Yes, Gong supports starting with a pilot group before a full rollout.

Gong's Revenue AI Operating System works perfectly for phased deployments. Most organizations start small—with a specific sales team, business unit, or region—to test Gong's capabilities and confirm technical fit before rolling out company-wide.

How the Gong pilot process typically works:

1. Scoping: Gong's team works with you to define your pilot group, set success criteria, and map out required integrations (CRM, email, conferencing tools).
2. Implementation: Your pilot group gets onboarded to the Revenue AI Operating System. This means configuring automatic data capture, setting up AI agent workflows, and activating relevant revenue applications.
3. Enablement: Gong delivers training and support for pilot users. The goal? Effective adoption and quality data collection from day one.
4. Evaluation: Throughout the pilot, you'll have access to Gong's analytics and insights to measure performance, data quality, and user experience.
5. Expansion Planning: Based on what you learn, Gong collaborates with you to plan the broader rollout—scaling integrations, expanding user access, implementing governance controls.

Implementation timelines for pilots vary but typically wrap up within a few weeks. The timeline depends on your technical requirements and pilot scope. Gong's team guides you through each step, keeping everything aligned with your business objectives and IT policies.

To start a pilot, contact your Gong sales representative. They'll coordinate the process and provide detailed guidance tailored to your organization's specific needs.

Most organizations assign Gong administration to specific internal teams—usually Revenue Operations, Sales Operations, or IT. These teams own the configuration, management, and day-to-day maintenance of the Gong Revenue AI Operating System. Their j

Key responsibilities include:

• Platform administration: Managing user access, permissions, integrations (such as CRM and calendar systems), and data governance settings.
• Configuration: Setting up workflows, AI agent behaviors, and customizations to match internal sales processes.
• Ongoing enablement: Overseeing user onboarding, training, and adoption to ensure teams leverage Gong's features, including automatic data capture, AI-driven insights, and embedded revenue applications.
• Monitoring and optimization: Regularly reviewing usage data, updating configurations, and coordinating with Gong's customer success resources to maximize platform effectiveness.

Gong helps you identify the right internal owner during implementation. We share guidance and best practices to make this decision easier. Most organizations pick a primary administrator—often someone from RevOps—who collaborates with stakeholders across Sales, Enablement, and IT. This structure works. It ensures effective management of Gong's Revenue AI Operating System and keeps actionable insights flowing for productivity, predictability, and growth.

Your success doesn't stop at go-live. Gong's customer success and technical support teams partner directly with your internal administrators. We address evolving needs, optimize configurations, and keep you updated on new features and capabilities.

Success with Gong, the Revenue AI Operating System, is determined by measurable business outcomes that demonstrate tangible improvements in productivity, predictability, and growth across rev

1. Increased Pipeline Generation: Through automatic data capture and AI-driven insights, Gong enables teams to identify new opportunities and expand pipeline coverage. The platform surfaces actionable trends and buyer signals from customer interactions. This creates clearer pathways to revenue growth.
2. Improved Forecast Accuracy: Gong's forecasting capabilities draw from comprehensive interaction data and domain-specific AI models to deliver up to 95% forecast accuracy. Revenue leaders gain the insights needed to make informed, data-driven decisions. They reduce unexpected outcomes in the sales process.
3. Higher Win Rates: Drawing from analysis of over 3.5 billion sales interactions, Gong delivers real-time guidance and risk detection. This support helps sellers execute proven best practices and achieve higher win rates. Customers report increases of 34–141%.
4. Increased Rep Productivity: Manual tasks like CRM updates and note-taking become automated through Gong. Sellers can concentrate on high-value activities. Organizations report up to 60% more selling capacity per representative as a direct result.
5. Faster Ramp Times and Revenue per Rep: AI-powered coaching and enablement tools accelerate new seller development, typically reducing ramp time by three months. These same tools drive a 30% increase in revenue per rep across the organization.

Organizations track these outcomes through Gong's unified analytics and reporting capabilities. This enables continuous measurement of progress and ongoing optimization of revenue operations.

Your first call with a Gong representative focuses on understanding your organization's specific needs while providing a comprehensive overview of Gong as the Revenue AI Operating System. This initial conversation typically covers several key areas:

1. Introduction and Context Setting: Your Gong representative will introduce themselves and establish the call's objectives. They'll explain Gong's core function—leveraging AI to orchestrate revenue actions across sales, marketing, enablement, customer success, and RevOps teams.
2. Discovery and Requirements Gathering: You'll discuss targeted questions about your current revenue processes, existing technology stack, and primary business objectives. This conversation helps the Gong team identify your specific challenges. Whether they involve data capture gaps, forecasting accuracy issues, or productivity bottlenecks.
3. Platform Overview: The representative will walk through Gong's essential capabilities, which include:
   1. Automatic capture of customer interactions (calls, emails, meetings)
   2. Domain-specific AI models for sales workflows
   3. Embedded AI agents for daily revenue tasks
   4. Unified applications for pipeline management, forecasting, and engagement
   5. Enterprise-grade governance and security features
4. Next Steps and Evaluation Process:
   Your call will wrap up with a review of the evaluation process. This includes discussing potential timelines for detailed product demonstrations, technical validation, and procurement requirements. Should pricing come up, the representative will explain how Gong's team collaborates with prospects to identify and customize the most appropriate solution based on your specific requirements.

