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gong salesforce documentation

Easy automation for busy people. No further action needed (and no forgetting to hitrecord). Appointlet Capture all web conferences, understand what's being said and deliver real-time insights. Choose a Trigger Start here When this happens. Copyright 2023 Gong.io Inc. All rights reserved. Select which campaign to add contact. Suite 04W101 Gongs call recording software just works. The share message body. Understand your pipeline, grow your business consistently year over year, and avoid end of quarter surprises. Integrate your tech stack to get full visibility into every deal. Nearly 3,000 innovative companies like Morningstar Inc., Paychex, LinkedIn, Shopify, Slack, SproutSocial, Twilio, and Zillow trust Gong to power their customer reality. Your sales ops team is going to love this. With Salesforce for Gong, you can see which dollars are at risk in your pipeline across your CRM stages. Contact, Lead, Opportunity, etc.). But unlike other call recording solutions, Gong does so much more than record sales calls. Transform your sales team into quota-shattering super sellers. Suite 04W101 And that means 3 things: Replicate what your best reps do. Contact, Lead, Opportunity, etc.) What would happen if your reps did too? Capture your call data. For sales managers: analyze rep performance and delivers coaching recommendations to improve rep performance. No more call shadowing. Gong Announces Gong App on Salesforce AppExchange, the World's Leading 167 North Green Street, It takes less than 2 hours to connect Gong to all your companys systems, and its all automatic from there. Gong - Revenue Intelligence Platform Lorem ipsum dolor sit amet, consectetur adipiscing elit. Gong records your teams sales calls on web conferencing and phone and analyzes them with AI. Adds an existing file to an existing Record. If you don't want to add any content properties, please enter 0. You can see Gong insights in context with your CRM stages. Zapier is the next best thing. We love the integration with Salesforce and are leveraging it against our Salesforce data for even deeper insights on behaviors of both our inside and outside sales teams. Thats where youll see which actions are needed. While I believe most sales reps will agree that call recordings are incredibly valuable to have at your fingertips for review, Gong goes beyond just recording. 39th Floor . Various With Salesforce's multi-tenant cloud computing model we can serve the needs of companies of all sizes, in any industry. Get more deals over the finish line with video. Step 1: Authenticate Gong and Salesforce Essentials. Enhance Salesforce with Point and Click Tools | PDF. Further, if the . Examples include: More data = more insight = more (closed/won) deals. Gong imports Salesforce data from 5 objects: Yes. Email Addressed of the recipients, separated by a given delimiter (When empty, we will use comma as a delimiter). Enter a SOQL WHERE clause. The link to a page that presents additional information about this event. When a recorded team member connects to a call, they will see the Gong recorder as a participant. You can't add more hours to the day. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. The ability to listen back on important calls. 2-1000+ users The entire revenue team of sales leaders, frontline sales managers, sales enablement, account executives. Gong + Salesforce Essentials Integrations - Zapier Gong uses OAuth authentication to connect to Salesforce. The fastest-growing sales intelligence and engagement platform. More time to work on other things. Under Salesforce connection, select Connect and login to your Salesforce Account. Some countries and U.S. states require that both parties on a call must be notified that the call is being recorded. To do so, Gong requires integration with your companysOffice 365orG Suite. Compliance at Gong - Gong Truly understand your pipeline. 201 Spear St. 13th Floor, Finds a record of a specified Salesforce object by a field and value you choose (with line-item support). Gong integrates with all the pieces of your sales teams tech stack (call recording VOIP, CRM software, web conferencing software, dialers, email). Streamline Sales and Service with the Salesforce Console | PDF. Salesforce Essentials Smaller businesses have unique needs. Which messages resonate with your buyers? Compare Gong vs. Salesloft vs. Salesforce using this comparison chart. We only listed a couple of them in this article. Enter a SOQL WHERE clause. Create a new record or update an existing record in your app. For example, you add an object-specific action on the Account object that creates . 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. Sales call recordings can be shared to anyone in your team. With the Salesforce for Gong integration, you can import Salesforce fields and tailor Gong to your orgs sales process. San Francisco Office Gongs AI beats the competition. Scale winning sales behaviors + get a full view of buyer activity. Get a demo to see how Gong can help. Command-line interface that simplifies development and build automation. 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. Gong has helped thousands of sales pros have better sales conversations every day. 1 Grand Canal Street Upper Triggers when any record of the specified Salesforce object (ie. