Configuring Zoom Revenue Accelerator Indicators

Indicators is a Zoom Revenue Accelerator feature that identifies specific words, phrases, or sentences in your recording transcripts so you can capture critical moments in your conversations. You can choose the categories to organize your indicators efficiently.

This article covers:

Prerequisites for configuring Zoom Revenue Accelerator Indicators

Topics and Indicators comparison

The following features offer great flexibility on how Zoom Revenue Accelerator drives conversation-driven insights and actions for your organization.

How to set up Indicators as an account owner or admin

Indicators must be configured by the account owner or admin so the users can subscribe to them.

Enable or disable the Indicators setting

To enable or disable Indicators for all users in the account:

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Account Management then Account Settings.
  3. Click the Revenue Accelerator tab.
  4. Under Analytics, click the Indicators toggle to enable or disable it.
  5. If a verification dialog displays, click Enable or Disable to verify the change.

Add and configure indicators

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Account Management then Account Settings.
  3. Click the Revenue Accelerator tab.
  4. Under Analytics, under the Indicators setting, click Manage Indicators.
    Note: If you have previously set up the Competitors Mentioned and Features Mentioned functions, they will be presented as indicator cards automatically in their appropriate category.
  5. Click Add Indicator.
    Note: Every account can create a maximum of 250 Indicators.
  6. In the Indicator Name field, enter your preferred name.
    Note: Each indicator must have a unique name.
  7. In the Indicator Description field, enter what the indicator will identify in your transcripts.
  8. In the Indicator Category dropdown, choose your preferred category to organize your indicators efficiently.
    Note: Revenue Accelerator admins can add and customize the names of certain categories.
  9. In the Mentioned by dropdown, choose from Anyone, All reps, or Prospects.
  10. Under Language-specific Conversations, apply an indicator to all or language-specific conversations and select from the following options:
  11. To the right of Share mentions with CRM, click the toggle to enable or disable it. When enabled, indicators mentioned in the conversations with CRM will be synchronized.
    1. In the Revenue Accelerator tab under More Settings, configure the CRM integration.
    2. After enabling this feature, to the right of Push to a selected field, click the dropdown menu and select from the following options:
      • Competitors mentioned
      • Features mentioned
      • Indicators mentioned
  12. In the Keyword Phrases tab, enter keyword phrases or groups of phrases.
    You can choose between these options:
  13. (Optional) If you prefer to use Guiding Sentences instead of Keyword Phrases, click Guiding Sentences tab then enter the sentences you prefer to use separating them by pressing Return (for macOS) or Enter (for Windows).
    Note:
  14. Click Save.

Once configured, the indicators will reflect in your conversations.

Edit indicators

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Account Management then Account Settings.
  3. Click the Revenue Accelerator tab.
  4. Under Analytics, under the Indicators setting, click Manage Indicators.
  5. In the top-right corner of the indicator you want to edit, click the ellipsis , then click Edit.
  6. (Optional) To delete an indicator, click Delete. If a verification dialog displays, click Delete to verify the deletion.
  7. Click Save once changes are made.

Enable or disable your created indicators

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Account Management then Account Settings.
  3. Click the Revenue Accelerator tab.
  4. Under Analytics, under the Indicators setting, click Manage Indicators.
  5. In the top-right corner of the indicator you want to manage, click the toggle to enable or disable it.
  6. If a verification dialog appears, click Turn Off to verify the change.
    Note: When disabled, users will no longer have access to view competitor indicator analytics. The indicators will not be identified in new conversations.

How to manage indicator categories

You can choose between the following categories to efficiently organize your indicators:

Add an indicator category

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Account Management then Account Settings.
  3. Click the Revenue Accelerator tab.
  4. Under Analytics, under the Indicators setting, click Manage Indicators.
  5. In the top-right corner, click Add Category.
    A pop-up window will appear.
  6. In the window, enter the Category Name and Category Description.
  7. Click Add.
    The category will appear on the Manage Indicators page.

Edit indicator categories

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Account Management then Account Settings.
  3. Click the Revenue Accelerator tab.
  4. Under Analytics, under the Indicators setting, click Manage Indicators.
  5. On a category you want to edit, click the pencil icon .
    A pop-up window will appear.
  6. In the window, edit and make changes to the Category Name and/or Category Description.
  7. Click Save.