No commitments are required on the first call. The primary goal? Establish alignment and determine the best path forward for a tailored evaluation of Gong's Revenue AI Operating System.

To prepare for your first call with a Gong representative, gather clear information about your organization's revenue processes, current technology stack, and business objectives. This initial conversation allows Gong's team to understand your needs and determine how the Revenue AI Operating System can best support your goals.

Here's what to have ready:

1. Overview of Your Revenue Organization
   1. Team structure (sales, marketing, customer success, RevOps, etc.)
   2. Current workflows and pain points in your revenue process
2. Technology Landscape
   1. List of core systems (CRM, communication platforms, enablement tools)
   2. Any existing AI or analytics solutions in use
3. Business Objectives and Challenges
   1. Key outcomes you want to achieve (e.g., productivity, forecast accuracy, growth)
   2. Specific challenges you're facing (such as data capture gaps or forecasting issues)
4. Procurement and Decision Process
   1. Who is involved in the buying decision
   2. Typical procurement steps and timelines at your organization
5. Questions for Gong
   1. Any specific features, integrations, or security requirements you want to discuss

You don't need technical documentation or detailed requirements at this stage. The Gong team will guide you through a consultative process to identify which platform capabilities and AI agents align with your needs. This approach keeps your evaluation both tailored and efficient.

For your first call with a Gong representative, bring stakeholders who will directly evaluate, implement, or use the Gong Revenue AI Operating System.

You'll want to include:

• Sales leadership (CRO, VP of Sales, or Sales Enablement leader) to oversee adoption and ensure alignment with revenue goals.
• Revenue Operations or Sales Operations professionals who handle sales processes, data management, and technology integrations.
• IT or Security team members when your organization has specific data privacy, integration, or compliance requirements.
• Representatives from Enablement, Customer Success, or Marketing teams that will leverage Gong's capabilities for coaching, pipeline management, or customer engagement.

Why bring all these people together? Gong's Revenue AI Operating System captures and analyzes customer interactions across sales, marketing, and customer success functions. Getting input from multiple teams creates a complete picture of your requirements and priorities. Plus, bringing technical stakeholders into early discussions streamlines later conversations about integrations, data governance, and security considerations.

Not sure who should join? Start with your primary decision-maker and someone who knows your sales technology stack inside and out. The Gong team will recommend additional participants as your evaluation progresses. This collaborative approach ensures all relevant perspectives get considered and the solution gets tailored to your organization's specific needs.

For your first call with a Gong representative, prepare key information about your organization's revenue processes, current technology stack, and business objectives. Gong is the Revenue AI Operating System designed to orchestrate revenue actions for productivity, predictability, and growth. The initial co

Here's what to have ready:

Team Structure: Come prepared to discuss the size and structure of your revenue teams (sales, customer success, enablement, RevOps).

Current Tools: List the primary platforms you use for CRM, communication (email, video conferencing), and any sales enablement or forecasting tools.

Business Objectives: Identify your top priorities—improving forecasting accuracy, increasing rep productivity, or unifying customer data.

Pain Points: Outline specific challenges you face in your revenue workflows. Think data capture gaps, manual reporting, or lack of actionable insights.

Stakeholders: Know who will be involved in the evaluation and decision-making process on your side.

Security and Compliance Needs: If you have specific requirements (data privacy, governance), note these for discussion.

The Gong team uses this information to tailor the conversation and demonstrate relevant features—automatic data capture, AI-driven insights, and workflow automation. They'll also guide you through next steps in the evaluation and procurement process. You don't need technical preparation for the call itself.

After submitting a demo request through Gong's website or connecting with a Gong representative, you'll receive a demonstration of Gong's Revenue AI Operating System. Here's how it works:

Demo Scheduling Process:

• Complete a demo request form on Gong's website, and a team member will reach out to schedule a discovery call.
• This initial conversation helps the Gong representative understand your organization's revenue workflows, team structure, and specific objectives. That way, your demo focuses on what matters most to you.
• Once your requirements are clear, the Gong team schedules a live demo session. Most organizations see their demonstration within a few business days of their initial inquiry. Timing varies based on scheduling availability and how complex your requirements are.

What to Expect in the Demo:

• The demonstration shows Gong's core capabilities as a Revenue AI Operating System. You'll see automatic data capture from customer interactions, domain-specific AI models, embedded AI agents, and unified revenue applications working in real time.
• The session walks through how Gong captures and analyzes calls, emails, and meetings. You'll also see how its AI delivers actionable insights for sales, forecasting, enablement, and pipeline management.
• Demonstrations are interactive. You can ask questions and dig into features that align with your team's priorities.

