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This content is aimed at organizations that use third parties to sell their products. It explains the importance of attributing deals to third-party vendors in CRM systems for accurate tracking. Setting up third-party associations in Gong can help improve deal accuracy and identify deals involving third parties. However, conversations between third parties and prospects may not be visible in the activity timeline. This setup is beneficial for those who sell with a third party and use Salesforce or HubSpot CRM, but it does not support certain setups like parent/child accounts or high-volume sales to the same partner. The goal is to label deals by the third-party name and track activities related to third-party involvement in deals.
Who's this for? Orgs that use 3rd parties to sell their products
Let us know how you attribute deals to 3rd party vendors in your CRM, so that we can better associate deal activity to the correct vendor and label deals sold by a 3rd party. Read more about deal activity association here.
Top benefits to setting up 3rd party association in Gong
Get improved accuracy in associating deals with 3rd parties
Quickly identify the deals you're working with a 3rd party, and better understand the deal health
Note:
Conversations between your 3rd party and the prospect can't be shown in the activity timeline because Gong doesn't have visibility into the 3rd party's activity.
Who should set up 3rd party association?
You can enjoy the benefits of setting up 3rd party association if you:
Sell with a 3rd party, i.e. use a partner, agent, broker, etc.
Use either Salesforce or HubSpot CRM.
What's not supported?
The following setups aren't supported:
Use of parent/child accounts
Direct sales
High-volume sales to the same partner (for example, with high-velocity deals)
Multiple 3rd parties per opportunity
See 3rd party association in Gong
Deals labeled by 3rd party name:
Seeing activities between you and the 3rd party in the deal activity: