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Northwind Labs

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ROUTE · COMMS

Record a sales call

Record and transcribe a customer or sales conversation

Approved
Use this tool
Zoom Enterprise · Zoom
Open feature
Public ✗Internal ✓Personal ✗Customer cautionEnterprise account
  1. 1Start meeting with company account
  2. 2Enable cloud recording
  3. 3Save to approved folder

Restrictions: Customer calls: store under /Sales/Recordings

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ROUTE · COMMS

Record a sales call

Record and transcribe a customer or sales conversation

Approved
Use this tool
Otter.ai Enterprise · Otter
Open feature
Public ✗Internal ✓Personal ✗Customer cautionEnterprise account
  1. 1Sign in with company SSO
  2. 2Start recording or connect Zoom
  3. 3Attach transcript link in HubSpot

Template: Sales call notes template in HubSpot

Restrictions: Only enterprise workspace

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ROUTE · COMMS

Record a team meeting

Cloud-record an internal meeting

Approved
Use this tool
Zoom Enterprise · Zoom
Open feature
Public ✗Internal ✓Personal ✗Customer ✗Enterprise account
  1. 1Schedule with company account
  2. 2Enable cloud recording
  3. 3Share only with attendees
Need a license or access?
ROUTE · SALES

Log a sales opportunity

Record deal stage in CRM

Preferred
Use this tool
HubSpot · HubSpot
Open feature
Public ✗Internal ✓Personal ✗Customer caution
  1. 1Open deal
  2. 2Update stage and next step
  3. 3Log call notes

Restrictions: CRM is system of record for opportunities

Need a license or access?
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