Accelerate with Gainsight Series - Episode 2: Scaling your CS teams and workflows
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Per other Gainsight Community feedback (example 1 // example 2), boolean fields displaying as checkboxes are vastly preferred over “true/false.” Please consider reverting the way boolean fields display on the revamped 360 layouts back to the checkbox display, as opposed to “true/false.” Thanks in advance for your consideration
Many companies are mixing digital touch and low touch as a way to more effectively manage the long tail of their customers. Through low touch, they need a way to easily manage a large amount of customers with very few CSMs. In this world, it’s not uncommon to see 1000 customers being managed by one CSM. This can often be quite challenging to manage for a CSM and it can often lead to an unbalanced workload across the team. The solve this, companies want to use Pooled CSM teams that work across the entire customer segment and aren’t assigned to a specific portfolio. Each CSM is dedicated to all accounts in the segment and would be assigned CTAs on a round-robin sequence based on their availability. This idea is similar to how support queues work in ticketing systems. There is no dedicated rep so the system identifies which person the ticket should next be assigned to. Current WorkaroundI have previously implemented workarounds to solve for this use case but they aren’t very scalable. He
We need the ability to apply “group by” to more than 10 fields in transform tasks in Data Designer.
While it is possible to create a new success plan via the rules engine, it would be great to be able to update it or the Success Plan table as well. This would allow us to keep users in one place instead of having to jump back and forth between systems to make sure they have the most up to date information. Additionally, this would allow us to add additional details to a Success Plan and how it is tracking towards completion based on how we define progress (weighted values for each Objective)
At the moment, Rules Engine and JO particpants queries only offer the options 'includes' and 'excludes' for dropdown fields. There seems to be no option to select only people (for example) where a certain dropdown field is empty (null).Use case: need to send an email to users, excluding certain user types, but including users for which no type is set.
Team,When we add a new custom boolean field on the CTA task layout, it is appearing as a dropdown menu with options of None, True and False. We do not see an option to make this a checkbox. Can we implement this future in roadmap?
It would be great if there was a way to denote when a boolean should be displayed as a checkbox (or just display as checkbox by default) throughout the product as that is the way the data is currently displayed in SFDC. One place in the product where I have received this feedback about the most is within the Person section of the C360, as shown below. The experience feels a little disjointed considering when an end user goes through adding a Timeline activity or updating a CTA, they are able to use checkboxes but here they cannot.
Hi,I created a low volume custom object, but during the imports we added more and more data, and now it contains 1.8M records. As the maximum should be 1M, what should I expect from it? Which problems may happen?Really curious. :D Thanks
Question: How do we assign a manual CTA to multiple accounts at the same time within a live Cockpit/Plabook?Use case: Showcasing the Email Assist feature within a playbook, we want to make this feature known to the CS Managed teams and offer a CTA each CSM can "opt in to" for each one of their accounts. This feature would be ideal for informational emails that the CSM can choose to send to accounts of their choice. We just need to create a CTA and Playbook that will live within cockpit. And then we could assign the CTA to any CSM account we want (or they could do it themselves). The only thing we don't know at this point is if we can assign the CTA to multiple accounts at one time without using a play. Thanks!
Happy Thanksgiving everyone! ⭐ I’d like to take this opportunity to thank all the folks around me - in my personal life, at work and here on the community as well, for always giving me something to learn from.Hope you have a great time celebrating with friends & family! 🙌🏽 Here are some new opportunities this week… LogiNext: Senior Client Operations Manager - http://bit.ly/3i5Avzf iDeals: Customer Success Operations Manager - Gainsight Admin - http://bit.ly/3tR1h0K Retool: Director of Customer Success Operations - http://bit.ly/3ADfZfI Tapcart: Gainsight Admin/Customer Success Operations Manager - http://bit.ly/3ErlYp2 Clarivate: Gainsight Administration Manager - http://bit.ly/3VksrsH Dialpad: Customer Success Operations Specialist - http://bit.ly/3tMzcHY Hootsuite: Salesforce Admin Manager - http://bit.ly/3AAHxCt Digital Ocean: Salesforce Administrator (Gainsight) - https://do.co/3GFFu3E Udemy: Gainsight Administrator - http://bit.ly/3TXFsaj Dialpad: Customer
Last video w review the principal of Lookups in Gainsight.This is the practical application.Create a LookUp in the Company Object Load a GSID through a rule into the object lookup field Change your C360/R360 layout through the Lookup.LookUp 201 practical application video:Test Data Set:https://docs.google.com/spreadsheets/d/10c5Lu-Y1CkdBFO9cjStfnrn8jMM8dFXU/edit?usp=sharing&ouid=109603885430907720600&rtpof=true&sd=true
Currently evaluating our NPS contact strategy. Specifically trying to ensure we are targeting the correct Decision Maker contacts. I am curious how others determine the best contacts involved in decision making processes to survey?
Can a JO program be triggered by an Objective in a Success Plan? For example, if we wanted to send a “Client Kick-Off” email once the Client Kick-Off objective start date occurs, would we be able to do that from Success Plans? I hope that made sense:)Thanks!
Unable to apply the column level filter in Scorecard Widget. Seems to be only with Dropdowns. With the same fields, you can apply a column level filter in Reports.https://share.getcloudapp.com/BluRgEQ6
In our embedded knowledge bot, we have several web links. How can we view the analytics for each link? I don’t see them when I look at the knowledge center on the Analytics tab. And in the product mapper, I couldn’t get any CSS sectors to work.
Hello! Random curious question here. Is there a way to select the way we want the color of the UI to appear? The new update in NXT removed the dark blue features (for example the ‘Search for Companies and Relationships’ bar or the Rule Engine bar) to now appear more minimalistic but it’s quite hard to see/navigate with the new pale color. Is there a settings feature to be able to change it back to how it once was or select the theme we want?previous color theme - bluenew color theme - grey scale
I created a rule on Friday to run Mon-Fri and when I went to my dashboard this morning, I noticed the rule didn’t run. It ran successfully on Friday.This was the message I got: How would I push that rule to run everyday?Thanks!
Does GS have a generic NPS survey?
Is there a way to receive an alert/email when an account is Null? If so, how would I go about executing that?Thanks!
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