Avoma Insider: Our latest product updates - August 2024

We've been busy behind the scenes last month and have some exciting updates to share with you. Our team has rolled out new features and improvements to make your experience with Avoma even better. 

From enhanced video playback to simplifying your outbound lead handoffs and automating follow ups, these new features aim to boost your productivity and simplify your workflows. 

Let’s dive into what’s new and see how these updates can benefit you and your team:

The TL;DR

• Usage Intelligence: Get a clear view of how your team’s using Avoma and the ROI you’re getting.
• Handoff Router: Instantly book meetings with an AE while the SDR is still on the call—no more back-and-forth with outbound leads.
• Simplify Email Follow-ups: Email a quick AI summary or full meeting notes with one click
• Zapier Integration: Connect Avoma to 6,000+ apps and automate your workflows.
• Forecast Privacy Settings: Control who sees and edits forecasts with new access permissions—keep it secure.‍
• Enhanced Video Playback: Enjoy smoother playback with better navigation and captions with our updated video player.

Now let’s get into the juicy details of what’s new:

Skip the back-and-forth: Simplify outbound lead scheduling with Handoff Router

Outbound is hard enough, skip the back-and-forth between SDRs and AEs to get meetings bookings. 

Our new Handoff Router automates scheduling to book meetings while the prospect is still on the call with your SDR. This eliminates delays by scheduling demos with the first available rep, and helps cut down on no-shows and cancellations from outbound efforts.

You can set up routing rules to streamline SDR workflows, so you’ll always know each outbound lead will be going to the right rep. Plus, customize lead handoff forms to capture exactly what you need and keep your CRM updated automatically, reducing manual entries and errors.

What’s New?

• Automated Scheduling: Forget about timezone mix-ups and calendar juggling. Cut down on no shows and cancellations with outbound leads. Handoff Router simplifies scheduling, making booking meetings with AEs effortless.
• Customizable Forms: Customize your lead handoff forms to capture all the details you need. Add and manage fields with ease.
• CRM Integration: Keep your CRM updated automatically with accurate lead and meeting data, minimizing manual work and mistakes.

Ready to get started?

1. Go to the Handoff Router section in your Settings.
2. Add the bookers you want to schedule meetings with leads.
3. Set up your custom forms and routing rules.
4. Get your SDRs started with automating their handoffs!

Let’s set up your Handoff Router today!

Simplify follow-ups: Email a quick AI summary or full notes with one click

Now you can quickly send a follow-up email with either detailed notes or a quick AI summary with a simple click. Send through your Gmail or Outlook. Any follow-up interactions will be recorded in your CRM, as long as your email account is synced.

How to Use:

1. Click the “Send Follow-Up Email” button.
2. Use the toggle option to choose between detailed Meeting Notes or an AI-generated Summary.
3. Add recipients and review.
4. Open in Gmail or Outlook.
5. Hit send!

We love when it's that simple.

Avoma meets Zapier: Automate your workflows 

Connect Avoma to over 6,000 tools with just one click using Zapier! Effortlessly sync data between Avoma and your favorite apps to automate your workflows.

How it works: Avoma’s Zapier integration kicks in after a conversation is complete and notes are generated. You can then set up automated workflows based on details like participants, notes, and transcriptions.

What you can do:

• Create Google Drive documents with your meeting notes.
• Analyze conversations with external AI tools for deeper insights.
• Sync transcripts to Product Management tools for better decision-making.
• Move call notes to any CRM you use.

This integration is available on our Starter Plan and above. To connect Avoma to your favorite apps on Zapier, just reach out to our team!

Find more about the Zapier integration here.

Control who can see and edit your forecast and team targets

We heard you. Not everyone should have access to sales forecasts or be able to change targets. With our new AI Forecasting Assistant settings, you now have full control to customize who sees and edits forecasts and targets. Blocks teams or reps from viewing each other’s forecasting targets while keeping target setting reserved for leaders and managers.

‍

Here’s how:

‍

• Forecast and Target Access Permissions: Decide who can view and edit forecasts and targets.
• Granular control: Set permissions based on different team roles.
• Data privacy: Keep sensitive forecast data secure.
• It’s all about giving you more control and keeping your data safe!

Head over to the forecast setting now! 

Our video playback got a makeover - listen to and navigate calls with ease

Our video player just got a nice little makeover! Listen to calls easily and find what you need faster.

We’ve enhanced our video player to make playback smoother than ever. Enjoy closed captions, improved playback quality, and easier navigation to quickly find and listen to the exact spot you need in your recordings.

Here’s what’s new:

• Closed Captions: You can now turn on subtitles for your recorded meetings, making it easier to follow along and accessible for users with hearing impairments.
• Prominent Play Button: We’ve added a big, clear “Play” button right in the center of the video for quick access.
• Improved Player Bar: The player bar now sits on top of the video while playing and hides automatically after 3 seconds if you’re not using the mouse. Move your mouse to make it reappear, so you get a clean view without interruptions.
• Chapter Display and Navigation: The player bar shows the name of the current chapter and updates as you move through sections. Click on the chapter name to see a list and easily jump to any part of the video.

We hope these changes make watching and navigating your recordings easier and more enjoyable!

Track ROI, coaching and engagement with Usage Intelligence!

Avoma’s new Usage Intelligence dashboard is here! Now you can easily get visibility into how your sales leaders are coaching their teams, how much time your team spends listening to calls, and track your ROI from using Avoma—all from one central dashboard.

Here’s how Usage Intelligence works:

Keep your team on target with calls and meetings

The Activity tab shows you how your team spends their time. We rank users on the number of conversations they’ve had and the hours spent hosting or participating. This dashboard helps you keep track of whether your team is hitting their conversation targets with prospects and customers. You can also dive into how they’re spending their time in meetings by filtering by meeting type, outcomes, purposes, and more.

Hold your team accountable for continuous learning and coaching

The Engagement tab shows you who’s spending the most time listening to and learning from both internal and customer conversations. This is key because listening to calls can really boost performance. 

These dashboards help team members improve their own calls, spot areas for improvement, and get direct feedback from customers to make their conversations more effective. Think of it as your internal ‘learning leaderboard’ to make learning more engaging for everyone. 

You can also drill down into individual user activity to see if leaders are reviewing their team’s calls and how often they’re providing feedback through comments and snippets shared. Measure coaching with clear KPIs for leaders to hold them accountable.

Quantify your ROI from adopting the Avoma AI Meeting Assistant

No one likes to adopt a new tool, only to wonder if the team is getting real value from it. With Avome, we show you in our ROI dashboard.

You’ll see exactly how our AI Meeting Assistant boosts productivity by showing how many hours your team saves with automated notes, listening to calls at 1.5X speed, and coaching activities like comments and snippets shared.

Keep track of how well your team is leveraging Avoma and get clear insights into productivity and efficiency gains at both the team and individual levels for any chosen time period.

You can learn more about Usage Intelligence from our help article.

See your ROI in Avoma

—

Need to dive deeper or learn how to set them up for your team? Schedule a call with our customer success team. 

And that a wrap on everything our product team has launched for the last month! More updates coming your way soon.

‍