In this version, we've extended the logic capabilities to enrich opportunities with more information. We've also added new reports and dashboards which provide details on whether your team are successfully engaging with potential opportunities.
To extend the logic capabilities, we've added the following flow templates:
Gong for Salesforce - Update Main Competitors: Use or customize this template so that when competitors defined in a tracker are mentioned in a call, the competitor is added to the Main Competitors field in the opportunity.
Gong for Salesforce - Update Participant Contact Role: Use or customize this template to add the contact role details for participants in calls associated with a primary opportunity.
In addition we've added the following:
See how you're engaging with your different opportunities: We've added the Gong Email Activity dashboard, which displays a variety of data on the email contact you have with your various opportunities, such as, the number of emails sent to each opportunity, whether you haven't emailed a contact for a while, and how many different opportunities you have emailed. This dashboard only has data if you import your emails to Salesforce. Learn more.
The Gong Email Activity dashboard uses the following new reports:
Email Activity per Contacts in Account
Displays the number of emails each contact in an account received over the last 30 days.
Email Activity per Opportunity Size
Are you engaging correctly with your opportunities? This report displays the emails sent for opportunities closing at the end of the following month
Email Activity per Rep
Displays the number of emails sent by each rep.
Number of Opportunities Rep Engaged In
Displays the number of opportunities each rep was involved in, in the last 30 days.
Most Emailed Contacts - Top 20
Displays a list of contacts and the number of emails they received, sorted highest to lowest.
Opportunities without Email Activities
Displays a list of opportunities where the most recent email was sent more than 30 days ago.
Choose from more question types in scorecards: Tailor scorecard questions to your coaching style. You can set your own custom numerical ranges between 0 and 10, use single or multiple selectors, plus open-ended and yes/no questions. Learn more
This version provides you with a range of enrichment capabilities in your CRM, which can help you create or update leads and contacts in your organization.
You can now push non-CRM participants, that is participants that were not identified as contacts or leads, into Salesforce. A participant who is not a user, lead or contact is tagged as Unknown in the Participant Type column.
You can now push Gong’s Participant Title to display the title that appears in the participant’s email correspondence.
You can now use Lightning Flow Builder to enrich your CRM with either new contacts or leads, or update the titles of existing contacts and leads.
For more info, see Enrich your Gong for Salesforce data.
To learn how to upgrade to v2.24, go here.
We’ve officially launched the Gong App on Salesforce App Exchange!
This version includes some security updates and bug fixes.
To learn how to upgrade to v2.23, go here. You need to install a patch before upgrading.
To learn how to upgrade to v2.20, go here.
Dig into Gong insights without leaving Salesforce
See the Gong Account page in Salesforce.
Go here for more details.
Scorecard data is now sent to Salesforce
Located in the Conversation’s Content tab. The data includes the scorecard name, questions and all answers, and who was scored.
Learn how to get set up following upgrade: here.
In order to push historical scorecard data (i.e., scorecards filled for older calls) into Salesforce, open a request with our Support team via email@example.com.
Drill down to see a detailed view of each scorecard and further information such as scored by, notes, visibility (public or private), and more.
The scorecard analysis dashboard in Salesforce contains the following charts:
Top scorers (by number of calls scored)
Bottom scorers (by number of calls scored)
Scorecards filled per month by manager
Top people to get scored (by numbers of calls scored)
Bottom people to get scored (by numbers of calls scored)
People with the highest average score overall
People with the lowest average score overall
Average scores given over time (by manager)
Average scores given over time (by rep)
Scorecards used over time
Also in this version
Obsolete Opportunity custom fields were removed: We removed Current Generator(s), Delivery/Installation Status, Order Number, and Tracking Number fields. They are no longer part of the app, and can be deleted from existing installations.
Inaccurate reports were removed: we removed the Closing Opps w/o their VP participation and Closing Opps with your VP participation reports due to inaccuracies.