About 3rd party association
Notice
Who's this for? Orgs that use 3rd parties to sell their products
Let us know how you attribute deals to 3rd party vendors in your CRM, so that we can better associate deal activity to the correct vendor and label deals sold by a 3rd party. Read more about deal activity association here.
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Get improved accuracy in associating deals with 3rd parties
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Quickly identify the deals you're working with a 3rd party, and better understand the deal health
Note
Conversations between your 3rd party and the prospect can't be shown in the activity timeline because Gong doesn't have visibility into the 3rd party's activity.
You can enjoy the benefits of setting up 3rd party association if you:
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Sell with a 3rd party, i.e. use a partner, agent, broker, etc.
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Use either Salesforce or HubSpot CRM.
The following setups aren't supported:
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Use of parent/child accounts
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Direct sales
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High-volume sales to the same partner (for example, with high-velocity deals)
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Multiple 3rd parties per opportunity