Chorus by ZoomInfo

I would advice any new user to Chorus to engage with the training videos to get up to speed. Next the best way to learn how to use Chorus is to jump right in and begin navigating through your recorded calls. It becomes clear how intuitive and easy to use it is by simply using once.

Have clear systems in place and integrate as much as you can. Understand that SFDC picklists are important to the categorization of Chorus calls.

Have multiple training sessions with reps on how to get their calls recorded, there is a lot of user error that contributes to that not occurring.

Make a weekly routine where you refer to a set number of calls and keep a notebook on your weekly review.

be sure to deploy FULLY... specifically the custom tags. These do take an effort to optimize but can be worth it in terms of automating processes

The transcription (from a pre recorded mp3) is also surprisingly useful -- but not at all intuitive so hunt around and take advantage of that feature.

Have someone (martech ops etc.) dedicated to at least a few hours a week to look at the tool and make sure you're maximinzing it's usage by sales/marketing

Be sure to make it automatic --- it should just pop up on certain zoom calls and reports/analytics should go to managers automatically.

Fantastic tool for training and onboarding new hires - rapidly decreases time to ramp, and increases deal visibility

Chorus is invaluable. However, the Search Engine still has a lot of room for improvement.

When searching for a meeting, there are a couple approaches:

1. Search the name of someone in the meeting - then scroll through their historical meetings
2. Search the name of the account - then scroll through the account's meetings
3. Search the name of the meeting

In my experience, by far the best way to find a meeting is #1. If you know John Doe was in attendance in the meeting you're looking for, simply search John Doe, then scroll through his meetings and find it.

Sometime Chorus does still get the attendees incorrect, and will say John Doe was in a meeting, but when you click into the meeting, John Doe wasn't there at all.

Overall, it's an excellent product and they're improving it regularly. My greatest frustration has been the Search Engine, but you can be scrappy and learn to make it work.

Take advantage of their wonderful customer success team. Chorus' team is very responsive and helpful in setting up Chorus and making sure that it's accomplishing your goals. Another suggestion is to clearly define what your goals are with chorus and how each role will interact with the tool. This will help you measure success of the tool and make sure there is internal alignment on how Chorus is used.

attend training modules and become familiar with the product overview and features.

I would advise them to develop a plan on 1) how they expect the reps to leverage Chorus in their own work and 2) how they plan to leverage Chorus on a company wide scale. It is such a valuable tool when there's an emphasis put on regularly reflecting on calls/using them to get better. But if it's just a tool given to the reps and then left to its own devices to be used, it could fall flat.