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.
- 421 Posts
- 1,354 Replies
Currently we have a few of our enterprise level clients that are managed by the CSM but recognized within systems as different Accounts/Companies. For example; Company A - Canada, Company A - USA, Company A - UK, etc. Each of these companies has fields on it that show product usage in the form of a percentage. So let’s say Company A - Canada has 85% usage, Company A - USA has 75% usage, and Company A - UK has 80% usage. I would like the Parent Company (Company A - HQ) to show the aggregate average in their usage field, so in this case 80%. (Company A - HQ does not have it’s own usage in this use case, I would just like it to be the average of all of it’s children companies). Is there a way to configure this?
In the “My CTAs” view in the global cockpit, it would be helpful for CSMs to not see the clickable link for the tasks, but to see an ability to expand the individual CTA to see the tasks associated with the CTA to be able to the entirety of the work needed and the descriptions of the tasks associated with the CTA.
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?
Hello, Any idea for an automated procedure to move already existing Success Plan from relationship 360 level to customer 360 level? without the need to move each one manually. note that I’m a success manager using Gainsight not an administrator for the tool. Thanks!
Hey All! Looking for some advice on the best way to define user groups/dept. within a customer account.I have a few accounts that I work with that have completely separate teams for different products. Is there a way to tag users/define users to show they are part of a group so I can easily see on the account timeline what emails, meetings, and notes are for which team? I did some reading on relationships in GS but I’m not sure this is what I’m looking for. Thank you!
For those fellow users of Gainsight R360’s for Onboarding Projects, I’m interested to understand how you use the tool for resource planning / scheduling of your onboarding team. For example do you use specific reports or dashboards to understand team capacity and availability to take on future projects. Ideally I would love to see in a single gantt chart few all of the R360 Onboarding Projects with a defined start and end date, allowing me to see where there are significant gaps between one project ending and another starting. Alternatively I’m keen to understand if there are third party softwares that are being used to facilitate this need for Resource Planning / Scheduling that have integrations with Gainsight?
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.
We’re evaluating the new Customer Goals feature and wondering if anyone has had experience rolling out Goals, specifically how the hierarchy works with all of the other types of touchpoints/logged items within Gainsight. Would love to see some documentation of how to use Success Plans, CTAs, Objectives, Tasks, Milestone, Activities in conjunction with each other or talk through it with anyone who has rolled it out!
My company is looking to figure out a way to manage clients that have purchased multiple sites. Currently, we are using relationships to track the different products our clients own but we are seeing more situations where clients are purchasing multiple sites. Does anyone have any best practices for managing this?
Hi Team, Customer has reached out to support for a feedback related to the relationship section’s Score Distribution bar. Please have a look at the following update and kindly share your insights. Thanks!We're about to roll out the new C360, but I noticed that the score distribution chart on the relationship summary isn't very useful because the bar is the same size regardless of the count. In the admin preview, it looks like it should have different bar lengths and show a percentage.In the admin view:On an actual C360 relationship section (Yellow is 1 relationship, Green is 8):https://share.getcloudapp.com/E0uRGKKphttps://share.getcloudapp.com/Z4umbr1w
According to the documentation, Gainsight allows up to a maximum of 50 R360 layouts to be created. Now, with the new release, I’m attempting to migrate my layouts, and create a new test layout. Eleven layouts were migrated, and two new layouts were created as “Gainsight Recommended Layouts”. When I go now to create a new layout, I’m greeted with an error that I have already exceeded the maximum allowed number of layouts, and I’m not able to create a new one.Did the limit of 50 change with the new release?
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.
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