PostHog Handbook Library / Growth

1,017 words. Estimated reading time: 5 min.

# 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.

1. 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.

#### AI investigation tools

The fastest way to dig into an account is an AI agent wired into our tools. Not mandated, but many of us lean on it daily, and setting it up early will speed things up.

- PostHog Desktop – PostHog's agent workspace. Runs coding agents on top of product data with PostHog skills built in.
- Claude Code – a terminal agent you point at customer data, tickets, and repos. Install the PostHog plugin with `claude plugin install posthog@claude-plugins-official`.
- MCPs – connect the following MCPs to your AI agent:
- PostHog MCP
- Slack
- GitHub
- Granola

#### 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
- QuoteHog
- Salesforce
- Vitally - once you've logged in once with Google ask your Team Lead to upgrade your role to Team Member
- PostHog Support
- 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 - our canonical meeting recorder. You'll need a Zoom Pro account too. See connecting them together for setup.
- 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 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

- #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.
- #ask-max - bot focused on internal processes and questions.
- #demo-posthog-anything - show off something cool or see how others are demoing things.

#### Internal tools

Why should engineers have all the fun? We routinely build our own internal tooling.

- DemoHog - sample data for demo calls.
- HogFlix - demo app.
- Hedgeground - LLM-focused demo app.
- Wheel of Names - randomly pick a person.
- Academy - training platform.
- QuoteHog - create quotes for customers.
- HogSpy - Chrome extension for extra debugging info about PostHog usage.
- Learn - prompts for PostHog Code on how to use PostHog effectively.
- Yet Another Hog Spy - Chrome extension to identify SDKs used on a website.
- WatchTower - alerts for your accounts.
- Blake Bot - Slack bot to retrieve customer data.
- Vitally MCP Server - expose Vitally data over MCP (public version also available).
- Claude Skills - miscellaneous skills for retrieving data.
- Stakeholder Mapping - visualise accounts from Vitally data.
- Forage - outbound sales tooling.
- SDK Scanner - spy on tools used by customers.
- MD CRM - markdown CRM.

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: `2ca4a716818c1dd6`

Static reader notes

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