Sales & CS Tools

Sales, CS & Onboarding Tools

Here are the common tools the Sales, CS, and Onboarding teams use daily.

Our canonical call stack

For customer and sales calls, we've standardized on three tools. Use these by default – keeping to one stack means every recording, transcript, and meeting link stays consistent and searchable for the whole team.

  • Zoom for meetings – every customer and sales call runs on Zoom.
  • Gong for meeting recordings – records and stores every call in a shared, searchable library the whole team can review.
  • Granola for transcripts – AI-generated notes and transcripts, created on your laptop while you're in the call.

BuildBetter is where we store historical demos and meetings, and some teams still use it day-to-day. For new calls, Gong is the default.

Connecting them together

The three tools layer on top of each other: Zoom hosts the call, Gong records it to our shared library, and Granola gives you your own transcript and notes. Set them up in this order:

  1. Zoom – Run every customer and sales call on Zoom. You'll also need a Zoom Pro account for Gong recording to work – request one via /zluri if you don't have it. If you happen to use Calendly for scheduling, you can set Zoom as its default location so booked calls land on Zoom automatically, but that's optional.
  2. Gong – Request access via /zluri, then connect it to your calls:
    • Download the Gong Meeting Manager extension, which triggers a user consent page when you join calls.
    • Connect your Calendly link (if you use one) with the Gong consent page using this guide on Slack.
    • Once connected, Gong automatically joins and records your Zoom calls into the shared library.
  3. Granola – Install the Granola app and connect it to your calendar. It runs on your laptop and transcribes whatever call you're in (including your Zoom calls), so you get notes and a transcript without adding another bot to the meeting.

Tools through Google and Single Sign-On (SSO)

  • Metabase US and EU
  • PostHog US and EU instances. Login to both as this is needed for admin access
  • Pylon - use Slack SSO
  • QuoteHog
  • Salesforce
  • Vitally - once you've logged in once with Google ask your Team Lead to upgrade your role to Team Member
  • Zendesk
  • Zoom
  • Note: Add yourself to group emails sent to sales@posthog.com or cs@posthog.com by joining the corresponding Google Group (sales@ or cs@). It's important you don't mark these emails as spam as Google will unsubscribe you from these group emails.

Tools requiring approval

You can self-serve access requests to the following tools using Zluri through Slack (type /zluri in any channel to start the request)

Tools that you may find useful and not required

Unless otherwise indicated, you can self-serve access requests to the following tools using Zluri through Slack (type /zluri in any channel to start the request)

  • BuildBetter for storing historical demos and meetings – some teams still use it
  • Calendly.com for shared meeting booking links
  • Clay for account and contact enrichment
  • In Your Face (app) don't miss meeting notifications
  • LinkedIn Sales Navigator
  • Loom for short videos
  • Microsoft Teams - for linking Slack with Teams when customers only use Teams - ask Simon for access
  • Scratchpad for AI agents and a friendlier SFDC UI
  • spark (app) AI powered inbox
  • Superhuman (app) AI powered inbox
  • Wappalyzer for identifying tech stack on customer sites (also as a Chrome/Firefox extension). Credentials in 1Password
  • Alfred / Raycast for automated workflows. - Just download and install.
  • An IDE, like VS Code, Zed, or Cursor. It will come in handy for coding and development tasks.
  • Your next favorite tool!

Useful Slack channels

Community questions

Was this page useful?

Questions about this page? or post a community question.