Overall Satisfaction with Wingman
Wingman is used at our organization to record customer and prospect-facing calls. It's been incredibly helpful to review discussions and decisions with key stakeholders. It has also been very useful in training new employees, supplementing other training methods, such as meetings, documentation, and live calls. Wingman's features make it really useful to connect with other team members in our organization to tag in a comment or snippet where relevant, share sections of the calls for efficiency, and scale with observer view, which allows you to add additional employees to view calls without paying for additional licenses.
- Converting the call into an easy-to-follow written transcript very quickly
- Sharing snippets of calls into quick links or commenting when someone is already a user
- Providing direct insight into customer and prospect-facing feedback
- Making it very easy to understand where new employees are in their training progress
- Following threads in the comments more easily on a video page
- cutting down time to fully train new hires on sales and customer teams
- cutting down time to take notes and get to the next steps with external stakeholders
- creating a better form of feedback by removing the "middle man" of note taking
After using both Chorus and Wingman, one thing that has been a key distinguisher is how to add the call recording software to a call when it was not added ahead of time. With Wingman, I've come to appreciate their method of doing this, compared to Chorus. With Chorus, adding it to a call was done by adding a participant via a standardized email address. While this was a simple method, people often forgot what the email address was, or struggled to ask someone or to find it. With Wingman, you open the web browser, and can either click "Join my meeting" and fill in the link of the meeting, the participants' emails, and the title of the call; or, if the call is on your calendar but was not set to be recorded ahead of time, you can simply click the slider icon to have it join your call, which then adds to your call in about 1-2 minutes. While it would be great to see the recording software add to your call more quickly, it's a great solution that gets the job done and doesn't require much training.
Do you think Clari Copilot delivers good value for the price?
Yes
Are you happy with Clari Copilot's feature set?
Yes
Did Clari Copilot live up to sales and marketing promises?
Yes
Did implementation of Clari Copilot go as expected?
Yes
Would you buy Clari Copilot again?
Yes
Using Wingman
50 - Sales, Marketing, Customer, Product, Engineering, Strategy, Partnerships
3 - Helping with license management, automatic rules, educational playlists
- Reviewing sales calls for coaching and finding ideal customer matches
- Learning about product market fit for new use cases on discovery calls
- Onboarding new employees by organizing playlists by topic and by month of onboarding
- Being able to automatically spot new mentions of use cases and emailing or Slacking product leads about them
- Onboarding new hires more quickly with sales and customer playlists that highlight key feedback and question & answer sessions
- Finding additional automation tools or features that could help ramp up onboarding schedules or creating new useful playlists
Evaluating Wingman and Competitors
- Price
- Product Features
- Product Usability
- Product Reputation
Pricing was significantly better than Gong and Chorus
I would likely ask for pricing earlier in the process as we know the key features that we require for call recording software and which providers have them (i.e. coaching, playlists, onboarding, product market fit discovery)
Wingman Implementation
- Implemented in-house
Change management was minimal - Figuring out who can own maintaining the usage of Wingman for onboarding and continuous education. Figuring out who would manage licenses as we scaled, and how to best utilize the tool for product and engineering teams
- Understanding the full suite of features we had available as opposed to just using it for the core sales use cases
Wingman Support
Pros | Cons |
---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
I don't believe so, as I don't think it was necessary for the level of self-sufficiency this tool provides
I've provided a few scenarios where I found product features that I felt could be improved, and the Wingman Team always did a great job of quickly scoping with their Product Team to see if it was on the roadmap, if it didn't fit into a wider use case for benefiting more customers, or if it could be quickly addressed. I really appreciated our customer success manager's level of transparency and efficiency on this request!
Using Wingman
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Checking prior calls
- Creating snippets of calls and sharing them
- Integrating Wingman with Slack and email notifications
- Reviewing team analytics - it's somewhat tough to understand what's actionable for a customer team
Yes, but I don't use it