How a sales outsourcing team runs client work on conversation intelligence.
When you sell on behalf of clients, your product is the conversation. Our client, a sales outsourcing firm, needed to show clients what was said, how it landed, and what happens next, without reps spending evenings writing recaps.
Notes lived in scattered docs, and client reporting depended on whoever ran the call remembering it accurately.
We stood up Zoom Revenue Accelerator on their Zoom Meetings and Phone foundation: recording defaults, deal indicators, and scorecards tuned to outbound client work, plus CRM sync so every call writes its own record.
Delivery followed the standard path: Foundation, ZRA Configuration, Seller Enablement, and a reporting handoff to the team.
Client conversations are now searchable. Recaps write themselves, coaching runs on real calls, and client reports cite what buyers actually said.
The outsourced team operates from the truth, and clients can see it.
The assessment is free because Zoom pays us, not you.
