Hi Visioneers!
I’m Haley, a Digital Customer Success Manager here at Gong. If you’re mainly using Gong for call recording and want to learn more about Deals Pipeline, Team Insights, and Initiatives boards, I’m here to help!
In this call, I share some best practices for Deals Pipeline, Team Insights, and Initiatives boards.
https://www.loom.com/share/7a405362662745c9a49aaf5d95311674?sid=a7f5fe41-7835-4ddd-8ffb-c0b9d0b42ecb
The top 5 takeaways from this call are:
- Gong's Conversations page allows users to save filters to analyze and gain insights into call data, whether that be winning conversations in different stages of the sales process or adoption of talk track.
- The Deals page in Gong provides a pipeline view and activity, customizable fields and warnings, and visibility into the risks in deals.
- The Deal Board feature in Gong offers a comprehensive view of deals, including the team involved, customer/prospect details, previous call discussions, and timeline of activities.
- Gong's analytics and win-loss analysis features can provide insights on how various factors affect the win rate of deals.
- Gong's Insights tab allows users to analyze team performance and individual rep activities, including call volume, duration, and talk ratio.
If you’re interested in learning more, check out these links!
- How to create Keyword trackers
- How to create Smart trackers
- Saved Filters
- Create/Manage Deal Boards
- Using Deal boards
- Frontline Managers - Running Effective Pipeline Reviews Training
- Sellers - Closing More Deals Training
- CSMs - Hitting Renewal Targets Training
- Create a scorecard
- Frontline Managers - Coaching your Team training
Best,
Haley