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RocketVideo · Native on Salesforce

Turn video conversations into Salesforce intelligence.

RocketVideo captures, analyses, and activates the data inside customer video meetings , directly inside Salesforce. From recordings and transcripts to engagement analytics, AI summaries, key moments, risks, buying signals and next steps.

Record & transcribe AI summaries & insights Engagement analytics Action items
RocketVideo inside Salesforce
The problem

Video meetings are full of data. Most of it gets lost.

Your teams already have the conversations that drive revenue, service quality, retention, and customer trust. But after the meeting ends, the real detail often disappears.

Recording lives outside Salesforce

Transcript disconnected from accounts & opps

Engagement is guessed, not measured

Follow-up relies on manual notes

Managers see only what was typed in

RocketVideo turns every video conversation into structured, searchable, actionable Salesforce data.

What RocketVideo does

One video meeting. A complete Salesforce record.

A full conversation intelligence layer inside Salesforce, so a meeting becomes part of your customer record, not a forgotten file.

Salesforce TaskDiscovery Call · GDL · UK Broadband Rollout
Rec
RocketVideo
  • Overview
  • Transcript
  • Engagement
  • Speakers
  • Topics
  • Action Items
  • AI Summary
Recording15:42 / 45:12
Live recording
Buying signal detected
Key moment 04:21
Key Moments6
Key moments
Agentforce Summary
Agentforce summary
Engagement Over Time
Engagement analytics
Talk-Time & Sentiment
Conversation analytics
Action Items7
Action items
Live Transcript
Transcript
Topics
Topics
Team Next Steps
Team next steps
Recording Transcript Engagement Key moments Agentforce Action itemsSynced to Salesforce
  • Full video recording
  • Speaker-level transcript
  • AI-generated summary
  • Key moments by timestamp
  • Buying signals, concerns, questions, decisions
  • Topics discussed
  • Participant profiles
  • Engagement scores
  • Talk-time distribution
  • Sentiment by chapter
  • Suggested action items
  • Assigned next steps
  • Related Salesforce record context
  • Searchable across every meeting
  • Linked to the right account, opp or case
Salesforce-native intelligence

Built where your teams already work.

RocketVideo is designed to sit inside Salesforce, not beside it. Connect video intelligence to accounts, contacts, opportunities, cases, tasks and activities, so sales, service and CS teams can review, understand and act without leaving Salesforce.

  • Connected to the records that matter
  • Review the conversation and the outcome in one place
  • A CRM record that reflects the real conversation
Every call. Every insight. Every next step.
Engagement intelligence

See how every stakeholder really responded.

RocketPhone.ai's AI analyses the visual and behavioural signals inside a video meeting , expressions, attention, responsiveness, mannerisms and changes in participant behaviour , then maps that engagement to every section of the conversation.

Participant engagement over time inside RocketVideo
Who was most engaged
Where engagement increased or dropped
Which topics created concern
Reactions to pricing, timelines, risk, value
Who dominated, and who went quiet
The strongest buying signal of the call

The most important signal in a meeting isn't always what someone says , it's how they respond.

Chapter-level insight

Understand the meeting section by section.

RocketVideo breaks conversations into meaningful sections, each with its own engagement, sentiment, key moments and participant behaviour. Jump straight to the moment that matters.

DiscoveryPricingSLAsRolloutTermsSupportRenewalNext steps

"Did the buyer lean in during the value discussion?"

"Did Finance disengage during pricing?"

"Did the customer become more confident after the service plan?"

"Did the executive sponsor engage during renewal?"

"Which part of the meeting changed the outcome?"

Key moments & AI summaries

Find the signal without replaying the whole meeting.

Every moment is linked to the transcript and timestamp, so anyone can jump straight to the source. Alongside it, a practical AI summary captures what happened, who was involved, what was agreed, what risks remain and what to do next.

Buying signalsConcernsQuestionsDecisionsDiscoveryRisksCommitmentsNext steps
Every conversation. Every insight.
Action items

Turn meeting insight into Salesforce action.

RocketVideo helps teams move from conversation to execution. No more "great call" followed by poor follow-up.

Update the opportunity
Send a proposal
Create a follow-up task
Schedule a site survey
Open a contract review case
Share pricing detail
Confirm a renewal plan
Escalate a service issue
Assign internal owners
Use cases

Built for every team that talks to customers.

For sales

Better deal intelligence from every meeting

  • Capture discovery, demo, proposal and negotiation meetings
  • Identify buying signals and objections
  • Understand stakeholder engagement
  • Spot pricing or commercial risk
  • Coach reps using real meeting evidence
  • Increase forecast confidence
Example:Procurement pushes back on price, Finance asks for a cost breakdown, and the IT Director becomes highly engaged during the SLA discussion. RocketVideo captures the full picture and attaches it to the opportunity.
For service

Better context from every customer conversation

  • Capture customer concerns
  • Track sentiment changes
  • Identify unresolved questions
  • Review service quality
  • Create case follow-ups
  • Coach support teams
Example:A customer starts the call frustrated, becomes more engaged during the resolution plan, then drops again when timelines are discussed. RocketVideo shows exactly where confidence changed.
For customer success

Better account intelligence from every meeting

  • Analyse QBRs and renewal meetings
  • Track executive sponsor engagement
  • Identify churn risk signals
  • Capture expansion interest
  • Review onboarding conversations
  • Build richer account history
Example:The admin is highly engaged, but the executive sponsor is quiet until ROI is discussed. RocketVideo makes that visible, giving the account team a better next move.
For leaders & managers

Better coaching, visibility and decision-making

  • Review calls without watching full recordings
  • Spot recurring objections or service issues
  • Identify coaching moments
  • Compare talk-time and engagement
  • Track customer sentiment
  • Improve team performance
Example:No more relying only on rep notes or activity fields. Managers see the evidence, directly inside Salesforce.
The wider RocketPhone.ai platform

One platform for every customer conversation.

Together, RocketPhone, RocketCell and RocketVideo capture and process the conversations that shape your customer relationships, across voice, mobile and video.

Voice

RocketPhone

Make, receive, capture and act on phone conversations with AI summaries, bookmarks and Salesforce automation.

Learn more
Mobile

RocketCell

Bring mobile calls into the same conversation intelligence layer, even when teams are away from the desk.

Learn more
You are hereVideo

RocketVideo

Recording, transcription, engagement analytics, key moments, AI summaries and action items, native to Salesforce.

Why RocketVideo

More than a recording. More than a transcript.

The questions standard meeting tools miss, answered automatically, inside Salesforce.

Who was engaged?

When did the conversation change?

Which topic created concern?

Who showed buying intent?

What follow-up was agreed?

What should happen next?

That's the difference between storing a meeting and understanding it.

Ready when you are

Bring your video conversations into Salesforce.

Understand more, act faster, and make better decisions on every customer meeting.

Enterprise secure Salesforce native AI engagement scoring Voice · Mobile · Video