gong salesforce documentation

Call recording for business then generates insights and recommendations: from coaching, deal management, and activity tracking on every deal across your entire team. Compare Gong vs. Outreach vs. Salesforce using this comparison chart. While Gong offers powerful revenue intelligence and analytics features, it's nothing without a quality data source. Supercharge your customer success strategy with the tools you use daily. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. So why not streamline processes between the two platforms? Enter here the ID of the object that was shared, as designated in the reporting system. "The ability to look at what other colleagues wrote to my customers. The fastest-growing sales intelligence and engagement platform. 1 Grand Canal Street Upper That's right. Triggers when a field of your choosing (ie. The sales cycle can be long and unpredictable. By signing up, you agree to Zapier's .css-1c67wam-Link[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-1c67wam-Link[class][class][class][class][class][data-color='ocean']{color:var(--zds-colors-blue-jeans, #3d4592);}.css-1c67wam-Link[class][class][class][class][class][data-color='ocean']:hover{color:var(--zds-colors-night, #2b2358);}.css-1c67wam-Link[class][class][class][class][class][data-color='ocean']:focus{color:var(--zds-colors-blue-jeans, #3d4592);outline-color:var(--zds-colors-blue-jeans, #3d4592);}.css-1c67wam-Link[class][class][class][class][class][data-color='white']{color:var(--zds-colors-neutral-100, #fffdf9);}.css-1c67wam-Link[class][class][class][class][class][data-color='white']:hover{color:var(--zds-colors-neutral-500, #a8a5a0);}.css-1c67wam-Link[class][class][class][class][class][data-color='white']:focus{color:var(--zds-colors-neutral-100, #fffdf9);outline-color:var(--zds-colors-neutral-100, #fffdf9);}.css-1c67wam-Link[class][class][class][class][class][data-color='primary']{color:var(--zds-colors-blue-jeans, #3d4592);}.css-1c67wam-Link[class][class][class][class][class][data-color='primary']:hover{color:var(--zds-colors-night, #2b2358);}.css-1c67wam-Link[class][class][class][class][class][data-color='primary']:focus{color:var(--zds-colors-blue-jeans, #3d4592);outline-color:var(--zds-colors-blue-jeans, #3d4592);}.css-1c67wam-Link[class][class][class][class][class][data-color='secondary']{color:var(--zds-colors-neutral-100, #fffdf9);}.css-1c67wam-Link[class][class][class][class][class][data-color='secondary']:hover{color:var(--zds-colors-neutral-500, #a8a5a0);}.css-1c67wam-Link[class][class][class][class][class][data-color='secondary']:focus{color:var(--zds-colors-neutral-100, #fffdf9);outline-color:var(--zds-colors-neutral-100, #fffdf9);}.css-1c67wam-Link[class][class][class][class][class][data-weight='inherit']{font-weight:inherit;}.css-1c67wam-Link[class][class][class][class][class][data-weight='normal']{font-weight:400;}.css-1c67wam-Link[class][class][class][class][class][data-weight='bold']{font-weight:700;}terms of service and privacy policy. Suite 04W101 Choose a Trigger Start here When this happens. The team member can simply remove Gong from the call to prevent it from being recorded. Noooooooo. For sales managers: analyze rep performance and delivers coaching recommendations to improve rep performance. Gong automatically logs activity in Salesforce. Contact, Deal, To-do, etc.). With Gong, companies can accelerate their sales cycle by identifying and pursuing the most promising leads, and track engagement throughout the customer lifecycle. Gongs call recording solution is designed for business: Whether it be data retention or recording consent weve got your back. Rep stats (talk ratio, longest monologue, etc), Early stage opportunities where pricing was mentioned on a call so managers can coach their reps appropriately, Pipeline Analysis Dashboard: competitive opportunities closing this quarter, late-stage opportunities without pricing mentions, Competitive Analysis Dashboard: includes win rate per quarter for competitive opportunities, dollar value of competitive opportunities that were closed-won. Enrich your data in Salesforce with Gong's conversation data to get the insights you need to make better decisions and close more deals. You can automate the process instead. If using the Search, click "Refresh Fields" below to update the available input fields. Import conversations and track activity in accounts, opportunities, contacts and leads in Salesforce with call recording from Gong. Push engagement events into Gong when content is viewed by an external participant (for example, a contract was viewed by the prospect). Suspendisse varius enim in eros elementum tristique. Ramat Gan 52522, EMEA Office What is really in your pipeline? Some countries and U.S. states require that both parties on a call must be notified that the call is being recorded. Optional workspace identifier. Compare price, features, and reviews of the software side-by-side to make the best choice for your business. Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly). Companies can automatically record, transcribe, and analyze all their customer interactions, including phone calls, emails, and chat sessions in order to get full visibility into what drives specific outcomes throughout the sales process. For Patent and Trademark Legal Notices, pleaseclick here. Salesforce Essentials Smaller businesses have unique needs. Get a demo to see how Gong can help. In the Salesforce integration settings page, set up a filter to only log the calls that you need. Sync your Gong data and then make it work for you by using a Coda doc. Perhaps you're constantly working through a queue of qualified leads, but there's a lag between when a prospect expresses interest and when Gong has helped thousands of sales pros have better sales conversations every day. Gong requires this access to read data using REST API. The best part about Gong is that we have integrated it across all of our commercial teams functions. Check how many records you have in your account by following the steps under Viewing Storage Usage. Instead of manually checking Salesforce every day for new tasks, we'll show you how Data input isn't anyone's idea of a good time, especially when it means copying and pasting information from one application to another. Reduce ramp time by using call recording software to onboard new reps. That means faster quota attainment. Email Addressed of the recipients, separated by a given delimiter (When empty, we will use comma as a delimiter). In addition to helping identify bottleneck in the process and finding ways to speed up deal stages, Gong's advanced analytics capabilities can help to spot trends and issues, enabling companies to make more informed decisions about their sales strategies and replicate the tactics that are working. After invitees consent to be recorded, they are directed to the meeting. Gong integrates with all the pieces of your sales teams tech stack (call recording VOIP, CRM software, web conferencing software, dialers, email). Ive tried a few and none have the search functionality, topic analysis, and ease-of-use that this tool does. 201 Spear St. 13th Floor, Companies across industries, geographies, and sizes use Gong. Can contain HTML and will be cleaned when it is presented. Gong for Salesforce allows customers to push key data fields from Gong into Salesforce. This allows companies to take advantage of the best features of both platforms and get the most out of their investment. Enter a SOQL WHERE clause. The original id of the event as designated in the reporting system. Chicago, IL 60607, Atlanta Office Thats where youll see which actions are needed. Step 4: Select the data you want to send from one app to the other. Yes, it is possible to integrate Gong with Salesforce. Improve how reps qualify and sell using Gong, The fastest way to replicate data from your applications into a cloud destination, Extract product insights from your sales calls. Chicago Office 167 North Green Street, Suite 04A-105 Chicago, IL 60607. Step 1: Authenticate Gong and Salesforce. If you know a deal is about to go sideways, address risk early so it doesnt flip to closed-lost. Ireland. Cision Distribution 888-776-0942 Capture all web conferences, understand what's being said and deliver real-time insights. Use Custom Value to select a lead from a previous step. Pre-call emails. Yes, there are many different ways that you can choose from to integrate Salesforce with various applications. It's the fastest and easiest way to get started with CRM. API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm. Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly). Its wildly simple. Then, close more deals with Gong. Requests can only be made to domains associated by this application. Step 4: Select the data you want to send from one app to the other. A few of the core features you gain by integrating Gong to Salesforce, include: There are multiple different ways to integrate Gong with Salesforce. 1 Review Visit Website. You can review oursecurity certifications here. Gong can show you which deals are on track to close (and which deals are slipping). See our help docs for Tips and Examples. Capture your call data. Leading privacy management platform. Please add the number of content properties you want to add (5 max). "Free" is not free; using a free approach costs the time and effort required in: Compare price, features, and reviews of the software side-by-side to make the best choice for your business. By signing up, you agree to Zapier's terms of service and privacy policy. 39th Floor Its incomplete. Gong provides solutions to meet your compliance requirements. Pretty cool, huh? Creates a new record of a specified Salesforce object (ie. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. Heres what goes on behind the scenes of a Gong call recording: Gong accesses your sales teams G Suite or Office 365 calendars and picks up your meeting schedule. The name of the action event like "Document Viewed" or "Presentation Viewed". Get alerted when this happens so managers can better coach their team. Push engagement events into Gong when a Gong user shares content with external participants (for example, a contract was shared by the account executive with his prospects). The share message body. Enter here the ID of the object that was engaged as designated in the reporting system. Heres what they had to say: Yep, you read that right. Pick which type of object you want to watch for changes on. Use Custom Value to select a record from a previous step. Create a new record or update an existing record in your app. You can only search for multiple records which are all the same object type. Here's how. Once you connect to Salesforce, you and your team can search and analyze conversations based on Salesforce fields (like stage or amount) and push conversation data to Salesforce. Your submission has been received! This is useful if an application has an API endpoint that Zapier doesn't implement yet. Call recording software delivers three key benefits: Gong uses team members calendars to identify calls that need to be recorded. A given delimiter that will be used to process and split a list of Email Addresses. If you are unsure about how to integrate Gong and Salesforce, we strongly encourage you to speak with an Integration Expert, who can advise on the right type of integration for your use case and can execute on the project. These tools are relatively easy to connect and