Founded in 2015, Call Playbook (Playbook) is an all-in-one management software for sports teams.
With Clari Copilot, Sal was able to onboard and train reps much faster.
“We record all our calls with Clari Copilot—the good, the bad and the ugly. I will usually go through the calls, especially for the newest reps, and leave notes for them to look back on. It's just an easier way to train people. That is really the main challenge that we’ve unlocked with Clari Copilot,” says Sal.
He adds that he now has so much more time for other parts of the sales process, including pipeline review, call coaching, and better performance reviews.
The Playbook team usually coaches on calls just after their reps get off the call. Their reps might say “I had a really good call with this person” and will look back and save it. Sal will then share his feedback.
Clari Copilot game tapes are now part of the training process at Harness. Before Clari Copilot, BDRs would go in and sit in demos. But if the prospect didn’t show up, the BDR’s time was wasted. With Clari Copilot, they don’t have to rely on the prospect’s availability.
When a BDA finishes a demo call, Sal will listen to it to understand the prospect, how the call went, if the prospect seemed interested, and gauge the temperature of that potential deal. He shares that it really helps him paint a realistic picture of the sales pipeline and what the quarter is looking like.
“When you share the feedback right next to the context, we’ve seen better results in learning and improving sales performance.”
Director of Sports Partnerships at Playbook
With Clari Copilot, Sal no longer has to be hands-on during the onboarding process for SDRs.
“The last person that we hired as an SDR learned everything by listening to calls, watching demos, and reviewing the transcripts. I was able to onboard him much faster and more efficiently. Didn't have to put myself out of the game,” shares Sal.
He no longer has to spend his time sitting with his reps and reviewing calls with them. They can do it themselves. For Sal, that’s the main benefit of having Clari Copilot for sales training and onboarding. They have gone from spending a week onboarding reps to 1-2 days with Clari Copilot.
“I would definitely recommend Clari Copilot to any growing business that’s ramping up fast, both in terms of sales team members and revenue. For us, Clari Copilot has been indispensable for training and onboarding new hires. And there are so many use cases! I would definitely recommend Clari Copilot.”