Wingman - Detailed Review
Sales Tools
Wingman - Product Overview
Introduction to Clari Copilot (formerly Wingman)
Clari Copilot, previously known as Wingman, is a conversation intelligence platform that plays a crucial role in the Sales Tools AI-driven category. Here’s a breakdown of its primary function, target audience, and key features:Primary Function
Clari Copilot is designed to help revenue teams improve their performance and close deals more effectively. It achieves this by automatically recording, transcribing, and analyzing sales conversations across various channels, including phone calls, video meetings, and in-person discussions. This analysis provides valuable AI-driven insights, enabling teams to act on critical information in real-time.Target Audience
The primary target audience for Clari Copilot is revenue-centric teams, particularly sales teams and revenue leaders within organizations. It is especially beneficial for companies looking to streamline their sales processes, improve forecasting accuracy, and enhance overall revenue operations.Key Features
Automatic Meeting Recording and Transcription
Clari Copilot integrates with calendar and video conferencing tools like Zoom, Google Calendar, and Teams. It automatically joins meetings, records them, and transcribes the conversations in real-time.Meeting Summaries and Highlights
During and after meetings, Clari Copilot identifies and highlights key points, decisions, and action items. It generates a summary of the main takeaways, which can be reviewed, edited, and shared with team members.Searchable Meeting Library
All meeting notes and transcripts are stored in a centralized, searchable library. This allows users to easily find and reference key information from previous conversations.Team Collaboration Features
The platform facilitates team collaboration by enabling users to share meeting notes and summaries, add comments and feedback, and integrate with tools like Slack and CRM systems such as Salesforce and HubSpot.Deal Health Analytics
Clari Copilot includes Deal Central, which identifies deal health risks, such as the absence of a decision-maker or undiscussed pricing. This helps in making better decisions in revenue execution.Real-Time Coaching and CRM Integration
The platform offers real-time coaching for sales teams and integrates seamlessly with various CRM and sales engagement platforms, enhancing the overall sales process.Automated Sales Records
Clari Copilot automatically logs calls, meetings, emails, and other activities, creating an automated sales record that simplifies tracking sales activities and managing accounts. By integrating these features, Clari Copilot helps revenue teams achieve greater precision in their sales processes and improve their overall performance. Wingman - User Interface and Experience
User Interface and Experience
The user interface and experience of Clari Copilot, formerly known as Wingman, are designed to be intuitive and integrated into the daily workflow of sales teams.Integration and Setup
Clari Copilot integrates seamlessly with popular platforms such as Google Calendar, Zoom, Office 365, and Teams. The setup process is generally praised for its ease, allowing users to connect their calendar and video conferencing tools quickly. Once set up, Clari Copilot automatically joins and records meetings, making the process relatively hassle-free.Real-Time Transcription and Analysis
During meetings, Clari Copilot provides real-time transcription of the conversation, along with identifying key points, decisions, and action items. This feature is displayed in a user-friendly interface that allows users to see the transcription and highlights as the meeting progresses. After the meeting, the tool generates a summary of the main takeaways and any follow-up tasks, which can be reviewed, edited, and shared with team members.Searchable Meeting Library
All past meeting notes and transcripts are stored in a centralized, searchable library. This feature enables users to easily find and reference key information from previous conversations, enhancing the overall efficiency of the sales process.Team Collaboration
The interface includes features that facilitate team collaboration, such as sharing meeting notes and summaries with team members and adding comments and feedback directly within the platform. This makes it easier for teams to work together and align on sales strategies.Ease of Use
While the tool offers advanced features, some users have reported a steep learning curve, particularly in leveraging its full capabilities. However, many users find the basic functions, such as automatic recording and transcription, easy to use. The interface is generally user-friendly, but there may be some initial time needed to become fully comfortable with all the features.User Experience
The overall user experience is mixed. On one hand, users appreciate the automated note-taking, summaries, and action item highlights, which can significantly improve meeting productivity. On the other hand, some users encounter issues such as inaccurate transcriptions, especially in scenarios with background noise, jargon, or multiple speakers talking simultaneously. Additionally, there have been reports of occasional bugs and glitches, such as real-time transcription freezing or post-meeting summaries not generating correctly.Conclusion
In summary, Clari Copilot’s user interface is designed to be integrated and easy to set up, with features that enhance sales productivity. However, the user experience can vary depending on the specific use case and the accuracy of the transcription and analysis. Wingman - Key Features and Functionality
Clari Copilot Overview
Clari Copilot, formerly known as Wingman, is a sophisticated AI-driven conversation intelligence platform that is integral to enhancing the performance of sales teams. Here are the main features and how they work:
Automatic Recording and Transcription
Clari Copilot automatically records and transcribes sales calls and meetings across various channels, including Zoom and Google Meet. This feature ensures that all conversations are captured and made available for later review, reducing the administrative burden on sales teams.
