As an Admin on Clari Copilot you must have completed a bunch of configurations as part of your onboarding flow in the product. One important configuration among them would be the integration between your CRM and Clari Copilot.
You must have wondered about why we need to complete this sync, right?
Through this post I am going to break down the 3 most important benefits, just so that you are able to make the most out of this integration.
- Sync the required fields from your CRM to analyze conversations better
- Push important call metadata from Clari Copilot to your CRM and superpower your CRM insights
- Review an account based on all the engagement to gain context and make better decisions
Now, let’s dive deeper into these benefits.
1. Sync the required fields from your CRM ➡️ Clari Copilot to analyze conversations better:
A CRM houses a lot of critical information in connection to an account/contact. During the process of reviewing your calls on Clari Copilot, these CRM fields can help you further segment your calls based on various criteria just so that you are able to analyze the calls that need attention. Example: Analysing all calls with the deal stage Lost and where the lost reason was product features. Here, the deal stage and the lost reason are fields being pulled in from your CRM.
Curious on how to configure this? Please check the flow below.
Once configured, follow this flow to segment your calls/dashboards accordingly to analyze them better and save the filters to be alerted on such calls going forward.
2. Push important call metadata from Clari Copilot ➡️ CRM and superpower your CRM insights:
Just like you pushed important fields from your CRM to Clari Copilot, an admin can choose to push call metadata back to the CRM as well. This will prove to be a game changer when running account reviews with your customer-facing teams. Example: Discussing competitor mentions and topics discussed in conversations with accounts due to close this quarter.
Curious on how to configure this? Please check the flow below.
3. Review an account based on all the engagement to gain context and make better decisions
The minute the admin completes the CRM sync with Clari Copilot, we try to fetch all account/contact related information in connection to calls present inside Clari Copilot. Apart from the CRM fields we sync, we also pull emails exchanged between the associated contacts for a specific account. All of this information for a particular account along with the calls recorded via Clari Copilot is presented in one consolidated view called the Account view. At any point in time, this view would be the best reference for any stakeholder looking to gain context about a specific account.
Follow this flow to land on the account view via the Universal search bar
Follow this flow to land on the account view via the Call review page
Hope this was helpful.