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What is Clari Copilot?

Clari Copilot, formerly known as Wingman, revolutionizes the way revenue teams operate by equipping them to excel in every crucial revenue scenario. This advanced conversation intelligence platform provides both representatives and managers with the essential tools to engage in fierce competition and identify potential revenue gaps, ultimately allowing them to secure deals more swiftly. When combined with Clari, Clari Copilot offers a comprehensive solution for revenue management, consolidating all functionality on one unified platform. It seamlessly integrates conversation data right where the sales team is actively engaged—within Clari itself. Prominent sales teams, including those from Chargebee, Oktopost, and Properly Homes, rely on Clari Copilot to effectively oversee and enhance their revenue strategies. With its user-friendly interface and powerful analytics, Clari Copilot empowers teams to make data-driven decisions that foster growth and increase profitability.

What is Clari?

Clari's Revenue Operations Platform is designed to enhance revenue outcomes effectively. With features like automated CRM updates and time series analysis, it goes beyond mere innovation. By integrating revenue intelligence, forecasting, and execution insights, Clari addresses critical challenges in revenue management. It ensures that businesses can reliably achieve their targets each quarter. This platform is crafted specifically to boost revenue predictability. By leveraging previously underutilized data sources such as call logs, emails, and CRM information, Clari transforms this data into actionable insights for the entire revenue team. The blend of AI-driven insights and human judgment empowers teams to forecast with improved accuracy and visibility. Additionally, it establishes a streamlined, automated process applicable across all business units, allowing for the collection of essential activity data from prospects, customers, and representatives, thus keeping you continuously informed about the status of your deals, business, and team dynamics. Ultimately, Clari equips organizations with the tools they need to navigate complex revenue landscapes successfully.

What is Balto?

Balto is an innovative software designed to enhance your call closing capabilities. This pioneering live call guidance tool assists in boosting sales, optimizing your sales team, and facilitating business growth. As the first of its kind, Balto utilizes AI to analyze conversations on both sides of the call, providing immediate and essential information to representatives engaged in the call. 1. Real-Time Insights Balto stands out as the original software for real-time call guidance. 2. Comprehensive Call Tracking With Balto, you can meticulously track every conversation, allowing you to gather precise data on how effectively each representative communicates, the types of questions they pose, and which value propositions yield the best results. Featuring a robust data studio, Balto enables you to delve deeper into your call strategies and improve overall performance. 3. Continuous Improvement Representatives benefit from real-time suggestions that empower them with the right phrases to use in order to secure more deals, ensuring that every call is an opportunity for growth. Through continuous optimization and analysis, Balto ensures your sales team is always performing at its peak.

Media

Media

Media

Integrations Supported

HubSpot CRM
Outreach
5X
Accord
Aircall
Beam AI
Clearbit
Close
Elvance
Five9
FullyRamped
HubSpot Marketing Hub
Lative
LeadSquared
Matia
Microsoft 365
Peerbound
RingCentral Automatic Call Recording
Vivun
Vocalcom

Integrations Supported

HubSpot CRM
Outreach
5X
Accord
Aircall
Beam AI
Clearbit
Close
Elvance
Five9
FullyRamped
HubSpot Marketing Hub
Lative
LeadSquared
Matia
Microsoft 365
Peerbound
RingCentral Automatic Call Recording
Vivun
Vocalcom

Integrations Supported

HubSpot CRM
Outreach
5X
Accord
Aircall
Beam AI
Clearbit
Close
Elvance
Five9
FullyRamped
HubSpot Marketing Hub
Lative
LeadSquared
Matia
Microsoft 365
Peerbound
RingCentral Automatic Call Recording
Vivun
Vocalcom

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

$500 per user per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Clari Copilot

Company Location

United States

Company Website

www.clari.com/products/copilot/

Company Facts

Organization Name

Clari

Date Founded

2012

Company Location

United States

Company Website

www.clari.com

Company Facts

Organization Name

Balto

Date Founded

2017

Company Location

United States

Company Website

baltosoftware.com

Categories and Features

Call Recording

Archiving
Call Sharing
Distributed Call Recording
Event Triggered Recording
File Transfer
Instant Retrieval
On-Demand Recording
Recording Bookmarking
Scheduled Recording
Screen Activity Recording
Video Call Recording

Conversation Intelligence

AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis

Conversational AI

Code-free Development
Contextual Guidance
For Developers
Intent Recognition
Multi-Languages
Omni-Channel
On-Screen Chats
Pre-configured Bot
Reusable Components
Sentiment Analysis
Speech Recognition
Speech Synthesis
Virtual Assistant

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Predictive Analytics

AI / Machine Learning
Benchmarking
Data Blending
Data Mining
Demand Forecasting
For Education
For Healthcare
Modeling & Simulation
Sentiment Analysis

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Categories and Features

Call Center

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

Conversation Intelligence

AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Workforce Optimization (WFO)

Interaction Analytics
Liability Recording
Performance Management
Quality Management
Real-time Guidance
Reporting
Speech Analytics
Surveying
Workforce Management
eLearning

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