---
title: "Sales & CS Tools"
source: PostHog Documentation
source_url: https://github.com/PostHog/posthog.com
licence: MIT
domain: data-and-analysis
subdomain: posthog-docs
date_added: 2026-04-25
---

## 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 or 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) or [Simon](/community/profiles/28895) 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 <PrivateLink url='https://posthog.slack.com/archives/C08ERRQT41E'>#team-billing</PrivateLink>
- [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

- <PrivateLink url='https://posthog.slack.com/archives/C08M011SBCM'>#team-customer-success</PrivateLink> - the Customer Success team.
- <PrivateLink url='https://posthog.slack.com/archives/C09677WV1GW'>#team-new-business-sales</PrivateLink> - the New Business sales team.
- <PrivateLink url='https://posthog.slack.com/archives/C093XHYMGBE'>#team-product-led-sales</PrivateLink> - the Product-led sales team.
- <PrivateLink url='https://posthog.slack.com/archives/C098D86DZDZ'>#team-onboarding</PrivateLink> - the Onboarding team.
- <PrivateLink url='https://posthog.slack.com/archives/C090RCG671C'>#cs-sales-support</PrivateLink> - cross-team discussion for everyone who owns customers.
- <PrivateLink url='https://posthog.slack.com/archives/C01MGUHFH6G'>#sales</PrivateLink> - for general sales topics.
- <PrivateLink url='https://posthog.slack.com/archives/C03V7SP3Z3K'>#incidents</PrivateLink> - 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.
- <PrivateLink url='https://posthog.slack.com/archives/C071PGWKBQS'>#sales-alerts</PrivateLink> - automated notifications from Vitally.
- <PrivateLink url='https://posthog.slack.com/archives/C054BJSHG82'>#sales-leads</PrivateLink> -  automated notifications for new sales leads.
- <PrivateLink url='https://posthog.slack.com/archives/C08MYQX74KH'>#legal</PrivateLink> - for requests from our legal folks.
- <PrivateLink url='https://posthog.slack.com/archives/C08UNFX75ST'>#closed-won</PrivateLink> - yay!
- <PrivateLink url='https://posthog.slack.com/archives/C096DC85NH5'>#closed-lost</PrivateLink> - boo!
- <PrivateLink url='https://posthog.slack.com/archives/C09HKF565MZ'>#customer-churn</PrivateLink> - discussion of potential and actual customer churn.
- <PrivateLink url='https://posthog.slack.com/archives/C09HKF565MZ'>#changelog</PrivateLink> - product launches.
- <PrivateLink url='https://posthog.slack.com/archives/C0975UEGHT5'>#today-i-learned</PrivateLink> - where we share our learnings.
