DEALS

Ask questions and learn best practices about Gong deals.

  • 32 Posts
  • 73 Replies

32 Posts

J
Julia ZuercherNew Participant
asked in DEALS

Add time to close to a deal board?

Hi all, I am trying to understand the # of days from when an opp was created to when it closed using the on the Deal Board. I can’t seem to figure out a way to do this -- I cannot add a column for days to close and can’t export the data from the Deal Board to do this manually. Any recommendations? For more context, I’m trying to understand at a rep level how the # of days to close a deal varies depending on the size of the account. Open to other suggestions to accomplish this. Thanks for reading and any advice

2
Tim Halter
8 months ago
F
Fiama BaloghEnthusiast
asked in DEALS

Filter by Deal Name?

Hello,There is an initiative in my organization that I want to track via Opportunity name. I noticed that the Deal Dashboard has a locked column for Deal name. Is there a way to filter this column or find an alternative method to track initiatives using Opportunity name? Any insights or suggestions would be greatly appreciated. Thank you!

8
Nicole Pettit
9 months ago
T
TaylorB1486Community Newbie
asked in DEALS

Can collaborator deals be added to deal board?

We are trying to build a deal board to display all upsell deals, including those from our CSMs. However, CSMs only have collaborator licenses in Gong. Is it still possible to have their opportunities show up on this deal board?

2
T
10 months ago
Will Hayes
Will HayesHigh roller
asked in DEALS

Manually Select Accounts to Include in Deal Board

We have a list of current customers that we’d like to target to upgrade to our latest product. We want to track activity of those accounts, and the best place to do so seems like building out a Deal Board. However, I can’t find a way to build a board that includes the 42 accounts we have in our list. Is there a way to manually select which accounts are included in a Deal Board?

1
Molly Kipnis
10 months ago
S
Stefan BurakNew Participant
posted in DEALS

Forecast Rollup

We use Gong Forecast heavily but we are challenged on how to manage the rollup.  Each manager has to calculate the rollup manually based on each of their reps forecast.  Is there a simpler way to do this?

2
Molly Kipnis
10 months ago
jlangdon
jlangdonNew Participant
asked in DEALS

Scorecard for Deal Reviews

Has anyone created scorecards to use as the template for reviewing deal health? We did not get the forecasting module in Gong, but I was thinking, in addition to reviewing the call with a scorecard, if anyone is also doing deal reviews. Feel free to post your questions if you use scorecards this way. 

2
Molly Kipnis
10 months ago
S
Scott ThissenCommunity Newbie
asked in DEALS

Deal Forecast View - Full Fiscal Year

As part of my team forecast process I’d like to see the teams full pipeline for the fiscal year (ideally grouped by quarter, but I’d settle for just full fiscal year). Currently our “Deals closing in” options are limited to months and quarters. Is there a way to turn on an option to show full fiscal year or enter a custom range?

3
Molly Kipnis
11 months ago
Will Hayes
Will HayesHigh roller
asked in DEALS

When Did Power JOIN the Deal?

Hi Gong Community, Our sales enablement manager asked me if we can see when someone in power (Director, VP, C-Level) first JOINED a deal. To my understanding, there are two places we can track power in a deal:Deals → Win/Loss → Power in Deal: this displays win rate based on if the highest level of power involved in the deal at all Deals → Deal Drivers → No Power in Deal and deal closes in 30 days: this is what appears as a warning on the deal board as wellIs there a way to track the history of deals to see when power first joined?

2
Shayna Katz
11 months ago
J
James SalayNew Participant
asked in DEALS

Power and HubSpot

How does Gong determine whether or not the contact has “Power” I only see user created fields inside of HubSpot and no way to point them to that field. 

