Zoom – Licensing Overview & Enterprise Pricing

This article is the third in a series about how to get started with Zoom in an enterprise environment. This includes understanding Zoom Licensing & Enterprise pricing.

Zoom’s product is sold in the classic software/cloud, as a service model. Fundamentally this service is based and consumed primarily at the user level. This means that you will need to buy a license for each user that will use Zoom. Just like a mobile service plan, Zoom offers both a number of premium add-ons to enhance the standard user license. Of course these add-on’s are combined into a bundle with the core user license when buying licensing at scale as well. The Zoom Room license can be thought of just like a user license, where each room needs its own license and potential add-ons. Zoom also has additional account level based licenses that are only applied globally at the account level. This additional level can be used for global features as well as professional services you can purchase. In order for you to get all enterprise management, SSO, and branding features, you need to have at least 10 user licenses on the account.

Zoom User Licensing

The great news about Zoom is that there is really only one type of license for a user. Which as of today is called a “Licensed User” (formally called “Pro)”. This user license gives you all the capabilities of hosting standard meetings up to 100 people with the base user license, and expands depending on bundles you are in. What is the “On-Prem” user license? A On-Prem user license (formerly called “Corp”) is the same as a standard user expect for that all meetings are hosted on-premises inside your company running on your own hardware using Zoom provided virtual machine Multimedia Router (MMR) servers. This is only for customers that have strict business requirements around keeping communication traffic on their own internal network (this only applies for meetings). The free license is called “Basic” and has the limitations that If three or more participants join, the meeting will time out after 40 minutes.

On top of the core user license, Zoom currently offers three distinct add-on’s for a user: Webinar, Large Meeting and Zoom Phone. These features can be enabled via provisioning of the user as well.

WebinarAbility to give webinars – A user can only have one of these assigned at once.

  • 100 Participants
  • 500 Participants
  • 1,000 Participants
  • 3,000 Participants
  • 5,000 Participants
  • 10,000 Participants

Large Meeting – Increase the maximum number of participants in a meeting – A user can only have one of these assigned once.

  • 500 Participants
  • 1000 Participants

Zoom Phone – Cloud PBX Phone System

This product is licensed to be able to make and receive external calls. If a user only needs to make internal calls, there is no charge for Zoom Phone. The calling plan for the user or common area phone/analog needs to be picked based on where the telephone number is located. Meaning if a user wants a phone number in the USA and the UK, they will need two different calling plans with Zoom. If all your phone numbers are routed via your own ‘BYOP’ SIP Trunking, then you only need a single calling plan for each user.

  • Metered Calling Plan – Includes a single DID for the user. All calling will be charged per minute based on your account rate plan /bucket of minutes.
  • Unlimited Calling National + Metered International – Includes a single DID for the user. All national calling for the user will be unlimited from where the user is based, International calling is based on your account rate plan
  • BYOP – ‘Bring Your Own Phone’ – Which means Bring your own SIP trunk (via internet or direct peering via internet). This allows you to send PSTN calls via your own infrastructure.
  • BYOC – ‘Bring Your Own Carrier’ – Pay for you plan via your Carrier SIP Trunk (usually purchased in the channel. The idea is for a large company that has existing contracts, you can continue to use them for calling, and zoom will peer with them on the phone company side.

Zoom Room Licensing

Zoom Rooms – Licensed based on the type of functionality you need for a room. A room can also be enabled with a Zoom Phone number to make outbound/inbound phone calls using the same calling plans purchased for users.

  • Zoom Room – The Primary paid Zoom Room Software License.
  • Scheduling Display Only – ‘Basic’ free Room Scheduler display only. For spaces that need to be booked, but don’t have a Zoom Room inside.
  • Digital Signage Only – ‘Basic’ free digital signage display.

What about Zoom Room meeting capacity? For meeting started from a Zoom Room, the number of participants the meeting can hold uses the Meeting Capacity account level setting. You can see this number under Account Profile section of Account Settings. You can also license a Zoom Room with a large meeting add-on plan, individually.

The great thing about Zoom is the more you buy, the more value you get . The only exception to this rule is that if a company has less than 10 user Zoom licenses, you do you not get any advanced admin/sso/branding features, and is not considered enterprise.

The bundles names really do not matter technically. In practice what Zoom bundle you buy is just a SKU bundle at different price points containing a bundle of a user licenses & add-on’s. Meaning you do not get 50 ‘business’ user licenses then 600 ‘enterprise’ user licenses, instead you will just have 650 total user licenses. With 600 ‘500 participant Large Meeting & 600 ‘500 participant Webinar’ add-ons. The good news is picking which bundle will get you the best deal is your account manger’s problem. What you really should focus on is caring about is what features you want for your users. With any bundle licenses, when you actually go to provision users, you will need to provision the add-on as part of the enabling process as well.

Zoom Account Licensing and Additional Options

Along with named user/room licenses, Zoom also offers a number of features that are purchased at the account level. Account level licenses are features that are not directly tied to an individual user. These licenses we don’t have to worry about provisioning via SSO as you can’t assign them directly to a named user. I have also included some of the professional services that Zoom offers as well.


