Top 10 Zoom Apps for Sales That Just Might Change Your Life

Zoom apps for sales can save each sales rep at least an hour every day of manual work – from automating CRM updates to tackling training objectives and analytics. 

Considering the digital selling landscape and the need for a smoother digital experience, our top 10 list is all about helping sales reps be more efficient in their virtual day-to-day.

In this Top 10 Zoom Apps for Sales list, we’ve divided the best apps by what you’re trying to achieve. 

• • Zoom apps for conversation intelligence & sales training
  • Zoom apps for meeting note-taking
  • Zoom apps for productivity
  • Zoom apps for CRM integration
  • Zoom apps for scheduling

Zoom Apps for Conversation Intelligence & Sales Training

#1 Gong App for Zoom

Gong has been a household name for salespeople for a while now, topping charts for Best Products for Sales and Top 100 Global Software Sellers. In Zoom, they provide a spectrum of conversational intelligence tools without having to leave the platform.

Every detail you’d want about a virtual call is in the Gong App for Zoom. Every call is recorded, transcribed, and documented to show deal progression, conversation timelines, tone, email reminders, and more (a lot more). 

In addition to their desktop Zoom-integrated app, Gong also offers its app for Zoom Phone, which allows you to leverage all the Gong features through the Zoom cloud phone system. 

#2 SalesLoft Conversations

If you looked up the list of capabilities that SalesLoft Conversations has in its Zoom App, you wouldn’t finish reading them all before you started downloading. The streamlined integration allows for almost immediate availability of recording reviews, annotations, and an array of insights about your call.

By structuring each call based on keywords and specific topics (for example, industry, client size, different products, etc.), sales managers can create the optimal curriculum for training new hires. In return, new hires can create a playlist for the strong and weak points in their strategy. 

As an added resource for staying on top of your meetings, there’s also the SalesLoft Scheduling app, which automates booking, scheduling, and link creation.

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#3 Chorus.ai

The last two years have unveiled a striking gap in the sales training program: no one is training to sell over Zoom. With Chorus.ai for Zoom’s coaching-focused platform, sales teams can add virtual sales training to the agenda.

Whether the meeting is pre-scheduled or coming off the cuff, you can enable Chorus to record every on-screen conversation and get a high-level transcript in your inbox afterward. You can use those transcripts to update your CRM or optimize follow-up demos, but most importantly, you can leverage them in training sessions.

You can organize training sessions based on the type of deal, product, sales stage, qualification level, and work with individuals or the whole sales team to unearth strengths and weaknesses.

The Best Zoom App for Note-Taking 

#4 Bonjour

Anytime there’s an app designed exclusively for sellers, and it’s free, you have to at least try it out. Bonjour, the app that syncs your notes with Salesforce, is that app.

Bonjour is the all-in-one sales notes app that captures every detail for a seller’s meeting preparation, during-call notes, and post-call updates in Salesforce. Because the app is integrated with Zoom and Salesforce, reps have on-screen reminders to ask the right questions when prompted and can actively log information into specific fields with minimal effort. 

Oh yeah, and there’s a bonus: Skaled’s CEO, Jake Dunlap, has freely published his own Bonjour template to ensure reps nail every discovery call. 

Increase Sales Productivity with Outreach & People.ai for Zoom

#5 Outreach Kaia

We would be remiss if Outreach wasn’t on this list. For nearly every touchpoint sellers have with the customers, Outreach has a tool for optimizing the experience on both sides of the sale. Since releasing Outreach Kaia (Knowledge AI Assistant) in 2020, the Zoom integration (accessible through your Zoom admin) has become a popular tool for extracting the key details in your sales meetings.

During the meeting, Kaia captures meeting details like attendees, content performance, critical notes, and other pertinent information included in a summary email following the meeting. 

The kicker? The more you use it, the better it gets. AI capabilities recognize similarities among meetings and topics to surface sales enablement resources and action items as conversations develop and reps onboard new clients.

#6 People.ai for Zoom Meetings

Manual logging and salesforce updates can take a ton of time. Many sales reps actually only spend 32.5% of their time on revenue-generating tasks because tedious admin duties have overloaded their schedule. Especially today, when reps have to bounce from one platform to the next, it’s hard to allocate more time to selling.

People.ai’s app for Zoom Meetings is a powerful resource to combat the clutter of administrative and operational chores. When a meeting kicks off, the platform captures field information and automatically consolidates it into your CRM. There’s no need to worry about which account or opportunity; People.ai matches and merges all information with the necessary account on the backend to ensure consistency and clarity.

With People.ai, your customers, new or old, will have a fully updated profile in Salesforce without any extra effort on your part.

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Two CRM Apps to Streamline Zoom Meetings

#7 Salesforce 

Much like the platform itself, the Salesforce App for Zoom is a sort of Swiss Army Knife for your sales reps to stay on top of meeting schedules, links, and contact information. Instead of exporting details to your desktop or inbox, the app provides the necessary details for each call directly into Salesforce. Duration, participants, segmented recording, and transcripts flow directly into the account moments after clicking “Leave.”

Additionally, Salesforce offers integrations with their Einstein Call Coaching platform to help sales reps review meeting details like competitor references, pricing discussions, and keywords to collect high-level insights and plug the information into the account.

#8 Pipedrive

Pipedrive has seen steady growth in the CRM market since its conception in 2010, and a glance at Pipedrive’s accolades shows a fanbase of its user-friendly interface. Following suit is their integration for Zoom Meetings.

For this application, it’s the little things that matter:

• • Scheduling a meeting
  • Creating a link
  • Inviting prospects or clients
  • Adding meeting details

With Pipedrive for Zoom Meetings, sales reps can go into their Pipedrive environment and run the gauntlet of meeting activities without having to leave the platform. While streamlining setup, sales reps can also easily view client details and deal information from previous meetings without interrupting the conversation. 

Stay on Schedule with Calendly & Chili Piper

#9 Calendly

As simple as it may be, Calendly for Zoom can significantly impact the way sales reps schedule meetings and set up notifications. 

When you connect Calendly to your Zoom account, you can easily collect conferencing details, descriptions, and resources and add them to the meeting agenda. 

Every meeting a sales reps schedules will come fully equipped with everything they need, and their customer needs to drive the conversation and answer any questions. The app allows you to set automatic reminders with pertinent details to ensure you’re prepared before every meeting begins. 

#10 Chili Piper

While your first impression of Chili Piper for Zoom may be of a simple scheduling app, it’s much more. Not only does it provide streamlined access to new leads, but it supplies each sales rep with the two things they need to improve their process: reporting and visibility.

When new leads fill out a form, Chili Piper’s Concierge function automatically qualifies through a range of rules and sends them to the right rep. With the information provided in the form fill and access to a seller’s Zoom account, the app helps leads set up a meeting in available time slots and creates a link with every detail the seller needs.

With access to funnel reports, including form fills to meetings booked, no-show to call completed, and cancellations/re-schedules, sellers can create a 360-degree view of meeting activities.

Forget the Mundane Tasks and Save Some Time with Zoom Apps for Sales

There are almost 1,800 Zoom Apps available, ranging from enterprise to consumer use cases, including whiteboarding, project management, and note-taking with more in development. Specifically for Sales, there are 33 apps that sales teams can choose from – all of which have one goal: making the virtual sales life easier.

If apps aren’t for you, that’s fine – pen to paper note-taking will never be obsolete. On the other hand, if you’re ready to launch your sales process and operations into a more digital-friendly environment, outsourcing mundane tasks to Zoom apps, these are the ones that’ll make an impact every day.