Peerbound Onboarding Guide

Last updated: July 14, 2025

Everything you need to configure, test, and roll out Peerbound successfully

Onboarding Timeline

Peerbound onboarding is structured to roll out in four phases over four weeks. Each phase includes defined milestones to help ensure a smooth, efficient launch.

Week 0: Integrations and Peerbound Configuration

Set up Peerbound and ensure all necessary integrations and assets are in place.

Milestones:

  • Peerbound account created

  • G2 integrated (if customer has Core+ G2 module)

  • Customer stories from website uploaded to Peerbound

  • SSO enabled

  • Gong integrated

  • Slack integrated

  • Salesforce integrated

  • Salesforce configured for Peerbound filters and Proactive Proof

  • Quote library with any existing quotes or testimonials shared with Peerbound

  • Quote library uploaded into Peerbound

  • Slides template for quotes shared

  • Group mailing list for Google Slides access for Sales reps shared (e.g., sales@customer.com)

Week 1: Marketing Onboarding and Sales Test Planning

Train your Marketing team and set up your initial Sales pilot environment.

Milestones:

  • Peerbound success metrics identified

  • Marketing team members identified

  • Marketing team trained on Peerbound and Slackbot (using platform, adding new content, etc.)

  • Peerbound Moments feed configured in relevant Slack channels

  • Sales reps for Proactive Proof and Slack test identified and test set up

Week 2–3: Sales Test and Feedback

Pilot Peerbound with a small group of Sales reps and gather feedback.

Milestones:

  • Select Sales reps introduced to Peerbound

  • Peerbound documentation shared with reps

  • Sales team feedback collected

  • Sales Enablement engaged on broader rollout plan

Week 4: Sales Rollout

Roll out Peerbound to the wider Sales team and reinforce adoption.

Milestones:

  • Peerbound introduced on a call with the wider sales team (e.g., Pipeline review or All-Hands)

  • Communications sent to the Sales team with user guidance and wins from the pilot

Onboarding Checklist

Getting Peerbound up and running takes minutes. Our plug-and-play integrations handle the heavy lifting, so there’s very little for you to configure—just connect, and you’re ready to go.

1. Integrations

  • Integrate call recording software

  • Integrate Salesforce CRM

  • Integrate Slack

  • Integrate G2

2. Configuring Your Peerbound Instance

  • Share Slides template with your Peerbound contact

  • Share a group mailing list for Google Slides access for your Sales reps

  • Share Salesforce field configuration template with your Peerbound contact

  • Add your Content Guidelines to Peerbound

Integration Setup

Depending on your administrative privileges, you may need support from an internal admin to complete setup. Once identified, add the appropriate admin(s) to Peerbound via the Settings page and share the instructions outlined below.

Call Recording Software (Estimated time: 2–5 minutes)

Peerbound integrates with leading call recording solutions to identify powerful customer proof moments and surface potential advocates.

Supported integrations:

Salesforce CRM (Estimated time: 2 minutes)

Peerbound uses Salesforce to:

  • Filter customer proof based on defined Salesforce fields

  • Identify opportunities for Proactive Proof delivery following calls

📄 Peerbound x Salesforce Field Configuration

Slack (Estimated time: 2 minutes)

The Slack integration enables reps to search for and request customer proof directly in Slack via the Peerbound Slackbot.

📄 Peerbound x Slack Integration Instructions

G2 Reviews (Estimated time: 2 minutes)

G2 integration enables Peerbound to automatically pull in public customer reviews for use in Sales, Marketing, and Success motions.

Requirements:

  • A Core G2 account with the Review Growth module (via G2 rep)

  • Or access to the Buyer Intent module (via G2 dashboard)

📄 Peerbound x G2 Integration Instructions

Configuring Your Peerbound Instance

Slides Template

To allow Peerbound to generate branded quote slides:

  • Share your company’s Slides template with your Peerbound contact.

This enables Peerbound to create quote assets that match your visual standards.

User Access for Slides

Peerbound automatically generates Google Slides for reps when they click on a quote in Slack.

To grant access:

  • Share a group mailing list that includes your Sales users (e.g., sales@yourcompany.com)

Note: This mailing list is only used to manage Slides permissions. Peerbound will never send emails to this list.

Salesforce Field Configuration

Peerbound can filter and tag customer proof using your Salesforce fields. To enable this:

  • Complete and return the Salesforce field configuration template provided by your Peerbound contact.

Required field:

  • Account Status

Optional (up to 5 custom fields):

  • Industry

  • Geography

  • Logo rights

  • Prior provider

  • Customer size (e.g., annual revenue, headcount, segment)

Content Guidelines

Providing content guidelines helps Peerbound align content creation with your brand voice. These guidelines can be added via the Settings page in Peerbound.

Support

If you run into any issues, please reach out to us at support@peerbound.com or message us in Slack.

  • To help us troubleshoot faster, include screenshots of any errors or unexpected behavior.