  • Enhanced Zoom Meeting Audio Conferencing Options enabled at the account level
    • Toll Free (all users)
    • Premium International and dial-out options.
  • Dedicated Dial-in Number – A dedicated dial-in number lets your attendees join the audio conference without entering a meeting ID. Priced per number/Meeting ID.
  • SIP Connected Audio – SIP Trunking so you can bring your own conference numbers.
  • Cloud Recording Storage – Expand the size of your stage for recordings.
    • 100+ GB with $1.5 per GB extra
    • 500+ GB with $0.5 per GB extra
    • 3+ TB with $0.1 per GB extra
  • PSO – Meeting Event Services – Zoom Offers Operator & Events support services that will help you in your large events for a per event fee.

Zoom Room

  • H.323/SIP Connector – Enabled on a per concurrent call port basis Interoperability using H.323/SIP. This is to enable and using legacy equipment from Polycom/Cisco/Lifesize the ability to dial into the meeting.
  • PSO – Design, Consulting, and Install of certified Zoom Room Equipment. Zoom will help you get setup with Zoom Rooms using their template designs.
  • PSO – Managed Services – Zoom is beginning to offer Managed services that will proactively monitor rooms and maintain your zoom room footprint remotely (must be using template designs)

Zoom Phone

  • Common Area Phones / Analog Gateway licensing.
  • Additional DID’s – Every Zoom Phone user license included a DID, however if you need more you can request them.
  • Telephone Minute Packs – Zoom offers bundles of minutes or per minute rates depending on usage.
  • Direct Connection Phone – SIP Trunking over private networking for Zoom Phone connections. Note this will always use public IP Addresses. This requires a real network team that knows things like BGP and can use ECX or setup cross connects to get connected.
  • PSO – Zoom Phone – Zoom will help you migrate from your existing PBX via Professional Services.


  • Zoom for Telehealth – Custom skills based routing software for telemedicine use.
  • Direct Connection Meetings – The ability to directly peer with Zoom to have 100% QOS to Zoom Meetings. This requires a real network team that knows things like BGP and can use ECX or setup cross connects to get connected.
  • Training – Zoom offers In-Person and remote training for your user base.


Zoom does not advertise its real enterprise prices on their website. As with all enterprise software, where there is mystery, there is margin. This brings us to one of my favorite quotes from a top voice in the business:

The great news is that Zoom is now certified for government use, and you can easily google their GSA Pricelist for Zoom by searching for their contract number: GS-35F-0578Y or GS-35F-303DA + Zoom + .PDF. This will give you a great idea on how Zoom structures their pricing and where to start negotiations for volume licensing.

A few notes on pricing for Enterprise

  • Do your total cost analysis on a per user basis either per month, or per year.
  • Zoom Room pricing will be the same monthly price as your user license for large enterprise.
  • Make sure you bust chops on DID pricing as they are crazy to charge more than 50 cents per extra DID a month for Zoom Phone.
  • You are a high profile customer when you are negotiating for 100K+ a month contract from what I hear. They also like more than 100k yearly customers as that is what they put on their SEC fillings. Not a big as the 100k MRR (Monthly Recurring Revenue) tier but still important to the sales team.
  • Again you are starting a relationship at the enterprise level, and unlike Microsoft. Zoom will listen to your needs and help you.
  • If you are in education, you will get education pricing and might be eligible for free accounts.

Licensing overview documentation:






Zoom – Initial Enterprise Account Setup

This article is the second in a series about how to get started with Zoom in an enterprise environment. This includes getting the initial account setup and verified for enterprise use.

Zoom as a service is structured so that users can get started with Zoom easily. This is to the chagrin of the enterprise IT overlords that want to control everything. As anyone by default can go ‘rogue’ and can start individual subscription or sign up a subgroup of users without any barriers to entry. The good news is that with Zoom, you can setup an enterprise account where you centrally manage all users and prevent this from happening moving forward. What is the technical barrier line in the sand for being an enterprise account? An account is considered an enterprise account with full features when you have 10 or more active user licenses on the account.

When you don't have at least 10 user licenses.
When you don’t have at least 10 user licenses. You will see this message.

Please be aware that a User License is is the same between the Pro, Business, Enterprise, and Education accounts. This includes any trial licensing you get from your amazing account manager, which is always a minimum of 10. The only difference between the tiers advertised on zoom.us/pricing is the bundled Add-Ons that you get included when you scale up your user count. Again just like Office 365, you are technically buying a license bundle that includes add-ons when you buy in bulk. More on this in the next article in the series.

The way Zoom verifies that you are in fact the administrator of the enterprise account is just like with Office 365 or GSuite. Where you need to ‘claim’ your domains names in order to verify you are in fact the enterprise manager for your company. This claiming is of domains via done via DNS TXT records. Once you do this, you then have the ability to merge in all of your rogue users into the master enterprise account. Don’t forget to make sure you have the required user licenses before starting this process. By default any basic/non-paid account will be merged in automatically once you claim your domains. Merging any paid rogue users can happen in three ways:

  1. Have your Zoom CSM merge the accounts into your master account for you.
  2. Setup Single Sign On – The users will automatically be moved over to your master account once you turn on force users to sign in with SSO.
  3. Email Invite – You can invite other paid users into your account. However they can choose to ignore your request.

After claiming your domains you need to apply for a Vanity URL subdomain from Zoom to be able to setup SSO, branding pages, and other enterprise features. Lastly there are a number of features which are not enabled by default in the account, but can only enabled by your account manager/CSM submitting a ticket to enable the ‘OP Flags’ you need on your account.

