Clari Copilot (formerly Wingman) Product Overview
Clari Copilot, previously known as Wingman, is an advanced AI-powered conversation intelligence platform designed to enhance the performance and efficiency of revenue teams. This tool is integrated into the broader Clari revenue operations platform and is aimed at helping sales teams improve their strategies, streamline processes, and close deals more effectively.
What Clari Copilot Does
Clari Copilot automates the recording, transcription, and analysis of sales conversations, meetings, and calls. It integrates seamlessly with popular calendar and video conferencing tools such as Google Calendar, Zoom, Office 365, and Teams. By doing so, it provides a comprehensive view of all customer interactions, unlocking valuable insights that can be used to optimize sales strategies and improve overall revenue performance.
Key Features and Functionality
Automatic Meeting Recording and Transcription
Clari Copilot automatically joins and records meetings, transcribing the conversations in real-time. This feature ensures that all interactions are documented accurately, allowing for easy access and review later.
Meeting Summaries and Highlights
The platform generates summaries of key points, decisions, and action items from each meeting. It identifies and highlights important takeaways, making it easier for sales teams to stay organized and focused on critical tasks.
Real-Time Coaching and Cue Cards
Clari Copilot offers real-time coaching during critical call moments, providing instant feedback and cue cards (battlecards) with helpful answers and specific wording. This feature helps sales representatives navigate challenging calls professionally and enhance their sales pitches.
Call and Meeting Analysis
The platform analyzes calls and meetings to provide useful insights such as new goals, questions, next steps, and objections. It also allows for the creation of call scorecards to evaluate sales performance based on specific criteria.
Team Collaboration and Organization
Clari Copilot includes robust team collaboration features, enabling users to share meeting notes and summaries, add comments and feedback, and organize meetings in a searchable library. This central repository makes it easy to find and reference key information from previous conversations.
Automation and Productivity
The platform automates mundane tasks such as generating battlecards, call summaries, and actionable next steps. This automation frees up sales teams to focus on high-ROI activities, boosting productivity and efficiency.
Integration and Workflow Management
Clari Copilot integrates with CRM systems like Salesforce and HubSpot, ensuring seamless data synchronization and enhanced revenue forecasting capabilities. It also allows for the automatic sending of follow-up emails, updating CRM systems, and sharing call recording snippets via Slack.
Security and Compliance
The platform ensures complete security and compliance with industry regulations, protecting data and customer privacy. It offers enterprise-grade reliability and administrative rights over all recordings, preventing accidental or intentional deletion of important data.
Enhanced Customer Connections
Clari Copilot helps sales representatives improve their customer service skills through detailed call summaries, recordings, and cue cards. This enhances customer interactions and sales pitches, leading to better customer connections and higher sales performance.
In summary, Clari Copilot is a powerful tool that leverages AI to streamline sales processes, provide real-time coaching, and enhance team collaboration. By automating key tasks and providing actionable insights, it helps revenue teams close deals faster and more efficiently.
