gong salesforce documentation

Marketing for messaging. Step 2: Pick one of the apps as a trigger, which will kick off your automation. 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. Gong can show you which deals are on track to close (and which deals are slipping). Gong provides customizable options for defining which web conferences it records. Your call recordings are stored in Gong and you can listen to or watch them anytime. The integration includes nine (9!) 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. Compare Gong vs. Salesforce using this comparison chart. Gong imports Salesforce data from 5 objects: Yes. Deploy Enhancements from Sandboxes | PDF. "Gong's integration with Salesforce represents a great combination," said Kelly Breslin Wright, Gong President and COO. Client application for the bulk import or export of data. Copyright 2023 Gong.io Inc. All rights reserved. Various Enter here the ID of the object that was engaged as designated in the reporting system. How are they reacting to new pricing, messaging, or feature rollout? Reactivate users: Reactivating a user in Salesforce will reactivate the user in Gong. Because Gong automatically records and logs calls in Salesforce, you can create reports that are based on conversation data and data within Salesforce, such as competitors or aggregated activity by opportunity. Finds a record of a specified Salesforce object by a field and value you choose (with line-item support). Contact, Deal, To-do, etc.) Salesforce is the worlds #1 customer relationship management (CRM) platform. Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly). 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 Transform your organization with an accurate understanding of customer interactions to increase revenue efficiency and improve decision-making. 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. The name of the action event like "Contract Signed" or "File Downloaded". Call recording software integrates with all telephony systems and web conferencing tools to record, transcribe, and analyze customer-facing calls with AI. out-of-the box reports AND two dashboards. 39th Floor Supercharge your customer success strategy with the tools you use daily. Some countries and US states require that both parties on a call must be notified that the call is being recorded. Email Addressed of the recipients, separated by a given delimiter (When empty, we will use comma as a delimiter). Ever wonder how Gong works? An intuitive, low-touch Privacy Center for self-service data rights management. Gong. Ireland. If using the Search, click "Refresh Fields" below to update the available input fields. This is useful if an application has an API endpoint that Zapier doesn't implement yet. The Gong for Salesforce integration records, transcribes, and analyzes your teams customer facing conversations. Ramat Gan 52522, EMEA 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). Gong is a truth serum for your pipeline. 34 Ratings Visit Website . Various When you capture call data, you capture deal clarity. For more information, see the descriptions of this process described above. Schedule, join and manage your recorded meetings on Google Calendar. Calls and enablement materials can now be found in one place, associated with CRM. Automatically provision, setup, and de-provision user accounts from Azure AD to Gong. Create data-driven key performance indicators using Gong native data. Now you can enjoy unfiltered visibility into your customer conversations in two ways. Step 4: Select the data you want to send from one app to the other. Triggers when a record of the specified Salesforce object (ie. And backing mock call training with genuine calls. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. You can see Gong insights in context with your CRM stages. I have used call recording software before, but the transcript is a game changer. The name of the action event like "Document Viewed" or "Presentation Viewed". 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. Contact, Lead, Opportunity, etc.). Was a competitor mentioned on the call? Suite 04W101 Capture call data, and you can. If you don't want to add any content properties, please enter 0. Use Custom Value to select a lead from a previous step. Zapier moves info between your web apps automatically, so you can focus on your most important work. Under Find a Document, enter keywords to search for a document. Turn Event Data into Meaningful Actions with Salesforce IoT | PDF. Gong is a Revenue Intelligence platform (emphasis on intelligence). Automatic recording and transcription of customer interactions. Catch risk early on Pick which type of object you want to watch for changes on. Find a record. Adds an existing file to an existing Record. record rate of all calls captured by Gong, ISO 27001 globally recognized, standards-based approach to security. Our time is now spent on strategy. Companies across industries, geographies, and sizes use Gong. 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. 40 Tuval Street Which messages resonate with your buyers? 756 West Peachtree Street Northwest, Its missing key intelligence, critical data Gongs conversation data!Gong for Salesforce enriches Salesforce data withRevenue Intelligence, providing necessary (crucial!) The link to a page that presents additional information about this event. 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. Click Allow to authorize Gong to access Salesforce. Imported users will appear on the Team Members page. Creates a new record of a specified Salesforce object (ie. Gongs call recording software just 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. Valid until Jun 2024, SOC 2 Type 2 is an assessment of Gongs security safeguards for protecting customer data, PCI compliant mechanism (SAQ-D) to ingest calls from external telephony systems, Product details about exporting and deleting data, Gong audio prompt or Zoom consent features. 