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Gong Engage

By 
Max Gayler
 on 
May 10, 2024
Glossary

What is Gong Engage?

Gong Engage is a sales engagement solution integrated into the Gong platform, helping sales reps prioritize, personalize, and automate their outreach. It streamlines workflows by providing centralized account management, automated task prioritization, and AI-powered insights directly within Salesforce or HubSpot.

What are the Benefits of Gong Engage?

Gong Engage offers several key benefits:

  • Increased Productivity: Automates routine tasks and provides AI-driven guidance to focus on high-priority activities.
  • Personalized Outreach: Offers recommendations for email personalization and templates to enhance messaging.
  • Sales Pipeline Management: Consolidates account information, tasks, and deal stages in one view to accelerate pipeline progression.
  • Actionable Analytics: Provides detailed analytics to improve rep performance and identify effective engagement strategies.

Who is Gong Engage For?

Gong Engage is designed for:

  • Sales Representatives: Individuals seeking to improve productivity and prioritize tasks.
  • Sales Managers: Leaders who need to track performance, scale best practices, and improve team engagement.
  • Account Managers: Professionals who manage multiple client relationships and want to streamline account-based outreach.

You can read more about why businesses use Gong Engage here.

How Do I Use Gong Engage?

Using Gong Engage involves the following steps:

Step 1: Set Up Gong Engage

Ensure you have an Engage seat and that the platform is properly configured for your team by a tech admin. Integrate Gong Engage with your CRM (Salesforce or HubSpot).

Step 2: Prioritize Tasks

Use the To-Dos section to prioritize tasks based on AI recommendations or account activities. Engage automatically surfaces tasks related to sales flows and individual activities.

Step 3: Personalize Outreach

Use Engage’s email editor to personalize or rephrase messages and access email templates. Sync everything with your email client and see relevant past interactions for context.

Step 4: Automate Sales Flows

Set up flows to automate multi-step sales processes. Engage will remind you of the next steps and track performance so you can refine and reuse successful flows.

Why isn’t Gong Engage Working?

If Gong Engage isn't working, it could be due to a few common reasons:

  • License Issues: Ensure your team has proper licenses and permissions.
  • CRM Integration Problems: Verify that the CRM integration is correctly configured.
  • Admin Settings: Check that Engage-specific features are enabled by the admin.

Which CRMs Does Gong Engage Work With?

Gong Engage currently works with Salesforce and HubSpot, providing seamless integration for syncing data and tracking activities.

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