Sales & CS Tools

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 and EU
  • PostHog US and EU instances. Login to both as this is needed for admin access
  • Pylon - use Slack SSO
  • QuoteHog
  • Vitally - once you've logged in once with Google ask your Team Lead to upgrade your role to Team Member
  • 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.

Tools requiring approval

You can self-serve access requests to the following tools using Zluri through Slack (type /zluri in any channel to start the request)

Tools that you may find useful and not required

Unless otherwise indicated, you can self-serve access requests to the following tools using Zluri through Slack (type /zluri in any channel to start the request)

  • BuildBetter for historic meeting recordings
  • Calendly.com for shared meeting booking links
  • Clay for account and contact enrichment
  • Granola (app) for AI note-taking in meetings
  • In Your Face (app) don't miss meeting notifications
  • LinkedIn Sales Navigator
  • Loom for short videos
  • Microsoft Teams - for linking Slack with Teams when customers only use Teams - ask Simon for access
  • Scratchpad for AI agents and a friendlier SFDC UI
  • spark (app) AI powered inbox
  • Superhuman (app) AI powered inbox
  • Wappalyzer for identifying tech stack on customer sites (also as a Chrome/Firefox extension). Credentials in 1Password
  • Alfred / Raycast for automated workflows. - Just download and install.
  • 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

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