Sales & CS Tools
Contents
Sales & CS Tools
Here are the common tools the Sales & CS teams use daily.
Tools through Google and Single Sign-On (SSO)
- BuildBetter
- Metabase US and EU
- PostHog Billing
- 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
- 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 by invitation
Mine or Simon can help you out for access or invites for the following tools:
- LinkedIn Sales Navigator - ask Mine for an invite if needed
- Salesforce - ask Mine to invite you if not done already
- Stripe - ask Simon or Dana to invite you, then sign up using your PostHog email
- PandaDoc - ask Simon or Dana to invite you
- Pitch - ask Simon or Dana to invite you
- Vitally - use Google SSO, then ask Simon or Dana to upgrade your role so you can create traits and see success metrics
Tools that you may find useful and not required
- Calendly.com for shared meeting booking links - ask Simon or Dana to invite you
- Clay for account and contact enrichment
- Granola (app) for AI note taking in meetings
- In Your Face (app) don't miss meeting notifications
- Loom for short videos (Simon can invite you to the company account)
- Scratchpad for AI agents and a friendlier SFDC UI (sign up as part of your software budget)
- spark (app) AI powered inbox
- Superhuman (app) AI powered inbox
- YubiKey Manager (app) for configuring provided YubiKey
- An IDE, like VS Code, Zed, or Cursor. It will come in handy for coding and development tasks.
- Your next favorite tool!