gong salesforce documentation

With the Salesforce for Gong integration, you can import Salesforce fields and tailor Gong to your orgs sales process. Track when competitors come up in sales call recordings and which deals are impacted to capture the lions share of your market. Actions Developer Guide. Ramat Gan 52522, EMEA Office San Francisco Office 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). Compare price, features, and reviews of the software side-by-side to make the best choice for your business. Start the tour and see how Gong can help your team close more deals this quarter. How to connect Gong + Salesforce Zapier lets you send info between Gong and Salesforce automaticallyno code required. Because of that, Gong is able to curate custom fields that can be pushed directly into Salesforce. 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. Get a demo to see how Gong can help. And backing mock call training with genuine calls. Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. This means that you can always focus on the conversation and not worry about taking notes. Follow these steps to integrate the leading Sales Engagement Platform Outreach with your powerhouse Salesforce CRM. A given delimiter that will be used to process and split a list of Email Addresses. Which deals have the most risk? 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. Michael Jordan rewatched every game. Contact, Deal, To-do, etc.). Search for or select the record you'd like to update. Ireland. Heres how it works. Gongs AI beats the competition. An intuitive, low-touch Privacy Center for self-service data rights management. 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. Get more deals over the finish line with video. Creates a new record of a specified Salesforce object (ie. Thats where youll see which actions are needed. Updates an existing record for a specified Salesforce object (ie. Pick which type of object you want to search for. That way, your company can put the customer front and center and create raving fans. is updated. Ireland. Data Loader. It provides fantastic searchability to find the spot I need to review quickly, monitors my tendencies for talk ratio, etc. Gong then delivers insights at scale, empowering revenue and go-to-market teams to determine the best actions for winning outcomes. Optionally create a record if not found. Which deals have the most risk? 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. Gong is the #1 call recording for business software. Email Addressed of the recipients, separated by a given delimiter (When empty, we will use comma as a delimiter). Weve got you covered. By signing up, you agree to Zapier's terms of service and privacy policy. If using the Search, click "Refresh Fields" below to update the available input fields. Gong automatically logs activity in Salesforce. 39th Floor Suite 04W101 You can see Gong insights in context with your CRM stages. We can tell which deals are stronger, which ones have more back-and-forth, and which discussions are real conversations. 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. ", "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. Duis cursus, mi quis viverra, Lorem ipsum dolor sit amet, consectetur con clavi adipiscing elit. 167 North Green Street, Gong automatically pulls emails, meeting invitations, and records calls. Gong is a truth serum for your pipeline. Truly understand your pipeline. Gong is the only solution that provides insights you can use to update revenue forecasts based on real-time deal engagement. Can contain HTML and will be cleaned when it is presented. These params will be URL-encoded and appended to the URL when making the request. Copyright 2023 Gong.io Inc. All rights reserved. Enrich your training by adding Gong Calls to Lessonly lessons. Seeing every customer interaction in a deal means you spot crucial gaps. Thats it! Our API, Zapier, web hooks, and more all empower Gong customers to push data from Gong to [enter your app here]. Integrate your tech stack to get full visibility into every deal. Examples include: Everyone loves Salesforce Apps. Gong provides customizable options for defining which web conferences it records. With Salesforce's multi-tenant cloud computing model we can serve the needs of companies of all sizes, in any industry. Gong then automatically records both the audio and video of your conversations, or gets recordings from your or VOIP/Phone provider for analysis. You can review oursecurity certifications here. email address, status) is updated on any record of a specified Salesforce object (ie. over time to help me improve, and allows for easy sharing with prospects as well as internal teammates and managers. Are sales reps discussing discounts (too) early in the sales process? Gong enables revenue teams to realize their fullest potential by unveiling their customer reality. 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. 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. Adds an existing lead to an existing campaign. 201 Spear St. 13th Floor, The ability to listen back on important calls. It automatically starts recording meetings across telephony systems and webconfering, transcribes speech to text, and analyzes with AI. But dont just take our word for it. . Export conversational data into Salesforce to automate data entry. Call recording software connects to your teams calendar (GSuite or Microsoft Outlook) to identify customer-facing meetings. 167 North Green Street, You will be expected to read and utilize the API documentation provided by the application. Engage the CFO to improve win rates by 46%. Gong will ask for basic information and to perform requests. 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. Guarantee success when rolling out new initiatives. This guide will walk you through all the necessary steps to integrate Marketo and Salesforce CRM. Contact, Lead, Opportunity, etc.). Gong really becomes super charged when you integrate it with Salesforce. Zapier lets you send information between Gong and Salesforce automatically with no code required. Gong automatically records and logs your calls and matches the participants in a conversation to CRM opportunity based on their email and domain. While you can't control whether prospects respond to your selling point, you can control when you reach out to them. Step 4 Zapier will pass this along raw. What sets top performers apart? Adds an existing file to an existing Record. Push engagement events into Gong when content is viewed by an external participant (for example, a contract was viewed by the prospect). "Gong's AppExchange app just makes it easy to identify, analyze, and report on what's working, what needs to be improved and ensuring deals don't lose momentum. trademarks held by their respective owners. Capture all web conferences, understand what's being said and deliver real-time insights. The tool gives sales reps the ability to see what's working, improve their performance, and close more business. Sales call recordings can be shared to anyone in your team. VirtualPBX. 