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CONFIGURING GONG

Ask questions and learn best practices about configuring Gong features like scorecards, trackers, saved searches, and more.

  • 66 Posts
  • 211 Replies
66 Posts
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Elisabeth CourlandCommunity Newbie
asked in CONFIGURING GONG
Completing Scorecards

Hey guys! Is there a way for gong to automatically fill scorecards ? or does it have to be completed manually ? 

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Erin KorogodskyNew Participant
asked in CONFIGURING GONG
add another step for a completed flow?

I have some completed flows but want to now add another step to sent an email to the same group of people.  Is there a way to do that? Thank you!

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Mark FullCommunity Newbie
asked in CONFIGURING GONG
Tracking Prospecting activity in Gong Engage

I’m trying to figure out if it is possible to delineate different types of call activity within Engage. Use Case: We have three types of calls Sales Reps make. Prospecting Calls (generating new outbound business), Lead Follow-Up Calls (Following up on inbound leads), and Opportunity Follow-Up Calls (following up with active open opportunities. In Salesforce, we did this within a task by simply adding a Call Type Field. It doesn’t seem like there is any analog in Gong. The only options within Analytics is to filter by Flow activity, but in theory, any of these call types could be included in a Flow. The other recommendation I saw is to filter by account type (prospect vs. customer), but we sell to both prospects and customers (upsell/cross sell additional products)Is there any good way to actually delineate how many outbound prospecting activities a team of reps in doing? 

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Carly Lohnberg
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Niall SmithNew Participant
asked in CONFIGURING GONG
Record a call with the Gong assistant externally hosted meeting

Hi, I follow the instructions to add gong to a call hosted outside my organisation. I have tried 3 different approaches. The external company uses Teams. We use Google email/calendar and typically Zoom for calls.https://help.gong.io/docs/how-to-record-calls#record-a-call-with-the-gong-assistant Asked the external company to add the gong assistant as a participant and resend the invite. This results in "Unfortunately, we can't record this call because the email you used to send the invite is not registered in Gong. When forwarding a meeting invite to boomi@assistant.gong.io, use the same email account as the one you use to sign in to Gong." as expected per the documentation as they are not Gong users. Tried forwarding the meeting email invite I received to the Gong assistant. As far as I can tell nothing happened. There was no achnowledgement or response of any kind. Tried adding the assistant as a participant to the meeing via editing the Gmail calendar entry, adding the Gong assistant

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Matt HandsEnthusiast
asked in CONFIGURING GONG
Exporting Questions Asked

One thing I’m coaching to right now is the TYPE of questions my reps are asking. I’m noticing that the reps that are underperforming centre their questions around (what i call) “Solutioning” the customers problems. The better reps are focus on business questions and questions about the evaluation process and criteria. I’ve manually exported all questions in a call to a spreadsheet so I could tag each question as Solutioning, Business, Pricing/Admin, Deal Process.Control, etc. But maybe there is any easier way to export every question?

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Meg BowieCommunity Newbie
asked in CONFIGURING GONG
Need help with Sandler Sales Trackers

Hi all! My colleagues and I have implemented some Sandler Sales trackers in Gong but they’re super broad and aren’t pulling in calls with the precision we’d like. Does anyone have some awesome Sandler trackers they’d be willing to share? Here are some examples of our trackers that are way too general!  

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Caroline Johnson MemoloCommunity Newbie
asked in CONFIGURING GONG
Sharing Links to Flows and Templates

Since migrating to Gong Engage, we’re running into an issue where we can’t generate a link directly to a Flow or Template; it seems we can only make these Flows and Templates “company-wide” within the Gong platform. When we’re trying to direct people to specific Flows and Templates, right now it seems that we have to give them keywords to search and they have to find what they need that way; this seems incredibly inefficient.Does anyone know if it’s possible to generate links to specific Flows and Templates?

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JoannaCommunity Newbie
asked in CONFIGURING GONG
View upcoming calls button

hey,i have an issue with the View upcoming calls button. It suddenly stopped working for users with different roles, and we cannot find out what happened (on Monday worked perfectly, and yesterday not anymore).Now nothing happened when clicked.Have you experienced similar thing?

