Sales & CS Tools

Sales, CS & Onboarding Tools

Here are the common tools the Sales, CS, and Onboarding teams use daily.

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
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.

Mine or Simon can help you out for access or invites for the following tools:

Gong - ask Simon or your team lead to invite you
- Download the Gong Meeting Manager 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
LinkedIn Sales Navigator - ask Mine for an invite if needed
PostHog Billing - ask #team-billing
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

BuildBetter for historic meeting recordings
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
Wappalyzer for identifying tech stack on customer sites (also as a Chrome/Firefox extension). Credentials in 1Password
Alfred / Raycast 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!

#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.
#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.