Once you have the relevant credentials set up the Gong developer instance to test the app you are developing. To test the app, make sure the developer instance is connected to the email provider and CRM.
Step 1: Set up email accounts
Set up 3 email accounts to use in the developer instance:
One for a VP Sales (an FLM), for example, [email protected]
One for an AE, for example, [email protected]
One for a prospect, for example, [email protected]
Note:
The email accounts that you set up for the company employees must match the email domain set as the primary domain of your company’s Gong account (check the domain in Company settings > General settings).
Connect the developer instance to the relevant email provider.
In Gong, create two users for the VP Sales and AE:
When setting up the VP Sales, set them as the manager of the AE.
Turn on data capture settings for both users, meaning that they’re set to record and import calls and to sync emails
Step 2: Connect to a CRM
Connect the developer instance to a CRM. This can be a Salesforce or HubSpot developer account.
Create a developer instance in your CRM.
In the developer instance, create two users, one for the VP Sales and one for the AE. Use the same email addresses used when setting up the users in Gong.
Create an account and one opportunity or deal, setting the AE as the owner for each.
Add a contact to the account, making the contact’s email that of the customer, such as, [email protected].
Set the opportunity’s close date to be in the near future so it will show up in Gong.
Connect the Gong developer instance to Salesforce or HubSpot developer instance.
Step 3: Create activities
Add activities, such as emails or meetings so they will be imported to the Gong developer instance:
Sign in to your AE and customer email accounts and send a few emails between the two.
Set up a web conference call between the AE and the customer. The meeting invitation must contain a link to a web conferencing call (for example, a Zoom link).
Tip:
Set the meeting for 1-2 hours in the future in order to allow Gong time to pick up the meeting info and to join and record the call.
After the call appears in Gong, sign in as the VP Sales user, view the recorded call, and add a few comments. These comments are included in coaching statistics.
You should now see data in several places in Gong:
The recorded/uploaded call in the Search page
Some basic stats in the Team page (only for a recorded call - an uploaded call does not identify the speaker)
Information about accounts and opportunities in the Deals page