Automatically Record, Log, and Track Calls in Salesforce
Automatically record and log calls in Salesforce with the Gong for Salesforce integration. Import conversations and track activity in accounts, opportunities, contacts and leads in Salesforce with call recording from Gong. Get hyper-accurate activity data and always up-to-date records automatically to see where your team is performing (and where they’re falling behind).
Gong Call Recording And Tracking In Salesforce
Not sure where to start with Gong for Salesforce? No problem. We’ve got your back. The integration includes nine (9!) out-of-the box reports AND two dashboards. Examples include:
- Pricing Alerts: See all early-stage opportunities where pricing was mentioned
- Pipeline Analysis Dashboard: View all competitive opportunities closing this quarter, late-stage opportunities without pricing mentions
- Competitive Analysis Dashboard: Review win rate per quarter for competitive opportunities, dollar value of competitive opportunities that were closed-won
The Gong For Salesforce App
Everyone loves Salesforce Apps. Gong for Salesforce is an app that stores unique Gong data. Because of that, Gong is able to curate custom fields that can be pushed directly into Salesforce.
Note: this customization is not limited to our Salesforce integration. Our API, Zapier, web hooks, and more — all empower Gong customers to push data from Gong to [enter your app here].
Make Better Decisions With The Gong For Salesforce Integration
Salesforce is super-powerful, but on its own holds data that does not tell the full customer story. It’s incomplete. It’s missing key intelligence, critical data… Gong’s conversation data!
Gong for Salesforce enriches Salesforce data with Revenue Intelligence, providing necessary (crucial!) insights needed to make better decisions and close more deals. Here’s how:
REASON #1
GENERATE NEXT-LEVEL REPORTING AND IMPROVE YOUR PLAYBOOK
Take sales rep behavior (talk ratio, number of calls, etc.) and see how it’s correlated with win rate.
REASON #2
AUTOMATE WORKFLOWS
Was a competitor mentioned on the call? Automatically add that competitor name to a Salesforce opportunity record.
Reason #3
POWER ACTIONABLE ALERTS, BEEF UP COACHING
Are sales reps discussing discounts (too) early in the sales process? Get alerted when this happens so managers can better coach their team.
Reason #4
LEVERAGE ROCK SOLID ACTIVITY DATA
Gong data give a “reality-view” of your team’s activity thanks to powerful connections with team email, calls, and web conferencing
Reason #5
VIEW YOUR PIPELINE LIKE NEVER BEFORE
No “next steps” on in-pipeline opportunities? Not good. The decision maker hasn’t engaged in weeks (plural)? Bad bad. Deal is in commit stage but no conversation around pricing? Noooooooo. Gong can show you which deals are on track to close (and which deals are slipping).
How To Record, Log, And Track Calls In Salesforce
It’s wildly simple. Here’s how Gong can help you automatically record, log, and track calls in Salesforce:
Step 1
Connect Gong to your team’s GSuite or Office365.
Step 2
Gong automatically pulls emails, meeting invitations, and records calls.
Step 3
Gong automatically logs activity in Salesforce.
Step 4
Gong analyzes and transcribes conversations so you can see (and hear) what sets your top performers apart.
Your CRM’s Missing Half
Your CRM can be powerful, but why settle for powerful when you can have SUPER-powerful? The Gong for Salesforce integration records, transcribes, and analyzes your team’s customer facing conversations. It logs calls directly and simplifies the process. Too often CRM data is incomplete (and not all that actionable). The Gong for Salesforce integration picks up the “missing half,” collects data you wish Salesforce had AND opens up a whole world of possibilities.
Gong for Salesforce does the heavy lifting for you and answers the tough questions:
People Intelligence
What top performers do differently? Replicate winning behaviors.
Deal Intelligence
What is really in your pipeline? Keep every deal on a path to close.
Market Intelligence
How is your market responding in real time? Hear the unfiltered voice of your market.
Try Gong For Salesforce
Weaponize your CRM’s data.
They tried it. Loved it. Can’t live without it.
Gong for Salesforce has saved me countless hours of typing up notes and logging calls.
Gong really becomes super charged when you integrate it with Salesforce.
The usability and interface makes it easy to connect with Salesforce: no need to spend time looking for specific calls when they are already linked to an account.
We love the integration with Salesforce and are leveraging it against our Salesforce data for even deeper insights on behaviors of both our inside and outside sales teams.
“Saved me countless hours”
3,000+ Reviews Say Gong Is A Must
Auto-Magically Log Calls in Salesforce
Your sales ops team is going to love this.
FAQ
Get Answers To Your Questions
What fields can Gong push into Salesforce?
Gong for Salesforce automatically records and logs calls in Salesforce, allowing you to push key data fields from Gong into Salesforce. These data fields include:
- Call participants
- Topics
- Trackers
- Rep stats (talk ratio, longest monologue, etc)
- And more
These data fields are tied to Salesforce accounts, contacts, leads, and opportunities so customers can correlate Salesforce data with conversation data.
What Salesforce data does Gong import?
Gong imports Salesforce data from 5 objects:
- Accounts
- Opportunities
- Leads
- Contacts
- Users
Yes. You can select which Salesforce fields (built-in and custom fields) to import into Gong.
Yes. You can select which Salesforce fields (built-in and custom fields) to import into Gong.
Can I control which calls to automatically record, log, and track in Salesforce?
Yes! In the Salesforce integration settings page, set up a filter to only log the calls that you need.
How does Gong link conversations and Salesforce objects?
Gong automatically records and logs your calls and matches the participants in a conversation to CRM opportunity based on their email and domain.
How can I use Gong conversation data in Salesforce?
Because Gong automatically records and logs calls in Salesforce, you can create reports that are based on conversation data and data within Salesforce, such as competitors or aggregated activity by opportunity. The Gong package comes with pre-defined reports that you can adjust to your needs.
For example:
- Early stage opportunities where pricing was mentioned on a call so managers can coach their reps appropriately
- Pipeline Analysis Dashboard: competitive opportunities closing this quarter, late-stage opportunities without pricing mentions
- Competitive Analysis Dashboard: includes win rate per quarter for competitive opportunities, dollar value of competitive opportunities that were closed-won
Why is Gong’s Salesforce integration a must-have?
Gong automatically records, tracks, and logs calls in Salesforce and makes calls searchable. Once you connect to Salesforce, you and your team can search and analyze conversations based on Salesforce fields (like stage or amount) and push conversation data to Salesforce.
How does Gong connect to Salesforce?
Gong uses OAuth authentication to connect to Salesforce. We do not store credentials, just the OAuth token.
How does Gong’s Salesforce integration work?
Gong for Salesforce allows customers to push key data fields from Gong into Salesforce. These data fields include:
- Call participants
- Topics
- Trackers
- Rep stats (talk ratio, longest monologue, etc)
These data fields are tied to Salesforce accounts, contacts, leads, and opportunities so customers can correlate Salesforce data with conversation data.
Our app also includes 9 out-of-the box reports and 2 dashboards to showcase what’s possible and get customers started down this path. Examples include:
- Early stage opportunities where pricing was mentioned on a call so managers can coach their reps appropriately
- Pipeline Analysis Dashboard: competitive opportunities closing this quarter, late-stage opportunities without pricing mentions
- Competitive Analysis Dashboard: includes win rate per quarter for competitive opportunities, dollar value of competitive opportunities that were closed-won