During a discovery call
Follow the buyer’s answer instead of trying to write every sentence. Afterwards, return to the transcript to check the problem they described and the promise you made.
ZoomStay with the prospect on Zoom.
Take the discovery call or product demo in Zoom. SalesViking captures the audio on your Mac, so you can return to the conversation after the meeting.
Call audio compatible
Zoom call audio works through Mac capture. You do not need a Zoom account connection for it. The separate native Zoom connector is coming soon.
Leave discovery with the buyer’s problem in their words.
Capture a Zoom discovery call on your Mac. After the call, review the summary and check the detail in the transcript.
ZoomWhat should I carry into Thursday’s review?
Saved Mac call
Northstar · discovery
- Buyer’s concern
- The previous rollout lost momentum at the handoff.
- Agreed next step
- Send a rollout example before Thursday’s review.
- Detail to verify
- Who should own the handoff this time?
Source to checkSaved call transcript and summary
Illustrative sources for the fields above. All customer details are fictional.
- Call summary
- The previous rollout lost momentum at the handoff.Shown in the “Buyer’s concern” field above.
- Summary next step
- Send a rollout example before Thursday’s review.Shown in the “Agreed next step” field above.
Use the saved transcript to check the summary before you follow up. This example uses Mac capture, not imported provider history.
More context, beyond Mac audio.
A native connection is about context from your provider account, beyond the sound played on this Mac. Its planned scope is separate from today’s capture.
Mac capture works today
Capture the conversation played through your Mac. No Zoom account connector is required.
Native connection · Coming soon
The planned Zoom connector would connect meetings and recordings with summaries and preparation. That native connection is not available yet.
When this helps
After a product demo
Review the summary’s next steps and ask what the prospect wanted to see next. The call gives you material for a follow-up you write and review yourself.
Before your next call.
Run SalesViking on an Apple Silicon Mac with macOS 14.4 or later. Grant Microphone and System Audio Recording permissions, then take your Zoom call on that Mac.
Explore Free call notesKeep the scope in view
This captures audio played through your Mac. It does not import Zoom cloud recordings or meeting history. Other Mac sounds can enter the transcript, so keep unrelated audio out of the call.
Let participants know when you capture a conversation. Signed-in Free accounts include 100 Ask questions a week.
See the current plansA few things
you might ask.
Do I need to invite a recording bot to Zoom?
No. SalesViking captures audio on your Mac. Follow your organization’s policies and let participants know when you capture a conversation.
What is available today?
Zoom call audio works through Mac capture. You do not need a Zoom account connection for it. The separate native Zoom connector is coming soon.
How do I get started?
Run SalesViking on an Apple Silicon Mac with macOS 14.4 or later. Grant Microphone and System Audio Recording permissions, then take your Zoom call on that Mac.
What should I know about the scope?
This captures audio played through your Mac. It does not import Zoom cloud recordings or meeting history. Other Mac sounds can enter the transcript, so keep unrelated audio out of the call.
Related tools
Never sell alone.
Start with call notes on your Mac. Choose the connections that fit your work.
Get for Mac