Gong Deal Boards/Analytics
I'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 build a custom Deal Board for our sales leaders and a Smart Alert to notify reps when a deal's ratio crosses a certain threshold.
My Question to the Community:
This solution feels a bit complex, and I'm wondering if I'm missing a more efficient or "Gong-native" way to achieve this.
Has anyone else tackled this problem? If so, how did you do it?
Are there any potential pitfalls with my proposed Salesforce/Gong integration method that I should be aware of?
Is there a different way to leverage Gong's capabilities (like a specific API or a feature I haven't found yet) that would make this process smoother?
Any help, pointers, or alternative solutions would be incredibly helpful.