Zoho SalesIQ vs Clari Copilot: Which is a better fit?

Daniel: Hey, I'm Daniel. I'm a Product Marketing Manager in the SAS industry, and I give Zoho SalesIQ a three out of five. We use Zoho SalesIQ to engage with the visitors on our website. Simply put, that means people being able to chat in, get responses, able to get support if they need to, or ask pre-sales questions. And also, something that's pretty cool is being able to proactively engage with people based on a set of rules. For example, someone's come to the website for the second time. We may want to give a little pop up and say, "Hey, welcome back. Any questions this time around?" Or, "Is there anything that caught your interest?" Something along those lines. What I really like about SalesIQ is its simplicity. For most the basic functions that you need, it's really simple, really easy to use, and you can basically just log on and let it go. You get a little notification when there's a chat, and you can respond to it, and then, boom, close it, get back to your work. For most the basic stuff that you need, it's really simple, fast, easy chat tool. What I don't like about Zoho SalesIQ is that I found it to be not as robust as some of the dedicated chat tools, meaning there could be some other ones out there that only focus on chat, and they have options where you can set hierarchies with bots, for example, really easily, but just drag and drop where it says, "Hey, ask this person this." They respond one of these things, ask another thing. Just very easy, user-friendly ways to segment people and push them into a different box or different responses based on just a couple of easy factors. And with SalesIQ, they have something called Zobot, and that requires some kind of coding in their specific language. And basically, just took a lot longer and a lot more brain power to try to wrap one's mind around than just simply dragging and dropping, what you see is what you get, type editor to create a chat bot. There's also a couple of little bugs that can be really annoying. If you are chatting with someone and you get a second chat coming in, it will automatically take you out of that chat and put you into the next one. So, imagine not looking at the screen for a second, and you're typing, "Yes, happy to help you out with that. The refund is coming soon." And it has, in the meantime, you didn't notice, let's say, the sound, it switched you over. You wrote, "The refund is coming soon," hit Enter, and then, now, that new chat person sees, "The refund is coming soon," which is a little awkward. Obviously, you can work around that, but there's just a few little things like that that make you think that this isn't as streamlined as it could be.

Jamie G.: My name is Jamie. I'm senior account manager at Vetix. We're company size of 20 people. And my rating for Wingman is five stars. So we weren't using any sales enablement software before Wingman, though we did take a look at what else was on the market during the process. The process with Wingman and the way they actually went about the sales process was really positive. They gave us a trial, which allowed us to test it, make sure we were happy with it, and we felt really supported from them throughout. And they were really just addressing the things that we needed, which was that we wanted a way to look back at our sales calls and apply group learnings. It was so easy to onboard Wingman. It was probably one of the biggest draws of introducing it as a product. They were really supportive throughout. They gave us an account manager who helped us do it, but we were up and running with the software within a day, which was exactly what we needed it to be. As a small team, we don't have a lot of time to have really long, drawn-out implementations. We wanted something that would be speedy and something that would be effective. What I would recommend is that you make sure that it's integrated in with any video calling software that you're using. So whether you're using Zoom or Microsoft Teams or Hangouts, make sure that it is fully compatible with what you need. It was for us, and that was absolutely crucial. And in terms of implementation, just make sure that you are in contact with your account manager. They actually do a lot of the lifting for you with Wingman, which is really helpful.