Step 1 – Sign Up for a Zoom Account and Get Initial Licensing

  1. It’s simple. Sign Up for Zoom account via the Zoom website. Ideally this should be a service account email address, however you can sign up with any email address initially. The master account can easily be changed later in the account profile page.
  2. Confirm your email address.
  3. Upgrade your account to the enterprise account level. In technical terms, you need to have an account with a minimum of 10 licensed users. Note this used to be called ‘Pro’ users up until a few weeks ago. Until you are on that account level, you will not have the ability to complete the Enterprise SSO/Vanity URL Setup. The options are to work with the Zoom Sales team to start a relationship to get some trial licenses or throw down a credit card immediately if you need to get started asap.
  4. Once your account has licensing, the Account Profile page will expand from very limited information to a page where you can configure the details.

Zoom Documentation:




Step 2 – Setup and Verify Domain Names

Similar to most cloud services, you need to be able to prove that in fact you are an administrator of the domains you own. You do this by adding some public DNS Records to validate ownership.

  1. Login as an administrator to the Zoom Portal
  2. Navigate to Account Profile
  3. Under Managed Domains Click Add
  4. The Add Managed Domains will pop up. Enter the domain names you want to control.
  5. Click Add.
  6. You will now be able to verify each domain you added by clicking on Verify Domain.
  7. You will be prompted to verify your domain. There are four options, however DNS verification is by far the quickest and easiest. Select Add TXT Record, and Click Next.
  8. You will be prompted to add at TXT DNS Record to your domain.
  9. Open a new tab in your browser and login to your dns provider (this example uses Hover) and add the record by copy pasting the text in as new txt record on your domain.
  10. Once added, click verify domain and it should validate within an hour (the time it takes for dns to typically replicate).
  11. Repeat for the rest of the domains you want to manage.

Once you have successfully verified the domains, all free accounts are automatically converted over to the master account. Any existing paid accounts will be moved over when you enable SSO or work with your Zoom Account Team. You can click on the “View Domain Users Summary” to see both account users, and the existing ‘rogue; users.

Zoom Documentation:


Step 3 – Apply for the Vanity subdomain.zoom.us

The vanity URL Subdomain.zoom.us is used for two major features in Zoom: SSO and Branding. You need to pick a name that will be used for the long term as it will be almost impossible to change later. Please be aware that this domain will become the URL basis for all the meeting invites moving forward. If you see the company changing names in the future. I would recommend picking a vanity url that is generic if you can find something that works. Just be sure to talk to your account manager as it will require approvals. It typically takes a business day to process your Vanity URL request.

  1. Login as an administrator to the Zoom Portal
  2. Navigate to Account Profile
  3. Under Vanity URL type in a subdomain you want to use and Click Submit.
    In my example I used ‘soaklabs’.

Zoom Documentation:


Step 4 – Request ‘OP Flag’ Backend Feature Enablement – OPTIONAL

Zoom has a number of ‘hidden’ features they can set on account level in the back end ‘OP System’. Some of these are restrictions to the service that can only be lifted with a large contract. So your milage will vary with getting approvals for these features. As of the beginning of 2020, if you want to the following features, please work with your account manger/file a support ticket to get enabled on on the back end (my unofficial list):

OP FlagDescriptionSoakLabs Notes
Simultaneous Concurrent Desktop LoginsThe ability to stay logged in on multiple computers at the same time with the same user account in the Zoom client.This is now on by default for enterprise accounts, but needs to be processed manually.
Join Multiple Meetings Simultaneously on DesktopThe ability to join multiple meetings from the same zoom account at the same time or from different logged in with the same account computers.Zoom will typically only enable this when you are enabling all users in your org for Zoom.
Disable Airplay in Zoom Rooms/ClientsFor networks that don’t support Airplay, you can ask to have it disabled so it’s not an option.
Enable 1080p Video1080P Glorious Video!
Please be aware that 1080P requires up to 10-15 megabits of upload for the user who is sending video and content at the same time. Which is in line with sending two streams at Netflix Quality Standards.
Currently not supported by CRC but coming soon. And yes the video quality is that good.
Enable Phone Dial-In ContactsAccount owners and admins can create a list of phone dial-in contacts that can dial in to a Zoom meeting and have their name displayed in the participants list.
Enable Custom Live Streaming WatermarkA logo or custom image can be uploaded to your Zoom account to display when live streaming to Facebook, YouTube, Workplace by Facebook, or a custom streaming service.
Enable Language Interpretation in Meetings and WebinarsUsers that would like to include interpreters in their meetings or webinars now have the ability to enable language interpretation.A marquee feature of Zoomtopia 2019.
Enable Paypal IntegrationThe Zoom with PayPal integration allows you to charge a registration fee for your webinar through PayPal.
Zoom Rooms – Enable Reserve Other Rooms and View Floor MapYou can allow your users to reserve any available Zoom Room from a scheduling display using mapping features.
Enable Calendar of Public Meetings and WebinarsZoom can enable an option that lets you schedule Zoom meetings on a public calendar associated with your vanity URL.
Export Account SettingsAccount owners and admins can export account settings and group settings for review as a CSV file.
Zoom Phone – Enable Shared Global DirectoryAccount owners and admins can create a shared global directory by importing contacts using a CSV file. The shared global directory is accessible by phone users using the Zoom desktop client or mobile app.
Zoom Phone – Enable Contact Center IntegrationAccount owners and admins can integrate Zoom Phone with contact center solutions, allowing you to utilize the phone features of Zoom Phone while using a contact center solution to handle calls.

