast.
Cons of Clari auto-capture
Despite the many praises for its tracking and forecasting features, Clari also has its negatives, including:
- Limited filters and customization make it difficult to assess data properly.
- The tool is riddled with bugs, which makes it frustrating to use.
- Depending on your needs, the dashboard may be too simplistic.
Alternatives to Clari Autocapture
It’s 2024 and there are multiple options for automatically capturing user data and providing the same to your entire team. Consider a few of these:
Userpilot Autocapture – best for tracking in-app interactions
Userpilot’s Autocapture feature records all user interactions within your product. Unlike Clari Capture, it isn’t a sales event tracker. Instead, it is an event-tracking tool that records user activities and interactions with UI components like links, buttons, divs, etc.
It captures three main events:
- Meaningful clicks: Including clicks on buttons with links (href anchor elements) or underlying actions. It also records clicks on input areas, <div> and <span> elements, etc.
- Text input: Any modifications to entries in a text/input area are automatically recorded and tied to the form input name.
- Form submissions: Form submission events are captured separately for easier analytics.
In addition to eliminating manual work, Userpilot Autocapture helps you maintain data quality by eliminating the risk of missing key events.
How it works…
To get started, click ‘Configure’ > ‘Settings’ on your Userpilot dashboard, and under ‘Raw data settings,’ enable the automatic capturing of frontend events.
To view captured events, head to the ‘Events’ dashboard and click the ‘Raw Events’ tab. You’ll find every automatically captured event data here, including form submissions, clicks, etc.
Note, however, that in its ‘raw’ form, the only information you’ll get about an event is its description, number of occurrences, and time of last occurrence.
To get more out of your captured data, you’ll need to label each event. You can do that by clicking the ‘Label Event’ button next to your event of choice.
Then, a pop-up sidebar will enable you to edit the event name, description, category, etc. Once you’re done labeling the event, it will appear under the ‘Overview’ tab.
From here, you can use the event data for analytics purposes. You can also include it as a segmentation condition or use it as a condition for targeting users with certain in-app flows.
Salesforce’s Einstein activity capture – best for tracking sales events
Salesforce Einstein Activity Capture is a tool that automatically logs customers’ emails and events to Salesforce. Like Clari (and unlike Userpilot), it is a sales-focused tool.
Einstein Activity Capture (EAC) helps sales reps log relevant sales events and sync them with the right records. This, in turn, allows the entire team to save time, stay organized, and get better insights from their data.
EAC integrates with either your Microsoft Office 365 or Gmail accounts. Once connected, it begins logging emails and events associated with the account. It syncs incoming and outgoing emails and events into a single ‘Activity Timeline.’
The logged emails and events are then categorized as follows:
- Contacts
- Accounts
- Leads
- Opportunities
- Person Accounts
Like many data automation tools, EAC helps you preserve your data quality by ensuring you never miss critical data. It also helps you keep track of potential buyers’ activities and analyze them for better insights.
However, like Clari, it lacks extensive customization options for data capturing. It also logs its data on AWS rather than Salesforce, which means the data will never be added to your Salesforce records.
Conclusion
Clari Capture is a powerful tool that can significantly improve sales efficiency and effectiveness. It integrates with CRMs and provides users with valuable insights to power data-driven sales decisions.
However, if you’re more interested in improving the product experience, you need a tool that captures in-app user activities instead. In that regard, there’s no better tool than Userpilot. Book a demo now to learn more.
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