GONG RECIPE BOOK

Getting Answers to Important
Business Questions in Your BI System

Ingredients: Data Cloud

What is it?

Data about customer conversations can give executives and revenue teams important insight into their performance and progress towards business goals. Gong provides unique visibility into all of these teams’ interactions and enables analytics teams to inform strategic and day-to-day decisions with highly customizable reports and dashboards in any BI tool.

Who is it for?

Tracking customer interaction data is beneficial for all revenue teams. With Gong, any company with a data analytics team, BI tool, and data warehouse, such as Snowflake, can create customizable dashboards and reports to stay on top of and analyze interactions with customers.

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How does Gong help out?

Gong provides easy and secure access to conversation data and a suite of tools to get insights in a BI tool. WIth access to Gong data, you can:

Create fully customized KPIs and reports that will impact your business. This includes:

Activity tracking: Get a full view of your teams’ interactions with your customers, including calls, emails, and video conferences.

Strategic initiatives: Track whether your teams are adopting new talk tracks, playbooks, and capabilities, and measure how impactful these initiatives are for your business.

Pipeline and forecast analysis: Combine your customer interactions and forecast from Gong with your CRM to get a full view of your prospects and customers status and identify opportunities and risks.

Win/loss analysis: Learn how different factors in your sales playbook affect your bottom line, and discover what contributes to winning deals and what doesn’t.

Competitor analysis: Analyze your market, and track which competitors are being mentioned by customers along with what can help you win competitive deals.

Coaching: Make sure your frontline managers are coaching their reps, and monitor the ramp-up process of new team members.

Save time and technical resources. Gong makes it easy to get all the data in your BI tool, letting the analytics team focus on creating insights rather than connecting data sources.

How does it work?

1. Connect Gong to your data warehouse (5 minutes)

Connect Gong to your data warehouse securely via the Gong application. To do so, complete a simple form—no code or technical work required. Once connected, Gong data is available and ready for you to use right away.

2. Pull the data into your BI tool and combine it with other data sources

Combine Gong data with other data sources to create a full view of the business and pull the data into your BI tool of choice.

3. Create your own reports and dashboards or use pre-built ones

Choose from a variety of pre-built BI dashboards and plug them in instantly, or start fresh and build your own analysis to track business specific KPIs and answer business questions asked by executives.

Pro tips

Define your questions in advance: There are many KPIs you can track and questions you can answer using Gong data. To successfully leverage the data, try defining your top business questions in advance and focus your analytics teams on the most important ones as a starting point.

Save time by using pre-built queries and dashboards: Creating a great analysis can be very time-consuming for your data and analytics teams. As a starting point, instead of exploring the data from scratch, Gong offers both queries prepared in Snowflake that can be used for any purpose, in any BI platform, and BI dashboards built specifically in BI platforms (starting with Tableau).

Combine your data sources: Combining your customer interaction data from Gong with other data sources can give you a full view of your business’ reality. Combine Gong data with data from your CRM to optimize your playbook and measure results, or bring together customer interactions and product usage data to predict success or churn accurately.