designed for a simple setup via theirAPIs; however, extracting the most value from Gong means that you have a clear strategy on how you will use the insights collected to inform on your sales activities and playbook development. For Patent and Trademark Legal Notices, pleaseclick here. With more than 7,000 listings, 9 million customer installs and 117,000 peer reviews, AppExchange connects customers of all sizes and across industries to ready-to-install or customizable apps and Salesforce-certified consultants to solve any business challenge. Streamline Sales and Service with the Salesforce Console | PDF. Step 2: Pick one of the apps as a trigger, which will kick off your automation. I have used call recording software before, but the transcript is a game changer. Adds an existing contact to an existing campaign. For sales reps: call recording software increases productivity by generating a full transcript of every call and automatically uploads them to your CRM. Lorem ipsum dolor sit amet, consectetur con clavi adipiscing elit. Gong data give a reality-view of your teams activity thanks to powerful connections with team email, calls, and web conferencing. Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly). Bring actionable Gong data into different channels or take actions based on your analyzed calls. Contact, Deal, To-do, etc.). Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly). ", "It provides tools for us to connect better with the customer which lead to great relationships and creates loyalty. But dont just take our word for it. trademarks held by their respective owners. Call data = visibility into every deal. Gong is a truth serum for your pipeline. Zapier moves info between your web apps automatically, so you can focus on your most important work. Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly). When typing in this field, a list of search results will appear and be automatically updated as you type. Triggers when a record of the specified Salesforce object (ie. Gong for Salesforceallows customers to push key data fields from Gong into Salesforce. Adds an existing lead to an existing campaign. Enter here a URL to later on allow users in Gong to view the engaged object in the reporting system. Specifies whether this file is available to all users, internal users, or shared users. Zapier moves info between your web apps automatically, so you can focus on your most important work. over time to help me improve, and allows for easy sharing with prospects as well as internal teammates and managers. Which messages resonate with your buyers? Ireland. These data fields include: These data fields are tied to Salesforce accounts, contacts, leads, and opportunities so customers can correlate Salesforce data with conversation data. Go to Settings>Integrations>Salesforce. Step 2 Gong automatically pulls emails, meeting invitations, and records calls. With Salesforce for Gong, you can see which dollars are at risk in your pipeline across your CRM stages. Marketing for messaging. The integration includes nine (9!) Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly). Automatically record and log calls in Salesforce with the Gong for Salesforce integration. Product for feedback. By signing up, you agree to Zapier's terms of service and privacy policy. Select which campaign to add contact. Zapier is the next best thing. The Gong for Salesforce integration picks up the missing half, collects data you wish Salesforce had AND opens up a whole world of possibilities.Gong for Salesforce does the heavy lifting for you and answers the tough questions: What top performers do differently? For Patent and Trademark Legal Notices, pleaseclick here. Gong is the only solution that provides insights you can use to update revenue forecasts based on real-time deal engagement. Which messages resonate with your buyers? Enter here a URL to later on allow users in Gong to view the engaged object in the reporting system. The name of the action event like "Contract Signed" or "File Downloaded". Here's how Gong can help you automatically record, log, and track calls in Salesforce: Step 1 Connect Gong to your team's GSuite or Office365. It logs calls directly and simplifies the process. With Gong, you can set your compliance settings to meet your local and company requirements. Fill out the form to get started! 2-1000+ users The entire revenue team of sales leaders, frontline sales managers, sales enablement, account executives. Adds an existing lead to an existing campaign. Gong records your teams sales calls on web conferencing and phone and analyzes them with AI. . In addition, the integration between Gong and Salesforce is designed to be highly customizable, so that companies can choose which data is shared between the two tools and how it is used. This means that you can always focus on the conversation and not worry about taking notes. trademarks held by their respective owners. Heres how: Take sales rep behavior (talk ratio, number of calls, etc.) Which deals have the most risk? Gongs call recording software just works. Find the documentation, sample code, and developer tools needed to tailor your contact center to your business's unique needs. Get a demo to see how Gong can help. What are customers saying? Recognition 167 North Green Street, Select the format of search results to be returned. 