gong salesforce documentation
FoundHQ will match you with a handpicked Salesforce Consultant that knows everything there is to know about integrating Salesforce and Gong. 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. With 5,000+ supported apps, the possibilities are endless. That's right. In addition, Gong provides detailed analytics that can be used to improve customer service or identify areas of opportunity. The link to a page that presents additional information about this event. Chicago, IL 60607, Atlanta Office After invitees consent to be recorded, they are directed to the meeting. Ive tried a few and none have the search functionality, topic analysis, and ease-of-use that this tool does. With 5,000+ supported apps, the possibilities are endless. trademarks held by their respective owners. Gong is a powerful sales intelligence and engagement platform that helps companies close more deals, faster. 40 Tuval Street Grand Canal House, Its missing key intelligence, critical data Gongs conversation data!Gong for Salesforce enriches Salesforce data withRevenue Intelligence, providing necessary (crucial!) Atlanta, GA 30308, Israel Office For example, {"foo": "bar"} is perfectly valid. Call recording software delivers three key benefits: Gong uses team members calendars to identify calls that need to be recorded. Guarantee success when rolling out new initiatives. Optionally create a record if not found. But unlike other call recording solutions, Gong does so much more than record sales calls. Search for or select the record you'd like to update. Gong is the #1 call recording for business software. 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 integration between the two tools is bi-directional, meaning that data can flow from Gong into Salesforce, and from Salesforce into Gong. Create a new record or update an existing record in your app. By signing up, you agree to Zapier's terms of service and privacy policy. Supercharge your customer success strategy with the tools you use daily. Grand Canal House, If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. Pick which type of object you want to watch for changes on. 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. Call recording software integrates with all telephony systems and web conferencing tools to record, transcribe, and analyze customer-facing calls with AI. 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). Compare price, features, and reviews of the software side-by-side to make the best choice for your business. Your sales ops team is going to love this. See our help docs for Tips and Examples. Gong for Salesforce app Gong for Salesforce app can be installed in your Salesforce instance through read-write API integration. Find the documentation, sample code, and developer tools needed to tailor your contact center to your business's unique needs. Salesforce is the worlds #1 customer relationship management (CRM) platform. Valid until Oct 2025, ISO 27701 is a globally recognized, privacy-based certification. Get a demo and discover how 3,500 + raving fans use Gong to add horsepower to their engine. Participants hear the prompt when they join the call, telling them that the call is being recorded. Step 2: Pick one of the apps as a trigger, which will kick off your automation. It uses AI and machine learning to help you gain critical insights into what's happening with your sales team, your deals, and your . Contact, Deal, To-do, etc.). Stop losing winnable deals. Gong provides crystal clear sales call recording andsales analytics, and even offers suggestions based on AI analysis of best practices. If you don't want to add any content properties, please enter 0. With Gong, we can easily dig into every deal with every rep, every week. Gong for Salesforce has saved me countless hours of typing up notes and logging calls. ; The Recent Documents section displays the last ten or twenty-five documents you viewed, with the most recently-viewed document listed first. 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. By signing up, you agree to Zapier's terms of service and privacy policy. I have used call recording software before, but the transcript is a game changer. Heres how it works. When you capture call data, you capture deal clarity. What sets top performers apart? If specified, the event will be placed into this workspace, otherwise, the default algorithm for workspace placement will be applied. Suspendisse varius enim in eros elementum tristique. Thank you for filling out the information. Stop deals from stalling and slipping. Map personal data and automate DSRs to build trust and eliminate risk. The name of the action event like "Contract Signed" or "File Downloaded". 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. In this case, moving data between Slack, Gong and Salesforce - all without code! Gong. No next steps on in-pipeline opportunities? For sales managers: analyze rep performance and delivers coaching recommendations to improve rep performance. Can contain HTML and will be cleaned when it is presented. In this case, moving data between Slack, Gong and Salesforce - all without code! Zapier lets you send info between Gong and Salesforce Essentials automaticallyno code required. Pretty cool, huh? Create webhooks and manage the data exported from Gong to other applications. Step 3: Choose a resulting action from the other app. If specified, the event will be placed into this workspace, otherwise, the default algorithm for workspace placement will be applied. You can also setup a Zap with the New Outbound Message trigger to workaround this limit. You can't add more hours to the day. 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. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you. ", "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. Enter here the ID of the object that was engaged as designated in the reporting system. 