Collaborative Timeline

Related products: None

When multiple stakeholders are on the same meeting, it can be a waste of time and typing for multiple people to take notes or a challenge to know who is responsible for taking notes.

 

With a Collaborative Timeline, Gainsight could allow the workload to be shared and for non-presenting team members to take notes and then pass the ball all in realtime.

 

This would make Gainsight timeline THE PLACE to log customer activity even more than it is today.

 

See mock up video: https://www.loom.com/share/bb6c0ae70a794a58937e1ddaa503488e

Cool idea!


@sam_buddery nice idea!


Adding collaboration could be a great tool!


I completely agree with the suggestion and great example @sam_buddery . Thanks. This is on the roadmap. ETA not yet decided.


For many CS teams, especially those working with enterprise clients, you always have multiple people on the call. Having the ability to take notes collaboratively will save a TON of time. We used to do this in Google Docs and even in Box as Box Notes, but are losing this ability implementing Gainsight. There are workarounds but they are time consuming. Having this feature would be a HUGE win and something we know your competitors don’t do either.