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.

  • 452 Posts
  • 1,425 Replies

452 Posts

cristina_postolache
cristina_postolacheRegistered User
asked in 360 Company & Relationships

Why aren't there any filters for Account Hierarchy?

I have an account that is a parent account, and it has 90 children accounts, but the vast majority of those are expired / churned. I would need a filter in Account Hierarchy where I can only keep the active children. Is this possible?

0
cristina_postolache
7 years ago
mandy_major
Gainsight Employee: Team Captain
mandy_majorGainsight Employee: Team Captain
asked in 360 Company & Relationships

Updates to Sponsor Tracking Feature

The sponsor tracking feature has been down for a portion of December 2016 and we have faced a number of challenges during this period to get this feature back up. While the feature is back up and running now, some of the challenges we faced during the outage: [list] [*][u]The quality of source data not being inconsistent:[/u]  The accuracy of the data has fluctuated immensely as we are verifying the data sent from our vendor[/list][list] [*][u]Trivial changes being reported[/u]:  LinkedIn has changed the way "Location" is displayed for a large set of users. For example,  the location "York, England" has been changed to  "York, United Kingdom".  This would cause a lot of false positives that most customers would not want a CTA created for this change[/list]Based on this learning, Gainsight sees value in adding a layer of manual verification before pushing the data to SFDC and our customers. The advantages of this addition would be: [list] [*][u]Data Quality

0
mandy_major
Gainsight Employee: Team Captain
6 years ago
keith_mattes
All Star
keith_mattesAll Star
posted in 360 Company & Relationships

What are your most impressive/creative health score indicators?

After deploying the standard Scorecard measures around cases, SEE Scores as well as Usage, we've been tasked to come up with/propose some new and innovative measures for next year. While refining and isolating existing measures helps, we are also wondering if any other Admins would like to share any custom measures or perhaps the supporting user stories that helped derived them ? Any input is greatly appreciated and fully understand that some info is definitely proprietary!

0
keith_mattes
All Star
4 years ago
venkatesh_sirpurkar
venkatesh_sirpurkarRegistered User
asked in 360 Company & Relationships

How was your experience of People Maps in Account Widget?

Dear Beta participants, We thank you for your participation and feedback so far. We would like to know, if you have enabled the People Maps feature in your account widget? What was your team's experience in accessing it via Account Widget? Looking forward to hear your team's experince of People Maps. Thank you!

0
venkatesh_sirpurkar
4 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in 360 Company & Relationships

Field limit on C360 attributers?

Is there a field limit on an individual Attributes section of the C360 in SFDC edition?

0
darkknight
Grand Slammer
3 years ago
jnoble100
Veteran Rookie
jnoble100Veteran Rookie
asked in 360 Company & Relationships

The best way to set up complex company hierarchies

Hi everyone. We’re in the middle of implementing Gainsight NXT and with our implementation partner have set up the relationships functionality to model a complex customer organisation - one parent and 20+ child companies. From what we can see certain functionality doesn’t work as we need it with relationships and I’ve had different guidance on whether this is the best way vs. using the company hierarchy setup (which we understood only works for SFDC users who already have a hierarchy built in their SFDC environment - and we don’t use SFDC; hence why we’ve gone the relationship route). Can anyone point me in the right direction in terms of best practice for modelling company hierarchies? 

0
jnoble100
Veteran Rookie
3 years ago
S
Veteran Rookie
sandeepchidiriVeteran Rookie
asked in 360 Company & Relationships

Question regarding the Share 360 button

Hi Team   Currently share 360 button is visible for all type of users.Do we have any plans in future to implement in such as way that the share option won’t be visible for the viewer license users ?   Use-case: Currently when the viewer user clicks that button they will be restricted with the access. Customer doesn’t want that experience they directly want to hide the share360 button itself. 

0
S
Veteran Rookie
3 years ago
venkatesh_sirpurkar
venkatesh_sirpurkarRegistered User
published in 360 Company & Relationships

Announcement | Closure of People Maps Beta program

Thank you so much for your participation in People Maps Beta program and sharing your valuable feedback. [quote][h1][b]People Maps Beta program will close on 15th July, 2019. [/b][/h1][/quote] Our product team has evaluated the feedback received during the Beta program and working towards incorporating the feedback into the feature. [b]Important Note for the Participants:[/b] People Maps is a paid for add on feature. If you wish to continue usage of People maps please get in touch with your Gainsight Customer Account Manager (CAM) or Client Outcomes manager (COM) to initiate the commercial discussion regarding the feature. If you do not purchase the People Maps feature, the feature will be discontinued for your instance on the closure of Beta program. Please reach out to your Gainsight CAM or COM if you have any questions. You can also leave your comments in the chat below.

200
venkatesh_sirpurkar
4 years ago
S
Gainsight Employee: Rookie
sahil_nazirGainsight Employee: Rookie
asked in 360 Company & Relationships

Ability to add more SFDC objects on C360

Hi Team, As per the support document, we can access the SFDC’s Account, Opportunity and Contacts objects via the below mentioned drop-down.  Customer has reached out to confirm if we can add a few more SFDC objects(e.g Assets) to the view directly from C360?

