Out-of-the-box smart trackers
- 1 minute read
- Contributors
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Out-of-the-box smart trackers
- 1 minute read
- Contributors
- DarkLight
Article summary
Smart trackers by Gong use AI to identify concepts in calls and emails without the need for training. These out-of-the-box trackers cover various sales-related concepts like decision criteria, customer pain, and budget. They provide insights into sales processes, aiding in pipeline review and opportunity identification. Activating these trackers is simple through company settings. They can be used in playbooks to track progress and suggest next steps based on recorded conversations. Customization options include tracking calls only or calls and emails. The trackers associated with Gong's playbooks can be replaced or removed, with activation going back three months. These trackers are valuable for streamlining sales execution and generating handoff documents.
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Smart trackers use AI to identify concepts in calls and emails by searching for the meaning and the context. Smart trackers built by Gong are ready-made, out-of-the-box smart trackers that you can activate at any time, without any training.
The following out-of-the-box smart trackers that can be activated right away:
Metrics
Economic buyer
Decision criteria
Decision process
Paper process
Customer pain
Champion
Competition
Budget
Outcome / Solution
Next steps
Compelling event
The benefits of out-of-the-box smart trackers
Common concepts are covered across sales conversations in diverse industries. Tracking these concepts helps sales organizations gain insights into their sales processes and find specific opportunities and risks. Such insights can be key for effective pipeline review, streamlining sales play execution, generating handoff documents, triggering an automation, and more.
Gong’s out-of-the-box smart trackers, developed to support Gong playbooks, can be used anywhere you use smart trackers. When used in playbooks, they enable Gong AI to suggest the status of each element in the methodology by providing a summary of the tracker’s key findings across recorded conversations associated with that deal.
Activating out-of-the-box smart trackers
Go to Company settings > Trackers.
In the Tracker type field, choose Smart trackers by Gong.
To activate a specific tracker, click Activate. This opens a modal where you can choose:
Whether you want to track in calls, or calls and emails
How far back you want to apply tracker results
Whether you want to be notified when new results are ready
Whether you want to create a stream so that you can be notified when new calls match these tracker.
Note: Out-of-the-box smart trackers cannot currently be trained or edited. You can customize whether they run on calls only, or calls and emails.
Out-of-the-box smart trackers for playbooks
Each element in Gong’s readymade playbooks is associated with a smart tracker that was built to support it. You can remove the tracker or replace it with a tracker that your company built. If you leave the one that’s part of the playbook, it will be activated when the playbook is published. This activation goes back three months, and is set to track both calls and emails.
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