Recording on Salesroom is explicitly designed to help you take fewer notes and stay more aligned and on track. Your recordings are available instantly so you can create highlights, share data and bookmark anything before you forget!
Benefits
With Recording turned on you get access to these unique features.
Bookmarking. Quickly mark important moments during calls as you experience them and optionally provide additional context for your future self or your team.
Transcription. With recording on Salesroom will transcribe all participants that have given consent, this allow you to search a call by keyword or create a highlight via the transcription block.
Insights: Salesroom will extract insights from the transcription including questions and next steps which can be filtered by participant saving you time.
Meeting Summary. When the meeting ends Salesroom will generate a short summary that can be used to follow up with your buyer or share with your team.
Highlights. Create sharable and reusable snippets of video. e.g. A 30-second video taken from the original 60-minute meeting video for you can share with your boss to show the excitement of others.
Sync with the CRM. Once you've connected Salesroom with one of our custom integrations we can sync the recording to services like Gong, HubSpot and Salesforce.
Turning Recording On/Off
There is a recording button on the bottom left that the meeting owner or anyone with owner permissions in the Relationships, can start and stop. When recording is enabled, participants in the lobby will see a red banner and be able to change their consent.
Announcing Recording
Within your settings, you can select for recording started/stopped to be announced by Salesroom when participants join the meeting.
Recording Consent
Every participant gets to decide what is recorded and used after the meeting ends.
Everything On. This is the default and what Salesroom recommends participants. It's what most people are used to on other video conferencing providers when the meeting is being recorded.
Video Off. Means we won't add you to the video recording after the meeting, including highlights. This is useful if participants don't want their video to be captured and used anywhere other than the live meeting itself.
Audio Off. Means we won't capture what you say in the video recording, including highlights. An example of when you might want to turn audio off is if there is a meeting where you are happy for transcriptions to be taken but don't want your voice in the video recording.
Transcription Off. Means we won't transcribe what you say. Salesroom recommends participants keep transcription on as it makes a big difference in helping move the deal forward after the meeting.
To get to the consent options when recording is off, click the "Recording Consent" button in the Meeting Lobby. Toggle the options off or on as needed, your choices will be remembered. When recording is on, participants will see a red banner reminding them that they can change their consent.
In the call, from the participant's tab, you are able to see the status of each persons recording consent.
Participants can't change their consent once they are in the meeting. But you can simply leave the meeting, returning to the Lobby to change preferences and then rejoin.
Setting Meeting Defaults
Within your settings, you can apply meeting defaults to ensure recording starts by default, always announce recording and much more. Team or Organization owners can also apply settings for all users.
Privacy & GDPR: Your Data
Change your recording preferences at anytime.
Video is stored securely by Salesroom in the cloud.
Transcription and other detected content are encrypted and stored securely in Salesroom databases.
The meeting owner can delete the recording at any time, and gone means gone.
Your video and transcription data are downloadable by any participant.
Any participant can sync your video with other parties like Gong or Salesforce.