1 Review What sets top performers apart? Gongs call recording solution is designed for business: Whether it be data retention or recording consent weve got your back. See a unified view into customer interactions and market dynamics to turn bottom performers into A-players. Noooooooo. Gong for Salesforceallows customers to push key data fields from Gong into Salesforce. Please add the number of event properties you want to add (5 max). Updates an existing record for a specified Salesforce object (ie. San Francisco, CA 94105, Chicago Office 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. Select which campaign to add contact. Gong also transcribes your sales call recordings. Gong shows you every deal in context, and lets you dig into a known risk in just three clicks. Some countries and U.S. states require that both parties on a call must be notified that the call is being recorded. Gong automatically logs activity in Salesforce. Follow these steps to integrate the leading Sales Engagement Platform Outreach with your powerhouse Salesforce CRM. Coach your reps for success and win more deals with call recording software from Gong. But unlike other call recording solutions, Gong does so much more than record sales calls. ", "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 is a private company headquartered in the San Francisco Bay Area. Gong has implemented measures to ensure you remain GDPR compliant. Chicago, IL 60607, Atlanta Office See deal health and funnel movement in real-time. If using the Search, click "Refresh Fields" below to update the available input fields. Schedule meetings and capture participant consent to be recorded with Gong for Office 365 Outlook. Capture your call data. Compare price, features, and reviews of the software side-by-side to make the best choice for your business. 1 Grand Canal Street Upper Select which campaign to add lead. Gong automatically records, tracks, and logs calls in Salesforce and makes calls searchable. The insights that Gong shows during the forecasting make it stand apart from similar . A given delimiter that will be used to process and split a list of Email Addresses. Gongs pricing depends on a few factors specific to your team, so well need to get in touch to give you accurate pricing info. 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. Suite 04A-105 Enrich your training by adding Gong Calls to Lessonly lessons. When typing in this field, a list of search results will appear and be automatically updated as you type. Step 2 Gong automatically pulls emails, meeting invitations, and records calls. A personalized consent page hosted by Gong for obtaining recording consent. See our help docs for Tips and Examples. Focus on the conversation, well keep track of the important moments for you. ; In the Document Folders section, select a folder to view all the documents contained in that folder. Dublin D04 Y7R5 Managers love Gong too. 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. 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). You can see Gong insights in context with your CRM stages. Get unparalleled visibility into how your reps are interacting with your customers. Automatically add that competitor name to a Salesforce opportunity record. Are sales reps discussing discounts (too) early in the sales process? San Francisco, CA 94105, Chicago Office Push engagement events into Gong when a content is engaged by an external participant (for example, a contract was signed by the prospect). 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). The app then recommends actions to improve performance, all while updating and supplementing data in Salesforce. Better retention rates. Adds an existing lead to an existing campaign. Map personal data and automate DSRs to build trust and eliminate risk. The Gong package comes with pre-defined reports that you can adjust to your needs. Please add the number of event properties you want to add (5 max). Heres how it works. Gong automatically pulls emails, meeting invitations, and records calls. Atlanta, GA 30308, Israel Office is updated. Valid until Oct 2025, ISO 27701 is a globally recognized, privacy-based certification. Streamline Sales and Service with the Salesforce Console | PDF. Dublin D04 Y7R5 ", "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. How is your market responding in real time? No next steps on in-pipeline opportunities? Not good. 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. Open more opportunities with LeadIQ. Glad you asked. You will be expected to read and utilize the API documentation provided by the application. PALO ALTO, Calif., Feb. 22, 2022 /PRNewswire/ -- Gong today announced it has launched the Gong app on Salesforce AppExchange, empowering customers to enrich CRM data by automatically capturing and analyzing customer interactions, including topics of sales conversations and indicators of customer health. Tools for developing with Salesforce in the lightweight, extensible VS Code editor. The fastest-growing sales intelligence and engagement platform. Enhance Salesforce with Point and Click Tools | PDF. Keep every deal on a path to close. 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. Salesforce Essentials allows you to manage every customer conversation from anywhere. What would happen if your reps did too? 40 Tuval Street Which deals have the most risk? Suspendisse varius enim in eros elementum tristique. Duis cursus, Oops! Compare Gong vs. Salesloft vs. Salesforce using this comparison chart. Then, close more deals with Gong. With Gong, you can set your compliance settings to meet your local and company requirements. For example, you add an object-specific action on the Account object that creates . Connect my apps Free forever for core features 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. Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly). Push engagement events into Gong when a content is engaged by an external participant (for example, a contract was signed by the prospect). If you want to use Gong for Salesforce in Salesforce, you can manage installation and settings in the Export to Salesforce area. Select which campaign to add contact. Gong integrates with all the pieces of your sales teams tech stack (call recording VOIP, CRM software, web conferencing software, dialers, email). Team members send invitees the link to this page instead of the conferencing providers link. Updates an existing contact in Salesforce. Get more deals over the finish line with video. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. Get alerted when this happens so managers can better coach their team. Pick which type of object you want to search for. 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. Grand Canal House, Here are a couple of them. Contact, Lead, Opportunity, etc.). 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.

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gong salesforce documentation

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gong salesforce documentation