PostHog Handbook Library / Growth

475 words. Estimated reading time: 3 min.

# Sales & CS Tools

### Sales, CS & Onboarding Tools

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

#### 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
- PostHog App + Website reference within PostHog US instance
- 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)

- Gong - you will need a Zoom pro account as well.
- Download the Gong Meeting Manager extension to trigger a user consent page when joining calls
- Connect your Calendly link (if using one) with the Gong consent page through this guide on Slack
- PostHog Billing
- Stripe
- PandaDoc
- Pitch

#### 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 historic meeting recordings
- Calendly.com for shared meeting booking links
- Clay for account and contact enrichment
- Granola (app) for AI note-taking in meetings
- 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

- #team-customer-success - the Customer Success team.
- #team-new-business-sales - the New Business sales team.
- #team-product-led-sales - the Product-led sales team.
- #team-onboarding - the Onboarding team.
- #group-cs-sales-support - cross-team discussion for everyone who owns customers.
- #sales - for general sales topics.
- #incidents - for notifications of incidents which may impact customers. Make sure you set this to alert you for every message so that you know when something is up.
- #sales-alerts - automated notifications from Vitally.
- #sales-leads - automated notifications for new sales leads.
- #legal - for requests from our legal folks.
- #closed-won - yay!
- #closed-lost - boo!
- #customer-churn - discussion of potential and actual customer churn.
- #changelog - product launches.
- #today-i-learned - where we share our learnings.

Canonical URL: https://posthog.com/handbook/growth/sales/sales-and-cs-tools

GitHub source: contents/handbook/growth/sales/sales-and-cs-tools.md

Content hash: `4880e5f5997d51f3`

Static reader notes

- `MDX_COMPONENT_STATIC_ADAPTER`: Adapted interactive MDX components for static reading: PrivateLink.