There are two main use cases with Zoom Revenue Accelerator conversational AI and sentiment analysis- determine opportunity to provide more value to our customers via their engagement on calls, or identify areas of improvement and risks to our relationship. Both are not always easily detectable by our teams or may have lots of tasks to manage that ensuring proper escalation and communication internally is a challenge. Using Zoom Revenue Accelerator we can use the AI search to identify these opportunities automatically
Pros
AI search for insights about a call, not just the summary
Sentiment analysis
Indicating next steps and using the key indicators to flag actions
Cons
Cross call analysis with AI search
Besides manual set up of indicators, automatic indicators for growth or risk
Likelihood to Recommend
Any customer call is great, internal calls not as much or sensitive calls
Our Sales team and account managers use Zoom Workplace to interface with potential and current customers. Even though our company uses Google Meet internally for meetings, we choose Zoom Workplace for external video conferencing since it is more universal and user friendly, with some beneficial features that our team likes to use.
Pros
Note taking
Versatile
User friendly
Cons
More AI features
Faster app loading times
More integrations with Google Workspace (calendar, etc.)
Likelihood to Recommend
Companies that don't have a dedicated web conferencing app already can definitely benefit from Zoom Workplace, but also, like in the case of our company, even though we have Google Workspace which comes with Google Meet, certain departments find Zoom Workplace more suited for interfacing with external customers in the long run.
Our entire org uses Zoom Workplace. We use it for internal and external calls. It helps with clear communication, effective scheduling, and other daily needs. It also has security protocols that are consistent with our needs as a business associate.
Pros
Security
Intuitive
Ease
Cons
Clarity on HIPAA covered features
Lower bulk pricing
AI feature explanations
Likelihood to Recommend
Sales calls, large meetings. Less suited for 1 on 1 calls
We use it for client meetings with our consultants when clients need help with the software we support. We also use it for sales webinars and demos to show the software and our services for our clients and for prospects. Occasionally we will also use it for internal meetings with our employees.
Pros
It's easy to use for beginners
The reports and recordings are very helpful
We've never experienced an outage
Cons
Keeping a list of previous webinars for a longer period of time
Being able to include screenshots in chat
Likelihood to Recommend
It is a well known name, so our clients and prospects know that the Zoom Workplace invitation are safe. Registration into those webinars is easy to set up and easy for our clients to register.
Setting up webinars and/or meetings is also straightforward and easy. Forwarding the registration link or including it in our marketing emails is helpful.
My team of 20 salespeople and I use Zoom daily, even hourly. As a revenue leader, I use it 5-8 times per day for internal meetings. My sales reps use it 3-4 times per day to meet with customers and present our advertising solutions. Screen-sharing is critical to our presentations, and the ability to see clients' reactions during a sales process is helpful as well.
Pros
Easy to login vs competitors.
Screenshare is easy to navigate.
Waiting room feature and ability to mute/unmute.
Cons
More camera adjustments. zooming in/out.
It would be easier to share sound when presenting. This is always a challenge. If you don't click certain boxes, then sharing sound, like computer music, is tough.
We use Zoom Revenue Accelerator to record and review Zoom calls by the Sales team. Allowing for coaching after the call is completed and review of previous calls
Pros
Call transcripts
Call Chapters
Call Summaries
Cons
Export of Scorecards
Scorecards with scorers information in export
Type of call, i.e. Intro, Follow Up, Maintenance
Likelihood to Recommend
Zoom Revenue Accelerator is well suited for coaching post call. It is not well suited for real time review of a call. Example would be ability to review transcript of an active call for clarity
VU
Verified User
Manager in Information Technology (5001-10,000 employees)
Zoom Revenue Accelerator helps us deliver a 5 star service to our clients around the world. As a crypto brokerage, we operate 24 hours a day.
A cornerstone of our service is that at any time of day a client can pick up the phone, and call a Broker or Client Support team member to receive help.
Before ZRA we had very limited oversight about the themes and topics of conversations from the thousands of hours on the phone with clients. But now that data is available to us almost instantly, and at scale.
