FOR GONG CUSTOMERS

If you want managers to control their own team’s data capture settings, navigate to the company settings page > Team Member Provisioning, and select “Managers can turn data capture on or off for their team”.This gives managers more control, even without admin privileges.Note: If you use an automatic provisioning method, such as Salesforce or Okta, you’ll also see the option to notify managers with recorded teams when a new user is imported:For more info, check out our resources on provisioning here.

If you want your team to be able to mark their calls private, enable this setting in the appropriate permission profile:  This lets call owners set their own calls as private when the conversation covers sensitive subjects. Non-call owners are also able to set a call to private, including admins. Once a call is set to private, only the call owner and internal call participants can access the call.For more information, check out the article here.

I want to put reps on teams to be able to measure achievements during a short-term sales competition.SO while a rep’s “permanent” team might be SMB1 or “Nick’s Team”, I want to add them to another team (envision calling it something like “Spring Training - Team 4”) in order to track a group of reps during this month’s sales contest.  Can it be done?

I know you can set up alerts and automatic digests right in Gong, but I’m looking to go a step further - summarize what I’ve found to create a digest of interesting insights that I send to my sales leaders & teams every week or so. Does anyone have examples of interesting insights they’ve shared with their sales teams, and what they did in Gong to find those?

If you tried to upgrade ‘Gong for Salesforce’ and got an error message, follow these steps: Check that you’re using the right version! Follow the steps in the “Upgrading from v1.22 or below” or “Upgrading from v1.24 or later” section here first. Then, follow the steps in the “Upgrade Gong for Salesforce” section.  IMPORTANT: It’s easy to miss, but make sure you install the prerequisite patch listed.

We have users who have multiple email addresses and calendars.  Is there a way for Gong to point to different calendars?

I have been using gong for almost a year now. And suddenly over the past couple of days the Notetaker does not seem to be joining the call. I am using chrome to open the zoom link. Has anything changed recently that prevents the notetaker to join? 

For a non-licensed user. How can they have access to recordings and transcription?

If you’d like to track Interaction Stats for users who were on a call but were not the call owner, toggle to “Include all call data” in the bottom right corner of the Stats page:  You’ll be able to see the Talk Ratio, Longest Monologue, and Patience score for those users.Read more about Interaction Stats here.

When using Hubspot calendar Zoom integration it attaches a unique zoom meeting room ID. When testing setting this up the notetaker didnt join the Zoom call. The notetaker is only joining when they are using their personal zoom room ID which is the same URL for each meeting. What do I need to do to set this up to work correctly? 

what is new/the difference with setting up “Native Recording” I have this action required notification but wondering what it will change before I set it up

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?  

I was looking to set up a new tracker in Gong, but also wanted it to send notifications to certain people whenever that tracker gets another hit. Is sending notifications through Gong trackers possible / something we can do? I see a “email notifications” checkbox when I create a tracker but can’t find where to configure that feature.

Good morning, I would like to know how is the process to configure gong with the following requests:1. We want to know how to control the recordings or make them private for some users.Is it possible to add Tracker's to Gong to automatically detect the mentions of some phrases?

Gong is the only tool you need to run your 1:1s. With all of the valuable, fact-based information that lives in Gong, managers have everything they need to facilitate impactful coaching opportunities with their reps.    This is going to push many people’s Gong knowledge. If you have lived primarily in the Calls and Deals Tab you will now explore new application areas.  This is a list of recommended Gong pages to use to run your 1:1s.   FOCUS AREA WHERE IN GONG VALUE Upcoming Meetings ACTIVITY Tab View upcoming meetings  Identify where you can help  Instruct rep where to focus attention  View meeting follow ups in same window Deal Status DEALS Tab Identify risk using warnings Understand next steps  Use multiple boards (All, Outliers, Deals with Warnings etc.) Deal Risks  TEAM Tab Deal Drivers  Identify pipeline trouble spots Coaching  Check-In TEAM Tab Coa

If your team uses a Zoom Pro license, you can now enjoy the benefits of Native Zoom! To set things up, follow the steps in this first article, then the steps in this second article. Happy recording!

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’? 

I would love the option of having an Admin seat that doesn’t cost. I have a revenue operations manager or a people Ops person who now makes sure seats are created for all employees when they join the company. Since the admin seat for Gong has to be paid, I still have to be the one to create this and we actually give everyone access to Gong at our company since we use certain gong calls for our employee onboarding no matter the role! Any possibility of this?

If you’re on a company-wide Google or Office365 connection and notice that one of your users has a red mic/email icon on the Team Members page, our system probably doesn’t have permission to view that user’s calendar or emails.  The solution? Check to see if they’re listed in the same Organizational Unit in your email provider where the Gong app is installed.For more information on connecting your email provider, check out our articles for Google and Office365.

Hi! Today I had a call with a customer and it’s taking longer than usual to “import”. Could you please advise? Thanks! 

If there aren’t any Interaction Stats populating your Stats page, there probably aren’t any calls that fit the “Whisper for interaction stats” filters.To learn more, hover over the “What’s This?” tooltip in the “Recommendations” box to learn which calls get interaction stats:Admins can adjust the filters by visiting the “Whisper for interaction stats” page, and following the steps shown here.

Hello! I’m curious to know if any fellow Gong community members have implemented Gong coaching metrics in comp plans? We’re using “Calls Listened to” for ramping MBOs- so far so good!     

Hey new Gong customers — this one’s for you!  Onboarding with Gong is exciting and there’s a lot to learn. If you’re currently going through onboarding, you may find yourself wondering how long it will take until you’re ready to launch, where to go when you have questions, and what resources are available to you during this time.  I sat down with Gong Professional Services Consultant @Sophie Greenspan, who helps Gong customers like you with the technical support that you need to be set up with Gong for long-term success.  In this interview, you’ll get answers to the top 10 most frequently asked questions during onboarding, including:   What will I learn during onboarding?  Who do I ask when I have questions during onboarding?  What should I do before my account customization meeting?   …and so much more!  Tune in to this 10-minute video for the answers to all of your onboarding questions, and shoutout to Sophie and the entire professional services team for making onboarding with Go

If you try to record a call with Gong but get a message that you don’t have permission, the issue may be with the settings in the Permission Profile to which you’re assigned. Reach out to your technical admin to do one of the following: Switch to a Permission Profile that allows call recording Update your current Permission Profile to allow call recording (Note: This will affect all users assigned to that Permission Profile.) For more on Permission Profiles, technical admins can read the help article, here.