Boost Your Sales Productivity with the Microsoft Teams integration for Clari Copilot

The latest integration between Microsoft Teams and Clari Copilot is a game-changer for sales reps, offering an array of interactive notifications that streamline workflows and enhance productivity.

Seamless Notification System

Imagine receiving pre-call alerts that prepare you for upcoming calls, post-call summaries that highlight key points, and comment mentions that keep you in the loop—all within Microsoft Teams. This integration ensures that you have all the information you need right at your fingertips, eliminating the need to switch between multiple platforms.

For Sales Reps:

1. Call Preparation Efficiency:

   • Turn on Call Recording: Decide whether to record calls directly from Teams.
   • View Last Call Summary: Refresh your memory on previous interactions.
   • Learn More About Participants: Access participant info with the Clearbit extension.
   • Join Calls Directly: Join meetings without navigating away from Teams.

2. Actionable Post-Call Insights:

   • Smart Summaries: Get a comprehensive summary of the call.
   • Action Items: Easily track and follow up on tasks.
   • Revenue-Critical Moments: Identify and act on important moments, such as competitor mentions.

3. Collaborative Deal Management:

   • Update Deals: Modify deal fields from within Teams.
   • Send Follow-Up Emails: Use AI-generated templates for quick responses.
   • Access CRM Information: View and manage deal stages and other CRM data.

For Managers:

1. Revenue Impacting Conversations: Identify successful strategies and replicate them to drive revenue.
2. Team Performance Insights: Address collaboration issues, foster teamwork, and reward top performers.

For Product Managers and Specialists:

1. Feature Sentiment Tracking: Track user reactions and adjust strategies in real-time.
2. Strategic Competitive Monitoring: Gain insights into the competitive landscape to inform product strategy.

Easy Setup and Configuration

Getting started with this powerful integration is simple:

1. Admins Enable Integration: Sync MS Teams and Copilot from the Integrations Page in Workspace Settings.
2. Add Clari to Teams: Search for "Clari" in the Teams app store and add it to your organization.
3. User Onboarding: Upon setup, users receive a welcome message and onboarding guidance to customize their notification preferences.

Configurable Notifications:

• Pre-call Notifications: Configure alerts to prepare for calls at your preferred times.
• Post-call Notifications: Receive summaries, action items, and insights immediately after calls.
• Filter Alerts: Set up custom filters to get relevant call alerts in Teams.
• Comment Notifications: Stay updated on mentions and reply to comments directly from Teams.
• Call Scored Notifications: Receive feedback and take action on call scores promptly.
• Share Call View Alerts: Know when someone views a call you shared.
• Gametapes Notifications: Keep track of activities in your Gametapes folder.

Enhance Your Workflow

By integrating Clari Copilot with Microsoft Teams, sales professionals can streamline their workflows, ensuring they have all necessary information without leaving their primary communication tool. This integration is designed to reduce the mundane tasks, allowing you to focus on what truly matters—closing deals and driving revenue.

Embrace this integration to transform your sales process, improve collaboration, and boost productivity. With Clari Copilot and Microsoft Teams working together, your sales team will be better prepared, more informed, and more effective in their roles.