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Are business modeller and relationships the same?

  • 19 December 2019
  • 5 replies
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Userlevel 2

Hi guys. We’re using the NXT addition of Gainsight CS and using relationships to model our customer hierarchy - with the relationships as the different regional child companies.

In the support sites I can’t see any mention of business modeller but on the Gainsight university, there’s an admin training course - for the SFDC version - that covers business modeller and talks about it as being the updated/renamed relationships.

Are business modeller and relationships the same?

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Best answer by spencer_engel 19 December 2019, 16:12

Yes, they are the same. Apologies for the confusion!

 
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Userlevel 7
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Yes, they are the same. Apologies for the confusion!

 
Userlevel 7
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Hi @jnoble100 - one consideration as I read your post - are those regional child companies separate accounts in your CRM or are they not represented in your CRM? If they are separate accounts in your CRM, you might be better suited to use the Hierarchy functionality, with distinct Gainsight Company records per each. https://support.gainsight.com/Gainsight_NXT/07360/02Admin_Guides/Configure_Company_Hierarchy

 

Relationships (Business modeler) is usually better suited for the kinds of modeling where there isn’t a separate account in your CRM, but there is a need to model the relationship with more than a single C360. Your Gainsight CSM can help you assess the unique criteria of your use case and apply the best option. 

Userlevel 2

We’re not using a CRM with the same relationships - so they’re set up in Gainsight as the starting point. One company and currently 12 relationships representing the different child companies.

Userlevel 7
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So in the example you provided, only the parent company exists in your CRM and the 12 child companies are not represented in your CRM at all?

Userlevel 2

No, in the CRM the company and relationships exist but we’re not bringing them in from the CRM - we’ve set them company and relationships up manually in Gainsight.

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