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.