FOR GONG CUSTOMERS

Hi :) How can I changed the name of the bot? and can I make a number of name options and define which one to use by rules? Thanks!

Have you heard? You can now display scorecards in Salesforce! Just ensure you’re using Gong for Salesforce v2.20 or later, and follow the steps in the Display scorecards section in this help article. It contains a step-by-step guide to set this up.When you’re done, you’ll be able to view scorecard reports in the Content tab on the Conversation object. Data points include the scorecard name, questions and answers, and notes. Still have questions? Reach out to our Support team here!

How does Gong associate calls with your Salesforce data?When a web conferencing call is successfully completed, Gong scans Salesforce to find a contact with the same email address. Then Gong associates the account that is related to the contact with the call. If there is an open opportunity associated with that account, Gong associates this opportunity as well. For dialers, it’s the same process, but Gong references phone numbers instead of emails.Note: If multiple contacts have the same email address, accounts related to the same contact, or open opportunities related to the same account, Gong makes associations based on the most recently updated record.You can also manually associate a call with an account or an opportunity by following the steps listed here.Still have questions? Reach out to our Support team here!

When you set up telephony systems to integrate with Gong, keep these tips in mind so your calls import into Gong: The rep’s email and name must match in Gong and in the telephony system. The call in the telephony system must be recorded and have a recording file available. The call duration must meet the “Call Length” minimum on your Gong settings > Recording Settings page. Remember, Gong will trim out the intro/outro silence on calls before analyzing them, so the remaining call must meet this minimum requirement. Still have questions? Reach out to our Support team here!

While setting up Gong for Salesforce, you might be unable to view conversation highlights or transcripts.  If this happens, it’s usually because a permissions setting in Salesforce needs to be changed: The Canvas Pages in the Conversation Object needs to be enabled. Instructions on how to fix this are here (You must be a Salesforce Admin to enable this function.):https://help.gong.io/hc/en-us/articles/360028623691-Troubleshooting-Can-t-view-the-conversation-highlight-or-transcript Still have questions? Reach out to our Support team!

Hey folks,I am going to be making some changes to a coaching scorecard soon and want to make sure that I’ve dotted my i’s and crossed my t’s.I have done some testing and it appears that:if I edit a question on an existing scorecard, it won’t edit any completed scorecards.  If I delete a question, then it will remove that question from completed scorecards. Disabling a scorecard prevents it from showing up as an option for a user, but it won’t remove any completed scorecards. With this in mind, I think the best option is to create a new scorecard “2021 SDR Coaching” and disable the previous one. This allows us to keep a record of the past scorecard and eliminate any confusion for the end user. If we don’t make anymore major changes, then I would update it to 2022 to show that indicate it is active/updated. Does this check out? Or do you have any other recommendations for editing scorecards and keeping things organized?

If you're setting up your Google Workspace and the integration page is stuck on "In Progress" for more than a few hours, check on two things:1. Is the email address you used to connect the integration in the same Organizational Unit in which the Gong app was installed?2. Does your team's primary domain in Gong (under Company Settings > General Settings) match the primary domain in your Gong user profile (assuming you're the integration user)? The "In Progress" status should update a few hours after these changes. If not, reach out to our Support team!

Hello! I wanted to start a conversation with fellow Enablers and how you are using Gong for your programs.  I love using Gong for my reinforcement, especially using scorecards to track the reps listening to their calls and doing their deliberate practice, as well as trackers for when we are introducing changes to messaging. And of course, building libraries for on boarding and other trainings. We do a weekly “Gong Show” with the sales team focused on specific areas of our sales process and either using it for opportunities for coaching or highlight best practices. Comment below and lets learn from each other!

Feeling time crunched? If you don’t have time to search Gong calls, get your reps to surface them for you! There are two ways to do this using hashtags:  Live note taker: When your rep is on a live web conference call, they can go to the Gong homepage, where they’ll see a Take notes button. They can open it to access a live note pad where they can take notes and drop in hashtags. So, for example, if your rep is on a discovery call, they can add #discovery to the note taker. You can search for that hashtag later on.   Call commenting: When your reps listen to recorded Gong calls after the fact, they can also drop in #discovery. Then when you enter #discovery into the search bar at the top of a Gong page, you’ll see a list of everywhere it was used. If you hear an impressive track, add it to your Call Library so other reps can hear it.  If you want this approach to succeed, decide exactly what you want tagged and choose a simple hashtag for it (e.g., #discovery, #objection, #pricing). Se