SHARE REVENUE HACKS & TIPS

I’m working to enable the field and sales leadership on useful ways to build and use agents in Gong in the new Assistant functionality. Right now I’m struggling to find ways to use it that are different than what they’re already used to accomplishing when they use AI Assistant in the call section. What are useful agents you’re building? 

Hi,I run the internal forecast meetings (can’t record it) with the sales leaders. I really want to build a weekly wrap up email to send out to the Exec. I tried with Gong assistant to give me some feedback on latest forecast, changes, new deals in commit or pushed out but it analyse only calls and not deal boards.Is there anything you do? even using ChatGpt?If I do manually it takes ages, I need a prompt answer to send out

Hi,We have a curious case with Gong forecasting.Our reps are working on a 50k renewal deal, and they are quite sure they will close this => so they put the deal to “Commit” forecast category.However - there’s a chance for a huge expansion, so the deal might end up being worth 250k and the reps changed the deal amount to 250k. The chance for this additional 200k is much lower, so logically, the 200k would belong to “Best case” forecast category.However - the deal can only belong to one forecast category.At the moment, we put the deal in “Commit”, and we correct the submitted forecast number like:They add 50k to “Commit” They add 250k to “Best case”The issue is that this is confusing for our management because they can see that the deal value in “Commit” is 250k, but we only forecast 50k.We definitely don’t want to create 2 deals (one with 50k in “Commit” and one with 200k in “Best case”), because this is one opportunity with one contract.What’s the best practice here? Any tips?

We’re starting to scope out how we want to build Account Boards for our teams, and I was curious how other orgs are utilizing this new feature.What kinds of Account Boards are you creating?  And for what audience(s)?How are you incorporating Account Boards into rep/leader workflows?  How are you coaching users to use these Account Boards?Open to hearing about all experiences y’all are having so far!

Hi All,Looking for your creative tips or solutions if you’ve integrated power dialers, developed agentic workflows, or otherwise - specifically for a use case of making full funnel AE’s more efficient balancing call time across funnel management and maintaining speed to first call (beyond leveraging automated email sends with Engage flows)Thanks! 

Hi Gong community,  I have a question related to slide usage tracking. I’ve explored a few ways but they don’t work very effectively.  Use “smart tracker” - it doesn’t capture slide titles, only voices  Use slide titles filter to search - it only captures some words in the title, not all. Sometimes it works and sometimes it doesn’t Someone in the community suggested to ask Sales to read out the title and have smart tracker tracks it, but I don’t think that will work on our end. Any suggestions on how to track slide usage effectively? Thank you!

We are starting to mine our internal calls and emails to personalize some of our outreach to similar companies of current clients and closed-lost opportunities and are starting to scratch the surface with our Account AI summaries.  Questions for the community - what prompts have you seen as most successful for similar initiatives that you may be trying within your own organizations?  Have you seen more success in mining data from long-term existing relationships or from more recent wins and losses?

I signed up the Gong community account with a work email. What happens to my Gong community account if I leave my job? Can I recover it somehow? 

I focus on the Customer Experience post-sale at my organization and am a new user of Gong. I’d love to leverage Smart Trackers to learn more about what’s going well for our customers or what they’re struggling with. I tried building one but in the training of the tracker I’m getting a lot of conversations that simply aren’t aligned. I’m wondering if anyone has tips on what settings I should try applying or statements you’d recommend using as part of the training for the tracker. Thanks in advance!Alex

I use our Pipeline Boards for viewing status of deals multiple times a week - sometimes multiple times a day. One thing I have been thrilled to see is that when we open our Next Steps field, the AI-Suggested deal updates seem to be getting better and better as far as accuracy. I have included a HEAVILY redacted example for you to see. We just click the pencil in the field, and then the AI-Suggested deal updates suggestions appear below.The only thing we need now is a new field that can accomodate a larger character limit. We have been bound to 250 characters and with such rich updates coming from the AI suggestions, it’s a shame that we can’t just use them as-is. Quite a bit of doctoring work has to go into making the suggestion useable.I’d ove to hear if you are having luck with using AI suggestions.TIA    

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Hey, Visioneers! This one’s for our CSMs here in the Community. On behalf of our CSM team at Gong, here are some of the Ask Anything prompts we use to learn about business goals, feature usage, renewals and upsells, and more.Please feel free to use these prompts in Gong’s Ask Anything on calls with your customers, and let us know below what prompts you’ve been finding helpful in your day-to-day!  Business GoalsIs there a specific problem the customer is trying to solve with our product? What specific challenges or pain points is the customer experiencing? What are the customers expectations or desired outcomes with our product? What are ACME’s business goals? I am the new CSM acquiring this account. Write me a concise statement in bullet point format listing the goals and priorities of this customer Which senior leaders have we engaged with?  What did they discuss? Feature UsageHave we discussed XYZ feature?  How many times? When? How did the customer respond?     SentimentSummarize th

Did you catch our ask-me-anything earlier this week?  I had the pleasure of interviewing Gong’s CFO Tim Riitters and asked him YOUR questions about demonstrating ROI, navigating sales pitches to CFOs, and exploring the best practices in the realm of financial leadership. Here’s a glimpse into just three of the invaluable takeaways that emerged from our discussion:There are four main reasons why people buy technology or services: increasing revenue, decreasing cost, risk management/compliance, or improving customer experience. If you’re in a position where you sell to a CFO, it’s important to understand which of these problems your product or service solves for. CFOs trust internal champions more than vendors. As a vendor, you should identify the internal champion at your prospective company and empower them with predefined ROI templates and case studies for the CFO.  Every proposal includes ROI, but few proposals focus specifically on the “R”. When selling to a CFO, help them understan

Shane Evans, CRO at Gong recently shared his wisdom and experience during an AMA webinar on how to build a world-class revenue organization. In case you missed it, we summarized some of our key learnings from his great chat with @Molly Kipnis including: Where to start as a first-time CRO How to measure success When and where to get involved in deals Check out the entire blog here!   

  Thanks for coming to our recent customer insider event on how CS teams use Gong to mitigate risk and grow accounts!Here’s a quick recap of what we discussed:Rich from Sensei LabsExpectations of Customer Success are increasing:  Majority of growth is expected to come from expansion CSMs are expected to carry more ARR than ever before Retaining customers is getting harder CS leaders need to put systems in place to make retention and growth easier. Sensei labs uses Gong Forecast to: Get proactive visibility into risks and seize on opportunities before they grow stale Enable managers to help coach to better outcomes Combine account health scores with deal health CRM + CS platfrom + Gong: There are different jobs to be done from each, but they should all work together to give the most comprehensive picture possibleColleen from GongCSMs are facing stronger headwinds with recent pressure to consolidate tech stacks. She looks at 4 leading indicators in accounts: Key persona engagement,