Release notes for November 2, 2023
New and enhanced features
- Administrator features
- Enforce passcode for shared conversations
Zoom Revenue Accelerator admins can enforce users within their account to use a mandatory passcode when sharing conversations. This setting is available at the account level and is disabled by default. This feature will not be immediately available, as it is dependent on a Web release currently scheduled for November 18, 2023. - Indicators language configuration support
Account owners and admins can configure language-specific Indicators and apply them to conversations transcribed in that language. For instance, Italian Indicators will only be applied to Italian conversations, which will provide a more relevant and actionable Analytics experience. Additionally, users can configure Indicators for all conversations, such as company names, regardless of the language. Furthermore, the new Add another language feature allows grouping of thematically similar Indicators across multiple languages, providing greater flexibility and efficiency in language-specific analysis. This feature will not be immediately available, as it is dependent on a Web release currently scheduled for November 18, 2023.
- User features
- Additional criteria for creating conversation Smart Playlist
Users can select teams and populate all representatives from those teams. They can also create a Smart Playlist based on deal outcomes, allowing them to filter conversations and clips associated with deals that have been either won, lost, or both. In addition, users can create a Smart Playlist using Scorecard scores, allowing them to set the score range for specific scorecards that will serve as the basis for conversations added to the Smart Playlist. - Optimize tabs within the Analytics page
A Speaker tab within the Analytics page has been added to provide clarity between conversation metrics and speaker metrics. Also, Engagement Score is added under the Conversations tab to provide a comprehensive view of conversation quality. - Enhancement to Deals page
The Deals page has been improved to streamline user experience and address deal discovery challenges. These enhancements include a keyword search to quickly locate deals and customers by name, the ability to select a customer account alongside a deal in the Advanced Filter section, as well as reduced visual clutter through abbreviated number notation for deal size and the introduction of a comma-separated standard for aggregated fields, such as deal counts. - Support attachment within Email Compose
When creating a follow-up email to prospects from the Deals or Conversations page, users can add attachments with a maximum of 25mb for each email and 5mb for each attachment. The following file formats are supported: pdf, doc/docx, xls/xlsx, ppt/pptx, jpg/jpeg, png, gif, zip, rar, mp4, mov, mp3, civ, vcf, txt, and html. - Enhancement to Conversations page interface
The Conversations page has been enhanced to enable a more intuitive and flexible search experience. Conversations will be under a single tab and advanced search filters can be used to drill down the list. This enhancement reduces clicks to capture the correct search query, introduces an accessible way to save filter views, and displays the percentage of the search query within the overall scope. The aim is to improve usability without compromising system performance or sorting functionality.
- Integration features
- Enhancement to CRM team creation and management
The CRM integration functionality of Zoom Revenue Accelerator has been enhanced to provide greater control and flexibility in team creation and management. This includes the ability to create parent teams in addition to child teams independent of the prior CRM connection setting , disconnecting from CRM for manual team creation, receiving confirmation prompts for CRM integration changes affecting manually created teams, and ensuring flexibility during transitions between CRM solutions for future changes. This feature will not be immediately available, as it is dependent on a Web release currently scheduled for November 18, 2023.
Resolved issues