360 Company & Relationships
Share your questions and best practices on everything related to the C360, R360, Scorecards, Relationships, and Account Hierachy for Gainsight CS here.
- 442 Posts
- 1,400 Replies
Partial success on load to people due to "Duplicate Record"
Customers feel that the process of rule with action type load to people with company association undergoing "partial failures" just because there's a duplicate entry in the Person action (even though that's expected in the cases where they are having the same person associated for two different Companies) is a bit irrelevant.They feel that it would be great if we would create an independent action type that would allow the users to directly update a Company Person records based on GSID (identifiers) without having the dependency on the additional Person component within the same action.
Is it possible to pull reports on the free text widget in the Summary section of C360?
Is it possible to report on the free text widget you can add to the Summary section of C360? CSMs have mentioned it would be great to have their notes and a Modified Date captured somehow (i.e. in case of accidental erase)
Is there a way I can see the accounts I am "following" in C360?
Within Gainsight, we are trying to find an easier way to view only accounts we want without having to make a new dashboard or list for each CSM. I noticed the “follow +” button at the top of the C360 in gainsight for customers. If I follow all of my accounts, is there a way to see all the accounts I am following in Gainsight so I can use that page for reference instead of having to search for my accounts individually?
Need Step By Step Instructions on how to achieve this in Gainsight
(Please don’t Comment with any answers that deviate from what I asked, Step by Step Instructions/Suggestions Only) Existing Playbook Name: CSM - Quarterly Business ReviewRequirement: When the existing CTA w/ this assigned Playbook is closed, the system should auto-trigger a new CTA, of the same type/playbook, due 90 days later, and assign to the CSM on the account.
Link to Salesforce from C360 - NXT Edition
Hi,Does anyone know how to create an easy link out from a customer’s C360 to their Salesforce page? This is very straight forward if on the Salesforce edition of Gainsight, but we’re on NXT and it doesn’t seem near as simple. I found this post by Spencer which allows you to create a URL using Concatenate and Rules Engine -- I was able to get this to work, however, the link only seems to work from within Reports but doesn’t function the same elsewhere. When trying to embed the URL on a customer’s C360, it just shows as the URL structure: <a href”[URL] etc. Does anyone know how to cleanly link to a Salesforce page from the C360 on the NXT edition of Gainsight? Ideally we’d have it live in the Summary > Attributes section at the top of the C360.
Success Plan: Update of due date to affect dependent tasks
As the title states and related to a previous question posted here, is it not possible to have a Success Plan due date affect the dependent tasks and objectives? The function should work in the same way as changes to the due dates of parent CTAs affect the child objectives/tasks.
Add a Person 360 View
Our users would like to be able to search for their people using Global search, however at the moment this is not configurable on Gainsight NXT and seems to have a dependency on a Person 360. Could we get an update on a Person 360 Beta or MVP?What are the current plans for this if any? Are there any timelines?On the whole we would like to have similar CRM capabilities as what is available to an end user in C/R360.
Exact release date for Auto-Migration of the New C360/R360 UI Changes in July 2023?
As per the recent release Notes “Gainsight_NXT_Release_Notes_6.35_January_2023#360” Its mentioned that the Auto Migration of the old C360/R360 to the new C360/R360 and encourages customers to begin using the new C360/R360 experience as soon as possible. With the July 2023 release, can some one help me here if we have an exact date of this. Thanks
Time Measure to current health score to remind Reps to update score
IS THIS FEASIBLE in GAINSIGHT ?? [Can we add] a time measure to the Current Product Health scores so that reps will be reminded to update the score if things have changed (example: 3 months after modifying the score, get a reminder to update score if needed). It would be great if GS could send an automated email to the Renewal Rep on file with a link to the Current Product Health for that account in GS so they can update and provide notes. Is this something that GS would be able to do?"Open questions, awaiting replies from Pete:a. Current health, technical risk, or both?b. What is the time measure value for a health score expiring and becoming stale?
Join Rows based on account ID
Hi Team,I have a scenario where I need to join rows based on account IDHere is the dataset:Account ID Site_name 1 Google1 Yahoo2 Linkedin2 Indeed2 Gmail Output expected:Acccount ID Sitenames1 Google, Yahoo2 Linkedin, Indeed, GmailHas anyone experienced this use case.Looking forward to hear some solutions
Changing Group for Health Score Measure
I am trying to change the groupings of an existing health score in Scorecard 2.0. However, I cannot drag an ungrouped measure into an existing group without deleting the measure from the scorecard (and thus losing historical data) and re-adding it to the appropriate group. Is this a known issue? Is there a way around this?
CTA triggered by Health Score turning Red. CTA will generate a Playbook upon score Red change
My team and I are currently looking for a workaround of this request that checks off all our objectives. This matter is urgent but not that of a system breakdown. We just need guidance on how to achieve this.
People Maps ability to promote person or hold a spot
I have 2 questions about People Maps. First, is there a way to “promote” a person to a new location in the hierarchy? For instance, let’s say the CFO leaves the org and the Sr VP of Finance is promoted to CFO. In the People Map hierarchy the CFO is the top of the hierarchy and the Sr VP of Finance is a direct report of the CFO and has a number of their own direct reports. I cannot replace the CFO with the Sr VP of Finance contact without first removing the Sr VP of Finance contact because they are both in the hierarchy. If I remove the Sr VP of Finance contact, I loose all the hierarchy under the Sr VP of Finance and have to rebuild it when a new Sr VP of Finance is hired which may be some time later. This leads to the second question, is there a way to have a card in the hierarchy with no contact assigned to it? This would act as a place holder until a new person is hired. Or in the situation where you know that there is a position between the CFO and the Revenue Cycle Director
CTA Trigger based on Success Plan changing to Active CTA BUILDER
1 Step QBR Playbook has been created with the following attributes as shown in Photo. The next step is making sure that it triggers off of the Success Plan changing to "Active" rather than Success Plan Completion. Based on the Photo below, Do I have the right Logic in place to achieve this?
Create CTA that Alerts Managers when an Account Health Score is RED (CTA)
My Team has Backtracked and now want to use a CTA to create an alert when the Health Score of an Account turns RED. The only workaround is that the CTA Must be deleted or closed immediately after the Alert. NEED STEP BY STEP PROCESS on creating the CTA + Close or delete Immediately after When the overall health of an account (Account Health scorecard) turns red, the managers of each of the 4 team members should be notified via email:Account Executive manager Renewal Rep manager CSM manager BCAM manager
CTA Trigger based on Success Plan changing to Active
1 Step QBR Playbook has been created with the following attributes as shown in Photo. The next step is making sure that it triggers off of the Success Plan changing to "Active" rather than Success Plan Completion. What is the best way to achieve this?
Making multiple choice drop-down field easy to read
Hey guys,I have a question about drop-down list in C360 details/attributes view:If there is a drop-down with a multiple choice, Gainsight shows it in 1 line with “;” as a delimiter there. Is there a chance/workaround to show the full chosen list so it’s easy to read?
Playbook is Created when CSM Changed in 360 Layout (URGENT PLEASE HELP)
My team has a Playbook named Kickoff Call. We need it to be triggered by the following items. Trigger when account is not assigned to CSM, then becomes assigned to a CSM (Playbook NEEDS TO BE Triggered WHEN THIS HAPPENS) Trigger when account is reassigned from one CSM to another DO NOT duplicate an existing open CTA of the same type. Reassign the existing CTA if it exists
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