UNCLASSIFIED. Open Brief. Surface Cut.
Field Signals
Zoom AI goes cross-platform
Buyers expect on-call outcomes across stacks.
Ask Gemini in Meet
Machine summaries shape internal decisions fast.
Salesforce Winter ’26 rolling
Show scopes, reduce governance pushback.
🔒 Also Inside
— Playbook Drop: 14-day POV that actually closes
— Benchmark: Target 66.7% demo-to-meeting conversion
— Tool in Focus: Ask Gemini in Meet for decisions
— Role Intel: Open with a four-toggle decision screen
Don’t wait for someone to forward it.
Get the Edge →
🔒 CLASSIFIED. Operator Brief. Deep Cut.
Field Signals
Zoom AI goes cross-platform
Zoom AI Companion 3.0 now runs inside Microsoft Teams and Google Meet, with Webex support flagged as “coming later.” It also captures notes in in-person meetings. Expect buyers to grade calls by outcomes, not recordings.
🔗 Zoom
Ask Gemini in Meet lands
Google is rolling out Ask Gemini in Meet. It summarises live discussions, surfaces decisions and actions, and lets late joiners catch up when Take Notes for Me is on. It pulls from captions and Workspace files the user can already access.
🔗 Workspace Updates Blog
Salesforce Winter ’26 in flight
Winter ’26 is rolling through sandboxes and production through October. Highlights span Agentforce, Data Cloud, LWC and platform QoL. Prep your governance slide and least-privilege scopes.
🔗 Salesforce Developers
Playbook Drop
POVs that close in 14 days
Open: “We propose a 14-day proof of value. Two success criteria tied to money saved, revenue made, or risk reduced. Here they are.”
Show on screen: the two criteria and owners.
Day 1: “Today we capture the baseline for these two metrics.”
Day 7: “We review baseline versus target, exceptions, and named actions.”
Day 14: “We sign findings and choose the next step: contracting, extended pilot, or exit with results.”
Meeting AI hygiene: “Confirm what is captured, where it’s stored, and who can read it. Or run no-recording with a written decision recap inside two hours.”
🔗 Zoom
New this week from Apex Edge Sales Engineering
Apex InsightsTM CIO Priorities Are Demand Signals—An SE’s Field Guide
Cheat sheets that map board themes to discovery prompts, micro-demos, and 14-day POV criteria.
🔗 Link to Insights
Apex NotesTM From Strategy to Restore—How to Make Cyber Resilience Real
Runbook from policy to tested restore, with minimal-privilege patterns, RTO/RPO guardrails, and a restore rehearsal.
🔗 Link to Notes
Benchmark Snap
66.7% of qualified online demo requests should book a meeting
Provenance: Chili Piper analysed ~4M form submissions (Feb 18, 2025). They found 66.7% of qualified demo-form fills convert to a booked meeting when a scheduler is offered immediately after the form, versus an ~industry average of ~30% without it.
SE implication: If your qualified → booked rate is below ~60%, fix the last mile before chasing more top-of-funnel. Actions: embed instant scheduling, kill “double form fill,” and measure load time on your calendar widget. Aim for ≥66% as your baseline; escalate <50% to GTM ops.
🔗 Chili Piper
Tool in Focus
Ask Gemini in Meet: outcome insurance for ICs
Before the call, paste the three target outcomes into the invite. During the call, ask Gemini “What did we decide and who owns it.” After the call, lift the actions and decisions into a one-pager with three buttons only: schedule POV design, start sandbox, request security packet.
🔗 Workspace Updates Blog
Role Intel
Enterprise SE, global accounts—decision screen beats tours
Context: multi-vendor buyer on mixed Zoom and Teams.
Field trick: open with a decision screen of four persona toggles. Each runs a 90-second micro-demo that ends in a money metric. Pre-seed outcomes so Zoom/Gemini summaries mirror your terms.
Result: faster alignment and cleaner Day-14 decisions.
🔗 Zoom
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