In the next article, we will be looking at understanding Zoom Licensing. It’s really not that hard once you get used to it.


Zoom – Getting Started in Enterprise

This article is the first in a series about how to get started with Zoom in an enterprise environment. Including the enterprise relationship, Zoom’s sales team, and how Zoom develops its product.

Preamble – Working in Today’s Cloud Ecosystem

Unlike the old school days of when everything was just a box in your server room. Working with cloud services requires a fundamentally different approach to managing technology. There is no ‘internal’ data center that you own everything end-to-end by default. Where you just spin it up the new server, join the domain/LDAP, and install the software. To give perceptive, every assumption & procedure in that last sentence is totally different for cloud services. Let me explain.

Spinning Up the Server

This is the one that everyone loves about cloud services. Not having to manage hardware! WOOHOO! Let the cloud providers negotiate with AWS, Azure, and GCP. Just hope they don’t put their eggs just in just a single basket. Chaos Monkey for the win! However there is another side to this coin. Your application is now not on your prestigious internal network, or in your micron rated filtered data center. This means there is not a usually built-in security advantage or optimized internal packet flow. The way you approach the security of your company data is going to be different. Because you are now no longer owning everything. You now need to create relationships with the companies with the app’s you are consuming. To make sure they actually have proper security practices. Not to mention being properly audited by Infosec Swift’s loyal followers.

Join the Domain

Since this server was on the network. In more cases than not, it was a windows box that was joined to the domain. This means you already had access to a gaggle of tools around access controls, management, and communication options. When working with cloud services today, you need to bring your directory to the cloud. Thankfully there are SAML/SCIM based services like OKTA, and Azure AD it makes this possible, and can be pretty straightforward to do. More on this in another article.

Installing the Software

The most advertised feature of the cloud is not having to manage the day to day operations of the application. It’s always online and up to date. The downside is that you are now signing up to get on a train that never stops, and it will constantly move forward. You don’t get to control when new features come out, setting your own downtime, or owning your upgrade windows. Meaning you now need to subscribe to all of the support notifications by the app host to see when they are breaking things. You are now forced to commit time on your calendar for application lifecycle management. Instead of this always being on your own time terms.

Most importantly above anything else, your relationship with the application vendor has now fundamentally changed. You are now paying them every month or yearly for a piece of software. If you don’t pay… they will cut you off instantly. Your leverage of being able to say, no we are not spending a single more penny until X,Y, or Z feature is developed or fixed is now far more complicated. You now have a relationship more akin to your telecom provider. Where you are now are thinking about your lifecycle around contract terms, and having to build in six months of overlap if you want to switch away. But with the additional problem of these services are usually not commodities.

Don’t get me wrong, I agree with Ben Thompson & James Alworth on the Exponent 159 Podcast where they talk about this re-arrangement of the value chain in the context of MongoDB and Microsoft. It’s amazing that you now only have to worry about the application itself, and not all the infrastructure bits behind it. However you are now a partner with the service. This means you are not just a consumer of software/hardware on your own terms. You now are apart of their service. Always understand that. You need to clearly understand your provider’s motivations, incentives, and business model to make sure you are not going to be blind sighted in the future. I recommend listening to Scott Galloway’s advice of that you should always read a company’s IPO’s S-1 (If recent) and public company’s routine SEC filings for the real picture of a company. In Zoom’s case a lot of what I say below about their engineering team is clearly and only disclosed in their SEC filings.

Starting a Enterprise Relationship with Zoom

My favorite part of cloud services is that there is practically zero marginal cost for the cloud providers get you setup in their service. Chances are you already have users already consuming Zoom and expensing it to get their job done. With Zoom, if you are a business that wants to enable Zoom for more than 50 users, you will always need talk to their sales team to get started. This is for your benefit, believe me. Not unique to Zoom, working with the sales team is your key relationship you want to support and foster with your technology providers.

Charles Bryels – Account Manager Extraordinaire


  • Pricing! – Good pricing is obtained by negotiating with your account manager. Like everything else you buy in bulk. Pricing goes down the more you buy. Everybody wins!
  • Free Trial – If you want to kick the tires. Zoom will pretty much always give you the time to do a proper evaluation of all features before your buy.
  • Lab Accounts – Always get a lab environment if you are supporting more than 1000 users. Zoom will not have an issue with it. Rather it’s the opposite. Zoom will be very thankful as this is where you can reproduce issues with them without it hurting. This matters even more when you have multiple integration points into Zoom.
  • Feature Requests – All major feature requests and communicated via the account team (via JIRA ID’s), and it matters a lot.
  • Beta Program Access – This is how you get signed up for beta programs to get ahead of the game. This also gives a more direct link to the product development team. This enables you to give feedback more directly in the time that matters most.
  • Support Escalations – A great account manager knows all the key people in the company and will move mountains to get your needs met.
  • Free Swag! – We all know that swag can be considered currency in some places. Or more importantly if anyone has any Theranos Merch, please contact Christina Warren ASAP!
  • Customer Advisory Council Access – If you are in the fortunate enough to be considered for it. The CAC is where existing group of select customers convene on a regular basis to advise the company on industry trends, business priorities and strategic direction. This gives you access to long term strategy under NDA, and enables you to help make the product better.
  • Please Note – If you are not a large customer you may only get a subset of these resources. How does Zoom define a large customer? Any customer that has more than 100k of monthly recurring revenue or 5000+ users.

