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.
- 419 Posts
- 1,353 Replies
Hi Everyone,I am curious to know what people’s best practices are for having multiple CSM’s or resources on 1 R360. The situation is the exception and not the rule in our environment. I do not want to create additional fields to capture the resource name as that will cause havoc on reporting, etc. If you have a solution in place, I would love to hear everyones’ ideas. TIA Jessica
I’m looking to find a way to automatically populate a “Renewal Date” field year over year. We currently don’t have a field in our CRM that shows this, however we do have a “Customer Since Date” that marks the start date of the client’s time with us. For any new contract, calculating the renewal date is easy - just add 365 or 366 to the ‘since date’. What I need is a way for our customers who are 1+ years old to have that date refresh automatically after the date passes. For example, if the renewal date is 28/05/2021, then on the day after a rule could then update it and add a year to the field value making it 28/05/2022. I can’t believe this isn’t a default function within Gainsight given that it’s built for the purpose of securing renewals. Is this possible? Has anyone done something similar? Any guidance would be appreciated. Thanks in advance!
We would like to roll out sponsor tracking as this is a key objective requested by our ELT and board, however when testing with some internal profiles (using the LinkedIn URL of my colleagues) all of them have an old job title and old company showing. I’ve yet to find one which is accurate. In some cases the job title and/or company aren’t even present on the profile itself. For example my title shows as Customer Success Manager, I have variations of that on my profile but no job specifically with that exact wording. What’s up with this….?
Hello Gainsight community. For those of you who I haven’t met, I am Ciara Peter our head of Product Design. Something that’s top of mind for us right now is navigation. We’ve heard from many of you that our navigation can be difficult, but navigation can mean so many things. Here are a few areas that come to mind. Please let us know in the comments which of these are high priorities for you? Also please let me know if we missed something in this thread entirely. Please be candid! Thank you.Relevance of landing page and visible navigation options Interaction of the left navigation menu Ordering and hierarchy of the left navigation menu Ability to find a specific customer Jargon / feature names
While the ability to assign different C360 layouts is great, it would be even better if we could use "AND" not just "OR". We have situations where we want to assign a layout based on Role (all good) but then ALSO by other account attributes. Right now we only have an option of role OR attribute. So certain accounts have sections in the C360 that do not apply to them (product based) but clutter up the nav list.
Hi - we are trying to make a decision whether to use business modeler or not and are looking for other companies like ours that can offer some advice. Our company has a single product. Our SFDC implementation includes both parent and child accounts, but CSMs are most closely centered on product instances / contracts. On any account, a customer may have multiple product instances/environments with multiple CPQ contracts, which have different stakeholders, may have different buyers, etc. The majority of our customers (90-95%) have a single instance/contract per account, but for a lot of our largest global, high ARR customers, they have different teams/regions/child companies using different instances and contracts that we treat largely separately although it’s important to consider them together as well. Although we try to maintain a strict 1:1 relationships between Contracts and Instances, there are a few cases where folks have sold multiple instances under one contract (which makes tyi
What has been your approach or best practice for assigning and managing an account that has 2 CSM’s assigned. The scenario can be a primary customer CSM that works in the geography of the customer corporate offices with the decision makers and a secondary CSM working in another country or geography with the system owners in that area. Both CSM’s would have activities to track, but believe only a single CSM can be assigned to an account record, correct? How have you solved for this?
Hello everyone in the C360, I would like to have 2 types of Cockpit : one with the regular view and another one (ex. Support) which has a specific view assigned (ex: all CTA related to Support activities).When I currently try to add two cockpit sections in the menu, they point out to the same default view.Does anyone know how to proceed ? Thanks a million !Clement
Quick tip: Once after you sync the contacts from the connector sfdc job from Salesforce contact to Gainsight Person you will have a facility to add the person section in C360.Steps to add Person section in C360:Administration → Company → C360 layouts → edit layout → Add the Person section Click on gear/configure icon in the person section. Select list view if you want to merely see the Person data as a report from 360 Person section Select detail view if you want to edit the person records from C360 person sectionWhy I’m not able to edit person records:Make sure you have super admin permissions Make sure you have got edit admin permissions on the fields in the Person object. You must enable detail view as mentioned in the 4th setp above inorder to be able to edit the Person fields. Only the fields you have added in the detial view will be applicable for an edit operation and all other fields remain static.Hope this helps!Happy Gainsighting :)
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.”
Hello Team, I have two fields, one picklist and other text field. My use case is that if use has selected a particular value then the text field should become mandatory. This can be done using Salesforce validation rules but the error message is accompanied with a gainsight error code. How can I remove the gainsight error
We are looking for a way to calculate change in customer health score (overall). My basic research (I am not knowledgable in the area of MDA scorecard options) shows that the "Company" object has a "Current Score" and "Previous Score" value. This would imply that the data exists. What I am looking to do is calculate the differential between these two field values. If it's a non-zero value, then do an action (TBD). My three questions: [list] [*]Am I looking at the right fields? [*]How would someone calculate this in the nature described? [*]How can I capture both positive and negative values?[/list] Thanks everyone!
I have defined a relationship to get through a use case of a different BU under the account. I have create the relationship type, associated the company object through GSID, configured the search to show the relationship , clicked on sync search, what i have noticed is the relationship doesnt appear automatically to all accounts, and i have to go to each individual account to configure the relationship through the Customer 360 menu option. Am i missing something?
To all Admins out there that have gone from an SFDC instance to an NXT (as I currently am) I have discovered a small but useful tip that will alleviate some potential frustration. When leveraging Data Designer in NXT, in order to ASSURE your company/account lookups are successful, (especially in C360 reports) you MUST include the GSID in your dataset. While this may be common practice to some Admins, this was not “yet” a common practice for me. Going forward, it’s the GSID for me, everywhere and anywhere :) Shout out to @chris_mudd from support on helping me get my learn-on!
Haven’t found any articles or thoughts on this topic so I wanted to start up a thread on it. Interested to hear how others have communicated this internally, and how their companies view customer health when it comes to a customer actually renewing their contracts. Our company: Almost all of our customers are on year-long contracts, and our pricetag is fairly high, so we tend to end up with almost exclusively high touch customers. We’ve been around for ~10 years, and have had a CS org for 8 of those. We defined our current health scores under a previous VP of CS and have had some new C level executives join right around that time, or after. My problem: Our health scores are ‘inaccurate’ when it comes to predicting renewals. The CSMs aren’t managed to them, and they are often misinterpreted as a likelihood to renew. I’ve tried using the analogy of the hang gliding CEO to illustrate how we should be thinking about customer health, account risks, and how they relate to renewals. Pict
I have a request from a customer to be able to hide the "Edit" button on an R360 card. In looking at options, removing this from a permission perspective (removing edit permissions) would cause the user not be able to update thing on the relationship at all. We'd like to have this option hidden so users cannot manually update the actual relationship itself.
We have a requirement where CSMs are needed to collect data about their customers and populate it into gainsight. The Questionnaire has around 25-30 questions This Activity can span over a week or two Was thinking to populate custom fields for each these on the ‘Company’ Object and making it available in C360...not sure if it ideal...any thoughts? Whats the best possible way out of this?
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