Clari
Connect your call recordings, transcripts, and deal context through Realm's Clari integration.
Clari (Copilot) is a revenue platform that captures, transcribes, and analyzes customer conversations, combining call intelligence with forecasting, pipeline, and deal data to help revenue teams hit their numbers.
Realm's native Clari connector brings your call transcripts, summaries, topic insights, and deal context into one searchable knowledge platform. By connecting your Clari workspace, Realm gives your sales, marketing, and customer success teams instant access to every recorded customer conversation alongside the account, opportunity, stage, and value context that surrounds it.
Our integration enforces Clari's native permission model, including private call restrictions, so users only see calls they are authorized to access in Clari. With regular syncs and rich annotation support, Realm keeps your conversation intelligence current and trustworthy.
Features
Realm's Clari integration delivers advanced conversation intelligence that transforms how your revenue teams leverage recorded customer conversations.
| Feature | What it does? |
|---|---|
| Transcript & Speaker Indexing | Automatically sync full call transcripts with speaker identification so every participant's contribution is searchable within Realm. |
| Summaries & Action Items | Index AI-generated call summaries and action items so teams can quickly catch up on meetings and execute on commitments. |
| Topic Insights & Annotations | Bring in Clari's topic insights and user annotations to preserve the manual and AI-curated context around every call. |
| Conversation Metrics | Sync talk ratio, questions asked, longest monologue, and other metrics to tie content to coaching and performance context. |
| Deal Context | Attach each call to its account, opportunity, stage, and value so you can navigate from a transcript to the deal it impacts. |
| Native Permission Sync | Realm enforces Clari's native permission model, including private call restrictions, so users only see calls they have access to. |
Benefits
By connecting Clari to Realm, your organization gains searchable, permission-aware access to the conversations that drive pipeline and revenue.
| Benefit | Why it matters? |
|---|---|
| Unlock Voice-of-Customer | Search across every transcript by content and topic—not just account names—to identify objections, feature requests, and winning narratives. |
| Accelerate Sales Enablement | Give reps instant access to the best real-world examples of discovery, demos, and objection handling from across the organization. |
| Strengthen Forecast Reviews | Ground deal reviews in the actual conversations tied to each opportunity, stage, and value—so pipeline discussions reflect reality. |
| Streamline RFP & Proposal Work | Pull customer quotes and use cases directly from call transcripts to produce more specific, accurate, and faster proposal responses. |
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