To get started, click on the contact Zoom Sales button below to start the relationship:

Always a good suggestion is to use the additional information text box to convey some key information. This will make the process better and more importantly more efficient for you. The initial person that looks at this is typically in the inside sales team which is typically the most junior people in the sales team. It’s best to make their lives easier by giving them some initial information:

  • What you are using now to solve your real time communications needs and what you are looking for in a product?
  • Give an overview of you company and what it does in a few sentences – This is to route you to the right account team quicker.
  • How many users you plan on enabling?
  • Why you are looking at Zoom?
  • Tell them you were referred by SoakLabs 🙂

After getting the relationship started by submitting the form. You can then move ahead getting started with the initial enterprise account setup. You can either do this by getting acquiring trial licensing on the account so that you can try out the various features for a period of time via sales. Or you can just lay down a credit card as well, but you will still need help from them getting the enterprise features setup. The next article will be on this.

Zoom’s Enterprise Sales Team


Like pretty much all technology companies, Zoom has a fully staffed sales and support team to help you in using their product. In fact this whole team makes up the majority of the people working at Zoom today. Understanding how enterprise sales works will help immensely. The people you will work changes depending on where in journey you are with Zoom. This journey is divided into two parts: Pre-Sales & Post Sales.

Pre-Sales is the time before you sign and purchase the large contract. This is the time where you evaluate the product, get internal stakeholder/executive approvals, start a proof of concept, perform the security assessment, and really kick the tires of the product.

Post-Sales is the time after you sign the contract to use Zoom. This is the time Zoom will support you in implementing the product, supporting the cutover process, helping technically, support/features escalation, and training. Again please note if you are not a large customer. You may only get a subset of these resources described in this article.

I recommend reading Mastering Technical Sales, The Sales Engineering handbook, by John Care & Aron Bohlig. This book is geared towards the Sales Engineer which I find is a good perspective. Yes I understand this book is not 20 bucks, however it’s money well spent as understanding the sales process can save you both significant time in the process, and literally 100’s of thousands of dollars off the final price tag.

Zoom’s Team Members in Order of Appearance

Inside Sales Representative/Operations – This is the person that will first look at your sales request you submitted using the link above. They will typically reach out promptly to have a quick 30 minute Zoom meeting with you to talk about the five questions I highlighted above. Their job is to connect you with the right Account Manager based on your size, company vertical, and location.

Account Manager (AM) – Owns the Zoom relationship with you. Is the primary person you interface for negotiating the contract, additional licensing, getting resources, and everything in the previous section. They are responsible and on the hook for facilitating and maintaining a successful relationship with you. They are in it for the long term. This person will make or break your relationship with Zoom. The great ones are hard to find. If you are not getting a good experience with your Account Manger, please make sure to reach out to a Zoom Executive if the relationship is not there. In Pre-Sales, the account manger will have you work with their sales engineer for all things related to Zoom. In Post-Sales, the AM will transition you to work with your CSM. Just remember at the end of the day your AM is still a sales person at heart, and still works on commission (Based what I read in their 10-Q, the monthly recurring revenue (MRR) number or what a customer pays monthly for Zoom is the key sales metric).

Sales Engineer – Mainly a Pre-Sales role, the SE goal is to technically inform you about Zoom, answer any general questions, and guide you through the process of getting setup with Zoom usually in the proof of concept phase. They are your point person in pre-sales for all technical/usability questions.

Zoom Executives – If you need to facilitate meetings with your executive team and have a need to talk in CIO platitudes or just to have executive level discussions, Zoom can provide that. Just make sure you get a fancy acrylic business card from Zoom’s CIO to complete the experience.

Solutions Architect – These are your technical experts you can work with on serious technical designs or features that your SE or CSM can’t answer. Each architect typically focuses on different areas of the product. This means you will usually work with a few. They are also you conduit into product management for feature requests and issues

Customer Solutions Manager (CSM) –  Your trusted advisor and account operational lead post sales. This person is assigned to your account once your sign a contract. They become your go to person for all operational tasks including on-boarding, deployment, facilitating meetings with experts, feature requests, support escalations, and more. They will also help with training and coordinate training resources.

Professional Services Organization – The PSO team can also be engaged for more high touch engagements. This includes Webinar & Large Meeting ‘Operator’ Production Support, Zoom Rooms Conference Room Install (Remote, Assist, or a Full A/V install), Zoom Phone Cutover, and they are now getting into Managed Services around Zoom Rooms as well.

Support – Zoom’s support team is great for the end user and level 1 and 2 questions. However for any technical issue that cannot be resolved in a self service manner or bug that is an engineering issue – You need to submit a support case and then escalate via your CSM. More on this in another article. However Zoom is currently working this year to improve their Tier 3 ‘ Microsoft Premier’ type support offerings (I hope).

Zoom Engineering

Zoom’s development takes place in two major places. At their offices in San Jose, California, and in multiple offices in China. Internally Zoom is really organized into two very specific company silos: Sales/Support/Operations and Engineering. This is not a unique to Zoom. However there is a very big divide where the engineering teams are kept intentionally in their lane to stay the most productive. Zoom has three distinct ways to connect engineering into the company: Through Eric & the executive team, their product managers, and JIRA. That’s it. Understanding how Zoom operates is critical for any feature request, support issue, or production change that you need. As if you do not navigate this process the right way, your request will die with the account team, or with support.

