Close CRM vs. Zoom Revenue Accelerator

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.

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Zoom Revenue Accelerator excels at the everyday conversations, clients wanting to understand the market, how to use the product, or just to have a chat with their broker. ZRA eats these up, provides accurate sentiment analysis, and decent enough summaries that we can start to gleam insight from the myriad conversations our client facing team are exposed to each day. Where it doesn't fully align with our business model is how it integrates with our CRM. ZRA is built for the B2B industry, and wants to attach conversations to contacts associated with deals in pipelines etc. It as a product has a poor grasp on the day to day interactions B2C businesses have with their clients, and Zoom have a lot of opportunity ahead at solving those problems.

• Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
• Email sync. Syncs in real time with your email account, which is huge.
• Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.

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• Summarize customer interactions
• Easily locate conversations where key terms are mentioned
• Insight into competitors
• Personal statistics tracking such as overall sentiment, patience, engagement

• Make it so one can set the time at which the emails go out.
• Make it easier to set up my workflow.

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• Keep improving the Salesforce integration, bring a lightning component into Salesforce with Visualforce
• Notifications for when users stop recordings or delete them
• Notifications for when managers see a users recordings
• Notifications for recordings with big deals or named accounts (custom filtering)
• Slack notifications for processes recordings for calls with deals/accounts that meet conditions for filters

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It has certainly been useful, but now it overlaps with other tools we are using so probably we will have to be harder on ROI here

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It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.

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easy to access, easy to get to calls I want on days/times I want. Easy to make playlist and library as needed. But some of the tabs (Coaching and Dashboard) have unusable data to me. The data for some of those tabs arent capturing for some reason.

I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.

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Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.

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Chorus.ai is very similar to Zoom IQ. I think the sales team should invest in either product. I was not involved in the purchasing process so I am not sure why one company was chosen over the other for us to work with.

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• Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.

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• Allows me to be Building repeatable scalable processes! Being authentic and creating more humility amongst the locker room.
• Provides stark contrast to those reps in the middle of the pack vs high activity top performers. I don’t always “see” the winning behaviors of the top reps, the win through effort, but many have a lot to learn about themselves and have even more opportunity to win more!
• Provides self awareness and coaching opportunities for the individual producers on their own