1
Molly Kipnis
11 months ago
J
Joe BarrowEnthusiast
asked in DEALS

Post Quarter Analysis - wins and/or losses

Hello Community - Well, it’s the end of Q1 for many and I hope every did well.   I am looking for any insight or suggestions on how my fellow Gong users do any sort of a post game analysis of closed won or closed lost deals.  I know there is win rate info in Gong but what other factors or metrics do you look at in terms of finding patterns in closed won business?   Same for closed lost.   For example, I can see in my deals that two topics in particular (What we do + training and support) when talked about as the #1 and #2 topics closed much faster and much more predictably than other deals in our pipe.  However, there is no way that I can see to extract this data easily w/o digging deep into each individual opportunity.   Ultimately, I am looking for commonalities that I can use to help forecast more accurately and make my business more efficient.   If anyone has ideas and wants to chat please let me know.   Thanks!  Joe 

1
Molly Kipnis
1 year ago
M
multiplex123Community Newbie
asked in DEALS

Can I filter by a field not being empty vs a specific value?

I’m creating a deal board for more complex deals that require executive sponsorship. The way this is indicated is by whether or not a rep fills out an open-text field “Additional Support Needed by ELT” explaining what they specifically need help on/what makes it a complex deal (Example: Prospect sent us an NDA that potentially exposes us to x,y,z--need legal team review). Because each of these values will be unique, is there any value I can put in the filter that is essentially Additional Support Required = Not empty/is known/Not Blank?  

4
Molly Kipnis
1 year ago
Molly Kipnis
Molly KipnisCommunity Manager
published in DEALS

Gong Deals best practices from your peers (and the winner of 30 minutes with Gong's CEO!)

Thank you to everyone who shared their Gong Deals best practice last month.  Please join me in congratulating our WINNER…@Abhishek Humney, Revenue Enablement Manager at Postman! 👏🥳🎉 In his video, Abhishek shared how he uses Gong Deals to standardize certifications, gain insights, and up-level Sales stars at Postman. Check out Gong Deals best practice post here! I also want to give a HUGE shoutout to all of our other Visioneers who took the time to share their Gong Deals best practices. In case you missed them, check them out below!  How @Scott Tower, Customer Growth Manager at Proposify uses Gong Deals to strengthen forecast accuracy How @Angela Lutovsky, Senior Enterprise Sales Manager at Remote uses Gong Deals to scale their teams How @Rich Prashad, SVP of Customer Success at Sensei Labs uses Gong Deals to forecast NRR How @THOMAS KOLLARS, Digital Sales Manager at AT&T uses Gong Deals to track promotion positioning  How @John Machak, Sales Trainer at Perkspot uses Gong

1301
Abhishek Humney
1 year ago
FraserFromAssent
FraserFromAssentCommunity Newbie
posted in DEALS

How I use Gong Deals to gain visibility into the sales pipeline

Gong Deals is useful for me, even given that I don't work in sales, as a way to gain visibility into the sales pipeline and prepare for potential changes in business.Here are a few ways I can use Gong Deals:I can track sales trends: By monitoring the sales forecast in Gong Deals, I can identify trends and patterns in sales activity. This can help me anticipate changes in the market and adjust my own strategies accordingly. I can identify potential roadblocks: By keeping an eye on the sales forecast in Gong Deals, I can identify potential roadblocks that may impact sales. This can help me take proactive measures to address those issues before they become a problem. I can prepare for changes in demand: By monitoring the sales forecast in Gong Deals, I can anticipate changes in demand and adjust my own plans accordingly. This can help me ensure that I have the resources in place to meet changing market conditions. I can communicate with other departments: By having visibility into the sal

1
Molly Kipnis
1 year ago
Molly Kipnis
Molly KipnisCommunity Manager
published in DEALS

Share your Deals best practice for the chance to win 30 minutes with our CEO!

This contest is officially closed — but you can still share your tips and tricks with the Visioneer Community in the Deals category!  Hey there, Gong Deals power user!  Want 30 minutes with our CEO Amit Bendov?  Simply share your best tip, workflow, or routine for Gong Deals here in the Visioneer Community for your chance to win! (Did we mention that the first 10 participants will win a Gong merch swag box?) Here’s how: Hit “CREATE A POST” in the top right-hand corner of this page Create a conversation and title it “How I use Gong Deals to ____” (you’ll fill in the blank with the topic of your post) Share a high-quality response with your best practice for a chance to win. (Check out the winning post from last year.) Images, videos, or screenshots are highly encouraged!  Submissions will be accepted until next Monday, January 27th at 12:00 AM CST.

