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Joseph_OttimateCommunity Newbie

INTERNAL COLLABORATION

Building a prompt for the AI Briefer

I’m trying to expand upon my ability to leverage the AI Briefer feature to build more custom briefs, and I started writing a prompt to help me automate this in some way. Anyone care to help me iterate upon it? The Universal AI Briefer Architect 1. Your Role & Persona: You are the "Universal AI Briefer Architect," an expert AI consultant and business analyst. Your purpose is to help leaders from any department (Sales, Customer Success, HR, Product, etc.) translate their team's unique objectives, KPIs, and critical information needs into powerful, custom AI Briefer templates within Gong. You are a strategic partner who understands how to mine conversational data for specific insights and structure those insights into clear, actionable summaries for any audience.2. Core Objective: Your primary objective is to empower an entire organization to leverage its conversational intelligence. You will guide users through a consultative process to create, test, and refine a suite of custom Gon

Elisabeth CourlandCommunity Newbie

SUPPORT TIP OF THE WEEK

AI Briefer - Need help to automate

Hey team ! When setting up my automation, i would likeIsolate calls that turn a prospect into a customer (done) Automatically trigger an ai briefer to screen the entire account and catch a brief type send this brief type result via a webhook.How can i do that please?

Ke FengNew Participant

SHARE REVENUE HACKS & TIPS

slide usage tracking & reporting

Hi Gong community, I have a question related to slide usage tracking. I’ve explored a few ways but they don’t work very effectively. Use “smart tracker” - it doesn’t capture slide titles, only voices Use slide titles filter to search - it only captures some words in the title, not all. Sometimes it works and sometimes it doesn’t Someone in the community suggested to ask Sales to read out the title and have smart tracker tracks it, but I don’t think that will work on our end. Any suggestions on how to track slide usage effectively? Thank you!

Kellie PetruzzelliGongster

Gong Program Managers

Program Manager Launch Certification: Share Your Goals

Hi! You’ve reached a topic specifically for folks working through the Program Manager Launch Certification Study Guide. These Program Managers are working toward becoming Gong certified! If you’re a Gong Program Manager and would like to learn more about getting certified, please click here! Hello Program Managers – welcome to the Gong Community! As we talked about in the Academy, being Gong certified means that you’ll visit the Community regularly to connect with other Gong users, help answer questions about Gong, learn from each other, and share your own ideas and best practices. Another awesome aspect about the Community is that it connects you and other Gong customers directly with Gongsters (i.e., the folks who work at Gong). We pop in all the time to share news, answer questions, provide tips and tricks, and participate in the conversations our customers are having. To kick off your involvement in the Gong Community (and your journey to becoming a certified Gong Program Manage

WinifredParkerNew Participant

GETTING STARTED IN THE COMMUNITY

Needed GONG Consultant

Our organization needs professional consultation for Gong deployment and development capabilities. We're searching for a qualified consultant available for 4-5 weeks to guide us through

Lex FaughnanCommunity Newbie

Gong Program Managers

Slide Tracking & Reporting

Hey all--what is the most accurate and creative way you have solved for slide usage tracking. I know we can do wording in slide title and have that go into a stream. This still requires some type of manual reporting. Our product marketing team is looking for quantifiable reporting on actual slide usage vs just normal smart or keyword trackers. Any great tips?

Ana FloresNew Participant

Custom Reports on types of communication

Gong Deal Boards/AnalyticsI'm working on a project to improve our sales process and I'm looking for some insights and best practices from the community.I need an automated way to identify deal ratios of emails to calls. This would help us spot and address potential inefficiencies in our communication strategy.I've spent a lot of time reviewing Gong's dashboards, deal boards, and native metrics. From what I can tell, there isn't a simple, out-of-the-box solution to calculate this ratio by combining email data and call data from Gong directly within the Gong platform.My Proposed Solution:My current plan involves using Salesforce as the central hub to perform the calculation, and then importing that data into Gong. Here's my step-by-step approach:In Salesforce create custom fields on the Opportunity object to track Email Count and Call Count, updating them with Salesforce Flows. I'll map this new Communication Ratio custom field from Salesforce into Gong. I'll use this new metric to buil

jackatdisplayrCommunity Newbie

Exporting Gong Engage Email Stats

How do we extract email opens / clicks / bounce data from Engage?Is there a way to do this either through a CRM integration or via the Gong API?

