gong salesforce documentation

Leading privacy management platform. Take examples of Gong sales conversations and embed them directly within a Brainshark course. As a best practice, we recommend including this notification regardless of the call participants locations. 201 Spear St. 13th Floor, Enter here the ID of the object that was shared, as designated in the reporting system. Information Security Management System (ISMS), Privacy Information Management System (PIMS), The Payment Card Industry Data Security Standard. Triggers when any record of the specified Salesforce object (ie. Gongs call recording solution is designed for business: Whether it be data retention or recording consent weve got your back. For Patent and Trademark Legal Notices, pleaseclick here. Enter here the ID of the object that was engaged as designated in the reporting system. Gong - Revenue Intelligence Platform Client application for the bulk import or export of data. While you can't control whether prospects respond to your selling point, you can control when you reach out to them. San Francisco Office Stop deals from stalling and slipping. You can automate the process instead. Triggers when a record of the specified Salesforce object (ie. If specified, the event will be placed into this workspace, otherwise, the default algorithm for workspace placement will be applied. Its incomplete. Zapier lets you send info between Gong and Salesforce Essentials automaticallyno code required. This trigger works on Salesforce objects with less than 104,000 records. email address, status) is updated on any record of a specified Salesforce object (ie. The tool gives sales reps the ability to see what's working, improve their performance, and close more business. Bring actionable Gong data into different channels or take actions based on your analyzed calls. 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. The app then recommends actions to improve performance, all while updating and supplementing data in Salesforce. Start the tour and see how Gong can help your team close more deals this quarter. 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. Automatic recording and transcription of customer interactions. Catch risk early on Adds an existing file to an existing Record. 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. Something went wrong while submitting the form. Choose a Trigger Start here When this happens. If you're routinely grabbing responses from Gravity Forms and pasting them into Salesforce as custom objects, stop. Act on guidance for key workflows to improve productivity for prospecting, pipeline management, forecasting, and coaching. 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. 756 West Peachtree Street Northwest, Finds a record of a specified Salesforce object by a field and value you choose. No problem. Heres how it works. See our help docs for Tips and Examples. 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. Push Gong data into Snowflake in minutes, with no code required. Please add the number of content properties you want to add (5 max). Follow these steps to integrate the leading Sales Engagement Platform Outreach with your powerhouse Salesforce CRM. Step 2: Pick one of the apps as a trigger, which will kick off your automation. Call Recording Software: Rated #1 By Sales Pros - Gong Salesforce is the worlds #1 customer relationship management (CRM) platform. Participants can receive an email 10 minutes ahead of the scheduled call reminding them of the call and that its recorded. Gong for Salesforce app - Gong Help Center Seeing every customer interaction in a deal means you spot crucial gaps. . For more information, see the descriptions of this process described above. Zapier does manual, repetitive tasks so that you don't have to. If specified, the event will be placed into this workspace, otherwise, the default algorithm for workspace placement will be applied. Reps love Gong. This is useful if an application has an API endpoint that Zapier doesn't implement yet. Gong is the #1 call recording for business software. It provides fantastic searchability to find the spot I need to review quickly, monitors my tendencies for talk ratio, etc. Contact, Lead, Opportunity, etc.). 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. 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. San Francisco, CA 94105, Chicago Office With Salesforce for Gong, you can see which dollars are at risk in your pipeline across your CRM stages. The sales cycle can be long and unpredictable. Export conversational data into Salesforce to automate data entry. The original id of the event as designated in the reporting system. Are sales reps discussing discounts (too) early in the sales process? Duis cursus, mi quis. Gong.io Give your teams and leadership complete visibility into all deals, team performance, and market changes. Engage the CFO to improve win rates by 46%. The name of the action event like "Document Sent" or "Presentation Shared". Dublin D04 Y7R5 What would happen if your reps did too? Up to 70% off for Gong users! trademarks held by their respective owners. Gong will record a web conference based on your customizations, and any changes you make in the web conferencing software. Optional workspace identifier. 40 Tuval Street Updates an existing record for a specified Salesforce object (ie. Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Valid until Oct 2025, ISO 27701 is a globally recognized, privacy-based certification. Recognition Integrate & automate the apps, data, and teams entrusted with your customers & revenue. For more information visitwww.gong.io. Some countries and US states require that both parties on a call must be notified that the call is being recorded. Its liketraining new repsusing real life conversations with actual customers. 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. Yes, it is possible to integrate Gong with Salesforce. Thats it! Step 2: Pick one of the apps as a trigger, which will kick off your automation. Deal is in commit stage but no conversation around pricing? 167 North Green Street, See deal health and funnel movement in real-time. For links to additional information on completing the above steps, click. Call data = visibility into every deal. ", "What I really like about Gong.io is their methodology and helpful insights. Tools for developing with Salesforce in the lightweight, extensible VS Code editor. But unlike other call recording solutions, Gong does so much more than record sales calls. 