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How to pull feature requests from CS and renewal calls in Gong, not just sales calls

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Talton Figgins•••6 min read

By default, probably not the same way. Most Gong setups get their Smart Trackers, categories, and scorecards built the week the sales team turns Gong on, and CS and renewal calls tend to arrive later, sometimes into a different Gong workspace entirely, sometimes into the same one but outside every workflow the sales team already configured. Gong itself is built to record across the whole customer relationship. Its own customer success page talks about tracking value "from onboarding to expansion" and helping teams "win every renewal and expansion opportunity," which is exactly why so many teams assume the call gets treated the same regardless of when in the relationship it happens. The recording does. The signal extraction usually doesn't, and the reason is specific enough to check in about ten minutes.

There are two separate ways this goes wrong, and they call for different fixes.

Reason one: the call never entered the same workspace

Gong's Smart Trackers are workspace-scoped, not account-wide. Gong's own documentation is direct about it: "Trackers are defined and used within a specific workspace; if your company uses multiple workspaces, set up relevant trackers in each one." If your CS or renewals team was added to Gong under a separate workspace than sales, whether that happened for licensing reasons, team structure, or just because CS onboarded to the tool a year later, the "feature request" tracker sales built never got copied over. Every mention on every CS or renewal call in that workspace has been sitting there unscanned since day one, not because the tracker is bad at its job, but because it was never told that workspace exists.

This is worth checking first because it's binary. Either your CS/renewal calls live in the same workspace as the trackers you already trust, in which case reason two below is where to look, or they don't, in which case nothing in that workspace has been tracked at all until you set it up there directly.

Reason two: even in the same workspace, nothing routes attention to it

If CS and renewal calls do share a workspace with sales, the trackers technically do scan them. What's missing is anything that tells a human to look. Two Gong features carry most of that attention-routing job, and both default to a sales-shaped setup:

Call categories, which group calls for reporting, are built manually and usually from fields that already exist for sales: Gong's own guidance says to "create categories based on any fields that are available in the Search page. For example, CRM opportunity stages, specific teams, and more." A category tree built around Discovery, Demo, and Negotiation has nowhere for a renewal or onboarding call to land cleanly, so it either gets miscategorized or left out of the count entirely.

Scorecards are more explicit about it. Setting one up requires you to "add filter to set the types of calls you want this scorecard to be available for," and Gong ships six built-in templates to start from, one of which is literally named "Customer success and renewals," sitting alongside sales-focused ones like "Discovery and qualification" and "Demo and value selling." Gong treats CS and renewal calls as a separate setup step, not an extension of the sales scorecard. Most teams turn on the sales templates when they adopt Gong and never come back to add the CS one, which means nobody's scorecard review ever touches those calls, and scorecard review is where a lot of teams' "flag this for product" habit actually lives.

“we need SSO before rollout”
Slack logo“any update on single sign-on?”
Zendesk logo“SSO came up twice on this call”
↓ classified + deduped into
SSO requests
8 accounts asking · quotes kept
filesLinear logoLinear issue, quotes attached
writesNotion logoinsight report in Notion
answersproduct
The recording and the tracker hit both happen. What's missing is a workspace, category, or scorecard that puts a CS or renewal call in front of anyone looking for a request.

Closing the gap yourself, this week

Three checks, in order, cover most of what's missing:

  • Confirm CS and renewal calls are in the same workspace as your trackers. If they're not, set up the trackers there directly; Gong won't copy them over for you.
  • Add a call category for post-sale calls, built off whatever field distinguishes them in your CRM (opportunity type, deal stage, or a manually tagged team field), so a stats view can filter to just those calls the same way sales already filters to theirs.
  • Turn on the "Customer success and renewals" scorecard template (or build an equivalent) so those calls get reviewed on a schedule instead of only when someone happens to remember to check them.

None of this requires new tooling. It requires someone to notice the sales-first default and go build the second half of the same setup.

Where the native fix stops working

Doing all three closes the visibility gap inside Gong. It doesn't close the counting gap. Once CS and renewal calls are properly tracked and reviewed, you still have a request that might show up as a tracker hit on a renewal call, a support ticket from the same account two weeks earlier, and a Slack message from the account manager, with nothing connecting the three into "one account asked three times." You've also just created a second setup to maintain: every new workspace, every new team added to Gong, every scorecard template needs the same audit repeated, indefinitely.

Past a handful of teams and channels, that's the point where we'd bring up Modem. It reads the transcript from your connected Gong workspace regardless of which workspace, category, or scorecard the call happened to fall under, alongside Slack, support tickets, and email, and treats every mention of a request as one more data point on a running, counted topic rather than a tracker hit that lives or dies by which stats page someone remembered to check. A request mentioned on a renewal call and a support ticket becomes one topic with both quotes attached, which Modem can file as a Linear or Jira issue when you ask, with the requesters' names and quotes in the text. Disclosure: this is our product, and the DIY route above costs nothing.

Two related guides worth reading: why Gong's Smart Trackers miss feature requests, which covers the separate matching-quality and backfill issues that affect trackers even when the workspace and category setup is right, and how to search every Gong call for a feature request, not just one, for what Ask Anything can and can't do once you're trying to spot-check calls by hand.

CS and renewal calls need their own category

Pull up your Gong admin settings, check whether CS and renewal calls sit in the same workspace as your sales trackers, and if they do, add one category that isolates them and turn on the customer-success scorecard template. That alone surfaces the first mention of a request when it happens, instead of leaving it to be rediscovered once a second mention forces the question.