Ideas to put to work
Every recorded call becomes evidence for forecasts, account plans and coaching.
Deal risk review before the forecast
Sofia asks Gong about each open Salesforce opportunity, reads the call outcomes, and lists deals whose calls don't support their stage.
Account plan from every call
Sofia reads every call transcript for an account and drafts the account plan in Google Docs with stakeholders, concerns and commitments.
Coaching notes for each seller
Sofia reads scorecards, trackers and coaching stats, and drafts notes for each person with the call moments worth reviewing.
Call notes for marketing
Sofia reads call details for each contact and, with your approval, adds a note in ActiveCampaign so marketing knows what was discussed.
What Sofia can do with Gong
Sofia reads and keeps current
- Calls
- Call transcripts
- Call outcomes
- Scorecards
- Trackers
- Users
Sofia does, with your approval where you want it
- Get a call transcript
- Get call details
- Ask questions about a call, account or deal
- Get coaching and activity stats
- Upload a call
- Update a task
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- SalesforceCRM for accounts, contacts and sales pipeline
- Google DocsGoogle's online word processor
- ActiveCampaignEmail marketing, automation and sales CRM
ZoomVideo meetings and webinars- FirefliesAI notetaker that records and transcribes meetings
- GranolaAI meeting notes app
- RingCentralCloud phone system, video and messaging
AircallCloud phone system for teams
Put Sofia to work on your Gong calls
Score your firm in three minutes, or talk to our team.