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. Select which campaign to add lead. Pick which type of object you want to search for. But unlike other call recording solutions, Gong does so much more than record sales calls. Suite 04W101 Michael Jordan rewatched every game. Nearly 3,000 innovative companies like Morningstar Inc., Paychex, LinkedIn, Shopify, Slack, SproutSocial, Twilio, and Zillow trust Gong to power their customer reality. Enter here the ID of the object that was engaged as designated in the reporting system. 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). Which deals have the most risk? Gong's Revenue Intelligence platform captures your customer interactions across phone, web conferencing, and email, understands what was said in these interactions, and delivers insights to help your team win more deals. 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. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Enter a SOQL WHERE clause. Reduce ramp time by using call recording software to onboard new reps. That means faster quota attainment. [Learn how to connect Salesforce to Gong] (https://help.gong.io/hc/en-us/articles/360037998092-Connect-Salesforce-to-Gong). over time to help me improve, and allows for easy sharing with prospects as well as internal teammates and managers. That way, your company can put the customer front and center and create raving fans. Suspendisse varius enim in eros elementum tristique. Capture your call data. Note: this customization is not limited to our Salesforce integration. is created. Fill out the form to get started! Better retention rates. Gong first launched the app in Beta in 2020 and since thenthe app has grown in popularity currently more than 1,000 companies and 80,000 individuals use it worldwide. 1 Review Visit Website. 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. Click here to view our full list of integrations. Connect my apps Free forever for core features Optionally create a record if not found. Suite 04A-105 Calls and enablement materials can now be found in one place, associated with CRM. Gong integrates with all the pieces of your sales teams tech stack (call recording VOIP, CRM software, web conferencing software, dialers, email). Creates a new record of a specified Salesforce object (ie. VP of Global Training and Enablement, Diligent. While Gong offers powerful revenue intelligence and analytics features, it's nothing without a quality data source. GONG WORKSPACE - If your Gong account has multiple Workspaces, enter here the relevant Workspace to send these events to. Get matched with an experienced Consultant who'll handle your integration in no time. 34 Ratings Visit Website . When you capture call data, you capture deal clarity. Contact, Lead, Opportunity, etc.). If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. Gong automatically records, tracks, and logs calls in Salesforce and makes calls searchable. Not sure where to start with Gong for Salesforce? Enrich your data in Salesforce with Gong's conversation data to get the insights you need to make better decisions and close more deals. Bringing conversation intelligence directly into your sales coaching programs. Salesforce, AppExchange and others are among the trademarks of salesforce.com, inc. Gong unlocks reality to help people and companies reach their full potential. You can see Gong insights in context with your CRM stages. Contact, Deal, To-do, etc.) 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 is a private company headquartered in the San Francisco Bay Area. Because of that, Gong is able to curate custom fields that can be pushed directly into Salesforce. With the Salesforce for Gong integration, you can import Salesforce fields and tailor Gong to your org's sales process. Gong requires this access to read data using REST API. Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism. Search for or select the lead you'd like to update. Get data-driven recommendations and share every winning play discovery, competitive deal, closing with your team. Sync your Gong data and then make it work for you by using a Coda doc. Open more opportunities with LeadIQ. For more information about managing users in Salesforce, refer to Salesforce documentation. Specifies whether this file is available to all users, internal users, or shared users. Suite 04A-105 Gong for Salesforce is an app that stores unique Gong data. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. Capture call data, and you can. The fastest-growing sales intelligence and engagement platform. It's important to keep in mind that the Gong Salesforce integration is more of a business process challenge than a technical challenge. Actions Developer Guide. If you don't want to add any content properties, please enter 0. 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. Up to 70% off for Gong users! Salesforce is super-powerful, but on its own holds data that does not tell the full customer story. Hear the unfiltered voice of your market. Ireland. Ramat Gan 52522, EMEA Office 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. Gong records your teams sales calls on web conferencing and phone and analyzes them with AI. Gongs sales call recording software captures all of your customer-facing interactions on web conferencing, VOIP, phone, in-person meetings and email. The best part about Gong is that we have integrated it across all of our commercial teams functions. Gong is the only solution that provides insights you can use to update revenue forecasts based on real-time deal engagement. Zapier lets you send information between Gong and Salesforce automatically with no code required. Your call recordings are stored in Gong and you can listen to or watch them anytime. 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. Start using the Gong for Salesforce App on AppExchange. Gong then delivers insights at scale, empowering revenue and go-to-market teams to determine the best actions for winning outcomes. 1 Grand Canal Street Upper Gong for Salesforceallows customers to push key data fields from Gong into Salesforce. Pick which type of object you want to search for. 756 West Peachtree Street Northwest, Track when competitors come up in sales call recordings and which deals are impacted to capture the lions share of your market. ", "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. 