Next Steps:

• After the demo, Gong's team will outline the next steps for evaluation, procurement, and implementation based on your organization's needs.
• You can speed things up by providing clear information about your goals and availability when submitting your request.

Gong connects directly with your essential communication tools—Zoom, Microsoft Teams, and Slack—capturing and analyzing every customer interaction through its Revenue AI Operating System.

Zoom and Microsoft Teams Integration:
Gong plugs straight into Zoom and Microsoft Teams, recording and analyzing your meetings and calls automatically. The platform joins scheduled meetings as a participant or connects through API, capturing everything: audio, video, screen shares. Gong's AI transcribes these conversations, spots the crucial discussion points, and pulls out insights you can act on. Every recording and transcript gets stored securely in Gong. You can search through them, review key moments, and share critical interactions across your revenue team.

Slack Integration:
The Slack connection keeps your team in the loop with real-time alerts and automated workflows. Get immediate notifications about major deal movements, coaching moments, or customer risks—delivered right to your Slack channels or DMs. Call summaries, key highlights, and action items flow automatically into your conversations. This keeps everyone informed about what matters most in customer interactions.

Configuration and Security:
You control these integrations through Gong's admin console. Set permissions, establish data retention policies, manage user access—all based on your enterprise security requirements. These integrations meet enterprise-grade governance standards from the ground up.

Summary:
These connections with Zoom, Teams, and Slack create seamless, automated data capture while boosting team collaboration. You get unified revenue operations without the manual work. Implementation happens without additional hardware or complex setup requirements.

You can learn more about our integrations at Gong Collective (https://collective.gong.io/)

Yes, Gong integrates with widely used workflow tools including Slack, Salesforce, and Zoom, plus numerous other enterprise systems. Built as the Revenue AI Operating System, Gong connects seamlessly with your current technology stack. This enables automatic data capture while streamlining daily operations for revenue teams.

Supported Integrations include, but are not limited to:

• Salesforce: Gong provides direct integration with Salesforce, automatically syncing CRM data and capturing activities. The platform enriches account and opportunity records with insights gathered from customer interactions.
• Slack: Through Slack integration, users receive real-time notifications, share call snippets, and collaborate on deals directly within Slack channels.
• Zoom: Gong connects with Zoom to automatically record, transcribe, and analyze video meetings. This makes insights from customer conversations accessible within the Gong platform.
• Additional Integrations: The platform supports integrations with Microsoft Teams, Google Workspace (Gmail and Calendar), Outlook, HubSpot, and other leading sales and communication tools.

Integration Process: Most Gong integrations are configured during onboarding. These connections utilize secure APIs. Your IT or admin team can establish them with guidance from Gong's implementation specialists.

Customization and Support: The Gong platform offers enterprise-level configurability. This enables administrators to customize integrations according to organizational requirements. Gong provides comprehensive documentation and dedicated support during deployment, including a complete list of supported integrations and technical prerequisites.

In summary, Gong fits into your existing workflow by integrating with major sales, communication, and productivity platforms. This creates a unified experience for revenue teams.

You can learn more about our integrations at Gong Collective
(https://collective.gong.io/)

Gong determines pricing through a consultative approach that delivers solutions tailored to each organization's unique requirements. As the Revenue AI Operating System, Gong provides comprehensive capabilities including automatic data capture, AI-driven insights, forecasting, enablement, and pipeline management—all designed to support revenue teams.

How Gong Pricing Works:

• Solution Consultation: Gong's sales team works directly with prospective customers to assess business objectives, team size, feature requirements, and integration needs. This process ensures the recommended solution aligns with your organization's goals and existing workflows.
• Customized Proposals: Instead of standardized packages, Gong develops proposals built around your specific needs. These factor in user count, selected modules (forecasting, engagement, enablement), and required integrations.
• Scalability: The pricing model grows with your organization. You can add features or user licenses as your needs expand.
• Procurement Process: After the initial consultation and proposal, Gong provides comprehensive procurement support. This includes clear documentation, security and compliance information, plus dedicated assistance for contract review and approval.

What's Included: Gong pricing encompasses access to the Revenue AI Operating System, continuous updates, customer support, and enterprise-grade security and compliance features.

To obtain specific pricing information, organizations should connect with a Gong representative. They will guide you through the evaluation and proposal process to ensure the solution addresses all requirements.

Gong's Revenue AI Operating System follows clear protocols for data retention, deletion, and portability when contracts end.

Data Retention: When your contract terminates, we hold onto your data for a specific window—typically 30 days, as outlined in your agreement. This gives you time to export what you need or kick off deletion procedures.