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JulianEnthusiast
asked in CONFIGURING GONG
Has anyone created sentiment trackers to identify ecstatic as well as frustrated clients?

Our implementation team is also using Gong. This helps them prepare for the kick-off (along with the knowledge transfer process from the AE).  They also use Gong to record all their implementation calls and management gets visibility into progress and the discussions when necessary. We’re looking to create a couple of trackers to identify clients with strongly positive, or concerningly negative sentiment during the implementation process.  The negative sentiment will serve as a very early warning system so we can help our team get ahead of any challenges. Has anyone used trackers in this way? Any examples you can share?  Any concerns?

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Molly Kipnis
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Conor SkipperNew Participant
asked in CONFIGURING GONG
Changing subject lines mid-flow

Hey all, we’ve recently rolled out Gong Engage for our prospecting efforts, and in a flow, we would like to be able to reply to a previous email, but edit the subject line (IE initial email’s SL is “connecting some dots” and a subsequent email would be edited to “following up - connecting some dots”, and so on). I’m not seeing where to do that in Engage, but was wondering if I’m missing it somewhere? Conor

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Carly Lohnberg
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Tristan ReinhardCommunity Newbie
asked in CONFIGURING GONG
One manager- Two Teams

We are setting up our Forecast and we have one manager who oversees SMB and MM we’d like for these to be separate for multiple reasons as of now they are all under that managers team. Is there a way to create teams without having it roll up to a manager or another work around? Thank you for your help in advance!

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Liz WallochNew Participant
asked in CONFIGURING GONG
Multiple Emails Sent at Once

I’m using Flows in Gong Engage, and I have two auto emails scheduled to be sent. One was set to be sent one business day from the previous step (a call), and the next email was supposed to be sent 3 business days after that. However, Gong sent both of these emails at the same time. Has anyone experienced this before? Thanks.

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Carly Lohnberg
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Kaitlin PertlCommunity Newbie
asked in CONFIGURING GONG
Salesforce Chrome Extension

Is it possible to mass add contacts from a Salesforce report to a flow? Or do you have to select them one by one within the report?

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Noga Aloni
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Kaitlin PertlCommunity Newbie
asked in CONFIGURING GONG
How can we prevent users from removing people from someone else's flow?

We have teams that collaborate on accounts and might be targeting the same contacts. If someone tries to add a contact that is already part of another flow, how can we lock it down so they can’t remove that person?

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Noga Aloni
Noga Aloni
Noga AloniGongster
published in CONFIGURING GONG
How to Use Gong to be a More Productive Sales Rep

In this three-part post, we’re delving into all of the essential steps and resources you need to improve your productivity with Gong. Be sure to check out the configuration checklist first if you haven’t already! Part 1: Engaging with your open opportunities It’s essential to use the right tools to manage your open opportunities. Here are three ways you can always be one step ahead.  1. Review and take action on Gong’s AI To-Dos to move your deals forwardPrioritize and action your To-Dos2. Review Call Spotlight to stay refreshed on upcoming meetings and next steps. You can also use the Activity Timeline to get full context of accounts and use Gong’s AI email capabilities to draft follow-up emails.Call Spotlight Ask anything about a call Intro to the account page3. Review deal board to get the overview of your pipeline performance, and strategize your approach to meet quota (e.g. need to do more prospecting, need to multi-thread more in current opportunities, etc.)Use deal boards Part 2

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Noga Aloni
Noga Aloni
Noga AloniGongster
published in CONFIGURING GONG
How to Use Gong to Increase Your Reps' Productivity

In this three-part post, we’re delving into all of the essential steps and resources you need to enhance rep productivity with Gong. Be sure to check out the configuration checklist first if you haven’t already! Part 1: Monitoring your team’s pipeline Monitoring your pipeline regularly is key to understanding whether your team is on track to hit their goals. Below are three actionable tips that will help you stay on top of your pipeline performance and keep everything moving smoothly.  1. Review deal boards and track weekly performance (pipeline created, sales generated, renewals generated, upsell generated, etc.) to understand whether your team will hit, miss, or exceed their goals.Using Deal Boards Running effective pipeline reviews (Gong Academy)2. Research and identify risks in key opportunities using deal warnings, the account page, the activity feed, and Gong’s Ask Anything feature.Stay on top of your deals with warnings  Intro to the account page Ask anything about a deal, accou