201 Spear St. 13th Floor, I have used call recording software before, but the transcript is a game changer. Grand Canal House, Gong also transcribes your sales call recordings. Heres what they had to say: Yep, you read that right. Use Custom Value to select a record from a previous step. 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. Various Various Gong analyzes and transcribes your calls, and identifies key topics. And backing mock call training with genuine calls. Your sales ops team is going to love this. It gives you timely alerts when deals need your attention or when theres an opportunity to coach a rep to close. More time to work on other things. Developer Documentation | Salesforce Developers Compare Gong vs. Salesloft vs. Salesforce using this comparison chart. Enrich your training by adding Gong Calls to Lessonly lessons. San Francisco Office In the Salesforce integration settings page, set up a filter to only log the calls that you need. If you know a deal is about to go sideways, address risk early so it doesnt flip to closed-lost. from 8 AM - 9 PM ET. 167 North Green Street, Find the documentation, sample code, and developer tools needed to tailor your contact center to your business's unique needs. Which deals have the most risk? Optionally create a record if not found. 1 Review "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. Email Addressed of the recipients, separated by a given delimiter (When empty, we will use comma as a delimiter). 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. Copyright 2023 Gong.io Inc. All rights reserved. The name of the action event like "Document Viewed" or "Presentation Viewed". Examples include: Everyone loves Salesforce Apps. Capture all calls, understand what's being said and gain critical insights. Atrium Create data-driven key performance indicators using Gong native data. Here are a couple of them. Please add the number of content properties you want to add (5 max). If you don't want to add any content properties, please enter 0. Pretty cool, huh? You can only search for multiple records which are all the same object type. 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. If using the Search, click "Refresh Fields" below to update the available input fields. Suite 04W101 Understand your pipeline, grow your business consistently year over year, and avoid end of quarter surprises. Managers love Gong too. It uses AI and machine learning to help you gain critical insights into what's happening with your sales team, your deals, and your . Get a demo to see how Gong can help. For sales managers: analyze rep performance and delivers coaching recommendations to improve rep performance. insights needed to make better decisions and close more deals. 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. But every approach has its costs, which needs to be factored into any decision. Gong passed the security review conducted by the Salesforce security team to be publicly listed on the AppExchange, San Francisco Office Updates an existing record for a specified Salesforce object (ie. Companies across industries, geographies, and sizes use Gong. 756 West Peachtree Street Northwest, Gong.io | The Revenue Intelligence Platform for customer - 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). Compare Gong vs. Salesforce using this comparison chart. Gong for Salesforce is a managed package app. Gong for Salesforce automatically records and logs calls in Salesforce, allowing you to push key data fields from Gong into Salesforce. It automatically starts recording meetings across telephony systems and webconfering, transcribes speech to text, and analyzes with AI. Compliance is a big deal. When the authorization process completes, the process of importing new users starts. The ability to listen back on important calls. Search for or select the record you'd like to update. "The ability to look at what other colleagues wrote to my customers. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. trademarks held by their respective owners. Heres how Gong can help you automatically record, log, and track calls in Salesforce: Connect Gong to your teams GSuite or Office365. San Francisco, CA 94105, Chicago Office Suspendisse varius enim in eros elementum tristique. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. We will match you with 2 Salesforce Freelancers and schedule an intro call. Gong automatically logs activity in Salesforce. Salesforce AppExchange, the world's leading enterprise cloud marketplace, empowers companies, developers and entrepreneurs to build, market and grow in entirely new ways. is updated. Gong works by automatically recording customer interactions and analyzing the data to provide insights that help sales reps close more deals, faster. Not to mention that but the Gong team are the very best in the business. and see how its correlated with win rate. Chicago Office 167 North Green Street, Suite 04A-105 Chicago, IL 60607. Incentivized. Which deals have the most risk? Contact, Lead, Opportunity, etc.) Whats the #1 cause of failed CPQ projects according to SteelBrick's Founder? It's the fastest and easiest way to get started with CRM. It takes less than 2 hours to connect Gong to all your companys systems, and its all automatic from there. Thats it! 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. 39th Floor Select which campaign to add contact. So why not streamline processes between the two platforms? Manage user data capture permissions and license: Use Salesforce fields to automatically manage data capture settings, permission profiles, workspaces & licenses. We do not store credentials, just the OAuth token. With Gong, you can set your compliance settings to meet your local and company requirements. We only listed a couple of them in this article. Describe the work you need to get done. Gong vs. Salesforce Comparison - SourceForge Triggers when a new outbound message is received in Salesforce. Gong is the #1 call recording for business software. Documents Home - Salesforce Find a record. That means that you get to validate with a third party the customer that your deals are where reps say they are.

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