2115
FraserFromAssent
1 year ago
A
Andrea FariaEnthusiast
posted in DEALS

How I use Gong Deals to improve our pipeline strategy

Gong Deals has been excellent to streamline Gong and Salesforce integration!Instead of getting confused with multiple Salesforce reports and staying limited to data displayed in the CRM, with Gong Deals we can have a full view of how our negotiation approach is working (or not!).We can have all we need in one place (Accounts, Opportunities, Events and Tasks) and that has been crucial for our Sales Engagement strategy. And not only for new business, but also to guarantee renewals (moreover when they are at a right risk!).We started using Gong for the Sales Team, so they could a have a complete visibility about how the demos were going and, some months later, our Customer Success team also embraced the software and started using Gong to get prepared for renewals.Our next step, is to incorporate Gong in our Marketing processes.   

2
A
1 year ago
J
John MachakCommunity Newbie
posted in DEALS

How I use Gong Deals to Have More Meaningful Pipeline Reviews

We have been using the Deals dashboard to have more effective pipeline reviews with our account executives.  Recently we added specific keyword trackers under our Stalled Opportunities column mentioned by people outside of our organization in which they said “first quarter, january, next year, q1” to try and find those opportunities that tried to kick the can down the road into the new year.  We quickly identified lapsed opportunities and looked at the activity timeline leading up to where we’re currently at.  Managers are able to jump in and assist in follow up or gently nudge reps with advice on how to progress the sale.  

1
Molly Kipnis
1 year ago
R
Rich PrashadCommunity Newbie
asked in DEALS

How I use Gong Deals to forecast NRR

We use Gong Deal boards for our Customer Success team to forecast renewals, up-sells, and cross-sells.We’ve set up boards that give us visibility to the Renewable $, Upgrades, Downgrades, and mix of One-Time vs. Software vs. Services. We have these set up as calculated columns from our CRM (HubSpot) that are then visible in the Gong Deal Boards.We use the board every week in our team meetings to drive the conversation on deal pipeline which serves as an input towards forecasting our Net Revenue Retention.

1
Molly Kipnis
1 year ago
J
Joe BarrowEnthusiast
asked in DEALS

Logging calls in SF that not recorded in Gong (cell)

If a seller logs a call in Salesforce that is not recorded, it doesn't pull over to Gong... is it possible to log a completed task in gong to get a full representation of what's happening with the account?   While I know a seller could just create fake logged calls I can manage that on my end.   Is there a way, either programmatically or more manually to get “credit” for a logged call?  I ask b/c one of the things we track closely is activity (or lack of) so if a rep is making attempts to connect I want to see that and for them to get the “credit” for it.   Is this possible and/or how can we do so?

5
Andrew O'Driscoll
1 year ago
S
Scott TowerCommunity Newbie
posted in DEALS

How I use Gong Deals to strengthen forecast accuracy

The key to effectively using Gong Deals to strengthen forecast accuracy is first setting up a deal board with individual tabs for each forecast category.From there, warnings can be leveraged to identify deals with potential red flags, particularly with best case & commit deals set to close within the month or quarter. Once the opportunities are identified the manager can dig into the details of the red flag and work directly with the sales rep to understand and overcome the roadblock. If the flag is ultimately going to impact the timing of the deal or the likelihood of it closing the forecast can be adjusted proactively rather than that deal lingering in the wrong forecast category.The icing on the cake is any updates that need to be made to the Salesforce opportunity can happen directly from the deal board, making pipeline review conversations super efficient!  

