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 board

2. Create scorecards to track key seller motions/concepts

• Create a scorecard

3. 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 glance

• Create a deal board
• Create and manage playbooks
• Track progress in your playbook

4. Create Library/Stream folders aligned to your Sales Methodology/stages

• Create and manage streams