Clari Copilot is critical for AccuLynx to onboard people faster
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3 min read
Clari Copilot is critical for AccuLynx to onboard people faster

AccuLynx, a cloud-based software application for roofing contractors, faced challenges in training and onboarding new team members effectively. Before implementing Clari Copilot, the Head of Customer Success, Mandy Wagner, had to manually pull Zoom calls and tabulate them to evaluate performance, which was time-consuming and inefficient. With Clari Copilot, Mandy can now easily access and search through call data, identify key development moments, and provide specific examples to aid in training and development. Clari Copilot has significantly improved the onboarding process, saved time, enhanced communication within the team, and facilitated data-driven decision-making. AccuLynx values the tool for its ability to streamline operations, improve customer success, and enable faster, data-informed decisions.