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. Ive tried a few and none have the search functionality, topic analysis, and ease-of-use that this tool does. Our app also includes 9 out-of-the box reports and 2 dashboards to showcase whats possible and get customers started down this path. Note: this customization is not limited to our Salesforce integration. Integrate & automate the apps, data, and teams entrusted with your customers & revenue. Ramat Gan 52522, EMEA Office Creates a new record of a specified Salesforce object (ie. If specified, the event will be placed into this workspace, otherwise, the default algorithm for workspace placement will be applied. ", "The Gong app is a welcome addition to AppExchange, as they power digital transformation for customers by empowering teams to take advantage of customer interactions," said Woodson Martin, GM of Salesforce AppExchange. Click here to view our full list of integrations. Zapier checks for new data every 15 min on the Free plan, Find existing data in your app, or create a new record if no data is found, https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm. See information from transactions in your DealHub DealRooms right in you Gong activity timeline. Supported Chat, Marketing Drift Turn your email clicks into real-time conversations Native Sales Productivity, Voice RingCentral Connect with customers like never before by enabling RingCentral with Outreach Native Contact, Lead, Opportunity, etc.). If you don't want to add any content properties, please enter 0. Updates an existing record for a specified Salesforce object (ie. Sync your Gong data and then make it work for you by using a Coda doc. Insights and analytics based on customer interactions, The ability to search and access data on historical customer interactions across all channels and deal stages, Make sure you have API access enabled on your. You can't add more hours to the day. Ever wonder how Gong works? Chicago, IL 60607, Atlanta Office Step 3: Choose a resulting action from the other app. Click here to view our full list of integrations. Search for or select the record you'd like to update. Audio prompt. Gong provides customizable options for defining which web conferences it records. Deal is in commit stage but no conversation around pricing? As a best practice, we recommend including this notification regardless of the call participants locations. Easy automation for busy people. Help sellers level up their skills by listening to best-of-the-best sales call recordings from top performers on your team. 40 Tuval Street If specified, the event will be placed into this workspace, otherwise, the default algorithm for workspace placement will be applied. 1 Grand Canal Street Upper Gong and Salesforce Integration Guide (2023) - FoundHQ By signing up, you agree to Zapier's terms of service and privacy policy. 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). over time to help me improve, and allows for easy sharing with prospects as well as internal teammates and managers. Actions Developer Guide. Something went wrong while submitting the form. Capture all calls, understand what's being said and gain critical insights. Salesforce is the world's #1 customer relationship management (CRM) platform. ", "I'd prefer to not be bothered when I'm not at work and it's annoying to have my phone buzzing with something I don't need at 10pm on a Saturday. Gong for Salesforce automatically records and logs calls in Salesforce, allowing you to push key data fields from Gong into Salesforce. Creates a new record of a specified Salesforce object (ie. I have used call recording software before, but the transcript is a game changer. When typing in this field, a list of search results will appear and be automatically updated as you type. You can automate the process instead. Salesforce, AppExchange and others are among the trademarks of salesforce.com, inc. Gong unlocks reality to help people and companies reach their full potential. When the authorization process completes, the process of importing new users starts. 40 Tuval Street 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. Copyright 2023 Gong.io Inc. All rights reserved. Cognisms premium database gives you verified contact data for the decision makers you want to do business with. San Francisco Office 201 Spear St. 13th Floor, San Francisco, CA 94105. Select which campaign to add lead. In the Salesforce integration settings page, set up a filter to only log the calls that you need. For Patent and Trademark Legal Notices, pleaseclick here. 167 North Green Street, Chicago Office 167 North Green Street, Suite 04A-105 Chicago, IL 60607. Your submission has been received! That means youll be able to turn sales call recordings into actionable insights without lifting a finger. Some countries and US states require that both parties on a call must be notified that the call is being recorded. Coach your reps for success and win more deals with call recording software from Gong. 39th Floor Because of that, Gong is able to curate custom fields that can be pushed directly into Salesforce. Get alerted when this happens so managers can better coach their team. If you want to use Gong for Salesforce in Salesforce, you can manage installation and settings in the Export to Salesforce area. Which deals have the most risk? The integration between the two tools is bi-directional, meaning that data can flow from Gong into Salesforce, and from Salesforce into Gong. The original id of the event as designated in the reporting system. Introduction to Gong-Salesforce integrations - Gong Help Center The link to a page that presents additional information about this event. Salesforce Essentials allows you to manage every customer conversation from anywhere. Get unparalleled visibility into how your reps are interacting with your customers. Its incomplete. Can contain HTML and will be cleaned when it is presented. Participants hear the prompt when they join the call, telling them that the call is being recorded. 201 Spear St. 13th Floor, Downloadable User Guides - Salesforce Enter here the ID of the object that was shared, as designated in the reporting system. 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? Triggers when a record of the specified Salesforce object (ie. It uses AI and machine learning to help you gain critical insights into what's happening with your sales team, your deals, and your . 