Clari Copilot

We use Wingman to record calls and view the recordings seamlessly of the entire sales interaction, later on, the insights that are given throughout the journey of the entire sales call are valuable. We can view the recordings on the go whenever we like to check if we are missing out on any important detail. The amazing part is, if for some reason you cannot listen to the call, you have an option to read it as well and make your observations.

• AI driven Insights.
• Alerts
• Call to text/ Speech to text.
• Coaching/Feedback.

• Coaching has been made easier for all the new AEs.
• Alert is sent whenever there is a change in the deal stage and hence saving the time for follow-ups.
• At times when you cannot listen to the calls because you are working from home, you can easily go through the script and give or share the basis of your observations.

Salesforce Lightning Platform (formerly Salesforce App Cloud), Tableau Desktop, Front

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

• Coaching new reps
• Fast ramp up time
• Call transcripts

Gong and Chorus.ai

HubSpot CRM, Slintel, Apollo

I work in Sales, and it's part of my role to undertake a high volume of calls. Wingman enables me to be fully involved with my prospect for the duration of the call; I don't have to worry about taking notes as Wingman does that for me; also, if the client shares anything during the call, I don't need to ask for them to follow up and provide the information as it's all in the recording.

• It's made me more confident on a call, because if I forget something it doesn't matter.
• It's enabled me to be more concise in my follow-up's referring to specific points from the call.
• It's provided some absolute gems when clients have shared media plans showing competitors etc.

Salesforce CMS, Zoom, Microsoft Teams

We use it to record calls for training purposes and also pass on the recording to some clients who ask for it so that they can pass it on to their team who can view them at ease. Also, the intelligence gathered from it comes in quite handy. It is a very essential tool in case you want to track daily sales activity and also comes at a reasonable cost too.

• Call recording.
• Great support.
• Simplified coaching.

Gong

Pipedrive

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.

• Performance review becomes easier based on the recordings
• Saves a lot of time as specific sections can be trimmed and shared
• Great tool for new reps who can analyse the recordings and learn new things

Planhat, Salesforce CMS, Front