A Guide to the Salesforce Gong Integration
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Simplifying Salesforce Integrations
The value of Salesforce lies in the ability to extend the platform's core capabilities - and integrating third-party tools is the easiest way to do it.
But not all integrations are the same. You need to start with a clear understanding of the resources & skill sets it will require to get it done.
For example, plenty of tools you find from the AppExchange will have native integrations to Salesforce that can be setup and configured by a Salesforce Administrator.
However, the more powerful tools - particularly those with bi-directional syncs, high volumes of data flow, and customization taking place outside of Salesforce - will require you to get involved with APIs. In these scenarios, you'll need to pull in a Salesforce Engineer.
In general, Salesforce is designed to integrate as easily as possible with virtually any SaaS product out there, so while the initial setup may require specialized knowledge, these are typically not large scale, ongoing projects and won't require a ton of maintenance after deployed.
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What is Gong?
Gong is a powerful sales intelligence and engagement platform that helps companies close more deals, faster. The tool is designed to automatically capture and analyze customer interactions (phone calls, emails, chat, social media, and meetings), giving Sales Reps the ability to see what's working, improve their performance, and close more business.
With Gong, companies can accelerate their sales cycle by identifying and pursuing the most promising leads, and track engagement throughout the customer lifecycle. In addition, Gong provides detailed analytics that can be used to improve customer service or identify areas of opportunity.
Why Companies use Gong
Ultimately, the reason Gong is such a powerful tool is the tit directly impacts a company's ability to increase sales, accelerate growth and improve customer success through a data-centric approach.
Companies can automatically record, transcribe, and analyze all their customer interactions, including phone calls, emails, and chat sessions in order to get full visibility into what drives specific outcomes throughout the sales process.
In addition to helping identify bottleneck in the process and finding ways to speed up deal stages, Gong's advanced analytics capabilities can help to spot trends and issues, enabling companies to make more informed decisions about their sales strategies and replicate the tactics that are working.
Integrating Gong with Salesforce
While Gong offers powerful revenue intelligence and analytics features, it's nothing without a quality data source. The integration of Gong with Salesforce allows companies to create a centralized repository of customer interactions that can be searched and accessed by all members of the team and serves as the central inputs for Gong's intelligence capabilities.
The integration between the two tools is bi-directional, meaning that data can flow from Gong into Salesforce, and from Salesforce into Gong. This allows companies to take advantage of the best features of both platforms and get the most out of their investment.
In addition, the integration between Gong and Salesforce is designed to be highly customizable, so that companies can choose which data is shared between the two tools and how it is used.
How Does Gong Work with Salesforce?
Gong works by automatically recording customer interactions and analyzing the data to provide insights that help sales reps close more deals, faster.
The tool gives sales reps the ability to see what's working, improve their performance, and close more business. A few of the core features you gain by integrating Gong to Salesforce, include:
Automatic recording and transcription of customer interactions.
Insights and analytics based on customer interactions
The ability to search and access data on historical customer interactions across all channels and deal stages
Customizable reports and dashboards
How to integrate Gong with Salesforce
There are multiple different ways to integrate Gong with Salesforce. Here are a couple of them.
Using Out-Of-The-Box + API
Make sure you have API access enabled on your Salesforce Org.
Go to Settings>Integrations>Salesforce.
Under Salesforce connection, select Connect and login to your Salesforce Account.
Click Allow to authorize Gong to access Salesforce. Gong will ask for basic information and to perform requests. Gong requires this access to read data using REST API. If you want to push calls or tasks into Salesforce the app requires write permissions.
When the authorization process completes, the process of importing new users starts. Imported users will appear on the Team Members page.
Click Manage Salesforce fields to manage which fields to import to Gong.
Select the Salesforce currency amount field you want to appear as the deal value in Gong.
In the Activity association area, toggle Use contact roles to ON to let Gong use the Contact Role Salesforce field when associating conversations to opportunities automatically.
If you want to use Gong for Salesforce in Salesforce, you can manage installation and settings in the Export to Salesforce area. For links to additional information on completing the above steps, click here.
Using Zapier
Zapier lets you send information between Gong and Salesforce automatically with no code required.
To connect Gong with Salesforce with Zapier, simply click here to sign up for Zapier and gain access to other simple app connections as well!
Does Gong integrate with Salesforce?
Yes, it is possible to integrate Gong with Salesforce. For more information, see the descriptions of this process described above.
Do Gong and Salesforce have APIs that I can use to assist with integration processes?
Yes, both Gong and Salesforce have APIs and documentation on their websites that can help you or a professional developer with integrations.
Are there other methods that can be used to integrate Salesforce with other apps?
Yes, there are many different ways that you can choose from to integrate Salesforce with various applications. We only listed a couple of them in this article. Processes may vary depending on what app you wish to integrate with Salesforce.
Are there Salesforce to Gong integration experts who can help?
If you are unsure about how to integrate Gong and Salesforce, we strongly encourage you to speak with an Integration Expert, who can advise on the right type of integration for your use case and can execute on the project.
It's important to keep in mind that the Gong Salesforce integration is more of a business process challenge than a technical challenge. These tools are relatively easy to connect and designed for a simple setup via their APIs; however, extracting the most value from Gong means that you have a clear strategy on how you will use the insights collected to inform on your sales activities and playbook development.
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