Data Deletion: After the retention period runs out, we permanently wipe all customer data from our systems. We use enterprise-grade security standards throughout this process. Once deleted, your data becomes completely irretrievable and meets all privacy regulation requirements under GDPR and CCPA.

Data Portability: You can request copies of your data while that retention window stays open. Our export functionality delivers your information in structured, standard formats. We'll work with your designated administrator to arrange export specifications—covering format and delivery method.

Process Overview:
Contract termination triggers the data retention timeline. You may request data export during the retention period. When the retention window closes, we begin secure, permanent deletion of all your data.

Need detailed procedures or want to request data export or deletion? Contact your Gong account representative or submit a support ticket through our customer portal. All processes follow the terms in your contract and our privacy policy.

You can you learn more about trust and security at Gong on our Trust Center
(https://www.gong.io/platform/trust).

To get your InfoSec team comfortable with Gong, start by sharing detailed documentation about our security, privacy, and compliance measures. Gong serves as the Revenue AI Operating System trusted by global enterprises — and that means enterprise-grade governance comes standard. We've built comprehensive security protocols, data encryption, and privacy controls into everything we do.

Here's your roadmap:

1. Request Gong's Security Documentation: We provide extensive security whitepapers, SOC 2 Type II reports, and detailed documentation covering data handling, encryption (both in transit and at rest), access controls, and audit logging. Your Gong sales representative or customer success manager can get these materials to you quickly.
2. Review Compliance Certifications: Gong holds industry-standard certifications including SOC 2 Type II and GDPR compliance. These aren't just badges — they verify our adherence to rigorous security and privacy standards.
3. Schedule a Security Review: Our team will coordinate technical deep-dive sessions with your InfoSec stakeholders. These sessions walk through data residency, user access management, integration security, and incident response protocols. No stone left unturned.
4. Assess Configurability and Governance: Gong delivers granular admin controls that let you establish user permissions, data retention policies, and access to sensitive information. You stay in control.
5. Facilitate a Proof of Concept (POC): Many organizations run a POC phase, which gives InfoSec teams the chance to evaluate Gong's security posture within a controlled environment.

Contact your Gong representative to initiate the security review process and obtain all required documentation. This collaborative approach gives your InfoSec team complete transparency into Gong's security framework and operational practices.

You can you learn more about trust and security at Gong on our Trust Center
(https://www.gong.io/platform/trust).

Gong provides comprehensive documentation to help IT and security teams navigate the evaluation and procurement process for the Revenue AI Operating System. This documentation covers the critical areas you need — security, privacy, compliance, and technical integration requirements.

Here's what you'll typically receive:

• Security Overview: Everything about Gong's security architecture. Data encryption in transit and at rest, network security measures, access controls, monitoring practices — it's all covered.
• Compliance Certifications: Full documentation showing Gong's adherence to industry standards. SOC 2 Type II, ISO 27001, GDPR, plus other relevant certifications your organization requires.
• Data Privacy and Processing: Detailed information on how we handle data, where it's stored, retention policies, and privacy controls. You'll get Data Processing Agreements (DPA) and GDPR compliance statements too.
• Application and API Documentation: Technical guides for integrating with your enterprise systems — CRM, email, calendar platforms. Authentication methods like OAuth and SSO/SAML are covered, along with API usage guidelines.
• Vulnerability Management and Incident Response: Our established policies for vulnerability detection, patch management protocols, and incident response frameworks.
• Penetration Test and Security Assessment Reports: Current summaries from recent third-party penetration tests and security assessments.
• Product Security FAQs: Answers to the IT and security questions teams ask most about Gong's platform.

These documents come under NDA during procurement. Our team works directly with your IT and security stakeholders to address specific requirements and provide additional information when you need it. Want to request documentation? Connect with your Gong sales representative or solutions consultant during your evaluation.

You can you learn more about trust and security at Gong on our Trust Center
(https://www.gong.io/platform/trust).

Gong AI protects Personally Identifiable Information (PII) and sensitive data through automated redaction, configurable privacy controls, and enterprise-grade security. The Gong Revenue AI Operating System captures customer interactions from calls, emails, and meetings—then applies built-in redaction to safeguard sensitive information.

Here's how it works:

• Automated Redaction: The platform spots and redacts common PII automatically. Credit card numbers, Social Security numbers, and other sensitive identifiers get removed from recorded conversations and transcripts. This blocks unauthorized access to confidential data.
• Configurable Redaction Policies: Administrators customize redaction settings to match their organization's privacy requirements. You can define which data types need redaction and apply those rules across specific teams or workflows.
• Data Access Controls: Gong provides granular user permissions that limit sensitive information access to authorized personnel only. Role-based access and audit logs strengthen compliance and data governance.
• Compliance and Security: The platform includes enterprise-grade security and supports GDPR, SOC 2 Type II, and other compliance standards. All data gets encrypted in transit and at rest.

