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What is Rollio?

Complete the essential fields that drive business strategies forward, as this methodology can liberate over 100 hours for each representative, allowing for increased interaction with clients through meetings, phone calls, and a variety of engagements. It is vital for both administrators and developers to focus on sustainable solutions rather than quick fixes to improve the overall user experience. By disseminating your most efficient processes to all producers, you can significantly enhance productivity. Customer engagement is one of the company's most valuable assets and deserves meticulous attention and oversight. Rollio not only meets SOC2 Type 2 standards but is also built on the Heroku platform, which is part of Salesforce.com, and has reliably passed the Salesforce Security Review, ensuring security for its users. Highlighting these features can further bolster the trust and confidence that clients have in your organization. Moreover, fostering a culture of continuous improvement and adaptation will ensure long-lasting success and client satisfaction.

What is Clari?

Clari's Revenue Operations Platform is designed to enhance revenue outcomes effectively. With features like automated CRM updates and time series analysis, it goes beyond mere innovation. By integrating revenue intelligence, forecasting, and execution insights, Clari addresses critical challenges in revenue management. It ensures that businesses can reliably achieve their targets each quarter. This platform is crafted specifically to boost revenue predictability. By leveraging previously underutilized data sources such as call logs, emails, and CRM information, Clari transforms this data into actionable insights for the entire revenue team. The blend of AI-driven insights and human judgment empowers teams to forecast with improved accuracy and visibility. Additionally, it establishes a streamlined, automated process applicable across all business units, allowing for the collection of essential activity data from prospects, customers, and representatives, thus keeping you continuously informed about the status of your deals, business, and team dynamics. Ultimately, Clari equips organizations with the tools they need to navigate complex revenue landscapes successfully.

Media

Media

Integrations Supported

5X
Accord
Aleph
Clearbit
DataJoy
Elvance
Gong
GoodFit
Highspot
Lative
LinkedIn Sales Navigator
Momentum
Outdoo AI
Peerbound
Shift
Slack
Spotlight.ai
Truto
Viven
Vivun

Integrations Supported

5X
Accord
Aleph
Clearbit
DataJoy
Elvance
Gong
GoodFit
Highspot
Lative
LinkedIn Sales Navigator
Momentum
Outdoo AI
Peerbound
Shift
Slack
Spotlight.ai
Truto
Viven
Vivun

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Rollio

Date Founded

2014

Company Location

United States

Company Website

www.gorollio.com

Company Facts

Organization Name

Clari

Date Founded

2012

Company Location

United States

Company Website

www.clari.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Predictive Analytics

AI / Machine Learning
Benchmarking
Data Blending
Data Mining
Demand Forecasting
For Education
For Healthcare
Modeling & Simulation
Sentiment Analysis

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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