Clari Copilot Reviews and Ratings

Use Cases and Deployment Scope

Since I am a Customer Success Manager, all my client meetings are recorded on Wingman. It helps the management review my calls and share feedback. Apart from this, it helps me analyze my meetings at a later point in time, clip the required meeting sections, share these recordings with the internal terms for collaboration or even share the Wingman recording with my clients if they are in need of the call recording. The dashboard is very simple to use and makes our life easier. We are easily able to analyze the call in detail, tag the required sections, and search and check specific keywords from the transcripts. It saves a lot of time for me and all the CSMs and makes us more productive on the calls as well.

Likelihood to Recommend

<ul><li>Wingman works really well if you wish to analyze your calls in detail after the meeting</li><li>It's very easy to identify specific sections of the meeting based on the transcripts recorded</li><li>Easy to trim the sections that are not necessary and share them recording both internally and externally</li><li>Ability to add comments to the recordings that can be used for future reference</li></ul>

Use Cases and Deployment Scope

Wingman helps me ensure I don't miss product requests and follow up items for my customers, helps to ensure what was said by the customer is clearly conveyed back to product and engineering and as a learning platform.

Likelihood to Recommend

Great for sales and customer experience to log feature requests and customer to dos, as well as sending back to the customer in regards to workshops/training sessions, etc.

Use Cases and Deployment Scope

Wingman is used as our call recording software. It joins our Zoom calls and then records to the cloud and we can watch back the recordings later to critique ourselves as well as take notes.

Likelihood to Recommend

Great for quickly recording calls and viewing the recording. Bad if your main use-case is transcription. Often times the transcription feature is very inaccurate and captures fake sentences or things not said. Also, sometimes the software just doesn't show up to a call or arrives late. I don't think it is the most consistent platform but the speed to upload is great.

Use Cases and Deployment Scope

We use Wingman to record all our customer/prospect calls. This helped us to create the sales playbook for ramping new hires. We leverage the call transcripts to create minutes of meeting which is very useful for our sales pipeline calls with the leadership team. The scope also included using the call recording to train sales reps

Likelihood to Recommend

Wingman would be well suited for any organisation with more than 5+ reps in their sales team. Recording all the demo calls will create a playbook which will help the reps learn from each other and also to ramp up new reps with how to conduct the demo and discovery calls.

Use Cases and Deployment Scope

It helps us track customer calls and share the recording with them when needed. I like the recording and transcription part, where it automatically records the calls and generates transcripts so we can go over them later, which is really helpful. It integrates with other apps such as Slack, HubSpot, etc.

Likelihood to Recommend

Automatic call recording, having transcription of the calls recorded, sharing the call with stakeholders.

Use Cases and Deployment Scope

We use Wingman to record our sales calls as well as some of our internal meetings. This helps us with any reviews that need to be done on sales deals to validate claims made by either the client or the sales representative. We also use the reviews for training purposes.

Likelihood to Recommend

For the overall monitoring of sales calls and validating claims, it is a great tool and does exactly what we need. A change that would be great would be the ability to set a condition for any member on the system to either be able to download transcripts or prohibit downloading transcripts without them needing to be made admins. We have the finance department that often needs access to the transcripts as evidence in Stripe disputes, but they have to be made an admin to be able to download the transcript even though they don't actively use Wingman except for downloading transcripts.

Use Cases and Deployment Scope

I use Wingman in our org to review the call and analyse it. They are mostly sales calls which I refer to. My role is of solutions engineer and referring to the discovery calls are really helpful for me to design the solution for the clients.

There are some features like battle cards which can help sales team with their talk track during the call.

Likelihood to Recommend

My role is of solutions engineer and referring to the discovery calls are really helpful for me to design the solution for the clients.

There are some features like battle cards which can help sales team with their talk track during the call.

And the Analysis feature can help in improving the sales call quality for future calls

Use Cases and Deployment Scope

I use Wingman daily on my sales call to monitor my performance and take notes. Excellent tool. Highly recommend

Likelihood to Recommend

Wingman is well-suited for sales calls, sales review, and sales training. I’m unsure if Wingman is a great interviewing tool at this time.

Use Cases and Deployment Scope

It records the call and sends me automated minutes of the call on slack, so integration and recording are great!!!

We do daily client onboarding and consulting calls so it needs to be recorded and Wingman helps us with that, you can also trim the recording before sending it for your engineering team and attach on tickets

Likelihood to Recommend

I take an average of 5 calls daily and train my juniors and give sessions, so the call must be recorded and you can create playbooks in Wingman as well.In my experience,the annoying part is when you watch the recording it hangs for 10 sec in the start and I reported it a long time back still it happens only this issue is there!

Use Cases and Deployment Scope

We use Wingman to store and record our calls. It helps us to further keep a tab on the calls we make so we can efficiently analyze it later on.

Likelihood to Recommend

Wingman is an amazing tool for sales processes as it will help you streamline and organize your team's calls. for anyone with a sales team, having wingman enables you to sort your team's calls effectively. Plus, the speech to text conversion feature is totally worth it.