34 Ratings Visit Website . Information Security Management System (ISMS), Privacy Information Management System (PIMS), The Payment Card Industry Data Security Standard. Gongs AI beats the competition. Thats right. We will match you with 2 Salesforce Freelancers and schedule an intro call. That means that you get to validate with a third party the customer that your deals are where reps say they are. The integration of Gong with Salesforce allows companies to create a centralized repository of customer interactions that can be searched and accessed by all members of the team and serves as the central inputs for Gong's intelligence capabilities. Can contain HTML and will be cleaned when it is presented. Gong shows you every deal in context, and lets you dig into a known risk in just three clicks. Now you can enjoy unfiltered visibility into your customer conversations in two ways. Reps love Gong. Pre-call emails. Capture all web conferences, understand what's being said and deliver real-time insights. Turn Event Data into Meaningful Actions with Salesforce IoT | PDF. Get data-driven recommendations and share every winning play discovery, competitive deal, closing with your team. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Hear the unfiltered voice of your market. Seeing every customer interaction in a deal means you spot crucial gaps. "The general availability of the Gong app on Salesforce AppExchange can provide companies with greater productivity, shorter sales cycles and bigger deal sizes. . Find the documentation, sample code, and developer tools needed to tailor your contact center to your business's unique needs. 167 North Green Street, ", "I lost money trying to use this application, I mistakenly attempted to deal with their customer service which was was absolutely horrendous. Gong automatically captures and updates data across your tech stack so you have unprecedented visibility across your teams, deals and pipeline. A given delimiter that will be used to process and split a list of Email Addresses. Gong requires this access to read data using REST API. 201 Spear St. 13th Floor, 201 Spear St. 13th Floor, Gong is aRevenue Intelligence platform(emphasis on intelligence). Calls and enablement materials can now be found in one place, associated with CRM. trademarks held by their respective owners. 201 Spear St. 13th Floor, Compare Gong vs. Salesloft vs. Salesforce using this comparison chart. Copyright 2023 Gong.io Inc. All rights reserved. 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 select which Salesforce fields (built-in and custom fields) to import into Gong. Michael Jordan rewatched every game. Gong enables revenue teams to realize their fullest potential by unveiling their customer reality. Salesforce is a leading enterprise customer relationship manager (CRM) application. "AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.". Here are a couple of them. San Francisco Office 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. Fill out the form to get started! Our customers benefit from a shared main framework, while maintaining privacy. Gong has implemented measures to ensure you remain GDPR compliant. 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. Gong then delivers insights at scale, empowering revenue and go-to-market teams to determine the best actions for winning outcomes. Gong for Salesforce automatically records and logs calls in Salesforce, allowing you to push key data fields from Gong into Salesforce. Yes! Zapier lets you send info between Gong and Salesforce automaticallyno code required. 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. Managers love Gong too. Optional workspace identifier. 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. 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). Integrate your tech stack to get full visibility into every deal. Push engagement events into Gong when a content is engaged by an external participant (for example, a contract was signed by the prospect). . Your call recordings are stored in Gong and you can listen to or watch them anytime. Reactivate users: Reactivating a user in Salesforce will reactivate the user in Gong. 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. Optionally create a record if not found. Capture your call data. Various Oops! Gong.io has 521 reviews and a rating of 4.83 / 5 stars vs Salesforce Service Cloud which has 681 reviews and a rating of 4.43 / 5 stars. If you don't want to add any content properties, please enter 0. Weve got your back. With Salesforce's multi-tenant cloud computing model we can serve the needs of companies of all sizes, in any industry. Find a record. Better retention rates. Automatically provision, setup, and de-provision user accounts from Azure AD to Gong. Director of Sales Strategy, Sprout Social, spend time on high-impact sales activities, not on low-value tasks. ", "They are worse than any company I have ever seen at harassing our team for payment even when we never used their service. The name of the action event like "Document Sent" or "Presentation Shared". Call recording software connects to your teams calendar (GSuite or Microsoft Outlook) to identify customer-facing meetings. Gong really becomes super charged when you integrate it with Salesforce. Want full visibility into your deals? Gong maps telephone/conference calls between you and your prospects with prospect information in your CRM. See deal health and funnel movement in real-time. Gong automatically logs activity in Salesforce. No problem. As a best practice, we recommend including this notification regardless of the call participants locations. San Francisco, CA 94105, Chicago Office Gong passed the security review conducted by the Salesforce security team to be publicly listed on the AppExchange, San Francisco Office If multiple search values are provided, the choice will be applied to each search value. The answer is in the conversations. Under Find a Document, enter keywords to search for a document. Gong is a Revenue Intelligence platform (emphasis on intelligence). That way you can search through calls and highlight specific parts of the conversation that matter to you. 