Salesforce introduced once-in-a-generation enhancements to gross sales groups. But it surely didn’t resolve one main downside: getting high quality information into Salesforce.
Need gross sales forecast accuracy? Environment friendly workforce promoting? You want rigorous pipeline information. (You already understand it’s true, however right here’s a Gartner examine simply in case.)
Your progress — and talent to foretell that progress — hinges on getting real-time numbers by way of Salesforce name logging.
Let’s offer you a refresher course on how one can nab nice information daily. New duties, outdated duties. All of it.
How you can manually log calls inside Salesforce
Step #1: Create a name log for softphones
Out of your desktop:
- Log into Salesforce.
- Choose a lead or contact.
- Within the contact’s document, click on on the Exercise Historical past checklist and choose Log a Name.
- Create a topic line.
- Add related notes.
- Click on on Save/Submit.
Step #2: Finish a softphone name
In case you seen a contact throughout your name, choose them in a Associated to discipline so you’ll find them later. Make notes within the Feedback textual content field beneath the exercise tab.
Click on Finish Name or dangle up your bodily cellphone.
No enabled wrap-up codes
If your organization hasn’t enabled wrap-up codes, you’ll return to Prepared for Calls. Salesforce saves your name logs and each Salesforce job you full.
Enabled wrap-up codes
If wrap-up codes ARE enabled, you’ll see “cause codes” whenever you dangle up. You received’t have the ability to take different calls, however you may:
- Choose a code concerning the name’s final result.
- Make adjustments to your name log.
Click on Accomplished. Your log and Salesforce duties are saved and you may take extra calls.
Step #3:
You’ve bought clear information in your Salesforce occasion. Time to make strikes.
Get insights
Reply some basic questions by clicking on the Experiences tab. It solutions questions like these, based mostly on Salesforce duties:
- What number of calls do your reps make?
- Who’s the highest performer?
- How lengthy do calls final?
Share insights
It’s useful to share information about:
- Group and particular person outcomes
- Associated accounts, alternatives, leads, or missed contacts
Log calls in Salesforce cellular
Each model of Salesforce is mobile-compatible, whether or not it’s Salesforce Lightning or in any other case.
Which options are on cellular?
So that you’re into widgets. No downside.
Salesforce cellular provides you a similar enterprise capabilities you’ve got in your laptop computer/desktop. Entry your new duties, previous exercise historical past, and extra out of your cell phone. That mentioned, some actions are simpler on a laptop computer or desktop, like producing stories.
Log a name in your cell
Whether or not you employ android or iOS, Salesforce cellular helps you to name a contact, account, or lead instantly.
Out of your cellular machine:
- Faucet the motion bar in a document. In case you don’t see this feature, ensure you have Edit Activity person permission. (Discuss to your Salesforce admin when you don’t.)
- Click on on the cellphone quantity you need to name. (Salesforce will go to your native dialer when you use one.)
- Whenever you dangle up, you’ll see Log a Name. (You’ll have to hit the Again button first when you’re in a local dialer.)
- Enter any notes concerning the name and faucet Save. Your name is logged!
Log a name beforehand made in your cellular
- In a document, faucet the motion bar.
- Choose a cellphone quantity.
- Choose Log With out Calling.
- Fill within the Log a Name kind.
- Faucet on Save.
How does Gong’s name logging combine with Salesforce?
In a phrase, superbly.
Salesforce data what occurs on calls, however not why it occurs. Gong for Salesforce fills that hole and analyzes your name outcomes. Each accomplished Salesforce job provides you new insights.
How do I log calls utilizing Gong inside Salesforce?
In a single step: Join Gong to your workforce’s GSuite or Office365.
As quickly as your Gong admin hits the go button, the Gong platform scans calendars. Then it data, tracks, analyzes, and logs related calls in Salesforce. Not considering logging all your Gong calls or new duties in Salesforce? Set a filter within the Salesforce integration settings.
Which information fields cross from Gong to Salesforce?
- Name individuals
- Subjects
- Trackers
- Rep stats
- And extra!
How can reps use the dialog information in Salesforce?
Create stories utilizing Gong’s dialog information and Salesforce information. Or alter the Gong platform’s pre-defined stories (there are 9 of them!) to your wants. Listed below are two examples of information that retains offers on monitor:
- Managers can zero in on early stage pricing discussions to make use of in teaching.
- The Pipeline Evaluation Dashboard reveals you late-stage alternatives the place pricing wasn’t mentioned. (It’s a purple flag!)
Which Salesforce information are you able to import into Gong?
- Accounts
- Alternatives
- Leads
- Contacts
- Customers
Are you able to export or import name logs?
