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CONFIGURING GONG

CONFIGURING GONG

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

60 Posts
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60 Posts

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Newest first

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!

774

22 hours ago

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

324

16 days ago

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!

294

18 days ago

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.

162

1 month ago

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 ?

183

2 months ago

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?

373

2 months ago

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

2 months ago

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

700

3 months ago

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

330

3 months ago

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

570

3 months ago

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?

363

4 months ago

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.

74127

4 months ago

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’

1062

4 months ago

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?

141

4 months ago

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?

54315

5 months ago

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!

2132

6 months ago

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?

1883

6 months ago

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.

862

9 months ago

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?

1132

9 months ago

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

1232

1 year ago

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

1764

1 year ago

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.

431111

1 year ago

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)

1113

1 year ago

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

2733

1 year ago

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?

1152

1 year ago

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