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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.

Thanks so much for sharing, Rich! Love to hear how you’ve integrated Gong Deal boards with your CRM. 

 

Look out for a DM from me! 

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