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Noga Aloni
Noga Aloni
Noga AloniGongster
published in CONFIGURING GONG
Configuration Checklist: Improving Rep Productivity

Here are 4 tasks every new Gong user should complete to set themselves up for success with enhancing Rep Productivity! 1. Create Trackers/Smart Trackers/Initiative Boards aligned to sales methodology, competition, risk areas, pitch/positioning tactics, etc.Trackers overview Create a keyword tracker Create a smart tracker Create an initiative board2. Create scorecards to track key seller motions/conceptsCreate a scorecard3. Create a deal board for each use case and sales/success process. Add key CRM fields, trackers, and AI-playbooks that provide all the information a rep needs at a glanceCreate a deal board Create and manage playbooks Track progress in your playbook4. Create Library/Stream folders aligned to your Sales Methodology/stagesCreate and manage streams

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Noga Aloni
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Ed FranklinCommunity Newbie
asked in CONFIGURING GONG
Viewing Playbooks in Account Overview Screen

We’ve recently started using a customised version of the Gong playbook. It works really well on dealboards and under Points of Interest for individual calls.Where it can’t be seen as far as I can tell is the Account Overview screen. Reps would like to have an easy view of it when reviewing their accounts.Does anyone have any ways around this, or do you think this would be a useful feature development? 

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Ayumi MasubuchiCommunity Newbie
asked in CONFIGURING GONG
Change the names of call participants

How can I change the name of each caller? I uploaded some recordings, but each caller's name is inaccurate. 

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Molly Kipnis
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BrendanNew Participant
asked in CONFIGURING GONG
How can a team member see my personal flow in Gong Engage

I’ve set my Gong personal flow in Engage to ‘visible’ which indicates other members should be able to use it.However, I don’t see how I could go about adding a contact to someone else’s flow so not sure how they could use my flow? Currently my company has blocked me from adding to the ‘company flows’

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Carly Lohnberg
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Inbal ShackedEnthusiast
asked in CONFIGURING GONG
Smart Trackers for Speaking improvement

I wonder if I can use a Smart Tracker to find representatives who say “Ehhhh”, “ummmm” “So” etc. I built a Smart Tracker and added a lot of phrases, the problem is that the engine demands the examples to have at least 3 words in each example, which prevents me from adding the basic “ehhhhh / ummmm” and such. Any thoughts or suggestions? 

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Molly Kipnis
TLee McNabb
TLee McNabbEnthusiast
asked in CONFIGURING GONG
Gong Engage Chrome Extension - Flow button question

So excited to see the Chrome Extension working in SFDC! Can you tell me if there are plans for the Flow button to work on the Campaign object? We really need to be able to add Leads and Contacts from Campaigns to a Flow. If you have any other suggestions or work around, we are all ears.We’re excited about this direction!

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Brandon James
Matthew Greathouse
Matthew GreathouseNew Participant
asked in CONFIGURING GONG
Adding multiple calls to folders at once?

Hello,  I created a folder in our library that is going to have all of our cold calls that led to demos, but we have hundreds. I know that when going into each recording I can add that one call to a folder, but is there a way to mass move calls into folders? Maybe doing it from a saved filter?

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Brandon James
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Paolo PesentiCommunity Newbie
asked in CONFIGURING GONG
Task in mobile APP

Hi, is it possible to manage task (call, task, ecc not only AI to dos) directly in the mobile APP?Is there some videos about this topic?CiaoPaolo 

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Molly Kipnis
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stephanie richmanEnthusiast
asked in CONFIGURING GONG
In Person meeting impact

Anyone have ideas on how we can use Gong to measure the impact of live (in person) meetings?  We feel pretty confident that when a in person meeting happens, the outcome is better… We’d like to A) show that in Gong - maybe as Win/Loss report and/or show it on our dealboards- i.e. flag those that don’t have activity type of In Person Meeting..  Hope this makes sense and would LOVE any ideas anyone has.

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Molly Kipnis
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