Real-Time Coaching and Battle Cards
During calls, Copilot provides real-time coaching through on-call battlecards. These cue cards offer helpful answers and specific wording to help sales representatives handle challenging situations professionally, increasing the chances of closing deals. This real-time feedback is crucial for improving sales pitches and addressing customer objections effectively.
Call Summaries and Highlights
Copilot generates detailed summaries of calls, highlighting key information such as new goals, questions, next steps, and objections. This helps sales teams quickly grasp the essential points discussed during the call, ensuring they stay organized and focused on action items.
Gametapes and Best Practices
The platform allows users to create a library of their best sales pitches and calls, known as “gametapes.” This feature helps in identifying what works best, analyzing customer interactions, and understanding common questions customers ask before making a purchase. It enables teams to scale best practices and improve overall sales performance.
Call Scorecards
Copilot enables the creation of call scoring templates to evaluate each call’s sales performance based on specific criteria. This helps in assessing the effectiveness of sales calls and identifying areas for improvement.
Integration with CRM and Sales Tools
Clari Copilot integrates seamlessly with popular CRMs like Salesforce and HubSpot, as well as other sales tools such as Dialpad. This integration allows for automatic updates, contextual call transcripts, and deal insights, ensuring that all relevant data is synchronized and accessible.
Revenue Forecasting and Pipeline Management
Copilot’s insights flow into the revenue platform, enhancing deal predictability and allowing teams to generate accurate forecasts. It provides a 360° view of the entire deal cycle, blending revenue-critical data with call highlights to help teams pinpoint opportunities and boost sales performance.
Security and Compliance
The platform is built with enterprise-grade reliability and complies with industry regulations, ensuring the security and privacy of customer data. This allows sales teams to operate confidently, knowing their sensitive information is protected.
Collaboration and Revenue Insights
Clari Copilot fosters collaboration among sales teams by enabling the sharing of insights directly from customer interactions. This ensures that nothing gets lost in translation and facilitates consensus on product vision and go-to-market strategies across the organization.
Automation and Productivity
By automating tasks such as call recording, transcription, and summarization, Copilot frees up sales teams to focus on more critical tasks. This automation boosts productivity and efficiency, enabling teams to generate more revenue in less time.
Conclusion
In summary, Clari Copilot leverages AI to provide comprehensive support to sales teams, from real-time coaching and call analysis to revenue forecasting and pipeline management, all while ensuring data security and compliance.
Wingman - Performance and Accuracy
Evaluation of Clari Copilot’s Performance and Accuracy
Transcription Accuracy
Clari Copilot’s transcription accuracy is generally good but not without its limitations. The tool captures most conversations and correctly identifies different speakers. However, there are scenarios where the accuracy can be compromised:- Background Noise: Loud background noise can lead to missing words in the transcript.
- Jargon and Technical Terms: Conversations with a lot of jargon or technical terms may not be transcribed accurately due to the limitations of the language model.
- Multiple Speakers: When multiple people are talking at the same time or interrupting each other, the tool can get confused and attribute the wrong words to the wrong speaker.
Summary and Analysis
Clari Copilot generates summaries of meetings, which are usually accurate for straightforward conversations. However, for more complex or creative discussions, the summaries might miss context. The action item detection is also somewhat hit-or-miss, doing well with explicit action items but struggling with vague statements or incorrectly flagging non-actionable statements.Performance in Sales Context
The platform is beneficial for sales teams as it enhances onboarding and training processes, improves sales performance, and provides real-time coaching during critical calls. It streamlines administrative tasks, boosts productivity, and helps in revenue forecasting by integrating conversational intelligence into the revenue platform.Limitations and Areas for Improvement
- Learning Curve: Some users find the tool challenging to use due to its advanced features and steep learning curve.
