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Hello fellow Gong Community! 👋

 

My organization is interested in tracking whether our reps enforce and follow a specific process / agenda during their calls, or if they let the customer/prospect drive the conversation.

 

We want to approve or disprove the theory that reps that follow a consistent process within their calls have a higher rate of closing deals. 

 

Examples of Process:

  • Discovery Call: Start by setting the agenda, then ask discovery questions to understand the Situation and Pain and Impact, then conclude by understanding any Critical Events and the Decision Process (SPICED framework 😉). 
  • Demo: Start by setting an agenda, then show the slide deck and present the product, then answer questions, then gather feedback and set next steps. 

The Win / Loss analysis within the Deals page doesn’t show any insights specifically around this, so I’m curious if anyone else has found a way to measure this using Gong data? 

 

Thanks in advance! 😊

Hi @Cierra Steiner, welcome to the Gong Community! This is a GREAT question. Tagging in a few folks below who may have some experience with this: 

@Ian Gwynne @Viktorija @Isabella Grandchamp @Andrew O'Driscoll @John Machak @Delila House — would love to know if you’ve set up something similar at your org!


Hi @Cierra Steiner  and thanks for the tag @Molly Kipnis - I’ve got a couple of ideas based on some of the things we currently use to address these questions:

  1.  Trackers, trackers, trackers - take the time to identify with your sales team the key words (said internally, and also by customers/prospects) that would lead you to certain parts of the conversation to see if your sales methodology is being followed correctly.
  2. Live streams to pull calls into the library automatically based on keywords and/or trackers
  3. Email alerts to sales leadership/training that will notify stakeholders immediately if something was brought up on a call
  4. Call specific scorecards where feedback can be given for both your discovery and deck/demo calls.  Have the reps listen to their calls first to identify if they did or didn’t follow the process.  Make sure stakeholders providing feedback are timestamping their feedback so it’s specific and relevant.  
  5. Mock calls with managers/trainers/peers to ensure that the process is being followed correctly in a dress rehearsal and feedback can be given to the rep prior to doing the right thing
  6. Identifying good/great/bad call examples for other reps (and new hires) to hear and see the feedback on
  7. Call calibrations in smaller groups where they can all listen to the same call and give peer to peer feedback based on specific criteria

I would agree with a lot of the methods @John Machak mentioned.  Trackers is going to be important when looking at things in Gong.  In addition the reporting that you can set up based on trackers is great.  Set the email reports to go to whichever person needs to review them and they don’t have to go into Gong to look for the call, they get the update daily/weekly/monthly. 

 


@Cierra Steiner 

Reminder of your goal

We want to approve or disprove the theory that reps that follow a consistent process within their calls have a higher rate of closing deals. 

 

Before diving into the how:

  • A purist will say that you need to match the calls where the process was followed with their outcome (won/ lost) so you can see actual cause and effect.  Noble but harder to do. 
  • A pragmatist will say directionally looking at historical process compliance and close rates gives a good enough picture. I.e Reps doing the right things also have higher close rates.

Curious where you lean?

 

Agree with @John Machak and @Delila House, especially the tracker and scorecard comments.  Some additional thoughts. 

  1. I would explore additional filters on trackers so you can get specific on timing (e.g. tie the next steps tracker to the last 20% of the call,, etc.) 
  2. Creating call categories for Discovery and Demo calls will allow you to see how well SPICED is being followed. Hopefully you have a stage and/ or meeting naming convention to easily isolate those calls. Then create 2 versions - one for where the deal went on to be closed won, and one where the deal went onto be closed lost. Hopefully you see differences in the trackers %.  I acknowledge that this page will not show win rates or opportunity amounts. 
  3. There are endless analytics you can do if you take the data out of Gong. I’ve attached two examples, that we will likely highlight in our next Gong Data Meetup - Supercharge your Gong data. (This analysis aggregates many individual trackers to a more simplified framework like your SPICED model and allows you to pick different teams/ individuals, stage etc. You can see that deals that go on to win have a higher % calls where “Why Buy” and “Next Steps” were covered).

 

 


Hope this all helps.

 

Andrew.


These are amazing tips! Thanks so much for sharing @John Machak @Delila House @Andrew O'Driscoll.

 

@Cierra Steiner I hope this is helpful!


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