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.
- 458 Posts
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In salesforce lighting we are disabling expand or collapse button due to SFDC limitation.So we have below ask from customer.“Our Salesforce instance is branded for our company which makes the Gainsight search bar & Salesforce search bars almost identical in coloration. I think we could get around the expand/collapse button not working & being removed easier if we were able to make Gainsight more distinct within our Salesforce instance.”
When scrolling is enabled on C360, can columns on the account hierarchy section fit the widget of the page - at least when there are a small number of columns displayed? FYI - In the demo org, the columns fit when scrolling is not enabled.
Heads up for the product team -- the fields in the C360 Summary pane do not scroll, which is bothering the dickens outta me: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160829-40806-1ke5cey-Image_2016-08-29_at_11-17-55_AM_inline.png[/img]
[img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180627-72498-dx6892-gainsight_inline.png[/img] Circled in Yellow, next to our company name CareerArc. It says 'Active'. I would like to have this auto-updated when we have a client churn to show that they're no longer active. Thanks -Jim
I have a template made to send a Share 360 view to customers within a Program. I am wondering if I can create a Playbook that uses the same template so that CSM can manually send the same message from a CTA. I've attempted to make a Playbook and select the existing template that has a Share 360 link embedded but it doesn't come up as an available template to add into the task.
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)
[b]Problem[/b]: For customers who have segments with high account to CSM ratios, it would be efficient for them to have the ability to update the Scorecard comments via the Rules Engine for multiple accounts. [b]Current State[/b]: The CSM team is currently having to update individual Scorecard comments for over five hundred (500) accounts. [b]Question[/b]: Has anyone run into something similar and found a more efficient way to update?
Hi Everyone, We need to setup a new rule where we change our sentiment scorecard to match a manual Red/Yellow/Green field on the account page in Salesforce. So for example, if a CSM changes the RYG field in SFDC to Yellow, we want the sentiment score to match that. Currently our NPS surveys are directly affecting the sentiment scorecard as well. So for example if a customer submits an NPS survey and gives us a 7 or 8 we set the sentiment scorecard to Yellow (or 0 to 6 we set it to red). How will the scorecards behave if we have these two rules directly affecting one measure? Can we configure one to take precedent over the other? I worry that if a CSM sets an account to RED and then the customer later submits say a 7 NPS survey, it will override that red and change the sentiment to yellow.
When you enter text into the text boxes on a success plan (Description / Action Plan etc) the font in the panel is shown to be Sans Serif but when text is entered, it is Serif. The real UX problem here is that to change the text from Sans Serif > Serif, you need to highlight the text and change it to Sans Serif (no change) and then change it back to Serif. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180328-83202-1qwhzw5-Screen_Shot_2018-03-28_at_10-38-31_inline.png[/img]
It would be nice to have different categories for tags on the C360. Like one category for at risk tags, one for integration tags (for example - we want to track every product our customer integrates us into) but we want this in a separate pick list from other at risk tags we have.
I've seen mentions of this in other community posts, but no real update on the matter (I believe). We're piloting Success Plans with our CSMs right now and are really keen for them to adopt, but so far there's a pretty large barrier to entry for them just because they find the whole interface (including when a template is implemented with many objectives and tasks). They suspect customers will find this overwhelming as well. Is there an update?
My IT department is building out their own Homegrown application which extracts data from specific Salesforce objects, Gainsight objects (Customer Info, Scorecard Fact), and other 3rd party applications. If we migrate from Scorecard 1.0 to 2.0, will IT have to reconfigure any of the Scorecard fields or Scorecard objects they're already using?
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