- Integration Issues: There have been reports of glitchy integrations, which can hinder the tool’s effectiveness.
- Context and Complexity: The tool struggles with capturing the full context in complex or technical conversations, and summaries may require human review for accuracy.
Security and Compliance
Clari Copilot operates on a cloud-based platform that complies with industry regulations, ensuring data and customer privacy are protected. This adds a layer of security and reliability, which is crucial for handling sensitive information and operations.Overall Value
While Clari Copilot offers significant benefits such as automated note-taking, real-time coaching, and integration with CRM systems, its value depends on the specific needs and priorities of each sales organization. Users need to weigh the advantages against the potential limitations and the need for occasional manual review and editing of transcripts and summaries. In summary, Clari Copilot is a valuable tool for sales teams, offering improved performance, productivity, and revenue forecasting. However, it requires careful consideration of its limitations, particularly in transcription accuracy and handling complex conversations, to ensure it meets the specific needs of the organization. Wingman - Pricing and Plans
Pricing Structure for Clari Copilot
The pricing structure for Clari Copilot, formerly known as Wingman, is part of the broader Clari revenue operations platform. Here’s a breakdown of the key aspects of its pricing and plans:Pricing Model
Clari Copilot follows a per-user, per-year pricing model.Plans and Pricing
Copilot Module
- Cost: $1,080 per year per user.
- Features:
- Activity dashboard
- Call sharing and call snippet creation
- Custom bot name
- Smart Summaries
- Speak and talk-time detection
- Comments on calls
- Private calls
- Game tapes and game tapes analytics
- Custom topic tracking
- Monologue alert
- Voice-triggered battle cards
- Smart follow-ups
- Team insights dashboard
- Average call duration
- Talk:listen ratio
- Longest monologue
- Interactivity scores
- Call filter and alerts
- Advanced filters for deals
- End-to-end data encryption
- GDPR and SOC 2 compliance.
Accelerator and Enterprise Plans (Within Clari Copilot)
- Accelerator Plan:
- Cost: $1,080 per user per year.
- This plan includes all the features mentioned above for the Copilot module.
- Enterprise Plan:
- Cost: $1,320 per user per year.
- In addition to the features in the Accelerator plan, the Enterprise plan includes:
- Advanced Security
- API Access
- Coaching as a Service
- Dedicated Customer Success Manager
- SSO & SAML
- Customized call scoring
- Custom call data storage and retention
- Role-based access control.
Other Clari Modules
While not part of the Copilot module specifically, Clari offers other modules that can be integrated based on your needs:- Inspect: For opportunity management and pipeline analysis.
- Groove: For sales engagement and prospecting.
- Align: For collaboration between sales teams and buyers.
- Forecast: For revenue forecasting.
- Capture: For sales productivity and pipeline management.
Free Options
Clari Copilot does not offer a free plan. However, you may be able to get a free trial to test the solution within your business. In summary, Clari Copilot is priced at $1,080 per year per user, with the option to upgrade to an Enterprise plan for additional features. There are no free plans available, but a free trial can be requested. Wingman - Integration and Compatibility
Clari Copilot Overview
Clari Copilot, formerly known as Wingman, is a conversation intelligence platform that integrates seamlessly with a variety of tools and platforms to enhance revenue operations and sales performance. Here’s a breakdown of its integration and compatibility:
Calendar and Video Conferencing Tools
Clari Copilot integrates with popular calendar and video conferencing tools such as Google Calendar, Zoom, Microsoft Teams, and Google Meet. This allows it to automatically join and record meetings, transcribe conversations in real-time, and generate summaries of key points and action items.
CRM and Revenue Platforms
Clari Copilot is fully integrated with CRM systems like HubSpot, allowing users to sync their HubSpot data with Clari to get a more accurate picture of their sales pipeline. This integration helps in making better-informed decisions, although some users have reported issues that need thorough testing.
Email Clients
The platform supports integrations with email clients like Microsoft Outlook and Gmail, ensuring that all revenue-critical communications are centralized and accessible.
