The Invoca platform delivers the inbound call intelligence required for marketers to capture and optimize customer engagement and sales beyond the click. From attribution to intent, marketers gain a complete understanding of the customer's journey across digital, mobile and offline touchpoints so they can optimize their marketing spend, drive quality inbound calls and deliver a better customer experience.
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Clari Copilot
Score 8.7 out of 10
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Clari Copilot helps revenue teams win revenue-critical moments. Clari Copilot’s conversation intelligence platform gives reps and managers tools to compete, spot revenue leak, and close deals. It offers: Real-time battlecards and monologue alerts, so reps can navigate objections with ease and learn from winning behavior. And managers can track rep performance…
We are able to reduce non-sales calls by being able to attribute [the source of incoming calls]. But it needs patience and a long time to get the benefits of its AI capabilities. So RoI could be a longer run. It is expensive if we needed a simple call tracking solution only.
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.
From an accounting perspective, Invoca makes it easy for us to determine where our call revenue is coming from and what call type generated the paid call.
Their dashboard is very user-friendly. I like how you can see everything from the top level and see total call volume, commission paid, and conversion rate. But you can easily drill down into each campaign level too.
Lastly, you can easily create call campaigns and create individual phone numbers. I especially like how we're able to create a ring pool that allows us to track exactly where the call is coming from, and it's not difficult to setup.
Super user friendly tool! There are some features that I think might be improved over time, like navigation assistance or tutorials, and quick tips, like how to ensure calls always get recorded, how to add Wingman to calls last-minute, or how to use their playlist feature Game Tapes, but those are nice to haves, not need to haves.
Invoca's client success team is great to work with, which is a nice value proposition for their business (many SaaS providers struggle with this). Their support team is very talented and fully capable of addressing the vast majority of questions that they receive. I haven't encountered any negative experiences when requesting assistance.
We used Convirza for a long time and had a pathetic experience as we were paying a high price for nothing special. Convirza was not so good in call tracking and had fewer features as compared to Invoca, and Invoca’s price is also amazing. It has all the essential features that we were looking for, like call scheduling and call recording, that are essential for marketing campaigns too. Its reporting dashboard is our least favorite thing about it.
We evaluated wingman, Gong and chorus. Settled on Wingman because of their features and then being cost effective as well. I've used Gong before in an earlier organization but would vouch for Wingman over Gong primarily because Gong is very expensive. Wingman provides the best bang for buck in the sales intelligence ecosystem
