# Sales & CS Tools - Handbook

## 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](https://metabase.prod-us.posthog.dev/) and [EU](https://metabase.prod-eu.posthog.dev/)
-   PostHog [US](https://us.posthog.com/) and [EU](https://eu.posthog.com/) instances. Login to both as this is needed for admin access
    -   [PostHog App + Website](https://us.posthog.com/project/2) reference within PostHog US instance
-   [Pylon](https://usepylon.com/) - use Slack SSO
-   [QuoteHog](https://quote.posthog.net/)
-   [Zendesk](https://posthoghelp.zendesk.com/agent/dashboard)
-   [Zoom](https://zoom.com/)
-   *Note: Add yourself to group emails sent to [sales@posthog.com](mailto:sales@posthog.com) or [cs@posthog.com](mailto:cs@posthog.com) by joining the corresponding Google Group ([sales@](https://groups.google.com/a/posthog.com/g/sales/about) or [cs@](https://groups.google.com/a/posthog.com/g/cs/about)). It's important you don't mark these emails as spam as Google will unsubscribe you from these group emails.*

### Tools by invitation

[Mine](/community/profiles/29862.md) or [Simon](/community/profiles/28895.md) can help you out for access or invites for the following tools:

-   [Gong](https://us-26000.app.gong.io/home?workspace-id=8823646477612786274) - ask Simon or your team lead to invite you
    -   Download the [Gong Meeting Manager](https://workspace.google.com/marketplace/app/gong_meeting_manager/779001639133) 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](https://posthog.slack.com/archives/C01MGUHFH6G/p1770157267662229?thread_ts=1770157176.458439&cid=C01MGUHFH6G)
-   [LinkedIn Sales Navigator](https://www.linkedin.com/sales/home) - ask Mine for an invite if needed
-   [PostHog Billing](https://billing.posthog.com) - ask [#team-billing](https://posthog.slack.com/archives/C08ERRQT41E)
-   [Salesforce](https://posthog.lightning.force.com/) - ask Mine to invite you if not done already
-   [Stripe](https://dashboard.stripe.com/) - ask Simon or Dana to invite you, then sign up using your PostHog email
-   [PandaDoc](https://app.pandadoc.com/) - ask Simon or Dana to invite you
-   [Pitch](https://app.pitch.com/) - ask Simon or Dana to invite you
-   [Vitally](https://posthog.vitally-eu.io/) - 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

-   [BuildBetter](https://app.buildbetter.app) for historic meeting recordings
-   [Calendly.com](https://calendly.com/) for shared meeting booking links - ask Simon or Dana to invite you
-   [Clay](https://www.clay.com/) for account and contact enrichment
-   [Granola](https://www.granola.ai/) (app) for AI note taking in meetings
-   [In Your Face](https://www.inyourface.app/) (app) don't miss meeting notifications
-   [Loom](https://www.loom.com/) for short videos (Simon can invite you to the company account)
-   [Scratchpad](https://www.scratchpad.com/) for AI agents and a friendlier SFDC UI (sign up as part of your software budget)
-   [spark](https://sparkmailapp.com/) (app) AI powered inbox
-   [Superhuman](https://superhuman.com/) (app) AI powered inbox
-   [Wappalyzer](https://www.wappalyzer.com/) for identifying tech stack on customer sites (also as a Chrome/Firefox extension). Credentials in 1Password
-   [Alfred](https://alfred.app/) / [Raycast](https://www.raycast.com/) for automated workflows.
-   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](https://posthog.slack.com/archives/C08M011SBCM) - the Customer Success team.
-   [#team-new-business-sales](https://posthog.slack.com/archives/C09677WV1GW) - the New Business sales team.
-   [#team-product-led-sales](https://posthog.slack.com/archives/C093XHYMGBE) - the Product-led sales team.
-   [#team-onboarding](https://posthog.slack.com/archives/C098D86DZDZ) - the Onboarding team.
-   [#cs-sales-support](https://posthog.slack.com/archives/C090RCG671C) - cross-team discussion for everyone who owns customers.
-   [#sales](https://posthog.slack.com/archives/C01MGUHFH6G) - for general sales topics.
-   [#incidents](https://posthog.slack.com/archives/C03V7SP3Z3K) - 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](https://posthog.slack.com/archives/C071PGWKBQS) - automated notifications from Vitally.
-   [#sales-leads](https://posthog.slack.com/archives/C054BJSHG82) - automated notifications for new sales leads.
-   [#legal](https://posthog.slack.com/archives/C08MYQX74KH) - for requests from our legal folks.
-   [#closed-won](https://posthog.slack.com/archives/C08UNFX75ST) - yay!
-   [#closed-lost](https://posthog.slack.com/archives/C096DC85NH5) - boo!
-   [#customer-churn](https://posthog.slack.com/archives/C09HKF565MZ) - discussion of potential and actual customer churn.
-   [#changelog](https://posthog.slack.com/archives/C09HKF565MZ) - product launches.
-   [#today-i-learned](https://posthog.slack.com/archives/C0975UEGHT5) - where we share our learnings.

### Community questions

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