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). Compare Gong vs. Outreach vs. Salesforce using this comparison chart. 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). For sales managers: analyze rep performance and delivers coaching recommendations to improve rep performance. Contact, Lead, Opportunity, etc.). is created. Push Gong data into Snowflake in minutes, with no code required. Enter here a URL to later on allow users in Gong to view the engaged object in the reporting system. Find a record. Gong shows you every deal in context, and lets you dig into a known risk in just three clicks. 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. ", "Transcription could be more accurate - currently not sufficient as a stand alone piece of information - requires interpretation and reference to audio. Gong imports Salesforce data from 5 objects: Yes. The link to a page that presents additional information about this event. The Gong App is NOW available on the Salesforce AppExchange! No next steps on in-pipeline opportunities? Top companies trust Zapier to automate work and free up time. How to Roll Out Multi-Factor Authentication (MFA) | PDF. The name of the action event like "Contract Signed" or "File Downloaded". San Francisco Office Push engagement events into Gong when a content is engaged by an external participant (for example, a contract was signed by the prospect). 39th Floor Select the Salesforce currency amount field you want to appear as the deal value in Gong. That way you can search through calls and highlight specific parts of the conversation that matter to you. They use call recording software to help them with note-taking in calls, to review their game tape and improve, and to learn from top performers on the team. ", "I lost money trying to use this application, I mistakenly attempted to deal with their customer service which was was absolutely horrendous. Install the Gong for Google Calendar add-on domain-wide or per individual to easily schedule meetings using the consent page in the native calendar app. No further action needed (and no forgetting to hitrecord). 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 Various Note: this customization is not limited to our Salesforce integration. Schedule meetings and capture participant consent to be recorded with Gong for Office 365 Outlook. Call recording software delivers three key benefits: Gong uses team members calendars to identify calls that need to be recorded. Ever. 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. You can automate the process instead. Which messages resonate with your buyers? Examples include: More data = more insight = more (closed/won) deals. 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. Deal is in commit stage but no conversation around pricing? San Francisco Office Triggers when a new outbound message is received in Salesforce. Ramat Gan 52522, EMEA Office Zapier is the next best thing. Tools for developing with Salesforce in the lightweight, extensible VS Code editor. 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. Managers love Gong too. 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). Automatically record and log calls in Salesforce with the Gong for Salesforce integration. ", "What I really like about Gong.io is their methodology and helpful insights. Use Custom Value to select a record from a previous step. Participants hear the prompt when they join the call, telling them that the call is being recorded. Zapier lets you send info between Gong and Salesforce automaticallyno code required. The Gong package comes with pre-defined reports that you can adjust to your needs. Our time is now spent on strategy. Stop losing winnable deals. Please add the number of event properties you want to add (5 max). ; In the Document Folders section, select a folder to view all the documents contained in that folder. Click here to view our full list of integrations. Suite 04W101 For more information, see the descriptions of this process described above. Lorem ipsum dolor sit amet, consectetur con clavi adipiscing elit. With the Salesforce for Gong integration, you can import Salesforce fields and tailor Gong to your org's sales process. Coach your reps for success and win more deals with call recording software from Gong. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. Copyright 2023 Gong.io Inc. All rights reserved. Record live sessions within the Digideck platform and sync with your Gong account. To connect Gong with Salesforce with Zapier, simply click here to sign up for Zapier and gain access to other simple app connections as well! 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). Select which campaign to add lead. Under Salesforce connection, select Connect and login to your Salesforce Account. Here's how. Pick which type of object you want to watch for changes on. Gong for Salesforceallows customers to push key data fields from Gong into Salesforce. Marketing for messaging. Thank you! Gong is a powerful sales intelligence and engagement platform that helps companies close more deals, faster. Appointlet Capture all web conferences, understand what's being said and deliver real-time insights. Gong uses AI to turn your sales call recordings into a goldmine of actionable insights for your business and helps you double down where it works. Up to 70% off for Gong users! 