AccuLynx is the roofing industry’s first cloud-based software application designed to help contractors manage and grow their business. It’s packed with powerful features and easy-to-use tools that help streamline a roofing company’s processes, grow their profits and provide superior customer service.
Using Clari Copilot's data however, Mandy can see all the calls for the day in one place and drill into any of those. It is light years ahead of what she was doing before.
“Clari Copilot points you right to the calls you need to look at. You can filter and create your own view of exactly what you want to look for and then you'll find it easily with this tool. You can get to your goals, into your churn indicators etc. quicker and easier,” shares Mandy.
Clari Copilot proved critical for call reviews in the following ways:
New hires at AccuLynx start taking calls in about four weeks. They onboard a new hire into a pretty complex software, which the new hire then has to teach others in a month. The reps learn as they go and they use Clari Copilot to listen to each other's calls. Even managers are encouraged to listen to each other’s calls as a best practice.
“We celebrate the fact that somebody is spending the time to review calls and they're on the leaderboard for listening to calls and reviewing them,” shares Mandy.
With Clari Copilot, Mandy is also able to see when someone isn’t developing and uses the tool during their performance review.
“There's a cost of not having good data. I don't think you could put a time or a dollar amount to that cost of my sanity as a new director trying to direct a large team and not understanding what data I'm looking at and just seeing one data point.”
Mandy Wagner
Head of Customer Success at AccuLynx
Mandy and her team are saving at least 10 hours a week with Clari Copilot.
“I think it has made me a better communicator. Internally, I'm able to defend and advocate for the needs of the department and the needs of the customer better,” she adds.
The number one revenue critical moment that AccuLynx tries to work with are competitor intel conversations, which happen throughout the customer journey. Along with the customer success team, AccuLynx’s sales team also uses Clari Copilot. So, the CS team has access to the sales conversations as well, and they know what the prospect's expectations were even before they had signed on. They can remind the customers why they bought the product and tell them about the problems that AccuLynx is solving for them. This helps dispel any myths regarding competitors.
Mandy thinks that Clari Copilot's a great tool because it speeds up time to value in both internal operations and with customers.
“The customer success support here really adds to the quality of the product. Why wouldn't you use a product like that if you could speed things up? Delays in that area cost a company money. So if you can find a tool that gets you closer to data-driven decisions, why would you not use it?” she signs off.