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. Step 3: Choose a resulting action from the other app. Rep stats (talk ratio, longest monologue, etc), Early stage opportunities where pricing was mentioned on a call so managers can coach their reps appropriately, Pipeline Analysis Dashboard: competitive opportunities closing this quarter, late-stage opportunities without pricing mentions, Competitive Analysis Dashboard: includes win rate per quarter for competitive opportunities, dollar value of competitive opportunities that were closed-won. Get unparalleled visibility into how your reps are interacting with your customers. Enter here the ID of the object that was viewed, as designated in the reporting system. Updates an existing record for a specified Salesforce object (ie. Step 3 Gong automatically logs activity in Salesforce. Help sellers level up their skills by listening to best-of-the-best sales call recordings from top performers on your team. With the Salesforce for Gong integration, you can import Salesforce fields and tailor Gong to your orgs sales process. 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). Drive more revenue through your reps by helping them strategize a path to close. 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. Optional workspace identifier. Chicago, IL 60607, Atlanta Office Because of that, Gong is able to curate custom fields that can be pushed directly into Salesforce. In each account, Gong associates each call with a single opportunity. 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. . CS for handoffs. Keep every deal on a path to close. With Gong, you can set your compliance settings to meet your local and company requirements. Zapier moves info between your web apps automatically, so you can focus on your most important work. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Gong empowers customer-facing teams to take advantage of their most valuable assets customer interactions, which the Gong platform automatically captures and analyzes. Act on guidance for key workflows to improve productivity for prospecting, pipeline management, forecasting, and coaching. Call recording for business then generates insights and recommendations: from coaching, deal management, and activity tracking on every deal across your entire team. Get matched with an experienced Consultant who'll handle your integration in no time. Gong for Salesforce is a managed package app. Which deals have the most risk? Gong is a truth serum for your pipeline. 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). It takes less than 2 hours to connect Gong to all your companys systems, and its all automatic from there. Ireland. Glad you asked. Integrate & automate the apps, data, and teams entrusted with your customers & revenue. Duis cursus, Oops! Create a new record or update an existing record in your app. Examples include: Book a demo and learn how Gong can help your sales team win more deals. Top companies trust Zapier to automate work and free up time. Enter here the ID of the object that was viewed, as designated in the reporting system. Export conversational data into Salesforce to automate data entry. Step 1: Authenticate Gong and Salesforce Essentials. Supercharge your Klue battlecards with Gong. Command-line interface that simplifies development and build automation. Thats where youll see which actions are needed. Updates an existing record for a specified Salesforce object (ie. San Francisco Office 201 Spear St. 13th Floor, San Francisco, CA 94105. is created. Atlanta, GA 30308, Israel Office Focus on the conversation, well keep track of the important moments for you. 756 West Peachtree Street Northwest, Record live sessions within the Digideck platform and sync with your Gong account. With the Salesforce for Gong integration, you can import Salesforce fields and tailor Gong to your org's sales process. For Patent and Trademark Legal Notices, pleaseclick here. Then turn those insights on winning plays, deal risks and best next steps into action in Gong. 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. Select which campaign to add lead. Nearly 3,000 innovative companies like Morningstar Inc., Paychex, LinkedIn, Shopify, Slack, SproutSocial, Twilio, and Zillow trust Gong to power their customer reality. If using the Search, click "Refresh Fields" below to update the available input fields. Ireland. 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. Gongs call recording solution is designed for business: Whether it be data retention or recording consent weve got your back. 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. Use our calendar add-on! 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. The best part about Gong is that we have integrated it across all of our commercial teams functions. We can help. The share message body. Developer Tools. 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). Triggers when a record of the specified Salesforce object (ie. Specifies whether this file is available to all users, internal users, or shared users. over time to help me improve, and allows for easy sharing with prospects as well as internal teammates and managers. This is useful if an application has an API endpoint that Zapier doesn't implement yet. Contact, Deal, To-do, etc.) Check how many records you have in your account by following the steps under Viewing Storage Usage. It uses AI and machine learning to help you gain critical insights into whats happening with your sales team, your deals, and your market.Revenue Intelligence is the new way of operating based on customer reality instead of opinions. Suite 04A-105 1 Review Our API, Zapier, web hooks, and more all empower Gong customers to push data from Gong to [enter your app here]. The link to a page that presents additional information about this event. Sales call recordings can be shared to anyone in your team. Gong customers can now benefit