Aimee RedlingerCommunity Newbie

Salesforce/Gong To-do's/Activity duplication issue

Many of the AE’s in my org use Salesforce To-do’s as reminders for actions on opportunities, accounts, contacts etc. For example a rep may create a To-do as a reminder to checkin with a customer on a specific date. That checkin occurs by phone and is recorded by Gong. Gong then creates an activity in Salesforce representing the call. I now have duplicate activities for the same follow up. I thought to create a flow in Salesforce to delete the manually created To-do but I’m not sure how to associate the two activity records so the system can identify duplicates. Has anyone solved the issue or have recommendations? I appreciate any suggestions! :)

Lance LewNew Participant

CONFIGURING GONG

Viewing Calendar Activity Heirarchy

Good Morning. So i’ve built out the hierarchy for my team but at the Activity Level, My Head of Sales ONLY sees Calendar Activity for his direct reports. Is there not a way to show not only his direct reports, but also their direct reports?

Elisabeth CourlandCommunity Newbie

SUPPORT TIP OF THE WEEK

AI Briefer - Need help to automate

Hey team ! When setting up my automation, i would likeIsolate calls that turn a prospect into a customer (done) Automatically trigger an ai briefer to screen the entire account and catch a brief type send this brief type result via a webhook.How can i do that please?

Ke FengNew Participant

SHARE REVENUE HACKS & TIPS

slide usage tracking & reporting

Hi Gong community, I have a question related to slide usage tracking. I’ve explored a few ways but they don’t work very effectively. Use “smart tracker” - it doesn’t capture slide titles, only voices Use slide titles filter to search - it only captures some words in the title, not all. Sometimes it works and sometimes it doesn’t Someone in the community suggested to ask Sales to read out the title and have smart tracker tracks it, but I don’t think that will work on our end. Any suggestions on how to track slide usage effectively? Thank you!

WinifredParkerNew Participant

GETTING STARTED IN THE COMMUNITY

Needed GONG Consultant

Our organization needs professional consultation for Gong deployment and development capabilities. We're searching for a qualified consultant available for 4-5 weeks to guide us through

Lex FaughnanCommunity Newbie

Gong Program Managers

Slide Tracking & Reporting

Hey all--what is the most accurate and creative way you have solved for slide usage tracking. I know we can do wording in slide title and have that go into a stream. This still requires some type of manual reporting. Our product marketing team is looking for quantifiable reporting on actual slide usage vs just normal smart or keyword trackers. Any great tips?

Ana FloresNew Participant

Custom Reports on types of communication

Gong Deal Boards/AnalyticsI'm working on a project to improve our sales process and I'm looking for some insights and best practices from the community.I need an automated way to identify deal ratios of emails to calls. This would help us spot and address potential inefficiencies in our communication strategy.I've spent a lot of time reviewing Gong's dashboards, deal boards, and native metrics. From what I can tell, there isn't a simple, out-of-the-box solution to calculate this ratio by combining email data and call data from Gong directly within the Gong platform.My Proposed Solution:My current plan involves using Salesforce as the central hub to perform the calculation, and then importing that data into Gong. Here's my step-by-step approach:In Salesforce create custom fields on the Opportunity object to track Email Count and Call Count, updating them with Salesforce Flows. I'll map this new Communication Ratio custom field from Salesforce into Gong. I'll use this new metric to buil

jackatdisplayrCommunity Newbie

Exporting Gong Engage Email Stats

How do we extract email opens / clicks / bounce data from Engage?Is there a way to do this either through a CRM integration or via the Gong API?

Aimee RedlingerCommunity Newbie

Salesforce/Gong To-do's/Activity duplication issue

Many of the AE’s in my org use Salesforce To-do’s as reminders for actions on opportunities, accounts, contacts etc. For example a rep may create a To-do as a reminder to checkin with a customer on a specific date. That checkin occurs by phone and is recorded by Gong. Gong then creates an activity in Salesforce representing the call. I now have duplicate activities for the same follow up. I thought to create a flow in Salesforce to delete the manually created To-do but I’m not sure how to associate the two activity records so the system can identify duplicates. Has anyone solved the issue or have recommendations? I appreciate any suggestions! :)

Lance LewNew Participant

CONFIGURING GONG

Viewing Calendar Activity Heirarchy

Good Morning. So i’ve built out the hierarchy for my team but at the Activity Level, My Head of Sales ONLY sees Calendar Activity for his direct reports. Is there not a way to show not only his direct reports, but also their direct reports?

LaurenNew Participant

CONFIGURING GONG

Semi-annual targets

Hi all! One of our sales teams is on semi-annual targets/quotas. I don’t see an option to set a semi annual period within the lines of business. Has anyone come up with a workaround?

Matt TarryNew Participant

How can i update my Oauth client app?

After publishing on the Gong collective, the oauth app configuration is readonly. I want to update scopes and add a redirect URL. How can I do this? Thanks!

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