Out-of-the-box smart trackers

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 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 Gong smart trackers

1. Go to Company settings > Trackers.

2. In the Tracker type field, choose Smart trackers by Gong.

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 an out-of-the-box smart tracker that was built to support it. You can remove the tracker or replace it with one that your company built. If you leave the one that’s part of the out-of-the-box 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.