Configuring Zoom IQ for Sales Indicators

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Indicators is a new Zoom IQ for Sales feature that identifies specific words, phrases, or sentences in your recording transcripts so you can capture critical moments in your conversations.

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

  • Market
  • Product/Feature
  • Sales Playbook
  • Other

This article covers

  • Topics and Indicators comparison
  • How to set up Indicators as owner or admin
    • Enable Indicators
    • Configure Indicators
    • Edit Indicators

Prerequisites for using Zoom IQ for Sales Indicators

Topics and Indicators comparison

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

  • Topics or Topics Mentioned enable your teams to keep tabs on broad predefined topics of conversation. This feature is aimed to reveal the duration of time your teams spend discussing a particular topic in addition to allowing you to navigate conversations more easily. You can create up to 10 custom topics on top of the following pre-defined ones:
    • Pricing
    • Legal
    • Privacy
    • Security
    • User Requirements
    • Hardware
    • License
  • Indicators enables your teams to identify specific phrases or more focused topics of conversation. Compared to Topics, this feature gives you more control over what Zoom IQ surfaces from your transcripts. Users can subscribe to specific Indicators that will alert them when a phrase or noteworthy moment appears in a conversation. In Analytics, your teams can compare the frequency of Indicator occurrences across your conversations, represented by the percentage of calls in which Indicators are mentioned.

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 Indicators

To enable or disable Zoom IQ for Sales Indicator 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 Zoom IQ for Sales 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.

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 Zoom IQ for Sales tab.
  4. Under Analytics, click Manage Indicators.
    Note: If you have previously set up the Competitors Mentioned and Features Mentioned function, they will be presented as indicator cards automatically in their appropriate category.
  5. Click Add Indicator.
    Note: Every account can create a maximum of 100 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 efficiently organize your indicators.
    • Market - Identify competitors and key partners that frequently show up and how they are discussed.
    • Product/Feature - Capture valuable product feedback and see how key features are discussed by reps and prospects throughout the sales cycle.
    • Sales Playbook - Learn how well your reps are adhering to your stated sales methodology.
    • Other - Find key moments in conversation by configuring other indicators here.
  9. In the Keyword Phrases section, enter keyword phrases or groups of phrases.
    You can choose between these options:
    • Basic - Enter keyword phrases separating them by a comma or by importing them from CSV file.
      Note: The maximum keyword phrase you can add is 50.
    • Advanced - Expand or narrow your search by using additional parameters. For example, enter (“Zoom Phone” OR “Zoom Apps”)AND NOT (“Zoom”).
  10. (Optional) Select the Include related word forms check box to capture words related to the words you have specified. For example, if you use secure as your keyword, the search result will include secures, securing, and secured.
  11. (Optional) If you prefer to use Guiding Sentences instead of Keyword Phrases, click Guiding Sentences then enter the sentences you prefer to use separating them by pressing Return (for mac OS) or Enter (for Windows).
    Note:
    • This indicator will appear as a single entry on the Analytics tab.
    • The maximum guiding sentence you can add is 20.
  12. In the Identify when Mentioned by dropdown, choose from Anyone, All reps, or Prospects.

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 Zoom IQ for Sales tab.
  4. Under Analytics, click Manage Indicators.
  5. In the top-right corner of the indicators you wish to edit, click the three dots  , 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.

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