Using Deal retrospectives for win/loss analysis with Zoom Revenue Accelerator

After a Deal is closed within Zoom Revenue Accelerator, the system will analyze the results of the Deal and provide a thorough analysis and overview on the Deal through an AI-generated retrospective, providing information on what went right, what could have been improved, and additional details. This feature allows users to glean insights into closed Deals efficiently, making Deal post-mortems simple and accessible.

Learn more about Deals.

Requirements for using Deal retrospectives for Zoom Revenue Accelerator

• Pro, Business, Enterprise, or Zoom Phone standalone account
• Licensed user with Zoom Revenue Accelerator license
• CRM configured with bidirectional sync
• Deal retrospective enabled in Account Settings

Limitations of Deal retrospectives for Zoom Revenue Accelerator

• Deals older than 30 days prior to the enablement of Deal retrospective in Account Settings must have their retrospectives generated manually.

How to enable Deal retrospectives for Zoom Revenue Accelerator

1. Sign in to the Zoom web portal as a user with the privilege to edit account settings.
2. In the navigation pane, click Account Management, then Account Settings.
3. Click the Revenue Accelerator tab.
4. In the contents panel, click Deal, then enable the toggle for Deal retrospective.
5. (Optional) Check the box next to Notify the selected Zoom Team Chat channel when a retrospective for any deal is ready to view to configure automated Team Chat notifications for win/loss analytics. Once checked, a chat channel selection dropdown will appear.
   Note: More than one chat channel can be selected.

How to access Deal retrospectives for Zoom Revenue Accelerator

1. Access your Deals details page.
2. Click the Closed Deals tab.
3. Select the Deal with the analysis you wish to view.
4. Click the Retrospective tab.
   You will be taken to the Deal’s retrospective page.

How to view Deal retrospectives

1. Access the retrospective page of the Deal you wish to review.
   Note: If a retrospective is not yet available, you will see a message stating that the retrospective is still being prepared.
2. If a retrospective is available for the deal, you will see one of two pages: a Deal win story page or a Deal loss story page, depending on the nature of the Deal’s conclusion.
3. The following sections can be viewed in the Deal win/loss story page:
   • Win/Loss reason: A blurb explaining why the Deal was won or lost.
   • Executive Summary: A detailed summary of the deal’s closing.
   • Customer quotes: Quotes from customers, pulled from Conversations associated with the deal.
   • Key metrics: A table of data that includes the timeline of the Deal, the number of meetings, and how many stakeholders were associated with it.
   • Key learnings: A breakdown of takeaways based on the result and progression of the deal.
   • Sales methodology flag: Information regarding the part played by the sales framework used to close the Deal (e.g., MEDDIC).

     Note: by clicking the  or  icon at the bottom of the page, you can provide feedback regarding the generated Deal analysis.