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March 2023 Product Updates

Related products:AccountsAnalyticsIntegrations & Activity Signals
  • March 29, 2023
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March 2023 Product Updates
Kurt Leafstrand
Clari
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We understand that revenue isn't always generated at a desk, or in front of your computer screen. So, whether you’re updating your team on the go using our app, or capitalizing on revenue-critical moments live in-action, Clari gives you the control you need to run revenue.

 

Kurt Leafstrand, SVP of Product 

 

Product Updates

Access Copilot (formerly Wingman) on the go with the Clari app

Clari’s mobile app for iOS has a new look! You can now access Wingman call recordings on the go, easily navigate between conversations and opportunities to stay connected to your revenue and access your favorite dashboards. All this right from the mobile app, wherever you are. Download or update the Clari app.

 

Revenue-critical conversations in Activity Detail

Activity Detail gives you instant access to the full history of a deal or account in a single place. Now, conversations recorded in Copilot (formerly Wingman) (or other CI tools) are integrated directly into Clari, as well as the full body of emails sent to and from your sellers. Ask your admin to turn on email body viewing in Clari or connect your CI tools. Learn more about Activity Detail here.

 

Share saved views with your team

We are focused on making Clari more collaborative to better align revenue teams. And so, we are opening up view sharing to all users so that anyone can create and share views within their organization.  Learn how to start sharing views with your team.


 

Clari Community & Content

New Align Learning

Mutual Action Plans (MAPs) help revenue organizations of all sizes answer their most critical questions by fostering collaboration and transparency between the buying and selling teams. Learn how to create, manage, and share mutual action plans with your customers in our new Align Fundamentals course.

 

Copilot (formerly Wingman) for Product & Marketing teams

Join us to learn how to get started with Copilot (formerly Wingman) and how Product and Marketing teams can use Copilot (formerly Wingman) to get real-time product feedback, speak your customer's language, make marketing more real, and know your competition.

 

The Run Revenue Show

ICYMI: we launched The Run Revenue Show—a weekly podcast to help you avoid revenue leak and achieve revenue precision. Episode 1 features Kevin “KD” Dorsey sharing his step-by-step playbook for avoiding slipped deals. Be sure to hit the follow button wherever you listen to podcasts so you don’t miss an episode!

 

Multi-language transcription

Dear sellers, it’s a diverse world and the last thing we want is language keeping you from running revenue. Selling across time zones? Got colleagues that are bi-lingual? It’s all good, Copilot (formerly Wingman) is fluent in and can transcribe your calls in 16 different languages. Learn more about multi-language transcription here.

Use the “EAP” tag on the Groups page and request to join for new features you’re interested in. 

 

Copilot (formerly Wingman) Desktop App 2.0

It’s finally here! Copilot (formerly Wingman)’s overhauled desktop is here to help you crush deals like never before in a whole new skin with better Battle Card delivery and bookmark management. Get it now!

Use the “EAP” tag on the Groups page and request to join for new features you’re interested in.