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). If you want to push calls or tasks into Salesforce the . Enter here the ID of the object that was viewed, as designated in the reporting system. Our customers benefit from a shared main framework, while maintaining privacy. Act on guidance for key workflows to improve productivity for prospecting, pipeline management, forecasting, and coaching. Enrich your data in Salesforce with Gong's conversation data to get the insights you need to make better decisions and close more deals. Incentivized. Find the documentation, sample code, and developer tools needed to tailor your contact center to your business's unique needs. Suite 04A-105 If you don't want to add any event properties, please enter 0. Map personal data and automate DSRs to build trust and eliminate risk. 1 Grand Canal Street Upper Dublin D04 Y7R5 Salesforce is a leading enterprise customer relationship manager (CRM) application. 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). Zapier lets you send info between Gong and Salesforce Essentials automaticallyno code required. It gives reps a complete record of their past conversations with buyers, shows managers which activities are happening across their team, and delivers insights into best practices that your team can use to close more deals. Triggers when a field of your choosing (ie. Triggers when a record of the specified Salesforce object (ie. ", "Very happy overall; I am glad that I have the opportunity to use another CRM system in my career. Identify meetings with Gong recordings and review playback directly in Clari. That means that you get to validate with a third party the customer that your deals are where reps say they are. Enhance Salesforce with Code | PDF. Ever wonder how Gong works? Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. You can find 2,500+ pre-vetted Salesforce Consultants on FoundHQ, including 750+ Salesforce Engineers with deep expertise in integration architecture and API development, as well as 200+Revenue Operations Consultants to help fine tune business process and sales strategy. Contact, Deal, To-do, etc.) It uses AI and machine learning to help you gain critical insights into what's happening with your sales team, your deals, and your . A given delimiter that will be used to process and split a list of Email Addresses. Contact, Deal, To-do, etc.). For sales leaders: identify risk in your pipeline and allows teams to act preemptively to save deals before its too late with call recording for business. How are they reacting to new pricing, messaging, or feature rollout? Gongs pricing depends on a few factors specific to your team, so well need to get in touch to give you accurate pricing info. Use Custom Value to select a record from a previous step. When you capture call data, you capture deal clarity. Whichever web conferencing platform or VOIP system you use for calls, whichever CRM software (Salesforce and more) your team relies on to track sales: Gong integrates with it. Copyright 2023 Gong.io Inc. All rights reserved. Thank you for filling out the information. Ensure no customer pain goes unnoticed. Finds a record of a specified Salesforce object by a field and value you choose (with line-item support). The best part about Gong is that we have integrated it across all of our commercial teams functions. Salesforce AppExchange, the world's leading enterprise cloud marketplace, empowers companies, developers and entrepreneurs to build, market and grow in entirely new ways. Salesforce, AppExchange and others are among the trademarks of salesforce.com, inc. Gong unlocks reality to help people and companies reach their full potential. Stop deals from stalling and slipping. Gongs sales call recording software captures all of your customer-facing interactions on web conferencing, VOIP, phone, in-person meetings and email. 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. Then turn those insights on winning plays, deal risks and best next steps into action in Gong. This trigger works on Salesforce objects with less than 104,000 records. Select which campaign to add contact. Its the best call recording software on the market, in my opinion. It gives you timely alerts when deals need your attention or when theres an opportunity to coach a rep to close. Up to 70% off for Gong users! Streamline Sales and Service with the Salesforce Console | PDF. Director of Sales Strategy, Sprout Social, spend time on high-impact sales activities, not on low-value tasks. Key benefits of using Gong.io Clone your most effective sellers. 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. The integration between the two tools is bi-directional, meaning that data can flow from Gong into Salesforce, and from Salesforce into Gong. Step 2: Pick one of the apps as a trigger, which will kick off your automation. Pick which type of object you want to watch for changes on. Chicago Office 167 North Green Street, Suite 04A-105 Chicago, IL 60607. Chicago, IL 60607, Atlanta Office If multiple search values are provided, the choice will be applied to each search value. 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. 201 Spear St. 13th Floor, For example, you add an object-specific action on the Account object that creates . Various What sets top performers apart? In fact, Gongs Deal Board also spots them for you. 756 West Peachtree Street Northwest, Automatic recording and transcription of customer interactions. Take examples of Gong sales conversations and embed them directly within a Brainshark course. "The ability to look at what other colleagues wrote to my customers. No problem. Easy automation for busy people. from 8 AM - 9 PM ET. Gong.io Give your teams and leadership complete visibility into all deals, team performance, and market changes. Creates a new record of a specified Salesforce object (ie. Dublin D04 Y7R5 Adds an existing contact to an existing campaign. Enter here the ID of the object that was engaged as designated in the reporting system. Not sure where to start with Gong for Salesforce? With Deal Drivers, you get a snapshot of how much deal-related risk exists in your pipeline and across your team, so you can prioritize the highest-impact areas. The fastest-growing sales intelligence and engagement platform. Capture all calls, understand what's being said and gain critical insights. The name of the action event like "Document Sent" or "Presentation Shared". Search for or select the lead you'd like to update. The decision maker hasnt engaged in weeks (plural)? Various San Francisco, CA 94105, Chicago Office Get a demo to see how Gong can help. Gong has implemented measures to ensure you remain GDPR compliant. Transform your organization with an accurate understanding of customer interactions to increase revenue efficiency and improve decision-making.

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