from improved performance of revenue and other customer-facing teams while being integrated directly with Salesforce. Its wildly simple. Step 4: Select the data you want to send from one app to the other. Copyright 2023 Gong.io Inc. All rights reserved. Ramat Gan 52522, EMEA Office What is really in your pipeline? The fastest-growing sales intelligence and engagement platform. Client application for the bulk import or export of data. It gives you timely alerts when deals need your attention or when theres an opportunity to coach a rep to close. Gong imports Salesforce data from 5 objects: Yes. Gong provides customizable options for defining which web conferences it records. Top companies trust Zapier to automate work and free up time. Perhaps you're constantly working through a queue of qualified leads, but there's a lag between when a prospect expresses interest and when Gong has helped thousands of sales pros have better sales conversations every day. Get more deals over the finish line with video. Atlanta, GA 30308, Israel Office Enter a SOQL WHERE clause. The name of the action event like "Document Sent" or "Presentation Shared". Get a live demo Request Pricing Take platform tour Your AI-Fueled Revenue Engine email address, status) is updated on any record of a specified Salesforce object (ie. Zapier will pass this along raw. Manage user data capture permissions and license: Use Salesforce fields to automatically manage data capture settings, permission profiles, workspaces & licenses. Compare Gong vs. Outreach vs. Salesforce using this comparison chart. So why not streamline processes between the two platforms? Cision Distribution 888-776-0942 Catch risk early on You can see Gong insights in context with your CRM stages. 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. The original id of the event as designated in the reporting system. Gong works by automatically recording customer interactions and analyzing the data to provide insights that help sales reps close more deals, faster. This allows companies to take advantage of the best features of both platforms and get the most out of their investment. Select the Salesforce currency amount field you want to appear as the deal value in Gong. Gong has helped thousands of sales pros have better sales conversations every day. Up to 70% off for Gong users! Which deals have the most risk? Zapier lets you send information between Gong and Salesforce automatically with no code required. Dublin D04 Y7R5 Find out where each rep can improve and drive faster onboarding and higher quota attainment across your team. Which messages resonate with your buyers? Actions Developer Guide. Deal is in commit stage but no conversation around pricing? If using the Search, click "Refresh Fields" below to update the available input fields. We can tell which deals are stronger, which ones have more back-and-forth, and which discussions are real conversations. Not good. Bring actionable Gong data into different channels or take actions based on your analyzed calls. 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. Was a competitor mentioned on the call? Compare price, features, and reviews of the software side-by-side to make the best choice for your business. Pick which type of object you want to watch for changes on. Adds an existing contact to an existing campaign. Salesforce CLI. Skip to navigation . 1-1000+ users With Salesforce's multi-tenant cloud computing model we can serve the needs of companies of all sizes, in any industry. I asked our customers why they would recommend using Gong for sales call recording. 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. Actions let users quickly create or update records, log calls, send emails, and more, in the context of a particular object. 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). Various Here's how. 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. Its incomplete. Gong automatically pulls emails, meeting invitations, and records calls. As a best practice, we recommend including this notification regardless of the call participants locations. 40 Tuval Street 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). San Francisco, CA 94105, Chicago Office Manager of the year over here? Gong for Salesforce allows customers to push key data fields from Gong into Salesforce. More time to work on other things. Contact, Deal, To-do, etc.). Bad bad. Compare price, features, and reviews of the software side-by-side to make the best choice for your business. record rate of all calls captured by Gong, ISO 27001 globally recognized, standards-based approach to security. is updated. How to connect Gong + Salesforce Zapier lets you send info between Gong and Salesforce automaticallyno code required. 1 Grand Canal Street Upper Step 2 Gong automatically pulls emails, meeting invitations, and records calls. Push engagement events into Gong when content is viewed by an external participant (for example, a contract was viewed by the prospect). San Francisco Office 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. Gong also transcribes your sales call recordings. With today's news, the fully-tested and vetted app is available to all Gong customers, providing a powerful, tightly-integrated solution to improve sales performance and productivity. Scale winning sales behaviors + get a full view of buyer activity. But every approach has its costs, which needs to be factored into any decision. The fastest-growing sales intelligence and engagement platform. 1 Grand Canal Street Upper And that means 3 things: Replicate what your best reps do. Pick which type of object you want to search for. Send notifications about calls and comments to calls via Slack channels. Search for or select the lead you'd like to update. 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). This trigger works on Salesforce objects with less than 104,000 records. 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.
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