Smart trackers by Gong

Note: These trackers are rolling out in July 2024.

Smart trackers use AI to identify concepts in calls and emails by taking into account diverse words, sentence structures, and contexts. Smart trackers built by Gong are ready-made, out-of-the-box smart trackers that you can activate at any time, without additional training.

You have 10 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

The benefits of smart trackers built by Gong

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 smart trackers were developed to support Gong playbooks, and 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 Gong smart trackers

1. Go to Company settings > Trackers.

2. In the Tracker type field, choose Gong smart trackers.

3. To activate a specific tracker, click Activate. This opens a modal where you can choose:

   1. Whether you want to track in calls, or calls and emails

   2. How far back you want to apply tracker results

   3. 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.

Activating smart trackers for playbooks

Each element in Gong’s out-of-the-box playbooks is associated with a smart tracker that was built to support it. You can remove tracker, or replace it with one that your company built, but if you leave this one, it will be activated when your playbook is published. This activation goes back three months, and is set to track both calls and emails.