DEALS

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.  

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.

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?

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

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

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

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!

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 

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.

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

Hello,I am using deal boards more and more and find them to be a MUCH better way to track deals and review pipe.   One area I have not figured out about the integration with Salesforce is related to logged calls.   I have several deals with warnings showing up for a lack of activity but when I go into salesforce I can see that my sellers are logged calls where they leave VMs (for ex).   So I can see the activity but that is not funneling through into Gong and as a result my reps are seeing warnings when they are not really needed.   More so it causes a lack of trust in the data.    Is there any way to track this type of activity in Gong?Thanks,Joe 

Hey everyone! Gong has changed our lives across sales, product and even support. The transcription could get better (maybe editing capability) but for the most part it’s great!however Our sales guys are not going to gong as it’s easier to just jump into the deal board in HubSpot, and then work the deals directly from there which include updating close dates, next steps etc. I’m curious to find out how everyone uses Gong for the deal workflow (and intelligence) when the CRM is HubSpot?   

My team has a list of A accounts I would love to put into a deal board to track progress and attempts to crack into to these acccounts but they do not have active opportunities. Is there a work around I could use here?  

Currently Owners can not be replaced by other fields in the CRM. How would you make a field from the CRM a user field, so you can replace the owner field with a field like ‘Sales Engineer’? 

Working on Deal Boards for our CS organization and running into issues because Deal Boards can only be filtered by Close Date. We review Renewal Opportunities based on Start Date.Would love to hear if your organization books/recognizes GRR and renewal by close date or start date and how you have your deal boards set up. Thanks!