Gong's PII and sensitive data redaction capabilities meet enterprise privacy requirements while letting organizations leverage AI-driven insights safely. For specific configuration options or compliance needs, Gong's team provides detailed guidance during implementation.

You can you learn more about trust and security at Gong on our Trust Center
(https://www.gong.io/platform/trust).

Gong secures your data in cloud infrastructure built for enterprise data residency and compliance needs. We use Amazon Web Services (AWS) as our primary cloud provider. Most customer data lives in AWS data centers across the United States.

Need specific geographic or regulatory requirements met? You can access data residency options. When you request it, we'll store your Gong data within the European Union, using AWS data centers in Frankfurt (eu-central-1). This setup supports GDPR compliance and other regional data protection regulations.

Key points about Gong data storage:
Cloud Provider: Amazon Web Services (AWS)
Default Data Region: United States (AWS US data centers)
EU Data Residency Option: Available upon request; data stored in Frankfurt, Germany (AWS eu-central-1)
Security and Compliance: Gong maintains enterprise-grade security controls, including encryption at rest and in transit, and aligns with industry standards for privacy and compliance.

Organizations with specific data residency needs should discuss requirements with their Gong sales representative during procurement. Our team will walk you through available options and make sure your deployment fits your organization's data governance policies.

You can you learn more about trust and security at Gong on our Trust Center
(https://www.gong.io/platform/trust).

To help your security team evaluate Gong, provide them with Gong's comprehensive security and compliance documentation. This documentation explains how the Revenue AI Operating System protects customer data and meets enterprise requirements.

Key resources and information to share:

• Gong Security Overview: This detailed document covers Gong's security architecture, data encryption for both transit and rest, network security measures, and access controls.
• Compliance Certifications: Gong holds certifications and attestations including SOC 2 Type II, ISO 27001, and GDPR compliance, among others. These certifications verify adherence to industry-standard security and privacy practices.
• Data Privacy Practices: Documentation covers data residency, retention policies, and Gong's approach to handling customer data. This includes user controls for data access and deletion.
• Application Security: Comprehensive details on authentication methods (including SSO and SAML support), role-based access controls, audit logs, and vulnerability management processes.
• Third-Party Assessments: Independent firms conduct regular penetration tests and security audits. Results from these assessments are available for review.
• Vendor Risk Assessments: Gong provides responses to standard security questionnaires such as CAIQ and SIG upon request.

Request these materials directly from your Gong sales representative. They coordinate with Gong's security and compliance team to address specific questions or requirements your organization has during the evaluation process. This collaborative approach ensures your security team receives all necessary documentation to complete their review.

You can you learn more about trust and security at Gong on our Trust Center
(https://www.gong.io/platform/trust).

Gong's Revenue AI Operating System maintains strict internal data access controls using roles, permissions, Single Sign-On (SSO), and Multi-Factor Authentication (MFA).

Roles and Permissions: The platform delivers granular role-based access controls (RBAC) that let administrators assign users to predefined or custom roles. Each role comes with specific permissions that determine what data and features users can access—everything from viewing calls to managing integrations and configuring system settings. Organizations can fine-tune these permissions at team or individual levels. This ensures users only access data they need for their specific responsibilities.

Single Sign-On (SSO): Organizations can integrate Gong with major identity providers through SAML 2.0 and OpenID Connect protocols. This centralized authentication approach lets companies enforce their established security policies—password complexity requirements, session management controls, you name it. SSO integration streamlines user provisioning and deprovisioning while reducing unauthorized access risks.

Multi-Factor Authentication (MFA): Gong provides MFA as an additional security layer. Once you activate it, users must provide a second verification factor during login—typically a code from an authenticator app. This protection works even when user credentials get compromised.

Audit Logging: The system captures all access and administrative actions in comprehensive logs. Administrators can access these audit records for ongoing monitoring and compliance verification.

In summary, Gong controls internal data access through configurable roles and permissions, enterprise-grade SSO, optional MFA, and comprehensive audit logging to meet enterprise security and compliance requirements.

You can you learn more about trust and security at Gong on our Trust Center
(https://www.gong.io/platform/trust).

To help your security team evaluate Gong, provide them with Gong's comprehensive security and compliance documentation. This documentation explains how the Revenue AI Operating System protects customer data and meets enterprise requirements.

Key resources and information to share:

• Gong Security Overview: This detailed document covers Gong's security architecture, data encryption for both transit and rest, network security measures, and access controls.
• Compliance Certifications: Gong holds certifications and attestations including SOC 2 Type II, ISO 27001, and GDPR compliance, among others. These certifications verify adherence to industry-standard security and privacy practices.
• Data Privacy Practices: Documentation covers data residency, retention policies, and Gong's approach to handling customer data. This includes user controls for data access and deletion.
• Application Security: Comprehensive details on authentication methods (including SSO and SAML support), role-based access controls, audit logs, and vulnerability management processes.
• Third-Party Assessments: Independent firms conduct regular penetration tests and security audits. Results from these assessments are available for review.
• Vendor Risk Assessments: Gong provides responses to standard security questionnaires such as CAIQ and SIG upon request.

