We do not store credentials, just the OAuth token. FoundHQ will match you with a handpicked Salesforce Consultant that knows everything there is to know about integrating Salesforce and 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. This is useful if an application has an API endpoint that Zapier doesn't implement yet. is created. Managers love Gong too. Thats where youll see which actions are needed. Gong can show you which deals are on track to close (and which deals are slipping). If you don't want to add any event properties, please enter 0. Please add the number of content properties you want to add (5 max). Catch risk early on Contact, Deal, To-do, etc.). Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money. Which messages resonate with your buyers? Contact, Deal, To-do, etc.). Top companies trust Zapier to automate work and free up time. Identify meetings with Gong recordings and review playback directly in Clari. Get a demo to see how Gong can help. You can only search for multiple records which are all the same object type. Actions Developer Guide. Cision Distribution 888-776-0942 With 5,000+ supported apps, the possibilities are endless. Zapier lets you send info between Gong and Salesforce automaticallyno code required. Gong automatically pulls emails, meeting invitations, and records calls. Search for or select the record you'd like to update. Gong is aRevenue 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. ", "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. 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). Adds an existing contact to an existing campaign. But unlike other call recording solutions, Gong does so much more than record sales calls. is updated. Thats it! After invitees consent to be recorded, they are directed to the meeting. Get data-driven recommendations and share every winning play discovery, competitive deal, closing with your team. Adds an existing lead to an existing campaign. Drive more revenue through your reps by helping them strategize a path to close. Capture all calls, understand what's being said and gain critical insights. Enhance Salesforce with Code | PDF. Which competitors are beating you and why? Enter a SOQL WHERE clause. 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. 756 West Peachtree Street Northwest, 40 Tuval Street 40 Tuval Street Step 3 Gong automatically logs activity in Salesforce. Whats the #1 cause of failed CPQ projects according to SteelBrick's Founder? When you capture call data, you capture deal clarity. The Gong for Salesforce integration records, transcribes, and analyzes your teams customer facing conversations. Zapier will pass this along raw. For sales managers: analyze rep performance and delivers coaching recommendations to improve rep performance. Gong is a Revenue Intelligence platform (emphasis on intelligence). 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. The name of the action event like "Document Viewed" or "Presentation Viewed". Which messages resonate with your buyers? 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. Ireland. You can use the free utilities, build custom objects in Salesforce, or use paid AppExchange apps to build and maintain the metadata dictionary and manage the documentation. Follow these steps to integrate the leading Sales Engagement Platform Outreach with your powerhouse Salesforce CRM. 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). Cognisms premium database gives you verified contact data for the decision makers you want to do business with. record rate of all calls captured by Gong, ISO 27001 globally recognized, standards-based approach to security. Pre-call emails. With Gong, companies can accelerate their sales cycle by identifying and pursuing the most promising leads, and track engagement throughout the customer lifecycle. 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. As a best practice, we recommend including this notification regardless of the call participants locations. For more information about managing users in Salesforce, refer to Salesforce documentation. Director of Sales Strategy, Sprout Social, spend time on high-impact sales activities, not on low-value tasks. Use it to insert, update, delete, or export Salesforce records. 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. Updates an existing record for a specified Salesforce object (ie. Gong uses OAuth authentication to connect to Salesforce. