Ideas to put to work
Every client conversation feeding the pipeline and preparing the next one.
Opportunity updated after every call
Sofia reads the recorded call and, with your approval, updates the Salesforce opportunity with stage, next steps and the client's concerns.
Account briefing before renewal
Sofia reviews past calls with the account and drafts a renewal briefing in Word covering what the client asked for and what was promised.
Objections across the quarter
Sofia reads the quarter's recorded calls, groups the objections prospects raised, and builds an Excel summary for the partners' positioning review.
Follow-up email from the call
Sofia drafts the follow-up email in Outlook from what was agreed on the call, sent with your approval.
What Sofia can do with Clari Copilot
Sofia reads and keeps current
- Recorded calls
Sofia does, with your approval where you want it
- Look up a recorded call
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- SalesforceCRM for accounts, contacts and sales pipeline
- Microsoft WordWord processor for letters, reports and contracts
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft OutlookMicrosoft's email and calendar
ZoomVideo meetings and webinars- FirefliesAI notetaker that records and transcribes meetings
- GongRecords and analyzes sales calls
- GranolaAI meeting notes app
Let Sofia learn from your Clari Copilot calls
Score your firm in three minutes, or talk to our team.