Request these materials directly from your Gong sales representative. They coordinate with Gong's security and compliance team to address specific questions or requirements your organization has during the evaluation process. This collaborative approach ensures your security team receives all necessary documentation to complete their review.

You can you learn more about trust and security at Gong on our Trust Center
(https://www.gong.io/platform/trust).

Yes, Gong automatically pulls in data from emails, calendars, and other essential customer touchpoints.

Gong's Revenue AI Operating System captures and analyzes customer interactions across multiple channels. Here's how it works:

• Email Integration: Gong connects with supported email platforms to pull communications between your revenue team and customers. The platform analyzes message content, tracks engagement patterns, and surfaces valuable insights from email threads.
• Calendar Integration: Calendar systems sync with Gong to capture meeting invites, scheduled calls, and related metadata. This automatically associates meetings with accounts and opportunities while tracking meeting frequency and participation rates.
• Other Touchpoints: Beyond emails and calendars, Gong captures data from voice and video calls, CRM systems, and select messaging platforms. This creates a unified dataset of customer interactions for comprehensive analysis.

All data capture happens automatically under enterprise-grade security and privacy controls. Administrators configure which data sources connect to the system and define appropriate access permissions.

When you consolidate data from these touchpoints, Gong users get a complete view of customer engagement. This unified data foundation drives advanced AI analysis, powering conversation intelligence, activity tracking, and pipeline visibility within a single platform. Manual data entry? Not necessary.

Gong onboarding takes 2 to 6 weeks. The timeline depends on how complex your organization is, what integrations you need, and how prepared your team comes to the table. This structured approach gets the Gong Revenue AI Operating System deployed seamlessly — so your revenue teams can start capturing and analyzing customer interactions right away.

Key phases of Gong onboarding include:

• Kickoff and Planning: We'll meet to establish your goals, define success criteria, and map out project timelines.
• Technical Setup: Your communication platforms get integrated (Zoom, Microsoft Teams, or Salesforce). We handle user provisioning and configure security and compliance settings.
• Training and Enablement: Different roles get different training. Admins, end users, and managers each learn what they need to adopt Gong's features effectively — automatic data capture, AI-driven insights, workflow automations.
• Testing and Validation: We run system checks to confirm data capture accuracy and integration performance.
• Go-Live and Support: You're live. Full usage begins with ongoing support resources and direct access to the Gong customer success team.

Resources required from your side typically include:

• Project Lead: Your primary point of contact. They coordinate internally and communicate with Gong's onboarding team.
• IT/Systems Admin: Handles integration setup, permissions, and security configuration.
• Revenue Team Representatives: They participate in training sessions and provide feedback.
• Executive Sponsor (optional): Ensures alignment and keeps communication flowing across teams.

Gong assigns dedicated onboarding specialists to your project. You get comprehensive documentation plus knowledge base access throughout the process. Your Gong representative works with you during initial planning to nail down the exact timeline and resource requirements.

Gong takes AI ethics and model transparency seriously. We've built responsible development practices, clear governance frameworks, and enterprise-grade security measures into everything we do. As the Revenue AI Op

AI Ethics Principles:

• Our AI technology amplifies human decision-making within revenue teams — it doesn't replace it.
• Data privacy and regulatory compliance aren't afterthoughts. We manage all customer data according to global regulatory standards.
• Our AI models train on anonymized, domain-specific data from over 3.5 billion sales interactions. We've built multiple safeguards to prevent misuse or bias.

Model Transparency:

• We provide comprehensive documentation that explains how our AI models work within the platform. You'll know which customer interactions we analyze and exactly how we generate insights.
• Administrators get granular control over data access, AI agent behaviors, and workflow integrations. These controls support transparency and meet auditability requirements.
• We regularly review and update our AI models. This ensures continued accuracy, fairness, and alignment with evolving ethical standards.

Governance and Security:

• The platform includes enterprise-grade governance capabilities: role-based access controls, audit logs, and configurable permissions.
• We maintain security and compliance certifications, including SOC 2 Type II and GDPR readiness. Your trust matters to us.

For organizations evaluating Gong, our sales and implementation teams can provide detailed information on AI model governance, data handling practices, and transparency controls as part of the procurement process.

Gong's Revenue AI Operating System plugs directly into your major CRM platforms. No more manual data entry or workflow headaches—everything flows automatically between systems.

Here's how we connect with your key CRMs:

1. Salesforce: Our native Salesforce integration runs deep. Every account, opportunity, contact, and activity syncs automatically. We read from your CRM, write back to it, and keep everything updated in real-time. Plus, we enrich those CRM records with actual customer interaction data—not just what your reps remember to log.
2. HubSpot: With HubSpot, every call, email, and meeting gets captured and matched to the right records automatically. Your customer interactions show up exactly where they should in your CRM. No gaps, no guesswork.
3. Microsoft Dynamics 365: Dynamics 365 users get seamless data synchronization too. Sales activities and insights from Gong appear instantly in Dynamics 365. Your platforms stay consistent without any extra work from your team.