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. Weve got you covered. Install Gong for Salesforce Configure Gong Conversations during installation Set up Gong to export call data to Salesforce Create Salesforce tasks for calls and emails Reports Dashboards Easy automation for busy people. Product for feedback. Salesforce Essentials Smaller businesses have unique needs. Scale winning sales behaviors + get a full view of buyer activity. With Gong, we can easily dig into every deal with every rep, every week. . Gong automatically logs activity in Salesforce. Yes, it is possible to integrate Gong with Salesforce. Gong has implemented measures to ensure you remain GDPR compliant. Adds an existing contact to an existing campaign. In this case, moving data between Slack, Gong and Salesforce - all without code! Top companies trust Zapier to automate work and free up time. Lorem ipsum dolor sit amet, consectetur con clavi adipiscing elit. It takes less than 2 hours to connect Gong to all your companys systems, and its all automatic from there. It automatically starts recording meetings across telephony systems and webconfering, transcribes speech to text, and analyzes with AI. Everything works the way it should. Manager. Turn Event Data into Meaningful Actions with Salesforce IoT | PDF. Ever. Create webhooks and manage the data exported from Gong to other applications. Its time to capture every call. Push Gong data into Snowflake in minutes, with no code required. Gong shows you every deal in context, and lets you dig into a known risk in just three clicks. out-of-the box reports AND two dashboards. Find what separates the best from the rest. For links to additional information on completing the above steps, click. Gong imports Salesforce data from 5 objects: Yes. Suite 04A-105 See our help docs for Tips and Examples. Contact, Lead, Opportunity, etc.) 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. Examples include: More data = more insight = more (closed/won) deals. Atlanta, GA 30308, Israel Office Incentivized. Gong for Salesforce has saved me countless hours of typing up notes and logging calls. Here's how. Data Loader. Salesforce Essentials allows you to manage every customer conversation from anywhere. Replicate winning behaviors. 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. Enrich your training by adding Gong Calls to Lessonly lessons. It's important to keep in mind that the Gong Salesforce integration is more of a business process challenge than a technical challenge. Gong passed the security review conducted by the Salesforce security team to be publicly listed on the AppExchange, San Francisco Office Schedule meetings and capture participant consent to be recorded with Gong for Office 365 Outlook. Up to 70% off for Gong users! Atrium Create data-driven key performance indicators using Gong native data. Pick the type of object if 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). An intuitive, low-touch Privacy Center for self-service data rights management. Connect my apps Free forever for core features Developer Tools. So why not streamline processes between the two platforms? Bad bad. Action API provides APEX, SOAP, and REST interfaces that let you add quick actions to Salesforce applications. It provides fantastic searchability to find the spot I need to review quickly, monitors my tendencies for talk ratio, etc. VirtualPBX. Heres how Gong can help you automatically record, log, and track calls in Salesforce: Connect Gong to your teams GSuite or Office365. trademarks held by their respective owners. Yes, there are many different ways that you can choose from to integrate Salesforce with various applications. We can see the communication rate across the deal, both by email and phone. Suite 04W101 Suite 04W101 Microsoft Azure - Active Directory Use Custom Value to select a record from a previous step. It logs calls directly and simplifies the process. Gong empowers customer-facing teams to take advantage of their most valuable assets customer interactions, which the Gong platform automatically captures and analyzes. Use Custom Value to select a record from a previous step. Understand your pipeline, grow your business consistently year over year, and avoid end of quarter surprises. 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. Gong is a powerful sales intelligence and engagement platform that helps companies close more deals, faster. The answer is in the conversations. Gong is a private company headquartered in the San Francisco Bay Area. No further action needed (and no forgetting to hitrecord). Select the Salesforce currency amount field you want to appear as the deal value in Gong. Search for or select the record you'd like to update. Gong automatically captures and updates data across your tech stack so you have unprecedented visibility across your teams, deals and pipeline. Ive tried a few and none have the search functionality, topic analysis, and ease-of-use that this tool does. Gong is a truth serum for your pipeline. By signing up, you agree to Zapier's terms of service and privacy policy. Push engagement events into Gong when a content is engaged by an external participant (for example, a contract was signed by the prospect). 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. 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. Get alerted when this happens so managers can better coach their team. Open more opportunities with LeadIQ. Thats right. If you don't want to add any content properties, please enter 0. Get AI-backed insights that are relevant and specific to your business. Here are a couple of them. Gong is the #1 call recording for business software. 40 Tuval Street 201 Spear St. 13th Floor, 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. Export conversational data into Salesforce to automate data entry. 