AI-Agents for Sales Representatives working with Zoom
Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems
Add public emails and page links to company prospect lists.
Your prospect list shows emails published on company contact pages, with links to their sources or a clear reason no address was added.
Show which first emails were delivered and need a personal follow-up.
Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.
10 toolsAdd video links to booked client sales calls.
You and your client get the same joining link in the updated invitation for a video appointment.
Send the last email only to silent prospects and mark each result.
Your final sales follow-ups go out only while prospects remain silent, and your schedule shows what happened to every due conversation.
4 toolsSend a relevant follow-up when a prospect goes quiet after your reply.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
6 toolsShow the ad request and checked contact details before follow-up.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.
4 toolsMake promised callbacks and put each prospect's answer in the sales record.
See what happened with requested sales follow-up calls: the prospect's answer or a reason the call did not happen, plus a task for your next step.
4 toolsDraft first answers to buyers' questions for review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
22 toolsPrepare checked trade show contacts for sales follow-up.
Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.
Prepare a proposal for a prospect using the approved sample.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Draft price replies without promising unapproved concessions.
You get a reply ready to review in the customer's conversation, with a flag when the price needs a decision.
Draft customer replies without promising an unauthorized price.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