Sales Automation Tools
With the acquisition of Groove, Clari Copilot now integrates with Groove’s OmniDialer, allowing users to access call recordings and meeting insights directly within the Copilot platform. This integration requires the generation of an API key and API secret to enable the connection.
Webex
Clari Copilot also integrates with Webex APIs to access and analyze sales calls conducted on the Webex platform. This integration helps in improving sales coaching, rep productivity, and revenue precision.
Salesforce
The integration with Salesforce enables users to log meetings and calls, which are then accessible via the Omnibar, Calendar, or Meeting Notes List. This ensures that all call data is surfaced within the revenue processes, helping in validating forecasts, deals, and pipeline.
Team Collaboration Tools
Clari Copilot facilitates team collaboration by allowing users to share meeting notes and summaries via email or Slack. This feature enhances teamwork by ensuring all relevant information is easily accessible and shareable.
Conclusion
In summary, Clari Copilot is highly compatible across various platforms and tools, making it a versatile and integrated solution for revenue teams. Its ability to connect with major tools and platforms ensures a seamless and comprehensive revenue management experience.
Wingman - Customer Support and Resources
Customer Support Options for Clari Copilot Users
For users of Clari Copilot, formerly known as Wingman, several customer support options and additional resources are available to ensure a smooth and effective user experience.
Customer Support Portal
Clari provides a dedicated support portal where users can submit support tickets. This portal is accessible through the main navigation bar on the Clari community page, labeled as “Support.” Here, you can submit your queries and engage with the support team, who will respond via the portal and your email.
Community Support
The Clari community is an active resource where users can ask questions, share ideas, and get directed to relevant articles. You can create a topic in the community forum to seek help or discuss various aspects of using Clari Copilot. This community-driven approach allows users to benefit from the experiences and insights of other users.
Documentation and Blog Resources
Clari offers extensive documentation and blog posts that provide detailed information on how to use Clari Copilot effectively. These resources cover topics such as how to integrate Clari Copilot with your calendar and video conferencing tools, how to use its features like automatic meeting recording and transcription, and how to leverage its advanced capabilities for sales performance and revenue forecasting.
Product Demos and Tours
For those looking to get a deeper understanding of Clari Copilot’s features, Clari offers product demos and tours. These allow potential and existing users to explore the product at their own pace and learn how it can be integrated into their sales processes.
Integration Support
Given that Clari Copilot integrates with various tools like Google Calendar, Zoom, Office 365, Teams, and CRMs such as Salesforce and HubSpot, there are resources available to help with these integrations. While some users have reported issues with integration, Clari’s support team can assist in resolving these problems.
By leveraging these support options and resources, users of Clari Copilot can ensure they are getting the most out of the platform and addressing any challenges they may encounter.
Wingman - Pros and Cons
Advantages of Clari Copilot (formerly Wingman)
Clari Copilot offers several significant advantages that make it a valuable tool for sales and revenue teams:Integration and Automation
Clari Copilot integrates seamlessly with various platforms such as Zoom, Google Meet, Outreach, and popular CRMs like Salesforce and HubSpot. This integration streamlines the sales process, making it smoother and more efficient for sales teams.Enhanced Sales Call Process
The tool provides features that allow for quick search and review of sales calls, improving the overall sales call process. It analyzes calls, highlights important sections, and helps in refining sales techniques through real-time coaching and post-call analysis.Easy Implementation and Setup
Users praise Clari Copilot for its easy implementation and setup, which makes it a user-friendly tool for sales teams. This ease of use helps teams to quickly adopt and start benefiting from the software.Reliable Transcription Service
Despite some criticisms, many users find the transcription service reliable, particularly in accurately identifying speakers in multi-participant calls. This feature is crucial for capturing and utilizing critical information from sales conversations.Automated Sales Records
Clari Copilot automatically logs calls, meetings, emails, and other activities, creating an automated sales record. This simplifies tracking sales activities, managing accounts, and setting up calls with prospects and clients.Revenue Intelligence and Forecasting
The tool enhances deal predictability through its revenue forecasting features, helping sales teams determine which prospects to focus on for the greatest profits. It provides actionable insights and reports without the need to navigate multiple tools.Greater Productivity and Efficiency
