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Clari Copilot

Helping sales teams achieve remarkable results by providing them with real-time insights via conversation intelligence. Record your calls, review deals, scale coaching and build a repeatable sales machine.

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Published: January 19, 2024

What is Clari Copilot?

Imagine a tool that enhances your revenue team’s efficiency by providing a conversation intelligence platform.

Clari Copilot offers features like proactive deal insights, conversation summaries, and coaching tools to help sales teams navigate challenges and close deals more effectively. It integrates with existing tools, offers security and data privacy compliance, and aims to transform the way teams handle sales conversations and manage their pipeline.

Clari Copilot Demo Video

Who is Clari Copilot best suited for?

Clari Copilot is best suited for sales teams and revenue-focused professionals.

It’s designed to enhance the efficiency of sales teams by providing conversation intelligence, deal insights, and coaching tools. This platform is particularly beneficial for those looking to improve their sales strategies, manage their pipeline more effectively, and gain a deeper understanding of customer interactions.

Use Cases

The main use cases for Clari are:

Revenue Data Automation: Enhancing data collection and processing for revenue-related activities.
Revenue Team Performance: Improving the effectiveness and productivity of revenue-generating teams.
Revenue Forecasting: Utilizing data for accurate predictions of future revenue trends.
Revenue Retention & Expansion: Strategies and tools for maintaining and growing the existing customer base’s revenue.
Revenue Strategy Management: Developing and implementing overarching plans for revenue generation and growth.

Notable Features

The notable features of Clari Copilot are:

Proactive Deal Insights: Surfaces key insights like potential blockers and competitor mentions.
Generative AI-Powered Summaries: Provides AI-generated call summaries and suggested actions.
Real-Time Coaching Tools: Includes battlecards and alerts for navigating objections.
Performance Tracking and Scorecards: Enables monitoring and scoring of call performance.
Integrated Revenue Management: Combines various tools for deal inspection, forecasting, and revenue management.
Enterprise-Grade Security: Offers robust security features including SOC 2 Type II certification and GDPR compliance.

Price

The pricing for Clari Copilot is structured as follows:

Plans: Two main plans, “Accelerator” and “Enterprise.”
Annual Pricing: Accelerator plan is priced at $1,080/year/rep, while the Enterprise plan costs $1,320/year/rep.
Included Features: Both plans offer unlimited meetings/user/month, call data storage, and various conversation intelligence features.
Differences in Enterprise Plan: Additional features like customized call scoring and API access.
Security: Both plans include end-to-end data encryption and compliance with GDPR and SOC 2.

Please note that software pricing is subject to change. It’s recommended to visit their site for pricing and contact them for more information.

Customer Success Stories

Here are several customer success stories for Clari Copilot:

Chargebee
- Use Case: Chargebee used Clari Copilot for coaching reps and tracking their performance across sales cycles.
- Results:
  - Enabled managers to use Clari Copilot as the sole reference for evaluating sales rep performance.
  - Facilitated the onboarding of new employees through Clari Copilot Academy, a collection of recordings for training.
  - Allowed cross-functional teams to access customer conversations, improving collaboration and understanding of customer feedback.
Anyword
- Use Case: Anyword implemented Clari Copilot to develop their core value proposition, understand their ideal customer profile, and improve training for new sales reps.
- Results:
  - Enhanced internal management and communication, allowing the Sales, Customer Success, and Marketing teams to uncover new insights and patterns.
  - Transformed marketing approaches based on recurring themes in customer conversations.
  - Improved sales team performance by enabling better deal handling and discovery processes.
Alchemy Cloud
- Use Case: Alchemy Cloud used Clari Copilot to upgrade their sales opportunity management process and gather relevant sales intelligence.
- Results:
  - Accelerated the onboarding and training process, reducing ramp-up time for new BDRs by 50%.
  - Provided a comprehensive catalog of sales-related information, improving sales motion and customer qualification processes.
  - Allowed for the differentiation of various customer interactions, aiding in successful sales and customer engagements.

Clari Copilot Reviews

Read the best Clari Copilot reviews by verified users here:

Note: review counts as of January 14th, 2024.

Learn More About Clari Copilot

Want to learn about Clari Copilot?
Learn more on their site.

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Author

Joe Kevens

I'm the Founder and Editor-In-Chief of B2B SaaS Reviews. I'm also the Director of Demand Generation at PartnerStack, the #1 platform purpose-built for partner management and affiliate marketing in B2B SaaS. Before PartnerStack, I worked for other go-to-market B2B SaaS companies: Influitive (Advocate Marketing designed to generate more reviews, references, and referrals), LevelJump (Sales Enablement) (acquired by Salesforce) and Eloqua (Marketing Automation) (acquired by Oracle).

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