Confused about how to use Chorus? Check out the instructions and links below for more information on how to get the most out of this important sales tool.
Chorus is a call and demo recording software for customer-facing team members. This tool tracks keywords, provides analytics, and transcribes calls into both Salesforce and Outreach. Chorus is used to onboard new team members, provide ongoing training and development for existing team members, provide non-sales employees with access to sales calls, and allow customer-facing team members to recall certain points of a call or demo.
Log into Chorus by clicking on the Chorus SSO tile in your Okta dashboard. If you are not able to login, please post in the #chorus-users Slack channel for further assistance.
To comply with GDPR and similar privacy laws, all team members with a Recorder license in Chorus are required to use a feature called Chorus Scheduler when organizing meetings with customers. Chorus Scheduler creates a Go-Link, which routes attendees to a designated landing page for location-based compliance capture so that a meeting host can obtain explicit consent from the participants to record meetings. If meeting hosts do not use Chorus Scheduler for customer meetings, Chorus will not record the meeting. For step-by-step instructions on using Chorus Scheduler, please watch this 3-minute demo and refer to the Call Compliance with Chorus Schedulers deck for additional information.
The data retention policy for recorded calls in Chorus is 90 days as of March 1, 2022.
Confidential.
Trackers can be keywords or phrases that you are interested in highlighting across sales conversations. These can be used to track competitor mentions or client feedback, for example.
Managers can submit an issue in the Sales Operations project using the Chorus Tracker Request template to have a Chorus Tracker created. Individual contributors who would like a Chorus Tracker created can sync with their manager and have them submit the request.
For additional assistance regarding Chorus, please reach out in the #chorus-users Slack channel.