CSM would like to import their signature as formatted in Outlook to Gainsight. CSM wants to include in email assist templates and JO.
Email signature
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Hey,
Thanks for the feedback. This is something we are looking at in our medium term roadmap
Our CSMs too are asking for this important feature
Chiming in on this VERY old, VERY high vote idea, as there’s got to be an easy way of including a CSM’s signature in JO emails without them having to duplicate information in Salesforce or Gainsight (by using the Outlook/Chrome extension plugin). Related topic:
Can we get an update as to where this is other than “on the medium term roadmap?” What does that mean, since we’re already in Q2 2024? It’d be fantastic to be able to include signatures and upcoming PTO in emails sent on CSxs’ behalf.
Imo, customer outreach has the ability to enhance the trust/perception the customer has in the company (or a particular CSM), or detract from it. For example, if an email is full of spelling mistakes, bad grammar, or formatting, it calls into question the accuracy/attention to detail that person has - and therefore their ability to represent the company/assist the customer in meeting their outcomes with the product.
Where am I going with this? Disparity between emails sent in outlook versus GS Assist/JO due to signatures just makes things ‘a bit weird’ for the end recipient. Why do I sometimes get emails with one signature, and other times with something completely different. Small disparities then cause people to look harder at the details to see if there are other, bigger issues. Disparities, albeit small, serve to erode trust.
Functionality to allow sync of an email signature from a preferred email client would be a great enhancement to include, and would be a feature making it easier to ‘make emails seem like they’ve come from outlook’.