34 Ratings Visit Website . Waiting on the sidelines? Something went wrong while submitting the form. Deal is in commit stage but no conversation around pricing? If you don't want to add any content properties, please enter 0. Thats it! Engage the CFO to improve win rates by 46%. Thousands of companies use Salesforce as their customer relationship management (CRM) system to complete tasks, and thousands of companies use Slack as their inter-office method of communication. Find the documentation, sample code, and developer tools needed to tailor your contact center to your business's unique needs. Optionally create a record if not found. That means that you get to validate with a third party the customer that your deals are where reps say they are. Scale winning sales behaviors + get a full view of buyer activity. Participants hear the prompt when they join the call, telling them that the call is being recorded. Gong.io Give your teams and leadership complete visibility into all deals, team performance, and market changes. If you want to use Gong for Salesforce in Salesforce, you can manage installation and settings in the Export to Salesforce area. Gong and Salesloft have similar features regarding conversation intelligence and call analytics but Gong had a forecasting tool that helps in understanding the overall health of the business. San Francisco Office For example, you add an object-specific action on the Account object that creates . Command-line interface that simplifies development and build automation. Here are a couple of them. Automatically add that competitor name to a Salesforce opportunity record. Ramat Gan 52522, EMEA Office 39th Floor and see how its correlated with win rate. Managers love Gong too. Gong has become the foundation of our business model for knowledge sharing. We can tell which deals are stronger, which ones have more back-and-forth, and which discussions are real conversations. Call recording software connects to your teams calendar (GSuite or Microsoft Outlook) to identify customer-facing meetings. "The general availability of the Gong app on Salesforce AppExchange can provide companies with greater productivity, shorter sales cycles and bigger deal sizes. Get data-driven recommendations and share every winning play discovery, competitive deal, closing with your team. . San Francisco Office 201 Spear St. 13th Floor, San Francisco, CA 94105. CS for handoffs. Open more opportunities with LeadIQ. Gong automatically records, tracks, and logs calls in Salesforce and makes calls searchable. Gong shows you every deal in context, and lets you dig into a known risk in just three clicks. 167 North Green Street, Ireland. Capture all calls, understand what's being said and gain critical insights. Gong.io has 521 reviews and a rating of 4.83 / 5 stars vs Salesforce Service Cloud which has 681 reviews and a rating of 4.43 / 5 stars. Gong also transcribes your sales call recordings. Its like Google search, but for your sales calls. Authentication headers are included automatically. If you want to push calls or tasks into Salesforce the . If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. No problem. Gong provides crystal clear sales call recording andsales analytics, and even offers suggestions based on AI analysis of best practices. 201 Spear St. 13th Floor, Dublin D04 Y7R5 Push engagement events into Gong when a Gong user shares content with external participants (for example, a contract was shared by the account executive with his prospects). Help sellers level up their skills by listening to best-of-the-best sales call recordings from top performers on your team. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. 40 Tuval Street How are they reacting to new pricing, messaging, or feature rollout? Finds a record of a specified Salesforce object by a field and value you choose (with line-item support). Contact, Deal, To-do, etc.) For links to additional information on completing the above steps, click. Start the tour and see how Gong can help your team close more deals this quarter. Suite 04A-105 Atlanta, GA 30308, Israel Office Easy automation for busy people. Not good. Pick which type of object you want to search for. Salesforce, AppExchange and others are among the trademarks of salesforce.com, inc. Gong unlocks reality to help people and companies reach their full potential. Chicago, IL 60607, Atlanta Office Weve got your back. If using the Search, click "Refresh Fields" below to update the available input fields. Our time is now spent on strategy. Automatically provision, setup, and de-provision user accounts from Azure AD to Gong. What sets top performers apart? That way you can search through calls and highlight specific parts of the conversation that matter to you. 40 Tuval Street Zapier is the next best thing. "AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.". Find what separates the best from the rest. Coach your reps for success and win more deals with call recording software from Gong. Its the best call recording software on the market, in my opinion. Please add the number of event properties you want to add (5 max). The tool is designed to automatically capture and analyze customer interactions (phone calls, emails, chat, social media, and meetings), giving Sales Reps the ability to see what's working, improve their performance, and close more business. 