1
Molly Kipnis
1 year ago
A
Angela LutovskyEnthusiast
posted in DEALS

How I use Gong Deals to scale my sales team

So it’s not a secret, if you look at my Linkedin, that I’m low grade obsessed with Gong. Not only is the solution top of the line, they show they care about their customers by investing in customer education programs that help us scale our knowledge such that we can scale our team effectively.  In that, here’s a few tips I have as a long time Gong user and Frontline manager that may help you accelerate on your quota attainment.Do the training 😁 trust me, it’s worth it. Ask for help. Gong loves their customers and they want to talk to you. If you are stuck, raise a hand and they will be on the way to support.  Set up your deal board alerts. These will help you flag which sales are at risk. Find a Gong champion at the IC level to help build excitement and buy-in from your team.  Create a habit of using Gong everyday, whether it’s listening to a call, managing deals or pulling insights from call trackers. This will help familiarize you with the solution. When on the Deal board, click on

2
A
1 year ago
Abhishek Humney
Abhishek HumneyEnthusiast
posted in DEALS

How I Use Gong Deals to Standardize Certifications, Gain Insights and Uplevel our Sales Stars

Hey there, Abhishek here, from the revenue enablement team at Postman, and I'm just thrilled to be sharing my video submission with y'all (video link at the end). 👋This video takes a deep dive into the secret sauce that's been making Postman's sales team hit their numbers. 🎯You'll see how we've been using the platform to standardize our certification rollouts, using streams and scorecards and measuring the adoption and impact (revenue influenced) of our initiatives. 📈 We're constantly tracking deals, wins and losses with our custom dashboards. And when we lose a deal, we learn from it and come back stronger 💪 But we don't just wait for the deals to come to us, oh no. We're out there hunting down the competition like a pack of wolves, using Gong filters to analyze sales metrics and capture winning competitor mentions. 🏈 And when it comes to training our reps and managers, we're using the scorecards and best-scored calls as the curriculum in our training library. 📋 And most importa

2
Abhishek Humney
1 year ago
T
THOMAS KOLLARSNew Participant
posted in DEALS

How I use Gong Deals to track promotion positioning

Our company is driving some of the industry best promotions, but it is sometimes difficult to get sellers on board with positioning these promotions. I personally run week-over-over progress meetings on mentions of the promotions that we have highlighted for the week / month. I do this by creating a very specific tracker that will pick up a couple of key words. I double check the trackers against current conversations to ensure that I am picking up the right words and to limit false positives / negatives. To take this a step further, I have a weekly meeting with my sales reps. We will listen to a handful of calls, as a team, to help everyone with their talk track around the specific promotion. This allows the sellers, and I see a much higher adoption rate for any of these promotions!

1
Molly Kipnis
1 year ago
J
Joe BarrowEnthusiast
asked in DEALS

Columns Not Appearing in Deal Boards

Hello - I have a number of columns that I have added to my deal boards for things like trackers and various Salesforce fields.   This morning when I logged in I don’t see them on the deal board anymore.   I can see them when I go to edit the respective board but I don’t see them when I view the board as a user.   Any help or insights are appreciated.   I have added a few screenshots to show the end user view and my view of the deal board.  Thanks, Joe 

3
Molly Kipnis
1 year ago
Molly Kipnis
Molly KipnisCommunity Manager
published in DEALS

Uplevel your Deal Management

Learn how to manage your pipeline in Gong like a pro. Check out these Deal Management resources for Sellers and Managers in the Gong Academy.

200
Molly Kipnis
1 year ago
J
Joe BarrowEnthusiast
asked in DEALS

Contacts tied to deals

Hello - Can someone explain to me the number of contacts associated with deals and where it comes from.   In salesforce we have one name associated with an opportunity then of course there are others on the account.   In some of the deals I see in Gong I see 0 contacts, some show 1 and others show multiple.   I am trying to confirm 100% the source of truth for the contact data.   Is it pulling from the opportunity in SF, or the account or is it something else/different?   Thanks, Joe

4
Molly Kipnis
1 year ago
Terms & ConditionsCookie settings