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ease
features
design
support

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Description

Automated note-taking and tailored meeting summaries, combined with real-time coaching and answer suggestions for customer inquiries, are essential for enhancing efficiency. Maintaining a clean and current database is crucial during non-sales periods to avoid distractions from note-taking and toggling between customer interactions and knowledge resources. Attention to detail is vital, particularly in sales, where minor nuances can turn a defeat into a victory. Increase your likelihood of securing a meeting from the initial call by developing an effective interview guide while summarizing the candidates' responses. Instantly generate an SEO-friendly webpage following your podcast session. Discover hidden insights within your interviews and swiftly grasp the feedback and emotions that truly count. Record every virtual meeting and VoIP conversation, annotate with notes and screenshots, and adhere to established protocols. Organize your notes systematically to enhance meeting outcomes. Achieve a comprehensive understanding of any call in under two minutes through transcription, topic identification, and sentiment analysis, thus streamlining your communication process even further.

Description

Enhance your connections with clients by actively participating and showing genuine interest in every interaction. Zocks effortlessly gathers personal and financial insights from client dialogues, eliminating the necessity for audio recordings, and seamlessly integrates with your CRM to streamline follow-up tasks, communications, and workflows. With Zocks, all essential details from your conversations are captured automatically, whether they occur virtually or face-to-face. The platform analyzes discussions in real time, ensuring that critical information about your client's financial status, investment aspirations, and significant life events is documented. This way, you will always have access to crucial personal and financial data, allowing you to provide tailored support and foster deeper client relationships.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Meet
Microsoft Teams
Zoom
Aircall
Gmail
Microsoft Outlook
Practifi
Redtail CRM
Ringover
Salesforce Sales Cloud
Slack
Wealthbox
XLR8 RMS
Zapier

Integrations

Google Meet
Microsoft Teams
Zoom
Aircall
Gmail
Microsoft Outlook
Practifi
Redtail CRM
Ringover
Salesforce Sales Cloud
Slack
Wealthbox
XLR8 RMS
Zapier

Pricing Details

$10 per month
Free Trial
Free Version

Pricing Details

$67 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Noota

Country

France

Website

www.noota.io

Vendor Details

Company Name

Zocks

Founded

2022

Country

United States

Website

www.zocks.io

Product Features

Conversation Intelligence

AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Alternatives

Alternatives