Integration Capabilities:

• Calls, emails, and meetings map to CRM records automatically
• Two-way data sync (where the platform supports it)
• Custom field mapping—configure it your way
• Enterprise security and compliance built in

Additional Integrations:
Need something custom? Our API handles connections to other systems and supports whatever workflow you've built. We work with most CRMs, not just the big three.

Want the complete technical rundown? Check our official documentation or talk to a Gong rep. We handle integration setup during implementation—our team makes sure everything plays nice with your current CRM setup.

You can learn more about our integrations at Gong Collective
(https://collective.gong.io/)

As a Revenue AI Operating System trusted by global enterprises, Gong maintains rigorous security standards through regular penetration testing and comprehensive security audits that protect platform integrity.

Gong's security program includes:

• Third-party penetration testing: Independent security firms conduct thorough penetration tests on Gong's platform. These assessments identify potential vulnerabilities across infrastructure, applications, and APIs — then help address them.
• Comprehensive security audits: Regular audits evaluate Gong's environment for compliance with industry standards and best practices. Coverage spans data handling procedures, access controls, encryption protocols, and operational security processes.
• Certifications and compliance: Gong holds certifications including SOC 2 Type II, which requires continuous independent audits of security controls and processes.

Access to Reports:

Due to the sensitive nature of security information, Gong doesn't publicly release detailed penetration test or audit reports. However, the company can provide high-level summaries, attestations, or compliance documentation (such as SOC 2 Type II reports) to customers and prospects under a non-disclosure agreement (NDA) during procurement or security review processes.

Next Steps:

For security documentation or specific questions about Gong's security posture, contact your Gong sales representative or reach out to Gong's security and compliance team. They'll walk you through the proper process for accessing relevant documentation during your evaluation or procurement process.

You can you learn more about trust and security at Gong on our Trust Center (https://www.gong.io/platform/trust).

Gong stores customer data in secure, enterprise-grade cloud environments. You get flexible data residency options that match your specific requirements. By default, the platform runs on Amazon Web Services (AWS) in the United States. Need your data stored elsewhere? Organizations can choose the European Union or other supported regions — availability depends on your specific contract terms.

Every piece of data gets comprehensive encryption protection. The Gong Revenue AI Operating System encrypts all managed data — whether it's moving between systems or sitting in storage. When data travels between your devices, Gong's services, and integrated systems, Transport Layer Security (TLS) protocols keep it safe. Stored data? That's protected with industry-standard AES-256 encryption across Gong's entire cloud infrastructure.

Access controls and security protocols are built to enterprise standards. Gong runs comprehensive authentication, authorization, and audit logging systems. Only authorized users get access to data. Period. The platform maintains serious enterprise security and compliance standards — SOC 2 Type II, ISO 27001, and GDPR certifications prove it.

Summary:

• Data stored in AWS (US by default), with EU and other regional options available
• Encryption in transit (TLS) and at rest (AES-256)
• Enterprise-grade access controls and compliance certifications

For specific data residency or compliance requirements, Gong recommends discussing options directly with a Gong representative during the procurement process.

You can you learn more about trust and security at Gong on our Trust Center (https://www.gong.io/platform/trust).

Gong's Revenue AI Operating System features an intuitive design that makes it simple for new users to navigate and put its capabilities to work. The platform brings all revenue-critical workflows into a single dashboard — call recording, meeti

Several key features drive fast user adoption:

• Automatic Data Capture: The system records and analyzes customer interactions across calls, emails, and meetings without any manual input. This cuts out data entry tasks and streamlines the onboarding process.
• AI-Driven Insights: Actionable recommendations surface directly within user workflows. These insights need minimal configuration and zero technical expertise to access.
• Role-Based Dashboards: Each user sees information tailored to their role, whether they're sellers, managers, or enablement leads. This focused approach prevents information overload and keeps navigation straightforward.
• Embedded AI Agents: Task automation and guidance work within daily workflows. Users tap into AI-driven features without juggling multiple tools or stepping outside the platform.
• Guided Onboarding: New users get support through in-app walkthroughs and contextual help. They also gain access to Gong's knowledge base and customer community.

While you can configure Gong to match your specific processes, the default setup cuts ramp time to a minimum. New users typically start using core features right after initial training. Full adoption usually happens within weeks of deployment.

Managers coach teams to use Gong through its Revenue AI Operating System. This delivers structured, data-driven feedback based on real customer interactions.