Clari Copilot’s automation capabilities free sales teams from administrative tasks, boosting productivity. It streamlines revenue workflows, helping representatives close more deals and enhance communication across the company.Enhanced Customer Connections
The tool helps representatives improve their customer service skills through features like call summaries, recordings, and cue cards. This enhances customer interactions and sales pitches.Disadvantages of Clari Copilot (formerly Wingman)
While Clari Copilot offers many benefits, there are also some notable disadvantages:Transcription Accuracy Issues
The transcription accuracy can be affected by background noise, jargon, and multiple speakers talking at the same time. This may lead to missing words or incorrect attributions, requiring users to review and edit the transcripts.Difficulty in Voice Recognition
Some users have reported that the voice recognition AI takes time to learn their accents, which can affect the accuracy of transcriptions and the overall user experience.Limited Customization and Reporting Features
Clari Copilot lacks customization and reporting features, which can limit its adaptability to specific business needs. This limitation can be a significant drawback for teams requiring more tailored solutions.Steep Learning Curve
The tool has a steep learning curve, especially for its advanced features. This can make it challenging for some users to fully leverage the tool’s capabilities.Integration Issues
Some users have reported issues with the integration of Clari Copilot with other platforms, such as HubSpot. These issues can impact the smooth operation of the tool.Cost
Clari Copilot can be expensive, with the Copilot module starting at $1,080 per year per representative. The total cost can be substantial, especially for larger teams or organizations requiring multiple features and modules.Inefficient Segment Skipping Feature
The feature that allows users to skip to the next or previous segment of a call could be improved, as it currently does not function as efficiently as desired. By weighing these pros and cons, sales teams can make an informed decision about whether Clari Copilot aligns with their specific needs and priorities. Wingman - Comparison with Competitors
Unique Features of Clari Copilot
- Live Call Coaching and Battle Cards: Clari Copilot offers live call coaching, allowing managers to guide teams during calls discreetly. It also provides “Battle Cards,” which are live contextual cues that help salespeople handle objections, improve their pitch, and close deals more effectively.
- Integration with CRM Systems: Clari Copilot seamlessly integrates with popular CRM systems, ensuring comprehensive tracking and management of sales interactions. This integration enhances the automation of sales records and streamlines the sales process.
- Revenue Intelligence: The platform provides revenue intelligence features, enabling sales teams to forecast deals accurately and monitor deal execution through detailed dashboards. This helps in identifying and mitigating potential risks in the sales pipeline.
- Automated Transcription and Analysis: Clari Copilot records, transcribes, and analyzes sales calls, offering instant, actionable insights. It identifies key topics, trends, and speaking patterns, which helps in improving sales strategies.
Alternatives and Competitors
Gong.io
- Gong is a revenue intelligence platform that records, transcribes, and analyzes sales calls to drive sales effectiveness. It is known for its reliability and innovative features but can be less efficient and less transparent in pricing compared to Clari Copilot.
- Gong offers more comprehensive sales conversation analysis and is highly rated for its ability to inspire and innovate sales teams.
Salesforce Sales Cloud Enterprise
- Salesforce Sales Cloud Enterprise is a CRM solution that, while not specifically an AI meeting assistant, offers extensive sales management features. It is more inspiring, innovative, and reliable but may be less efficient at integrating with other tools compared to Clari Copilot.
- It excels in closing deals, accelerating productivity, and providing insightful decisions, but it may not offer the same level of real-time conversation intelligence as Clari Copilot.
Avoma
- Avoma is a mid-range AI meeting assistant that competes with Clari Copilot. It offers conversational intelligence, sales coaching, and revenue intelligence features. Avoma is notable for its compatibility with multiple video conferencing platforms and its searchable transcripts and notes.
- Avoma is more focused on meeting recording and has a forecasting dashboard, deal health reminders, and trend analytics, making it a strong alternative for teams looking for a more specialized meeting intelligence tool.
Salesken
- Salesken is another competitor that offers sales coaching, revenue intelligence, and real-time AI insights. However, it has limitations such as difficulty in sharing calls outside the platform, a slow onboarding process, and lack of pricing transparency.