0
S
Gainsight Employee: Rookie
1 year ago
G
Gainsight Employee: Veteran Rookie
gschardanGainsight Employee: Veteran Rookie
asked in 360 Company & Relationships

Have multiple C350 layouts for one account

It would be great to be able to assign multiple C360 layouts to one account. An example use case is to have a layout for Year 1 (or last year) and to have a second layout for Year 2 (or current year) and be able to switch back and forth between them. A workaround could be a dashboard, but it would nice to have the multiple C360 layouts to switch from when searching for the account rather than having to adjust global filters on the dashboards. 

0
G
Gainsight Employee: Veteran Rookie
1 year ago
S
Gainsight Employee: Rookie
shivaniGainsight Employee: Rookie
posted in 360 Company & Relationships

Difference between Company Person and Person

Hello Gainsight Admin community, One of the most common questions I have received is “What is the difference between Company Person and Person objects?” and “How to sync data into them?” - This document pretty much covers the Gainsight Person object model in detail. In this post I will be giving understanding of what they are. Person: This object is stores the generic details of the Contact like email, name, first name, Last name etc..Company Person:- This object stores the company associated details of the Contact like role, Segment etc.. - Company Person holds a lookup onto the Person object- Each record in Company Person holds a association with the Corresponding company.- Every Contact in the Company Person is a subset of Person. Why to have two objects as such ? - Consider the usecase where your single Contact is performing two roles as VP and Director to two different companies. In that case if we use Single object and single identifier (email) as a unique combination it will res

0
S
Gainsight Employee: Rookie
1 year ago
J
Shoshin
jeffmanciniShoshin
asked in 360 Company & Relationships

Update Objective CTA Start and End dates using the Rules Engine

Hey eveyone, new admin, first post. We're looking for a way to dynamically update dates for Objective CTAs in a Success Plan. It would also be nice to be able to outright create them this way as well. Preferably this would be something done through the rules engine, an API load, or something similar. From reading other posts it seems like this is not possible today. Some workaround this using SFDC data loader, which I am unfortunately not familiar with. Our use case - We track implementation projects in a third party project management system that doesn't provide very good visibility outside of the PM organization. We want to use Success Plans to track the high level milestones from these projects for visibility internally and for our customers. If the CSMs have to manually create and continously update these milestones it becomes a bit of a zero sum game for us. I think the ideal scenario here would be to take a CSV that we can export from the PM system and use it to upda

0
J
Shoshin
4 years ago
roxana_lazuran_ceridian_canada
roxana_lazuran_ceridian_canadaRegistered User
asked in 360 Company & Relationships

Feature Request - Make hyperlink in the C360 Summary Section show as BLUE

Please see the red circled are  for the link we want to appear in BLUE:[img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20161130-64942-ktcml0-Link_inline.jpg[/img] 

0
roxana_lazuran_ceridian_canada
6 years ago
michael_sweeney
Veteran Rookie
michael_sweeneyVeteran Rookie
asked in 360 Company & Relationships

Expand Scorecard Summary text field when in 360...

Customer has guidelines for entering specific data in this field and would like to see more than lines of information that are currently available in the CS360 view. Would there ever be an option to auto-size this field in the future?

0
michael_sweeney
Veteran Rookie
7 years ago
katerina_nemcova
Team Captain
katerina_nemcovaTeam Captain
asked in 360 Company & Relationships

success plans - Collaboration section - hashtag customisation

Hello, Is there a way to customise the # in Success Plans? It is currently auto-generated using the Success Plan's name but it would be great if we could edit this to also inlcude the SP type, customer name etc Is this possible? Thanks Katerina

0
katerina_nemcova
Team Captain
4 years ago
michael_sweeney
Veteran Rookie
michael_sweeneyVeteran Rookie
asked in 360 Company & Relationships

Field Limit Configuring Relationships

Ran into an issue with a customer where Relationship Data Spaces are not being created. We are seeing this issue because there is a field limit of 100 fields including the ones created from the Data Space. Customer would like to know if we have any plans to raise that limit in the future? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180423-120677-1wx5hta-Snip20180423_68_inline.png[/img]

0
michael_sweeney
Veteran Rookie
5 years ago
katerina_nemcova
Team Captain
katerina_nemcovaTeam Captain
asked in 360 Company & Relationships

Tracking Products and Services

How can we track our Products / Services in Gainsight, as a part of C360s and R360s? The only functionality I have been able to find is "Product/Features" which offers a flat list of products that can be marked manually as activated. I would love to be able to see Products/Services mapped to not only C360s and R360s but also users - in Person object and track them interactively same way as we track our customers - link users and their usage to individual products, Zendesk cases raised concerning specific products etc. Dashboard showing where the most revenue/churn/users/usage/issues etc comes from. Maybe even a product-level healthscore? Is there a functionality within your product that supports this? Relationships come to mind though we're already using them for our customer segmentation. If Relationships is the only way to go, can we have different levels of R360s? Thanks in advance! Katerina

