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An AE’s proven tips for using Gong Engage for better sales engagement and productivity

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Engage Sales Engagement

Show any AE these three statements about sales engagement, and I guarantee they’ll nod in agreement:

  1. Their to-do list is so long, it’s almost impossible to know where to focus.
  2. They would love to concentrate on one task at a time, but are too busy.
  3. No matter how hard they work, they miss critical follow-up tasks — and might lose deals because of it.

Now imagine what AEs could accomplish if they didn’t face any of those sales engagement challenges.

The teams at Gong know it’s not enough for us to imagine it — we have to live it so we know it’s possible for our customers as well. My fellow Gong AEs and I avoid these issues using the same technology we sell: Gong Engage, the sales engagement solution that’s built on the Gong Revenue Intelligence Platform.

Every company wants to unlock the secret to better, more effective sales engagement – including Gong. We’re always looking for ways to use our market-leading AI to quickly uncover insights into customer interactions, connect with prospects and customers, and save time in the process. Now, as part of our “Gong on Gong” blog series, I’m going to share how I use Gong Engage to sidestep sales engagement challenges that have long been etched in stone, starting with a weighty to-do list.

Use AI to generate a prioritized to-do list

Most AEs are so busy treading water in a lake of tasks that they can’t even think about prioritization or keeping up deal momentum. In fact, they’re lucky to even remember everything on their to-do list.

That’s because scenarios like this one are commonplace: You run a calendar of back-to-back calls one day and tell each customer something specific you’ll follow up with … and by the end of the day, your brain is so tired you forget what you said you’d send and to whom. I’ve been there!

How did I tackle this before Gong? I spent exhausting hours sifting through transcripts, looking for action items, and hoping I didn’t miss anything. And though reading through transcripts is better than taking notes on a call, AI has eliminated the need to do either one.  

Today, Gong Engage’s AI automatically sifts through every customer-facing conversation I have, finds relevant action items, and creates a prioritized to-do list based on what was said and when each next step should take place.

As part of my daily workflow, I hop into my pre-populated to-do list from Gong Engage to see what’s on my plate. Here’s what it looks like:

I start ticking through my sales engagement tasks one by one, in the order they’re shown to me — from most to least critical. Gong reminds me of everything I need to do for my open pipeline.

And if I had a call with someone days ago and now need to send a follow-up email, I don’t have to go back and review the entire call. Engage’s generative AI has me covered.

Craft personalized responses more efficiently with gen AI

In the Gong State of Sales Engagement Report, buyers and reps identified personalization as the number one way to increase response rates. But the reality is that AEs pay a high price for doing it well in both prospecting outreach and follow-up emails.

According to the report, the most diligent reps customize 58% of their outgoing content and spend up to 12 hours each week personalizing their messages.  That’s both unsustainable and impossible to scale.

Not so if you have Gong Engage! With one click, Engage’s AI uses information from the call summary to create a relevant and personalized email that highlights the most important points from the call, including the next steps my customer and I agreed to.

Of course, I still review the email to make sure it sounds like me — and with Gong Engage, I can make edits for tone in just a few clicks. Then I send it off and go back to my AI-prioritized to-do list to work on the next action item. 

Instead of spending at least 30-45 minutes of work listening to a call again, summarizing it, and personalizing an email, I now spend seconds on the same task with support from Gong Engage. That means I have more time to spend on what I love: connecting with customers.

Skip the admin and focus on the customer

It’s perhaps not surprising that 70% of reps are overwhelmed by the number of tools they use . For years, they’ve needed to jump around in multiple — even dozens of apps — to juggle tasks like manual data entry, scheduling, prospecting, collaborating, following up, and more.

Not Gong users.

Every member of our revenue team — from AEs to managers to executives — work in one unified platform. And we do everything inside Gong. It automatically enriches your CRM, prioritizes our selling activities, and drafts personalized follow-up emails. Plus, it’s easy to collaborate with other sales team members in smooth and efficient workflows.

I get to skip most of the admin tasks that hold back AEs, and instead spend my days on tasks that actually move deals forward. Without Gong Engage, there’s simply no way I’d be as efficient and as focused on tasks that win deals.

Manageable work, attainable growth

There’s no reason for reps to struggle against unfocused task lists, grueling email-writing sessions, or missed actions that cost them deals. You can forever change the way they sell for the better.

Gong Engage’s AI-powered tech makes it easy to get a prioritized to-do list, draft personalized emails at scale, and boost both the productivity and wins of every Gong AE, including me. Help your reps save time like I do, by staying on one platform that serves as a single source of truth and powers all my workflows.

Enable collaboration in a one-stop sales engagement platform, where your reps can unite with the entire selling team for better pipeline management and streamlined workflows. With Engage, work becomes manageable and growth is fully attainable.

For more information on Gong Engage, check out this instant demo

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