Salesforce Mobile vs. Zoom Revenue Accelerator

Being out from the office, [Salesforce Mobile (formerly Salesforce1 Mobile App)] is a supporting tool to bring all the information with you without having the need of bringing the laptop. As I said before, I am a sales manager and it is much more comfortable for me to use the mobile app instead of bringing a bag or something similar only for the laptop. However, it wouldn't make any sense to use it in the office as you can enter into Salesforce from your computer and have a better experience with the SF product as it is much more comfortable to use. At the end it has a much larger screen than a phone or a tablet and it has many more possibilities as a whole

Incentivized

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 ability to construct lead list for various marketing channels and have our staff prioritize calls. It's simple to use, just has to be set up once, and it's safe.
• The most important aspect of this app is that all of its features are incredible, especially the reporting capabilities and the ability to quickly input customer information.
• The app allows sales reps to focus on opportunities while on the field. The app has a feature that allows you to set up quick action for a variety of tasks.

Incentivized

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

• Just like Salesforce, there's a lot you can do with the app. It can feel overwhelming if you don't know what you're looking for.
• This isn't necessarily a fault, but when you use Salesforce on a computer most of the time, when going to Mobile you do have to make an adjustment and be prepared for a different layout and navigation.

Incentivized

• 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

We have to have it !! We love the product and most of us use it everyday - many times daily !!

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

Salesforce Mobile is very useful to our organization. This makes the job of an agent more convenient. We can easily access it on our mobile phones. When you need an update for a certain lead, you can simply check it using your phone, you don't need to spend more time opening it on your computer or laptop.

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.

I haven't had the need to contact support, but the online community has a VAST knowledge of support if you're in need. For instance, I needed to know how I could set the dashboard up to automatically refresh and the online community helped me within minutes.

Incentivized

It went great - need more discovery next time

Incentivized

I have used HubSpot and Copper CRM at previous companies but both of them are fundamental CRMs. Salesforce can truly be implemented to meet your unique business attributes and can scale as your company grows. It's no wonder it's the #1 CRM in the world. Plus with 100s of integrations to other apps, Salesforce can achieve a lot more than just managing sales.

Incentivized

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

• Reduces the amount of times i need to get in the computer during weekends (to check stuff)
• Reduces the heaviness of my bag when im doing field sales
• no negatives, if it had i would just do it in the computer

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