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. Because of that, Gong is able to curate custom fields that can be pushed directly into Salesforce. Feb 22, 2022, 11:30 ET. Note: this customization is not limited to our Salesforce integration. For example, you add an object-specific action on the Account object that creates . Ireland. Up to 70% off for Gong users! Suite 04W101 Its missing key intelligence, critical data Gongs conversation data!Gong for Salesforce enriches Salesforce data withRevenue Intelligence, providing necessary (crucial!) Oops! San Francisco Office 201 Spear St. 13th Floor, San Francisco, CA 94105. You can see Gong insights in context with your CRM stages. Gong for Salesforceallows customers to push key data fields from Gong into Salesforce. Guarantee success when rolling out new initiatives. If you don't want to add any event properties, please enter 0. Creates a new record of a specified Salesforce object (ie. In each account, Gong associates each call with a single opportunity. Salesforce is the world's #1 customer relationship management (CRM) platform. Easy automation for busy people. Describe the work you need to get done. This list is derived from your recent items and includes records owned by you and other . Push engagement events into Gong when content is viewed by an external participant (for example, a contract was viewed by the prospect). I have used call recording software before, but the transcript is a game changer. Gong for Salesforce allows customers to push key data fields from Gong into Salesforce. Get started with these solutions that have transformed how other small businesses operate and drive revenue. Automatically provision, setup, and de-provision user accounts from Azure AD to Gong. If using the Search, click "Refresh Fields" below to update the available input fields. 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. If specified, the event will be placed into this workspace, otherwise, the default algorithm for workspace placement will be applied. The name of the action event like "Document Sent" or "Presentation Shared". It's the fastest and easiest way to get started with CRM. The name of the action event like "Contract Signed" or "File Downloaded". over time to help me improve, and allows for easy sharing with prospects as well as internal teammates and managers. ", "It provides tools for us to connect better with the customer which lead to great relationships and creates loyalty. Can contain HTML and will be cleaned when it is presented. Suite 04A-105 Find the documentation, sample code, and developer tools needed to tailor your contact center to your business's unique needs. Pick which type of object you want to search for. San Francisco Office Each rep has different strengths and opportunities, and Gongs AI pinpoints exactly what each rep needs to do to improve their performance and close more deals. A given delimiter that will be used to process and split a list of Email Addresses. Nearly 3,000 innovative companies like Morningstar Inc., Paychex, LinkedIn, Shopify, Slack, SproutSocial, Twilio, and Zillow trust Gong to power their customer reality. Gong is rated #1 for call recording software on G2 Crowd by 2,000+ users. 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. We will match you with 2 Salesforce Freelancers and schedule an intro call. Thank you for filling out the information. Key benefits of using Gong.io Clone your most effective sellers. What is really in your pipeline? Optionally create a record if not found. Integrated directly with Salesforce, the Gong app is currently available on AppExchange at: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FeGgcUAF. Ireland. 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. The share message body. Gong. Create data-driven key performance indicators using Gong native data. Zapier moves info between your web apps automatically, so you can focus on your most important work. That means that you get to validate with a third party the customer that your deals are where reps say they are. ; The Recent Documents section displays the last ten or twenty-five documents you viewed, with the most recently-viewed document listed first. Gong provides solutions to meet your compliance requirements. Yes, both Gong and Salesforce have APIs and documentation on their websites that can help you or a professional developer with integrations. Our customers benefit from a shared main framework, while maintaining privacy. Suite 04W101 What sets top performers apart? 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. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. Suite 04A-105 Make critical revenue decisions powered by the deepest understanding of sales conversations, the most accurate AI models, and the largest integration ecosystem on the market. 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). Various Zapier lets you send info between Gong and Salesforce Essentials automaticallyno code required. Some countries and U.S. states require that both parties on a call must be notified that the call is being recorded. You can automate the process instead. Gong automatically records and logs your calls and matches the participants in a conversation to CRM opportunity based on their email and domain. 