Sales teams rely on valuable call data to drive smarter decisions. Now, with Clari Copilot’s integration with Orum, you can turn every conversation into actionable insights—automatically. By synchronizing Orum calls directly into Copilot, this new integration helps you capture, analyze, and store call data seamlessly, empowering your team to gain critical insights that help them improve forecasting, assess deal health, and enhance performance tracking.
How Copilot and Orum Together Benefits You
- Centralize All Customer Interactions in One Platform
With Orum calls seamlessly synced into Clari Copilot, every customer interaction is now centralized in one place. Having a complete view of all communications allows your team to gain deeper insights and make more informed decisions at every stage of the sales process.
- AI-Powered Call Capture and Analysis
Let Copilot’s AI handle the manual work of capturing and analyzing every Orum call. Reps and managers no longer need to worry about manual data entry. With AI-driven insights automatically delivered, your team can focus on moving deals forward rather than on administrative tasks.
- Enhance Rep Ramping and Coaching
By having all customer interactions stored in one place, managers can easily review calls and highlight key conversations for rep training and coaching. This not only accelerates rep ramping but also provides a valuable resource for ongoing development. New sellers can learn from real customer interactions, and managers can spot opportunities for improvement.
- Track Rep Performance
With every Orum call analyzed in real-time, you can monitor and evaluate rep performance instantly. This makes it easy to identify what’s working and where reps need to improve. Continuous feedback allows for more targeted coaching, ensuring your team stays productive and on track.
- Funnel More Intelligence into Forecasting and Pipeline Inspection
Automatically integrate Orum call data into your forecasting and pipeline inspection workflows. This ensures that every conversation is leveraged to its full potential, adding valuable insights into your revenue strategy. Your pipeline becomes smarter, more accurate, and better equipped for strategic decision-making.
Unlock conversation insights with a simple set up
This integration is designed to work seamlessly with your existing Salesforce setup. Once activated, Orum calls will automatically sync into Clari Copilot, where they can be analyzed and stored for future use. Simply:
- Navigate to Workspace Settings > Integrations: Access the Copilot dashboard and go to Workspace Settings. Select the Integrations tab to view available integrations
- Select Orum Integration: Click on the Orum integration option.
- Select Salesforce Field: Choose the Salesforce field where the Orum call URL is stored.
- Click on Submit and you are done!
For additional information, see this knowledge base article.
Ready to enrich your sales data and unlock insights from every call? Sync your Orum calls to Copilot now.