Zoom has a worldwide workforce. Their engineering team is divided between multiple very different time zones. For Zoom to get work done, they use a system called JIRA. Now what is JIRA? Well at its core, JIRA is a system that tracks and manages work. Zoom uses JIRA for at least three distinct things: feature development, change management, and bug tracking. This means aside from the executive team where I am sure everything is done via side deck; all work is started, assigned, and tracked via JIRA. The product managers use it to create new JIRA ‘issue’ tickets describing a feature in detail that needs to be developed. This is sometimes called a user story. This ticket might be broken down by engineering into specific engineering chunks of work to get done. When a product release happens, a bunch ‘issues’ are combined into project that is then committed and released. The operations team uses JIRA in the exact same way. If you need a SIP Trunk setup. Your SE will submit a JIRA request with the details, and the work will be completed. Lastly it’s the same way with support. If your support issue cannot be resolved by anything a customer has access already via the website/API/configuration plus a little more. Support will also submit a JIRA ticket for the issue into engineering to be looked at.

To sum up my point here…. If your engineering feature request, change management, or reproducible bug does not have a JIRA issue ID. IT DOES NOT EXIST. Also support tickets (Zendesk) are NOT JIRA Issues. Yes there is a link between the two systems, however they are separate.

Who has access to JIRA that you can talk to? You CSM, SE, SA, and some senior support people. That’s it. Account managers do NOT have access to JIRA. In practice it’s your CSM’s job to track all of your JIRA related issues for you. That is what separates the best CSM’s from all the others. They know that they need to be experts in JIRA (& Zendesk) to both find information, and to get things done. For a large customer who has 1000’s of seats for Zoom, it’s typical to have dozens of issues being tracked by your CSM. Or if you are me it’s more like 100’s. Sorry Mike!

How Do I Submit Feature Requests/Bugs/Changes?

Feature Requests – First work with your SE/SA/CSM to make sure you understand both your needs and how it fits into Zoom. The closer you match Zoom’s though process the better. Second once a feature is identified it needs to be explained into a user story and justified with the jobs to be done framework. Finally once all the information is assembled your CSM/SE/SA will create a JIRA issue (or duplicate, or add on to an existing issue) for your request. Make sure you get the ZOOM-XXXX JIRA ID.

Change Management – Any backend changes that need to be done for your account will usually be processed by your CSM/SE. They will usually have a form that needs to be filled out and then submitted into JIRA.

Problem or Bug – For any support case, first you need to engage support. You need to clearly reproduce the issue in production for support to to escalate to a senior person for them to create a JIRA Issue. Please note that Zoom is running into the same issue that Microsoft has. Their support team is great for level 1/2 issues. However once it reaches a certain point and need to escalate to engineering to look at. The issue can and does get lost in the mix. Especially if the issue is not service impacting in a major way. This is how I think Zoom’s major security bug in the news was lost in the mix last year. If your issue becomes a JIRA ticket. You will need to ask for it the JIRA ID and then escalate and track with your CSM so that it actually gets looked at and prioritized. The bad news is that support will not be of any help in this scenario right now (Prove me wrong Zoom!). As the support team metrics for success are not setup for tracking cases that get passed too JIRA. In fact they have every incentive too close or to put those cases in a special category like ‘hold’ as it will breach SLA’s otherwise.

Zoom Product Management 

Studying Zoom’s product management takes a large amount of kremlinology. Yes I know who is number one at Zoom. It’s says as much in the SEC 10-Q report every quarter:

“Our success depends in a large part upon the continued service of key members of our senior management team. In particular, our founder, President and Chief Executive Officer, Eric S. Yuan, is critical to our overall management, as well as the continued development of our products, services, the Zoom platform, our culture, our strategic direction, engineering, and our operations in China. All of our executive officers are at-will employees, and we do not maintain any key person life insurance policies. The loss of any member of our senior management team would harm our business.”

Zoom SEC Report 10-Q Q3 2019

However figuring out product direction is a very much more complicated process. Yes, Oded Gal is the Chief Product Officer, and yes he has assembled an amazing team of product managers including Nitasha Walia, Cyntina Lee, Jeff Smith, Vi Chau, Abhishek Balaji, Mila Krivoruchko, and many more. All of these people are amazing don’t get me wrong. It is also the number one reason to go to Zoomtopia every year is to talk with them, and the engineers that come as well. Well aside from watching Janine Pelosi working magic. Such a brilliant marketer. However the real mystery is how those requirements get translated and approved by engineering? As all of these product managers are in San Jose, and there are over 700 engineers or a lot of the entire engineering team that does not reside there. How features and bugs get prioritized is complicated to say the least. Moreover knowing where the product is really going is probably the biggest mystery of them all.

Side Note: There is a great now defunct podcast series that was made called Debug by Renee Ritchie and Guy English. They had a great run of shows with two former product managers at Apple from a few years ago. It’s a great series. If you only listen to one, listen to Debug 76: Melton & Ganatra episode IV: Management – This episode is gold around managing from two very successful now former managers at Apple. Don Melton, former Director of Internet Technologies (creator of Safari and WebKit) at Apple, and Nitin Ganatra, former Director of iOS Apps at Apple, talk about managing teams, managing up, retention, rivalry, and more!