ZRA's transcription, summary, and action creation tools save our team members hundreds of hours a month, by allowing our team members to focus on the client, knowing ZRA will capture the notes and highlights from the conversation.
Pros
Call transcription, note taking, and action creation
Customer sentiment analysis
Call coaching for new team members, words per minute, etc
It's interoperable with phone calls, and Zoom video calls
Cons
Audio recognition with accents can sometimes garble words said
Actions generated aren't always "client ready" as casual conversation topics like "I'm going to the beach this week" can become a item for action in Zoom's summary
Permissions with the admin side of ZRA need improvement, managing ZRA alongside other Zoom products can be difficult if not all teams have a licence (it is getting better though)
Likelihood to Recommend
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.
We use Zoom Revenue Accelerator to monitor talk tracks; complete meetings; internal deal reviews, etc in an effort to accomplish the following:
* Inspect for engagement level between my rep and prospect, specifically have we ran out play and have control.
* Have we discussed, vetted and set proper expectations, including specifically driving a certain product. We can search key words, phraseology, and product knowledge.
* We drive internally by leveraging a weekly “Film Room” call to play back four learning moments every week. This provides both learning and teaching/coaching opportunities. Specifically, do all leaders and reps gleen the same things when reviewing a call?
Pros
Track engagement
Monitor selling style, game day exdcution
Memorialize data for quarterly QBR so we can forever replicate the learning process and adjust each new training class with the common habits we see
Cons
Rating dashboards
Allow for cross collaboration between other sales organizations in other industries
Feedback on what we should be presenting based on sales calls. Specifically coming up with “suggested product suite”
Likelihood to Recommend
* Measuring success and effort around specific product sales..people “say” they have presented the product, however, I “see” better than I hear! We must be able to inspect what our teams are saying and be able to level set and course correct the reality of what’s happening. Be authentic and coach to it.
* ability to measure engagement and speaking time. <div>*internal calls- surprisingly, our ability to measure internal leadership calls has been very productive! Sharing with other leaders has been a big lift</div>
We use it to boost productivity in our organization. We needed better visibility into how we are engaging with our customers and how managers can coach their employees using AI.
Pros
Coach employees using moments captured from conversations
Scores conversations using engagement, sentiment, patience, others
Search objections, competitors, other terms.
Analytics
Cons
Guidance templates to employees before calls based on customer personas
Zoom Revenue Accelerator graphics / sections are images in Salesforce. Needs better integrated visuals of dashboards in Salesforce
Looking forward to Dialers
Likelihood to Recommend
Customer service, Sales use cases and CRM works great
If one is looking also for emails then Zoom Revenue Accelerator does not have that as a one stop shop. Although it’s integratable.
Sales Leaders appreciate the customer summary, ability to quickly identify conversations by rep, customer or topic, playlists for team calls, analytics on team performance, scorecards. Sales reps appreciate the customer summary & the ability to easily recap previous conversations & actionable next steps when preparing to meet with or speak to the customer.
Pros
Summarize customer interactions
Easily locate conversations where key terms are mentioned
Insight into competitors
Personal statistics tracking such as overall sentiment, patience, engagement
Cons
More robust salesforce integration, including capturing each data point in specific fields, this would expand our reporting capabilities within salesforce & support more robust dashboards
Provide an overall customer summary, rather than a summary of the most recent conversation (Salesforce)
SMS analysis
Automated scorecards
Streamlined setup for permissions & access to conversations, etc.
Likelihood to Recommend
Training on key features is difficult, so adoption of the platform is not where we would like it to be after 6 months of being deployed. Our team works primarily within salesforce, so it would be helpful to have additional focus on adding ZRA components to the Salesforce managed package. Would love to see on overall customer summary for example. Rather than having to go to each conversation to get details of the customer journey. The price point for ZRA is quite high compared to meetings & phone so I would like to see continuous growth/new features being released to justify the spend. With ZRA, the sales leaders can share tactics and use cases on how they utilize ZRA to manage their individual teams. The analytics easily shows team members who are exceeding or who may need additional support based on (overall customer sentiment & engagement).