DEALS

I would like to use Gong to send some campaigns to my contacts.In the emails I am sending, I would like to add a variable CC, BCC or even from options, so that the email template picks up the variable dynamically rather than having this fixed. For eg, I would like for the email to CC the Owner of the account, or use any of the fields coming from the CRM (Eg, the CSM). Is there a way to add this?I have seen this easily tackled in other products, but Gong seems to only support fixed values rather than dynamic ones.For the To, I would like to be able to trigger emails on behalf of my team, but there is no way that I can update where an email is coming from.There seems to be little use for email campaigns given the few configuration options we have.

I lead sales for a team of 8 AEs - we’ve been using Gong forecast for 2 months now.  Every Monday morning, AEs update their forecast.  We have 3 “forecast categories” (Commit / Maybe / Surprise) They update / enter a new forecast number for each category. AKA they tell me every week how much they expect to close that month from each bucket (Commit / Maybe / Surprise).  Throughout the month, deals obviously move from Maybe to Commit / Commit to Win / etc.  The “Accuracy” report hasn’t proven useful based on how I’ve been having the team use Forecast. I think I may need a cumulative forecast field / not discrete forecasts for each category.  What tweaks should we implement to make “Accuracy” a useful report? Thanks!

Hello Gong Community!  LOVE gong scorecards!  and the SFDC integration works beautifully.  Here is the problem we are trying to solve.  An opportunity says do not record this call.  So you turn off Gong and recording.  We use Zoom, it has has an AI companion but this is also considered a “recording”  Other than taking copious notes and then completing the scorecard fields manually, has anyone out there solved this?  My company has a robust set of AI tools and I am not opposed to creating an agent that can help.  Suggestions?   

Hello Gong Community!  LOVE gong scorecards!  and the SFDC integration works beautifully.  Here is the problem we are trying to solve.  An opportunity says do not record this call.  So you turn off Gong and recording.  We use Zoom, it has has an AI companion but this is also considered a “recording”  Other than taking copius notes and then completing the scorecard fields manually, has anyone out there solved this?  My company has a robust set of AI tools and I am not opposed to creating an agent that can help.  Suggestions?   

When viewing a specific account, and you’re viewing a list of contacts, can I sort them by the create date? My goal would be to have the most recently created/added be at the top so I can easily add them to a flow.

Hi all,Does anyone know when Forecast will allow AEs to select and auto calculate specific deals when submitting their forecast?I searched for an answer before posting.

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?

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?  

Hello Community, We have been a Gong user for almost a year. Our go-to-market strategy is our sellers calling technology resellers across the USA and having them sell our financing products. This means we are not talking to the end users that sign our contracts and if we are talking about deals with our customers we are talking about their pipeline of deals and not an individual deal.We would like to be using “Deals” in Gong, but have not found a way that this functionality works for us. Are there any others in this community that sell through a channel of resellers and not direct and has some examples of success using Deals? I appreciate any advice you can share. Thank you,Cody

My deal boards are working but the totals for the opportunity stages are showing all zeros with the exception of the total.   Any suggestions as to how I can get the totals to appear?   Screenshot attached.   Thanks, Joe

Hello! We have a primary contact on all opportunities in SFDC because we are required to create opportunities from a contact… however, we have turned off requirements for reps to enter any other contact roles on opportunities for a number of reasons.  We can look at things like Gong call participants to see who else is involved, but marketing (Marketo) would also like to act on this data and Marketo can really only use contact roles on the opportunity to see who is involved.  Any way to populate contacts with roles (Contact Roles) on an opportunity based on call participation data?  Example- 4 contacts from Beta Corp join a call tied to Opportunity X… could we have all 4 added to Opportunity X as contacts with the generic role like “influencer”?  This would be supremely cool and helpful for our marketing org to nurture and measure influence...

Good morning, I’m new to Gong, and working my way through the training resources. I love the Deal-Board insights, but I’m trying to find a way to customize it to show new-business prospects, that don’t have an associated opportunity or closing date in Salesforce. Does anyone have experience with this, or will I need to force a “dummy” field in Salesforce in order to have it show in the Gong Deals?Thanks for your help. 

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. 

A lot of revenue leaders struggle with forecasting but Gong is changing the game for the better. This week on October 12th there will be a Roundtable discussing: 1) Practical forecasting best practices that any sales leader can use2) How to leverage Gong to make forecasting more effective and accurateThe Roundtable will be hosted by GTM Advisors and will include panelists from Gong and sales leaders who leverage Gong to improve forecasting. If you’d like to attend live and/or receive the recording register here.  

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

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!

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?

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?

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?

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. 

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?

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 

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 wa

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 wit