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Get started with configuring Gong
Gong is a revenue intelligence app designed to streamline operations on a single integrated platform. The configuration process is essential for teams to maximize Gong's capabilities, involving integration with email providers, web conferencing tools, and CRM systems. Users will establish company policies regarding automatic call recording and consent procedures for team members. After completing the technical setup, businesses can customize Gong to meet their specific needs. While the order of configuration steps is flexible, it is recommended to follow the provided tables for efficiency. Additionally, user and access management must be configured, along with necessary integrations for data capture. Some packages may require further configuration, and permissions for team members should be assigned accordingly. A Gong configuration checklist is available to help track progress throughout the setup process.
Welcome to Gong, the revenue intelligence app that lets you run your operations on a single integrated platform.
In this section, we’ll explain the configuration process, so that your teams can start working and get the most out of Gong. This includes integrating Gong with systems such as your email provider, web conference provider and CRM. You’ll also set company policy on which calls will be recorded automatically, and how your team members get consent to record calls.
Once the technical side of the configuration is complete, you’ll set the business configurations. These let you customize Gong to your unique business needs.
While the order of configuring Gong doesn’t matter, we recommend you complete each step in these tables.
To help you plan, we’ve provided a table where you can note who in your company is responsible for different configurations.
Configure user and access management
To set up user and access management (SSO, provisioning, workspaces, permissions) complete the following:
What to set up | Why set it up | Things to consider | Learn more |
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Set up workspaces | Your environment automatically includes one workspace. One method of segregating data can be via workspaces. | Separating data via workspaces ensures different teams can’t access each others data and enables you to separate data according to line of business. | |
Set up permission profiles | Control access to data by setting up profiles which define what features and data in Gong can be accessed | Consider which methods of segregating data most suit your business needs. Options for data segregation are:
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Set up automatic or manual user provisioning | Set up your team members in Gong | Choose between automatic provisioning via your identity provider or manually defining your team members. | |
Set up an authentication provider and method | Gong provides several options for authenticating users. You can set up several different authentication methods each with their own session timeouts. | Options for setting up authentication:
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Set up integrations required for data capture
To enable Gong to have access to your interactions with customer, set up the following integrations:
What to set up | Why set it up | Things to consider | Learn more |
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Connect email provider | Connect to your email provider so that meetings and emails are automatically imported to Gong and displayed in the account and deal timelines they are associated with. | Set up a company-wide or user-by-user connection:
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Connect your CRM | CRM data adds context to your Gong activities by displaying details of who participated in different activities, the account they belong to and the deal the activity relates to. You can also export Gong activities such as calls, emails, web conference meetings to your CRM, This lets you centralize all your work in one place. | First you must connect Gong to your CRM and then configure the import and export settings. If using Salesforce, we recommend setting up an integration user. For other CRMs we recommend a dedicated user for the purposes of the integration. | |
Define your activity association settings | This improves the association accuracy and helps reduce multiple account and deal associations. | Customize settings for how Gong associates activities such as emails and calls with CRM entities. The settings allow for flexibility so that we can find the most suitable associations according to how you save your data in the CRM. | |
Connect your web conference system | Automatically import your web conference calls to Gong. The native integration with Zoom provides an improved recording experience. | If you use Zoom, set up native Zoom integration for a better quality recording experience. | |
Connect telephony systems | Importing dialer calls gives Gong a more accurate picture of different activities going on in the deal, improving Gong’s predictions about how the deal is proceeding. | Integrate Gong with the telephony system of your choice, so that your calls are imported to Gong. | |
Configure recording settings | Let Gong know which calls should be recorded by default. These settings apply to team members whose data capture settings are set to record calls. | Recording settings are set at the company level and for each individual team member. | |
Set privacy settings | Set company policy for how data is shared and protected | Consider the best methods for protecting customer data | |
Set up consent profiles | Configure your system to automatically get consent for recording calls. | Set up different profiles to ensure each team member can comply with consent regulations for their industry and region | |
Integrate with apps in the Gong Collective | Gong has integrations with many different apps so that data from those systems can be available in Gong. | Examples of apps Gong integrates with: |
Package configurations
Some packages require additional configuration. For other packages, make sure you have assigned the permissions team members will need.
What to set up | Why set it up | Things to consider | Learn more |
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Gong Engage | Gong Engage is a sales engagement solution that helps prioritize, personalize, and automate account-based outreach. This lets you move those tasks forward and focus more on selling | Setup requirements include:
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Gong data cloud | Export Gong data to a BI tool of your choice and make Gong data available to members of your company who don’t use Gong. | Supported data warehouses: |
Gong configuration checklist
Download the file to follow up on your progress while configuring Gong.
Integration | System | Status | Person responsible/notes |
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Calendar/email | |||
CRM | |||
Web conferencing | |||
Telephony | |||
Provisioning | |||
Authentication | |||
Additional integrations |