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). Gong.io Give your teams and leadership complete visibility into all deals, team performance, and market changes. See deal health and funnel movement in real-time. Salesforce CLI. With Salesforce for Gong, you can see which dollars are at risk in your pipeline across your CRM stages. Reps love Gong. ", "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. You can see Gong insights in context with your CRM stages. The team member can simply remove Gong from the call to prevent it from being recorded. Some countries and US states require that both parties on a call must be notified that the call is being recorded. Gong analyzes and transcribes conversations so you can see (and hear) what sets your top performers apart. We can help. Gongs AI beats the competition. Which deals have the most risk? Chicago, IL 60607, Atlanta Office 201 Spear St. 13th Floor, The link to a page that presents additional information about this event. 1 Grand Canal Street Upper Import conversations and track activity in accounts, opportunities, contacts and leads in Salesforce with call recording from Gong. Various Copyright 2023 Gong.io Inc. All rights reserved. Act on guidance for key workflows to improve productivity for prospecting, pipeline management, forecasting, and coaching. Ramat Gan 52522, EMEA Office Get more deals over the finish line with video. For Patent and Trademark Legal Notices, pleaseclick here. . As a best practice, we recommend including this notification regardless of the call participants locations. [Learn how to connect Salesforce to Gong] (https://help.gong.io/hc/en-us/articles/360037998092-Connect-Salesforce-to-Gong). If you want accurate insight into improvements on calls, or just an easy way to keep track of your recent meetings look no further, theres no competition between Gong and other tools. If specified, the event will be placed into this workspace, otherwise, the default algorithm for workspace placement will be applied. Take examples of Gong sales conversations and embed them directly within a Brainshark course. With the Salesforce for Gong integration, you can import Salesforce fields and tailor Gong to your orgs sales process. Contact, Deal, To-do, etc.) Manage user data capture permissions and license: Use Salesforce fields to automatically manage data capture settings, permission profiles, workspaces & licenses. That means youll be able to turn sales call recordings into actionable insights without lifting a finger. "The ability to look at what other colleagues wrote to my customers. 756 West Peachtree Street Northwest, 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. Ensure no customer pain goes unnoticed. Atlanta, GA 30308, Israel Office Calls and enablement materials can now be found in one place, associated with CRM. Your sales ops team is going to love this. Atlanta, GA 30308, Israel Office 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. What sets top performers apart? email address, status) is updated on any record of a specified Salesforce object (ie. More time to work on other things. For Patent and Trademark Legal Notices, pleaseclick here. Gong data give a reality-view of your teams activity thanks to powerful connections with team email, calls, and web conferencing. A few of the core features you gain by integrating Gong to Salesforce, include: There are multiple different ways to integrate Gong with Salesforce. The fastest-growing sales intelligence and engagement platform. Further, if the application changes their API, you will be expected to make the appropriate fixes and updates. 1 Review In fact, Gongs Deal Board also spots them for you. The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files. Want full visibility into your deals? In addition, Gong provides detailed analytics that can be used to improve customer service or identify areas of opportunity. Was a competitor mentioned on the call? Gong for Salesforce is a managed package app. You can also setup a Zap with the New Outbound Message trigger to workaround this limit. 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. You will be expected to read and utilize the API documentation provided by the application. The link to a page that presents additional information about this event. Gong is the #1 call recording for business software. San Francisco Office Ramat Gan 52522, EMEA Office Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. . Optional workspace identifier. Please add the number of event properties you want to add (5 max). Use Custom Value to select a lead from a previous step. Hear the unfiltered voice of your market. Call data = visibility into every deal. The insights that Gong shows during the forecasting make it stand apart from similar . 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. Chicago, IL 60607, Atlanta Office Salesforce is the worlds #1 customer relationship management (CRM) platform. The tool gives sales reps the ability to see what's working, improve their performance, and close more business. Contact, Lead, Opportunity, etc.). Choose a Trigger Start here When this happens. 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