Listen to the series of interviews from the beginning in order:

Now being a product manager is probably one of the hardest jobs there is. As you are fundamentally steering a ship of people with little guidance, into the unknown. There is a very big reason why Apple forced most of their engineers to move to Silicon Valley for decades. It’s because managing people is very hard. Yes obviously that Zoom uses the tools its created to breakdown geographic barriers. However going back to the analogy of kremlinology, Zoom is a mystery of what incentives are actually the ones that matter in how engineering works on the product.

In conclusion, my only advice is the one in the previous section. Make sure you have a JIRA issue ID. If you don’t, the request does not exist. Also make sure your friends and peers at other companies duplicate those JIRA’s issues. Just like at Apple, when they say file a Radar. It’s the best visibility the development team has on what is really happening out there in the real world.


Zoom – Room Update – January 2019 Release

Today/Yesterday Zoom released a new version of their Zoom Room Conferencing Software to version 4.3.0 (390.0130). This release is jammed packed with so much stuff which made the release notes scroll forever!

My favorite features are:

  • Zoom Voice
  • 1080p
  • One Click to Join Third Party Meetings (not tested yet)
  • Dual Displays with touch screen and non-touchscreen

You can update to the release starting today by using the Zoom Room dashboard in your account.

Direct Download Links:

From the release notes: https://support.zoom.us/hc/en-us/articles/115002847143-New-Updates-for-Zoom-Rooms-for-PC

Changes to Existing Features

  • Make Zoom Rooms an Alternative Host
    When enabled, Zoom Rooms automatically become the host when it joins a meeting before the host. When disabled, Zoom Rooms is an attendee when it joins a meeting before the host. This setting is enabled by default. 

New and Enhanced Features

  • Zoom Voice
    Zoom Voice is a cloud phone system available as an add-on to Zoom’s platform. Support for inbound and outbound calling through the public switched telephone network (PSTN) and seamlessly integrated telephony features enable customers to replace their existing PBX solution and consolidate all of their business communication and collaboration requirements into their favorite video platform.
  • In Meeting Features
    • 1080p Support for Video Sharing
      Full High Definition video, 1080p, can now be sent and received.This feature is limited availability. For business customers who would like to be considered for this feature, please contact Zoom Support.
    • Meeting and Call History
      Participants can now view meeting and call history from their Zoom Room Controller. The history includes joined meetings and phone numbers. Account owners and admins can enable this feature from the Zoom web portal.
    • Support for the Raise Hand Feature
    • Toggle Between Hiding and Showing Local Video
      Participants in a Zoom Room can now choose to hide or show their local video from the Zoom Room Controller, on the Participants List.
    • Toggle Between Hiding and Showing Non-Video ParticipantsParticipants in a Zoom Room can now choose to show or hide non-video participants during a meeting.
    • Support for Waiting Room
      Zoom Rooms can now use waiting rooms at a host or participant. As the host, the Zoom Room can see who joins and admit them to the meeting.
    • Additional Participant Controls
      Zoom Rooms can now assign co-host and a participant to closed caption.
    • Identify External Participants
      The host can now view which meeting participants are part of a different account from the Zoom Rooms Controller.
    • Additional Status Options
      The Zoom Room’s presence will now show as “In a Calendar Event” when the room’s calendar is booked and the room is not in a call and “In a Zoom Meeting” when the calendar is booked and the room is in a call.
    • Enhanced H.323/SIP Dialing
      • Keypad for DTMF Entry
        Users who dial out to an H.323 device will now have a keypad available for the duration of the call to enter DTMF tones for the H.323 device.
      • H.323/SIP Dial Out from the Meet Now Tab
        On the Meet Now tab, users can click the Invite Room System tab to call out to an H.323/SIP room system.
      • One Click to Join Third Party Meetings
        With one click, Zoom Rooms can now join WebEx, GoToMeeting, and Skype for Business meetings with an H.323/SIP address.
  • Management Features
    • Enhanced Support for Device Management
      • Autonomous Single App Mode (ASAM)
        Autonomous Single App Mode allows Zoom Rooms to run automatically and stay in the foreground of the device. ASAM requires devices to be enrolled in a Mobile Device Management Device program.
      • Automatic Sign-In
        Automatic sign-in allows the Zoom Rooms app to automatically sign in to Zoom, without requiring an administrator to enter their credentials. This feature requires devices to be enrolled in a Mobile Device Management program.
    • Remove Recurring Meeting from Calendar after Missed Check-Ins
      Account owners and admins can now configure the Zoom Room Calendar to remove an event after a configurable number of missed check-ins.
    • Customize HDMI Label
      Account owners and admins can now add a customized HDMI sharing label on the web, which will display on the Zoom Room controller.
    • Ability to Hide the Contact List
      Admins can now choose to hide the Zoom Rooms contact list from all or select rooms. The setting “Show contact list on controller” is automatically enabled and can be disabled at an account, location, floor, or room level in the Zoom web portal.
    • Adjust the Threshold for Low Battery Alerts
      Account owners and admins can now adjust the threshold at which low battery alerts are sent for the Zoom Room Controller or Scheduling Display.
    • Show a Black Screen outside of Operation Time
      Zoom Room displays will now go black outside of the operation times, unless CEC is being utilized.
    • MSI Option to Disable Auto-run when the Computer Starts
      IT admins can now use the flag AUTOSTART=false when installing Zoom Rooms for Windows with the MSI installer to prevent the Zoom Rooms app from automatically opening upon computer startup.
  • Peripheral Device support
    • Option to turn on/off Intelligent Zoom for Panacast Cameras by default
    • Support for Aver 540 presets
  • Zoom Rooms for Touch Enhancements
    • Dual Displays with a Touch screen and a Non-touch Screen
      Zoom Rooms for Touch can now use dual displays with one touch screen and one non-touch screen. The touch screen will always display the shared content and the non-touch screen will follow the Zoom Rooms display settings.
    • Pan-Tilt-Zoom and Far-end Camera Control Support
    • Access Camera, Microphone, and Speaker Settings During a Meeting
    • Enhanced Participants List
  • Developer Features
    • Zoom Rooms Control System API Version 1.1
      The Zoom Rooms Control System API (ZR-CSAPI) provides a SSH-based API for custom conference room installations.

