Client work
Case Studies
Read about the latest Tahoma Tech success stories and how customers are benefiting from optimizing their conversation AI tools.
Based in Issaquah, WA
Zoom Up Partner · Pavilion Seattle member
01 / CLIENT WORK
Clients benefiting from better conversation AI tools
B2B SAAS · MIGRATION IN PROGRESS
73% lower spend.
A simpler stack.
A Gong-to-Zoom Revenue Accelerator migration reduces costs by over 70%.
DREAM BIGGER SQUAD · COMPLETED
Coaching from
the actual calls.
Outbound sales leaders now review recorded calls for question quality, talk time, and coaching opportunities.
POLARIS INJURY LAW · COMPLETED
A professional-services firm reduced its monthly communications and AI spend by consolidating five tools onto Zoom.
02 / B2B SAAS · MIGRATION IN PROGRESS
Moving a SaaS sales team off Gong onto Zoom Revenue Accelerator.
B2B SAAS COMPANY · SALES TEAM · IN PROGRESS
The situation
A B2B SaaS company was rationalizing its GTM tech stack. It started with about 30 tools and a mandate to cut costs and simplify. It already ran calls on Zoom and wanted conversation intelligence that fit that setup at a much lower cost, ahead of its Gong renewal.
What we’re doing
Migrating Gong users to Zoom Revenue Accelerator (ZRA Essentials) on a ZRA + Zoom Phone bundle. They keep what they rely on: call recording, a deal board, and a unified activity view. Their own AI agents connect to Zoom Revenue Accelerator, which provides detailed context directly through MCP ( topics, chapters, sentiment, talk-time ratios, etc.). Better conversation context drives better outcomes and reduces their token spend.
THE BUSINESS CASE
73% cost reduction compared to Gong
Gong licenses are replaced by Zoom Revenue Accelerator bundled with Zoom Phone.
In progress. Savings are projected from the approved business case. Actual results will be added after rollout.
03 / DREAM BIGGER SQUAD · COMPLETED
Every outbound sales call, on the record for coaching.
OUTSOURCED OUTBOUND SALES
Dream Bigger Squad runs outsourced outbound sales teams for its clients. Its leaders couldn’t hear their reps’ cold calls well enough to coach them.
What we did
Set up Zoom Phone with Zoom Revenue Accelerator, so every inbound and outbound call is recorded automatically.
The result
Leadership now reviews each rep’s calls for sentiment, talk time, talk ratio, filler words, and question quality, and coaches from what was actually said.
Why it matters to a SaaS CRO
High-volume outbound is where coaching breaks first. When every call is recorded and measurable, managers coach on evidence instead of the few calls they happened to overhear.
60–150 calls
Per day, per outbound number.
Launch customer
For Zoom’s Phone + Revenue Accelerator bundle (October 2025).
JOE GREEN, CHIEF SALES OFFICER, DREAM BIGGER SQUAD
“When the sales reps are making phone calls… I’m checking those, I’m looking at the sentiment scores, I’m looking at talk times… talk ratios… I’m listening for word fillers, I’m listening for their question asking, how good are their questions.”
04 / POLARIS INJURY LAW · COMPLETED
Five tools to one platform. 58% lower monthly spend.
PROFESSIONAL SERVICES · BOTHELL, WA
The situation
An eight-attorney personal injury firm with offices expanding into Portland was running phones, transcription, AI, scheduling, and video on separate tools: Intermedia, Fireflies, several ChatGPT accounts, Calendly, and a few shared Zoom licenses.
What we did
Moved the firm onto Zoom Workplace, Zoom Phone, and AI Companion, with an individual licensed account for every person.
The result
About 58% lower monthly communications and AI spend. One contract, one admin, one record.
What it sets up next
With every call on one platform, the next step the playbook enables is AI that turns intake calls into the case-intake document. That’s the same idea as a CS handoff brief in SaaS: the conversation writes its own follow-up.
Why it matters to a SaaS CRO
The industry is different. The pattern is the same: overlapping tools, a bill that creeps, and recordings nobody uses.
SCOTT BOTHEL, COO, POLARIS INJURY LAW
“These other AI companies are pitching us stuff that is really focused on quality control. I think Zoom is way more appropriate for what we’re really needing to do right now.”
ALSO, AROUND THE TABLE
Compare notes with
Seattle B2B SaaS sales leaders.
A small dinner for B2B SaaS revenue leaders to discuss AI, coaching, and the tools their teams actually use. The first gathering is planned for mid-November 2026, co-hosted with Zoom.
Explore the roundtable ↗