Salesforce Agentforce Revenue Management vs. Zoom Revenue Accelerator

What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.

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.

• It does a lot of pricing models really well. So like tiered pricing when you're selling a product has tiered pricing.
• The out of the box approval functionalities is really good. It can trigger approvals based on a ton of different custom criteria.
• The data it creates and tracks is really accurate and robust.

Incentivized

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

• Our Salesforce is very messy, which tells me it's not super easy to clean up.
• I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
• Sometimes when saving it doesn't seem like things actually save.

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

The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future

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

I would give it an eight because it's very customizable in the way that you want to create it. I think I'm just docking points because sometimes there can be a little too much customization, which can make it a little complicated, but it just depends on the complexity of your business and how you guys build it out in the first place.

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.

There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.

Incentivized

There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.

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

• Easy access to reporting on closed-won, closed-lost, and open quotes.
• Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc..
• We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.

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