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.

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:
  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.

Tools through Google and Single Sign-On (SSO)

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)

Useful Slack channels

Internal tools

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

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
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