Sure! Right here’s how:
Export a name log from Salesforce into Gong:
- Set up and configure the Gong integration in Salesforce.
- Create a customized object in Salesforce with fields that match the info you need to export into Gong.
- Create an Apex class in Salesforce.
- Schedule the Apex class to run at a particular time.
Export a name log from Gong into Salesforce:
- Set up and configure the Gong integration in Salesforce.
- Create a customized object in Salesforce with fields that match the info you need to export from Gong.
- Create an Apex class in Salesforce.
- Use Gong’s API to entry the decision log information.
- Then use Salesforce’s DML operations to insert it into the customized object you created.
- Schedule the Apex class to run at a particular time.
You are able to do this in a number of codecs, together with CSV, JSON, or XML.
Are you able to add notes to those logs?
Once more, it’s a sure. Whenever you export name logs from Gong into Salesforce, embrace a discipline for notes within the customized object. Or use the Gong API so as to add name notes to the decision log instantly in Gong after which get up to date name log information within the subsequent export. (Keep in mind to alter the Apex class to incorporate the notes performance.)
Why is Salesforce name logging vital?
The place to start!? There’s a lengthy checklist of causes you need to monitor each Salesforce job. And so they’re all bolstered by the Gong integration. Listed below are the highlights:
Get whole pipeline visibility
Whenever you log Salesforce calls in Gong, you get unmatched visibility into your pipeline. You recognize which offers are on monitor to shut, in real-time.
Forecast high quality
Your numbers are extra polished than ever whenever you mix Salesforce + Gong. Which means dependable forecasts in your management workforce. (Learn what Gartner has to say concerning the connection between pipeline visibility and forecasting.)
Uncover teaching alternatives
Discussing pricing too late within the gross sales course of? Get an alert. Mix dialog intelligence with Salesforce name logging to see the place reps want teaching. (Get extra on which chilly name metrics matter, right here.)
Test name high quality
Need to monitor sentiment to determine patterns in your previous actions and interactions? Log Salesforce calls with Gong and also you’ll have the data you’ll want to enhance customer support and satisfaction. Get high-quality name outcomes, each time. (Managers, take a look at the 5 methods uber-successful groups use recreation tape.)
Bolster your gross sales name technique
Uncover rep behaviors to see how every one correlates with win charges. Then it is perhaps time to revamp your playbook…
Collect product suggestions
Seize direct buyer suggestions to determine the place you may enhance your product or create new enterprise traces.
Shorten gross sales cycles
Transfer offers via each stage quicker. With clear information, you may shorten your gross sales cycles and improve income.
Establish top-performing reps
Use Salesforce + Gong to log calls and rapidly determine your top-performing gross sales reps. Discover patterns of their behaviors and replicate them throughout your whole workforce.
Enhance lead qualification
Need to determine which leads are most definitely to transform to gross sales? Rank them utilizing name logging with Gong.
Improve buyer segmentation
Use deep insights into buyer interactions to phase clients extra successfully. Then goal and personalize your advertising and marketing campaigns to spice up conversion charges.
Streamline compliance and authorized necessities
Report calls, new duties, and log interactions. Retailer your information in a centralized location that’s compliant with authorized necessities.
Automate workflows
Was a competitor talked about on the decision? Add their title to a Salesforce alternative document.
Gong for Salesforce is a must have. Right here’s why:
Too typically, CRM information is incomplete. The Gong for Salesforce integration robotically captures what’s lacking. No extra toggling between apps!
Extra importantly, information is rarely misplaced in translation. Gong snags it and drops it into Salesforce with out you lifting a finger — even when you’re making calls from Gong’s autodialer for cellular. You’ll thrive on making data-driven selections in each part of your gross sales cycle.
Managers will drool over this integration’s means to optimize gross sales cycles and solidify income. And reps can use it — particularly, the decision logging function — to self-coach and monitor their gross sales efficiency with each new job. (Reps, get able to self-coach on the 7 gross sales name steps which might be confirmed to shut extra offers!)
The Gong + Salesforce integration is one among gross sales’s biggest pairings. Grasp its back-and-forth and your numbers will solely go up and up.
There’s extra…
Set up Gong for Salesforce to get 9 out-of-the-box Salesforce stories and two dashboards. They’ve information like this:
- Pricing alerts: See each early-stage alternative the place pricing was talked about.
- Pipeline evaluation dashboard: View the aggressive alternatives closing this quarter. See which of them the app flagged for dangers.
- Aggressive evaluation dashboard: Evaluate your win charge per quarter for aggressive alternatives. See the greenback worth of your closed-won offers.
Insights are simply high-class guesses in case your information isn’t polished to perfection. Get Gong for Salesforce and activate the world’s finest name logging right this moment.