Clari Copilot Reviews & Insights

Score8.8 out of 10

119 Reviews and Ratings

Community insights

TrustRadius Insights for Clari Copilot are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Intuitive User Interface: Several users have found Clari Copilot's user interface to be intuitive and easy to navigate. They appreciate the clear and intuitive design, which allows them to quickly find and access the features they need. This intuitive interface has made it easy for users to perform tasks efficiently.

Call Recording and Transcripts: Many reviewers have praised Clari Copilot's call recording feature. They find it helpful for various purposes such as training sales reps, ramping up new team members, and evaluating team performance. The ability to record calls and provide transcripts of conversations is particularly valuable, as it allows users to review and analyze the content for future references.

Keyword Filtering: A number of users appreciate the ability to filter calls by keywords in Clari Copilot. This feature saves them time as they don't have to listen to entire calls. They can easily find specific parts of the call that are relevant to their needs. Users feel that this feature improves their productivity and makes it easier to find important information.

Reviews

82 Reviews

Best tool for call recording and analysis in the market !

Rating: 9 out of 10

Incentivized

January 26, 2023

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.

Pros

Records the meetings with transcripts
The recordings are shareable both internally and externally
Easy to clip recordings and search for required keywords from the transcripts
Add the required comments to the recordings for future reference

Cons

The voice to text conversion can be more accurate
A feature to skip areas wherein there has been no conversation between the parties
AI based tags for the tone of the conversation in the meeting

Likelihood to Recommend

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

Siddhant Salil

Customer Success Manager in Customer Service at VWO (201-500 employees)

Vetted Review

1 year of experience

View profile

Great for Customer Success

Rating: 10 out of 10

Incentivized

January 26, 2023

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.

Pros

Call recordings
Snippets
Transcript

Cons

Viewing recording can be fuzzy
Searching calls doesn't always show all results
Cleaner UI

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.

Rebecca Boozan

Senior Customer Success Manager at Sleuth (11-50 employees)

Vetted Review

1 year of experience

Great speed, bad transcription!

Rating: 6 out of 10

Incentivized

January 26, 2023

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.

Pros

Video recording quality
Speed to upload
Recognize users

Cons

Transcription is pretty poor quality
Sometimes joins calls late
Sales insights aren't always relevant

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.

Verified User

Account Manager in Customer Service (201-500 employees)

Vetted Review

1 year of experience

Wingman - One of the best Sales intelligence softwares I've used

Rating: 9 out of 10

Incentivized

January 25, 2023

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

Pros

Call recording
Training Sales reps
Ramping new sales reps
Call transcripts

Cons

User Interface could be more fluid
Cue card functionality is hard to use
Call transcripts are notoriously unreliable at times

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.

Ram Venkatachalam

Senior Account Executive in Sales at PipeCandy (51-200 employees)

Vetted Review

2 years of experience

View profile

True to its name - Wingman

Rating: 9 out of 10

Incentivized

January 23, 2023

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.

Pros

Recording Calls on different Platforms
Generating transcription of a call and search capability
Trim and Share feature

Cons

Recording the entire call the moment a call is started
Transcription accuracy
Trim and share

Likelihood to Recommend

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

Verified User

Employee in Product Management (51-200 employees)

Vetted Review

1 year of experience

A Great tool for training and leveling up client call experience.

Rating: 9 out of 10

Incentivized

January 23, 2023

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.

Pros

We are able to download transcripts of the calls.
We can review the entire call.
We can even only take snippets of the calls as needed for training.

Cons

The ability to set up if a team member can download calls even if they are not Admin.

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.

Verified User

Administrator in Customer Service (51-200 employees)

Vetted Review

2 years of experience

Wingman - A true wingman on your sales call! - justifies the name.

Rating: 8 out of 10

Incentivized

January 23, 2023

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.

Pros

Call Analysis
Battle card
Transcription of calls

Cons

Improvement in how it can work well with MS teams

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

Verified User

Consultant in Sales (11-50 employees)

Vetted Review

1 year of experience

Wingman is a true wingman

Rating: 10 out of 10

Incentivized

January 23, 2023

Use Cases and Deployment Scope

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

Pros

The system automatically transcripts my sales calls. The accuracy of this is very high and makes reviewing my call now it’s so much easier.
Wingman is able to highlight keywords, identify questions, and keep track of who is speaking and win.

Cons

Sometimes the Wingman is late to the call by a few minutes. No worries.

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.

Jeremy Sell

Sales Director in Sales at Sydecar (11-50 employees)

Vetted Review

1 year of experience

View profile

Best Recording Tool

Rating: 9 out of 10

Incentivized

January 23, 2023

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

Pros

Integration
Snippets
Recording

Cons

Video lagging
Ease of Use
Expensive

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!

Rutvik Mahendru

Customer Success Manager in Customer Service at Recruit CRM (51-200 employees)

Vetted Review

1 year of experience

Verified on LinkedIn

Wingman - An essential tool for sales.

Rating: 9 out of 10

Incentivized

January 23, 2023

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.

Pros

record
store and filter calls
easy to analyse each call with speech to text conversion

Cons

dashboard could have more features

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.

Verified User

Representative in Sales (51-200 employees)

Vetted Review

1 year of experience

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