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). How to connect Gong + Salesforce Zapier lets you send info between Gong and Salesforce automaticallyno code required. Heres how: Take sales rep behavior (talk ratio, number of calls, etc.) For several years, customer-facing teams have benefitted from Gong platform's ability to unlock the reality of customer interactions and deliver performance-enhancing insights. Optional workspace identifier. San Francisco Office You can select which Salesforce fields (built-in and custom fields) to import into Gong. Which deals have the most risk? These data fields include: Our app also includes 9 out-of-the box reports and 2 dashboards to showcase whats possible and get customers started down this path. It gives you timely alerts when deals need your attention or when theres an opportunity to coach a rep to close. Find a record. That way you can search through calls and highlight specific parts of the conversation that matter to you. Gong vs. Salesforce Comparison - SourceForge With 5,000+ supported apps, the possibilities are endless. Click Allow to authorize Gong to access Salesforce. What is really in your pipeline? Get a demo to see how Gong can help. Gongs call recording solution is designed for business: Whether it be data retention or recording consent weve got your back. Duis cursus, Oops! 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. Triggers when a record of the specified Salesforce object (ie. It uses AI and machine learning to help you gain critical insights into whats happening with your sales team, your deals, and your market.Revenue Intelligence is the new way of operating based on customer reality instead of opinions. Provision team members from Salesforce - Gong Help Center ", "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. is updated. The integration includes nine (9!) CS for handoffs. Gong requires this access to read data using REST API. 1 Review Requests can only be made to domains associated by this application. Salesforce is super-powerful, but on its own holds data that does not tell the full customer story. Now you can enjoy unfiltered visibility into your customer conversations in two ways. Call recording software delivers three key benefits: Gong uses team members calendars to identify calls that need to be recorded. Updates an existing record for a specified Salesforce object (ie. Which messages resonate with your buyers? 39th Floor Gong is a Revenue Intelligence platform (emphasis on intelligence). Participants can receive an email 10 minutes ahead of the scheduled call reminding them of the call and that its recorded. Here's how. Contact, Deal, To-do, etc.) San Francisco Office Salesforce | Gong Collective Get a live demo Request Pricing Take platform tour Your AI-Fueled Revenue Engine from 8 AM - 9 PM ET. What are customers saying? Step 1: Authenticate Gong and Salesforce. Thats right. Select the format of search results to be returned. Gong analyzes and transcribes your calls, and identifies key topics. Are sales reps discussing discounts (too) early in the sales process? Which competitors are beating you and why? 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. Whats the #1 cause of failed CPQ projects according to SteelBrick's Founder? Want to see inside every deal? Grand Canal House, Gong for Salesforceallows customers to push key data fields from Gong into Salesforce. Product for feedback. Gong then delivers insights at scale, empowering revenue and go-to-market teams to determine the best actions for winning outcomes. That's right. GONG WORKSPACE - If your Gong account has multiple Workspaces, enter here the relevant Workspace to send these events to. 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. 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. Get hyper-accurate activity data and always up-to-date records automatically to see where your team is performing (and where theyre falling behind). Actions let users quickly create or update records, log calls, send emails, and more, in the context of a particular object. Use Domos Gong Connector to get real-time insights into your sales conversations. This integration allows Gong to connect to the Salesforce API (read-write) and perform two main tasks: Create Gong conversation records in Salesforce for every processed conversation, with links to the relevant accounts, opportunities, contacts, and leads. Copyright 2023 Gong.io Inc. All rights reserved. Gong shows you every deal in context, and lets you dig into a known risk in just three clicks. That way, your company can put the customer front and center and create raving fans. Optionally create a record if not found. If specified, the event will be placed into this workspace, otherwise, the default algorithm for workspace placement will be applied. So why not streamline processes between the two platforms? Gong vs Salesforce | TrustRadius Gong then automatically records both the audio and video of your conversations, or gets recordings from your or VOIP/Phone provider for analysis. Data Loader. If you don't want to add any event properties, please enter 0. Record live sessions within the Digideck platform and sync with your Gong account. Identify meetings with Gong recordings and review playback directly in Clari. "The general availability of the Gong app on Salesforce AppExchange can provide companies with greater productivity, shorter sales cycles and bigger deal sizes. Gong for Salesforce app - Gong Help Center This trigger works on Salesforce objects with less than 104,000 records. Gong maps telephone/conference calls between you and your prospects with prospect information in your CRM. Gong provides solutions to meet your compliance requirements. These include: Salesforce, Hubspot,Zoom,Cisco Webex, and more. Adds an existing lead to an existing campaign. If multiple search values are provided, the choice will be applied to each search value.

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