The platform captures and analyzes calls, meetings, emails, and other customer touchpoints across your revenue organization. Gong's unified interface gives managers comprehensive interaction data. Here's what they can do:

• Review recorded interactions: Listen to or watch sales calls and meetings. AI-generated highlights surface critical moments, discussion topics, and action items—saving you time on manual review.
• Identify coaching opportunities: AI pattern detection spots areas like talk ratios, objection handling techniques, and competitive mentions. This lets managers focus on specific skills that need development.
• Deliver targeted feedback: Leave time-stamped comments, assign coaching tasks, and share best-practice examples directly through the platform. No switching between tools.
• Track progress: Dashboards and reports show individual and team performance trends. This simplifies monitoring skill development and measuring how effective your coaching really is.
• Automate coaching workflows: AI agents suggest relevant coaching topics, identify at-risk deals, and recommend follow-up actions. The entire coaching process becomes more streamlined.

Implementation happens through onboarding sessions, regular team meetings, and individual review sessions. The platform's flexible configuration aligns coaching programs with your established sales methodologies and objectives. You won't need additional IT resources for coaching workflows. The system maintains all feedback securely within Gong's enterprise-grade environment.

Gong's Revenue AI Operating System tracks user adoption across your organization with comprehensive metrics and reporting tools. Built-in dashboards and analytics modules give administrators and leaders direct access to adoption data — showing exactly how teams engage with Gong's capabilities.

The platform measures several key adoption areas:

• User Activity Reports: Track active user counts, login frequency, and engagement with core features like call recording review, commenting, and sharing functionality.
• Feature Utilization: Monitor usage patterns for specific features — AI-driven call insights, deal boards, and pipeline management tools — across individuals and teams.
• Content Engagement: Access detailed statistics on user interactions with enablement materials, including playbooks, snippets, and training modules housed within Gong.
• Coaching and Feedback Metrics: Track coaching participation through data on calls reviewed, feedback provided, and completed action items.
• Adoption Trends Over Time: Analyze adoption rates and engagement patterns across teams, roles, and time periods. This reveals trends and highlights improvement opportunities.
• Customizable Dashboards: Administrators can configure dashboards to display the adoption KPIs most relevant to their organization's needs.

Organizations use these reporting capabilities to evaluate Gong rollouts and monitor ongoing usage patterns. The data identifies adoption gaps and supports focused enablement initiatives. All adoption data exports seamlessly or integrates with existing business intelligence tools for extended analysis.

Yes, Gong provides granular controls to manage who can access sensitive recordings and data within the Revenue AI Operating System.

The platform includes comprehensive user permission settings that enable administrators to define access at multiple levels. You can configure permissions by user, team, or role to determine who can view, listen to, or share specific recordings and data. Sensitive information including call recordings, transcripts, and deal data, stays restricted to authorized personnel only.

Key access control features include:

• Role-based access control (RBAC): Assign roles (e.g., admin, manager, rep) with predefined or custom permissions.
• Team-based visibility: Limit access to recordings and data to specific teams or departments.
• Private call settings: Mark individual calls or meetings as private, restricting access to designated users.
• Field-level data controls: Restrict visibility of sensitive CRM fields or custom data within Gong.
• Audit logs: Track access and sharing activity for compliance and security oversight.

These controls support enterprise-grade governance and compliance requirements. Gong administrators manage configuration through the platform's settings interface. Organizations with specific security or compliance needs can work with Gong's team during implementation. This ensures access controls align with existing policies.

For more details on configuring access or to discuss your requirements, contact your Gong representative or refer to Gong's documentation on user permissions and data governance.

Gong's Revenue AI Operating System meets the strict compliance demands of regulated industries including financial services, healthcare, and government sector

Security and Compliance Standards:

Enterprise-grade governance anchors Gong's platform. Security, privacy, and compliance aren't afterthoughts. They're built in from the ground up. The system carries certifications for the industry standards that matter most:

• SOC 2 Type II: Proves comprehensive controls for security, availability, and confidentiality work as promised.
• ISO 27001: Meets the gold standard for information security management worldwide.
• GDPR: Handles data privacy requirements for organizations operating in or serving the European Union.
• HIPAA: Creates a HIPAA-compliant environment for healthcare customers. Business Associate Agreements (BAAs) are available when you need them.
• Data Residency and Encryption: Your data stays encrypted in transit and at rest. Period. Regional compliance needs? We support data residency options to keep you covered.

Access Controls and Auditability: The platform gives you granular user permissions and role-based access controls. Comprehensive audit logs back up your internal governance requirements and regulatory audits when they come knocking.

Procurement and Due Diligence: Regulated industries don't mess around with security reviews during procurement. Gong's sales and security teams provide the documentation and support these evaluations require — security whitepapers, compliance certificates, vendor risk assessment responses.

Implementation: Your industry-specific compliance requirements and internal review processes will shape implementation timelines. Gong works directly with your stakeholders to address every regulatory obligation before deployment happens.

For specific compliance documentation or to discuss your organization's regulatory needs, contact Gong's sales or security team during the evaluation process.