0
katerina_nemcova
Team Captain
4 years ago
C
chandrashekaruRegistered User
asked in 360 Company & Relationships

How to change the fonts in Downloaded Success Plans

Hi, Need to change the fonts that are alrady present in success plans. After exporting the success plan we need to do lot of manual work to change fonts and delete unnecessary slides. Need help in changing the fonts

0
C
4 years ago
S
Gainsight Employee: Rookie
sahil_nazirGainsight Employee: Rookie
posted in 360 Company & Relationships

Add a Note/Warning in Relationship section for creation of new records from R360

One of the customer has faced the issue where the new record creation from R360 does not pre-populate the relationship name. Relationship name not getting auto populated while creating a new record from R360 when the section is update by a user not having view all data permissions enabled. Customer has requested to have a Note/Warning in Relationship section so that the modifications are made only by the user that has required permissions so that auto-population of relationship is possible.

0
S
Gainsight Employee: Rookie
3 years ago
J
jmaclellanRegistered User
asked in 360 Company & Relationships

Who runs the play to flip a customer on an older product and no chance of increasing ACV? Sales or C

I have an interesting conundrum that I wanted to put out to a wider group. We have a large customer base made up of mid to enterprise level customers that a large portion of which are running older versions of product that are losing their value slowly as the market shifts. To compound the issue, the newer product is not the market leader. We are seeing high churn rates in the old product and having trouble moving customers up to the new product. The bigger issue in this case is who owns the movement of these customers? Is it sales or is it CS? A quick example to illustrate the point: Customer spends $1.5M ACV on us and comes up for renewal. CS drive the initial interest in the new product. The customer comes back and says they are interested only if we swap out the new product for the old at no additional cost. From an incentive perspective in this case, sales has no incentive because there is no growth on the contract which they get paid. They do get comp based on the valu

0
J
4 years ago
GameChangerAdmin
Gainsight Employee: Shoshin
GameChangerAdminGainsight Employee: Shoshin
published in 360 Company & Relationships

Shared 360: Revoking Access to Links

If a Shared 360 link is sent and a sponsor leaves, can we update the link so the old sponsor no longer has access?You can revoke access to the link through the access tracking page in Administration. Start by Navigating to Administration > Sharing > 360 Layouts. On the 360 Layouts page, click Manage Layouts. Hover over the number of Active Users for the Customer(s) you wish to revoke access or delete and the Revoke Access option will display. You can either click the Revoke Access option to remove access for all users for that customer OR you can click on the number of Active Users to individually revoke access. For more information on Share 360 and Revoking Access, see this article.[Note: this info is based on an internal how-to conversation which we thought might benefit others in the Community!]

580
GameChangerAdmin
Gainsight Employee: Shoshin
4 years ago
K
Shoshin
kytpowellShoshin
asked in 360 Company & Relationships

Relationship Objects in MDA and SFDC

Hi -   I am trying to understand the difference between the GS Relationship object and the Relationship standard object in MDA. I noticed in reporting I can always get back to the GS Relationship object but I can usually get back to the relationship object. Though, it seems I have more accurate data in the GS Relationship object where there are a lot of nulls in my Relationship object.    I’m not sure if I need to be writing rules to update the Relationship object with what is stored in GS Relationship but I need to make sure these objects match. Does anyone have insight on the difference between these object or why there isn’t just one standard relationship object?

0
K
Shoshin
3 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in 360 Company & Relationships

Success Snapshot 2.0 - anyone successfully using with Success Plans?

We are just beginning to look into enabling the use of Success Plans and want to configure a PPTX deck from which it can be exported. It appears that the Export function within Success Plan feature does not yet support Success Snapshot 2.0, but the Export Success Snapshot 2.0 from the top of C360 does. Is there a way to include the Gantt chart in the snapshot? It doesn't seem to have this natively and I cannot figure out how to include it.

0
darkknight
Grand Slammer
4 years ago
rachelhibbardtmo
Team Captain
rachelhibbardtmoTeam Captain
asked in 360 Company & Relationships

Parent Company Filters

When filtering for a parent company, I want to return records associated directly with the parent company and the child companies. I think a field that is akin to coalesce(parent_company_id, company_id) could work, but I don’t see a way to create this in Gainsight Company object. For example, I have a parent company A with child companies B and C. If I am filtering for associated GS Opportunity records and filter for A, I’d want to return records for A, B and C.

0
rachelhibbardtmo
Team Captain
1 year ago
acote
Veteran Rookie
acoteVeteran Rookie
asked in 360 Company & Relationships

R360 displaying weirdly when scrolling turned on

Is anyone else having issues when scrolling is turned on? When our users are trying to navigate to cockpit in their R360s, it's not visible and looks like it's showing on the right of the window. It just started yesterday so I'm curious if anything in the release would have impacted this. We've tried having them clear their cache but that doesn't seem to be the issue. We've told our users to turn scrolling off in the meantime.

0
acote
Veteran Rookie
3 years ago

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