- Salesken is highly sales-oriented and can be seen as intrusive, but it provides valuable insights and coaching tools similar to Clari Copilot.
tl;dv
- tl;dv is a more affordable alternative that offers unlimited call recordings and transcriptions for free. It is ideal for international teams due to its multilingual support and integrates with over 5,000 other tools. While it is not as comprehensive as Clari Copilot, it provides essential sales features at a lower cost.
- tl;dv is suitable for teams looking for a cost-effective solution with basic but effective sales intelligence features.
Considerations
- Integration Needs: If your team already uses a revenue intelligence platform, adding Clari Copilot might introduce redundant features. However, if you need a comprehensive solution that integrates well with your existing CRM and sales tools, Clari Copilot could be ideal.
- Cost and Features: Evaluate the cost-benefit analysis of each tool. Clari Copilot offers a wide range of features, but it may be more expensive. Alternatives like Avoma or tl;dv might provide sufficient features at a lower cost.
- Specific Needs: Consider what specific features are most important for your sales team. For example, if live call coaching and battle cards are crucial, Clari Copilot might be the best choice. If you need a more focused meeting recording solution, Avoma could be better.
Wingman - Frequently Asked Questions
Frequently Asked Questions about Clari Copilot
What is Clari Copilot?
Clari Copilot, formerly known as Wingman, is a conversation intelligence platform designed to help revenue teams improve their performance and close deals. It automatically records, transcribes, and analyzes sales conversations across various channels, including phone, video, and in-person meetings.How does Clari Copilot work?
Clari Copilot works by automatically recording and transcribing sales calls and meetings. It then analyzes these conversations to provide insights, generate call summaries, highlight action items, and detect tasks based on the discussion. It also integrates with CRM systems and other sales tools to streamline revenue workflows.What features does Clari Copilot offer?
Clari Copilot offers several key features, including:- Call transcription and recording: Automatically records and transcribes calls and meetings.
- Call and meeting summaries: Provides key information from each call, such as new goals, questions, next steps, and objections.
- Real-time coaching: Offers instant feedback during critical call moments to help sales representatives.
- Battle cards: Generates real-time cue cards with helpful answers and specific wording for challenging calls.
- Call scorecards: Allows creating templates to evaluate each call’s sales performance.
- Deal Central: Provides a centralized view of sales pipeline health-related information.
- Multi-language analysis: Summarizes and analyzes calls in various languages.
How much does Clari Copilot cost?
The cost of Clari Copilot starts at $1,080 per year per representative. However, the total cost can vary depending on the specific modules and features needed, as well as the number of seats and usage volume. The average annual cost for Clari’s software suite can range up to $1.2 million.Does Clari Copilot integrate with other tools?
Yes, Clari Copilot integrates with various tools and platforms, including:- CRM systems: HubSpot, Salesforce, Pipedrive
- Sales Engagement Platforms (SEP): Outreach, Salesloft
- Conferencing tools: Zoom, Teams, Google Meet
- Dialers: RingCentral, Dialpad, Fresh Caller, Aircall, FrontSpin
- Other tools: Slack, Zapier.
Is Clari Copilot a CRM?
No, Clari Copilot is not a CRM. It integrates with popular CRMs to provide additional revenue intelligence and forecasting capabilities but does not replace your existing CRM.What is the history of Clari Copilot?
Clari Copilot was originally known as Wingman, a conversational intelligence tool founded in 2018. Clari acquired Wingman in 2021 and rebranded it as Clari Copilot, integrating it into their revenue operations platform.How does Clari Copilot enhance sales performance?
Clari Copilot enhances sales performance by providing real-time coaching, automating administrative tasks, and offering actionable insights from sales conversations. It helps in onboarding and training processes, improves deal predictability, and streamlines revenue workflows.What security and compliance measures does Clari Copilot have?
Clari Copilot operates on a cloud-based platform that complies with industry regulations, protecting data and customer privacy. It ensures enterprise-grade reliability and security for sensitive information and operations.Can Clari Copilot handle international sales activities?
Yes, Clari Copilot can summarize and analyze calls in various languages, supporting international sales activities.How does Clari Copilot help with customer connections?
Clari Copilot helps sales representatives improve their customer service skills by providing call summaries, recordings, and cue cards. These features enhance customer interactions and sales pitches, leading to better customer connections.