Zoom – Client Update – January 2019 Release

Today Zoom released a new version of their Windows/Mac Desktop Client which includes the wonderful new user interface.

Users will be seeing the automatic update pop up with at least version: 4.3.53468.0121

Direct Download Links:

This client also has baked in a number of great features which includes:

Release Notes: https://support.zoom.us/hc/en-us/articles/201361963-New-Updates-for-Mac-OS

Changes to Existing Features

  • Updated Zoom Client
    The client is now more modern, sleek, and frictionless. New Chat features include channels, personal channel, starred messages, and contacts.
  • Chat Groups Renamed Channels
    Chat groups have been renamed channels.

Meeting/Webinar Features

  • 1080p Support for Video Sharing
    Full High Definition video, 1080p, can now be sent and received.This feature is limited availability. For business plan customers who would like to be considered for this feature, please contact Zoom Support.

Soaklabs Note: More on this in another blogpost. But the short news is you can do 1080p30 for both video and content!

  • Audio Watermark
    If an attendee records the meeting, their personal information can now be embedded in the audio as an inaudible watermark. This option requires enabling “Only signed-in users can join the meeting” or “Only signed-in users with specified domains can join meetings”. You activate the feature on a scheduled per meeting basis. This is only if the Audio Watermark feature is not ‘locked on’ at the account settings level.
  • Screen Sharing Enhancements
    • Ability to Stop a Participant’s Share
      The host can now stop a participant’s screen share by going to the Participant List and selecting More next to the sharing participant’s name.
    • Improvements for Direct Share
      While direct sharing to a Zoom Room, the green screen share indicator bar will now automatically hide when the mouse is not moving and reappear when the mouse moves.
  • Annotation Enhancements
    • Indicator that a Participant is Annotating
      The host can now identify which participants are annotating by viewing the participants list. The participants who are annotating will have an indicator in the color they are using to annotate.
    • Support for Multiple Pages on Whiteboard
      Hosts can now enable multiple pages for whiteboard. If enabled, they can create new pages, close pages, and navigate between multiple pages.
    • Enhanced Annotation Tools
  • Allow Removed Participants to Rejoin
    Hosts can now allow meeting participants and webinar panelists to rejoin after they have been removed. This feature needs to be enabled on the web under Meeting, Group, or Account Settings.
  • Improvements to the Raise Hand Feature
    The raise hand feature will now prompt users to link their audio if necessary to make it easier to speak in the meeting.
  • Support for Scheduling a Meeting or Webinar as Public
    Hosts can now schedule a meeting as public through the Zoom client to share it on the calendar of public events.
  • Virtual Background without a Green Screen
    Users can now use virtual background without a physical green screen. This feature requires an i7 or higher processor.
  • Improvements for Searching the Participants List
    Users can now search the participants list with a partial string, instead of needing to enter the participant’s full name to search.
  • Keypad for H.323 Calls
    Users who dial out to an H.323 device will now have a keypad available for the duration of the call to enter DTMF tones for the H.323 device.
  • Additional Mass Configuration Option
    When installing and configuring Zoom through MSI or group policy on Windows, or with a pre-configured plist file on a Mac, the IT admin can now enable the option EnableMirrorEffect to mirror the shared video

Meeting Features

  • Warning When Scheduling a Meeting Longer than 40 minutes
    Basic users will now be warned if they schedule a meeting longer than 40 minutes through the Zoom client or mobile app.
  • Breakout Room Enhancements
    • Set a Timer for Breakout Rooms
      Hosts can now set a timer for breakout rooms. Once the configured time has passed, the breakout rooms will automatically close and users will be returned to the main session. Hosts can also choose to be notified when the time ends.
    • Ability to Force Participants into Breakout Rooms
      The hosts can now force participants to join the breakout rooms from the main session.
    • Ability to Disable Returning to the Main Session
      The host can now prevent participants from returning to the main session from the breakout room. They will return to the main session when the host closes the breakout rooms manually or the set time expires.
  • Multiple Screen Support for Remote Support Sessions
    When the host requests control of another participant’s screen via Remote Support Session, they can now select which screen they would like to control if the participant is using multiple screens.

Chat Features

  • Personal Space for Note Taking
    Write messages to yourself to take notes and save links within the Zoom chat window.
  • Star Individual Messages
    Star individual messages, making them easily accessible to revisit them later.
    -Star Contacts and Chat Channels

General Features

  • Show All Calendar Events
    Users who have configured the calendar integration will now see all events on their calendar, including events that do not have a Zoom meeting attached.

Zoom Voice

GA Voice Client! (More on this later)