201 Spear St. 13th Floor, 1 Grand Canal Street Upper Ultimately, the reason Gong is such a powerful tool is the tit directly impacts a company's ability to increase sales, accelerate growth and improve customer success through a data-centric approach. Step 3: Choose a resulting action from the other app. Chose Gong. Ireland. Copyright 2023 Gong.io Inc. All rights reserved. Various Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism. If we didnt have Gong, our productivity would be significantly lower both as a business and for our reps. Get the Entire Team on a Single Source of Truth. But unlike other call recording solutions, Gong does so much more than record sales calls. This list is derived from your recent items and includes records owned by you and other . Associate accounts, contacts and opportunities with conversations. San Francisco, CA 94105, Chicago Office Pick which type of object you want to watch for changes on. ", "Gong is already a game changer in terms of taking your sales team to the next level," said Allon Massil, SVP sales and partnerships of NoFraud, a Gong customer. The link to a page that presents additional information about this event. The name of the action event like "Document Viewed" or "Presentation Viewed". Seeing every customer interaction in a deal means you spot crucial gaps. Get a demo and discover how 3,500 + raving fans use Gong to add horsepower to their engine. You can select which Salesforce fields (built-in and custom fields) to import into Gong. Understand what separates the best from the rest and get in-depth analytics into your teams calls to replicate winning plays with call recording software. For more information about managing users in Salesforce, refer to Salesforce documentation. Gong is rated #1 for call recording software on G2 Crowd by 2,000+ users. Call more accurate forecasts with reality, Built for the largest and most complex GTM teams, Enterprise collaboration that works for you, Experience a one of a kind world to learn, engage and influence, Build your skillset and learn best practices, Game changing strategies to unlock reality, Data-driven posts for growth-minded execs. Gong automatically captures and updates data across your tech stack so you have unprecedented visibility across your teams, deals and pipeline. Our customers benefit from a shared main framework, while maintaining privacy. Gong is a Revenue Intelligence platform (emphasis on intelligence). Enhance Salesforce with Code | PDF. And that means 3 things: Replicate what your best reps do. Too often CRM data is incomplete (and not all that actionable). is updated. Contact, Deal, To-do, etc.) Find out where each rep can improve and drive faster onboarding and higher quota attainment across your team. Finds a record of a specified Salesforce object by a field and value you choose. Gong will ask for basic information and to perform requests. 167 North Green Street, It gives you timely alerts when deals need your attention or when theres an opportunity to coach a rep to close. Michael Jordan rewatched every game. Gong works by automatically recording customer interactions and analyzing the data to provide insights that help sales reps close more deals, faster. ", "Transcription could be more accurate - currently not sufficient as a stand alone piece of information - requires interpretation and reference to audio. The tool gives sales reps the ability to see what's working, improve their performance, and close more business. Incentivized. Compliance is a big deal. Gong + Crayonhow high-growth companies Compete Like They Mean It, Get the full wealth of Linkedin Sales Navigator info on any contact in your deal without leaving Gong, Schedule meetings, capture consent, and record calls with Gong + Chilipiper. Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. San Francisco, CA 94105, Chicago Office Copyright 2023 Gong.io Inc. All rights reserved. Gong automatically captures all customer interactions and analyzes that information to identify deal risk, surface coaching opportunities, and provide guidance on next steps for reps and go-to-market leaders. See deal health and funnel movement in real-time. Select the Salesforce currency amount field you want to appear as the deal value in Gong. Suite 04W101 Automatic recording and transcription of customer interactions. Actions Developer Guide. out-of-the box reports AND two dashboards. Calls and enablement materials can now be found in one place, associated with CRM. When you capture call data, you capture deal clarity. Enter here the ID of the object that was viewed, as designated in the reporting system. Everything works the way it should. If you don't want to add any event properties, please enter 0. Team members send invitees the link to this page instead of the conferencing providers link. Record live sessions within the Digideck platform and sync with your Gong account. Salesforce AppExchange, the world's leading enterprise cloud marketplace, empowers companies, developers and entrepreneurs to build, market and grow in entirely new ways. FoundHQ will match you with a handpicked Salesforce Consultant that knows everything there is to know about integrating Salesforce and Gong. San Francisco, CA 94105, Chicago Office As a best practice, we recommend including this notification regardless of the call participants locations. 40 Tuval Street ", "Very happy overall; I am glad that I have the opportunity to use another CRM system in my career. The fastest-growing sales intelligence and engagement platform. 1-1000+ users With Salesforce's multi-tenant cloud computing model we can serve the needs of companies of all sizes, in any industry. Pricing Alerts: See all early-stage opportunities where pricing was mentioned, Pipeline Analysis Dashboard: View all competitive opportunities closing this quarter, late-stage opportunities without pricing mentions, Competitive Analysis Dashboard: Review win rate per quarter for competitive opportunities, dollar value of competitive opportunities that were closed-won, Rep stats (talk ratio, longest monologue, etc), Early stage opportunities where pricing was mentioned on a call so managers can coach their reps appropriately, Pipeline Analysis Dashboard: competitive opportunities closing this quarter, late-stage opportunities without pricing mentions, Competitive Analysis Dashboard: includes win rate per quarter for competitive opportunities, dollar value of competitive opportunities that were closed-won.

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