Sales & CS Tools

Sales & CS Tools

Here are the common tools the Sales & CS teams use daily.

Tools through Google and Single Sign-On (SSO)

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!

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