Salesbook vs. Zoom Revenue Accelerator

The most important thing is definitely the tablet app. It has the entire sales process built into it - from making a presentation, preparing an offer (and even comparing competitors' offers) to signing a contract and sending a follow up to the customer. The implementation went very smoothly, but you also have to put some effort into it. For what it's worth afterwards, the savings in time and money are invaluable.

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.

• The detailed reports help a lot in analyzing sales.
• Thanks to the tablet app, I don't have to enter the data into another system after the meeting with the client. I can do it during the meeting.
• Smooth integration with external tools.

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

• 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

Incentivized

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

Incentivized

Once you're through the setup it couldn't be easier. For our client facing team members it was very much an experience of. Today you're using "App A" and tomorrow log into Zoom and you're all setup. Zoom Revenue Accelerator is effortless for an end user to pick up and start using. But the setup is where you need help to understand. Various things with where recordings are stored, how calls are routed, and even who can access what phone numbers and recordings can be challenging to setup without help. And a number of docs aren't as up to date as they could be, given the Zoom UI can change so rapidly. Once they solve the sprawling admin side of the product, it'll be a 10 out of 10.

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.

Incentivized

• 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