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CONFIGURING GONG

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

  • 59 Posts
  • 176 Replies
59 Posts
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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.

112
Carly Lohnberg
9 days ago
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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

102
Carly Lohnberg
9 days ago
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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 ? 

153
Molly Kipnis
1 month ago
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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?

303
Noga Aloni
1 month ago
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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?

121
Noga Aloni
1 month ago
Noga Aloni
Noga AloniCommunity Manager
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

450
Noga Aloni
1 month ago
Noga Aloni
Noga AloniCommunity Manager
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

300
Noga Aloni
1 month ago
Noga Aloni
Noga AloniCommunity Manager
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

530
Noga Aloni
1 month ago
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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? 

313
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3 months ago
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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. 

72127
Molly Kipnis
3 months ago
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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’

1002
Carly Lohnberg
3 months ago
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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? 

121
Molly Kipnis
3 months ago
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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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4 months ago
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!

1772
Brandon James
5 months ago
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?

1803
Brandon James
5 months ago
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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.

732
Molly Kipnis
7 months ago
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John JensenNew Participant
asked in CONFIGURING GONG
Call Spotlight Notes into Hubspot

Does anyone know how I can get Gong to automatically put the call spotlight, including next steps and action items into a meeting record in Hubspot?

982
Molly Kipnis
8 months ago
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coachzinkNew Participant
asked in CONFIGURING GONG
Trackers for Champions, Multi-threading, Identified Pain

All, we are focused on building out trackers in Gong regarding our 3 main enablement behaviors we are looking to develop.  Would love to see what y’all have built for trackers focused on:Multi-threading Champions Identifying Developing  Testing Identified Pain Categories of Pain Identifying Pain Implicating Pain

1212
Molly Kipnis
10 months ago
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Stephen DiSibioCommunity Newbie
asked in CONFIGURING GONG
Call Categories vs Libraries

Can anyone explain why one would use call categories vs call libraries? Now with the ‘stream’ capabilities, it feels like the exact same thing, but one shows in the form of ‘folders’ and the other in form of ‘reports’ -- both can be automated based on filters and both can send notifications when a new call meets the criteria… Thanks

1714
Brandon James
11 months ago
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AnthonyZNew Participant
asked in CONFIGURING GONG
Can you export a call transcript?

Is it possible to export the transcript of a call to a spreadsheet? I am wanting columns with Time, Speaker, and Transcribed Audio.

419911
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11 months ago
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DLNATLEnthusiast
asked in CONFIGURING GONG
Custom Questions in Call Spotlight

The AI in Call Spotlight is quite remarkable and accurate.  I find myself going in Spotlight on quite a few calls to ask a specific question and the results are insanely quick and helpful  Is there a way to customize Gong to automatically ask a specific question to bubble up this information without having to type the same query each time?  (The AI generated questions are not the right ones for me; but I’d settle for my question to be in that list that I could just click on)

1103
Molly Kipnis
1 year ago
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Siobhan CollieCommunity Newbie
asked in CONFIGURING GONG
Can you teach Gong to recognize words?

Gong does not recognize the name of our company, “Accelo”. It often cites in transcripts “excel” or “a cell o”. I’m curious if we can teach Gong AI to recognize a new word? Thanks,Siobhan

2713
A
1 year ago
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Shani TestaverdeNew Participant
asked in CONFIGURING GONG
CRM Update Field

How do I delete a field from the CRM Update when the field is not in the CRM Update settings?  

1132
Molly Kipnis
1 year ago
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Aidan PilgrimNew Participant
asked in CONFIGURING GONG
How can I export private comments?

My compliance team has been making lots of private comments on calls for Quality Assurance and compliance.They want to download these en masse. How do i do that?The API only allows public comments as far as i can see?

951
Lauren Olsen
1 year ago
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Leah LangstonCommunity Newbie
asked in CONFIGURING GONG
Creating a "team" that spans reporting structures

Hi, i’m wondering if there is a way to organize tracking, etc, for a group of users that doesn’t neatly fall under one reporting structure. For example, I want to be able to monitor all users that service our enterprise vertical, but currently those users report into 3 different teams (sales vs success, multiple managers). Is there a way to create a custom “team” in this sense?

553
L
1 year ago
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