CS Product Ideas

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5980 Posts

steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Add Gainsight360 Reports To DashboardsUnder Consideration

I have a customer who is requesting the ability for more flexibility with reporting on Gainsight360 data. One user specifically has request the ability to add these reports to a dashboard. 

0
steve_davis
Gainsight Employee: MVP
4 years ago
seth
Gainsight Employee: ACE
sethGainsight Employee: ACE
shared in CS Product Ideas

Set NPS comment to RequiredDeprecation Planned

We've just launched our first NPS survey through Gainsight. Unfortunately, it's impossible to set the "comments" section of the question to Required. We strongly value that feedback from our customers. (We customize the header for that comments box to be, "What is the most important reason for your response to Question #1?") Given how important that information is for us, we want it to be required, [i]and we want it to be populated in the "comments" section of the NPS widget in the C360, so that it's highly visible to the CSMs. If I make it into a separate question, so that I can set it as required, then it will not be populated into that spot in the C360.

4
andy_roy
Gainsight Rookie
4 years ago
jeffrey_coleman
Champion
jeffrey_colemanChampion
shared in CS Product Ideas

Drop Downs Don't Show Merge Type in Bionic Rule Setup -- Use the White SpacePlanned

I'm editing a bionic rule and finding that I can't tell what kind of join I'm doing in a merge step because the drop down doesn't have enough space. My suggestion is that the white space over to the right get shrunk a bit so the drop down can get bigger. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170703-109754-jyprhf-merge_whitespace_inline.png[/img]

1
srinivas_muthyam
Gainsight Employee: Rookie
4 years ago
josh_vangeest
josh_vangeestGainsight Community new member
shared in CS Product Ideas

CTAs that fire instantlyPlanned

Hi, We have recently migrated our onboarding process out of SFDC process builder and into Gainsight's rules engine. The onboarding process needs to be extremely quick for our organization, so the idea that I can change the onboarding step (a picklist we have) and need to wait up to 24 hours for the CTA(s) to fire along with playbooks so we can schedule work among many different groups of users is a real pain point for us. I would like the ability to fire CTAs more frequently than once a day - and potentially even instantly to speed up this process. Is that a feature on the roadmap?

3
sai_ram
ACE
4 years ago
joseph_siudzinski
Gainsight Employee: MVP
joseph_siudzinskiGainsight Employee: MVP
shared in CS Product Ideas

Can we change the error messaging when there is no MDA data in a report?No Status

Is there anyway to change the error message that shows on MDA reports where the object has no data? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170630-108255-1ba3iuk-Screen_Shot_2017-06-30_at_2-27-29_PM_inline.png[/img] This is misleading and would maybe be better to say "No Data Present" or something along those lines. Thanks,

3
lakshmi_chaitanya
Gainsight Employee: Rookie
4 years ago
tzundelgainsightcom
Gainsight Employee: Team Captain
tzundelgainsightcomGainsight Employee: Team Captain
shared in CS Product Ideas

Option to remove NPS depiction from C360Not Planned

Customer would like the option to remove the depiction of NPS (with picture of a scale) from the Surveys section in the C360, as it is anticipated to cause potential confusion to some users. Market Research team objects to showing this to users because it is not the company NPS, just a subset by customer. Leaving the NPS Responses in place will allow users to see individual responses but not potentially misinterpret the "NPS" shown.  [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170630-32403-qnaw58-Screenshot_at_Jun_30_15-33-39_inline.png[/img]

1
karl_rumelhart
Gainsight Employee: ACE
4 years ago
nageswararao_jampala
Gainsight Employee: Shoshin
nageswararao_jampalaGainsight Employee: Shoshin
shared in CS Product Ideas

Rules Engine: Make a Dataset as Global to use in multiple bionic rules?Under Consideration

It will be great if we can define the global dataset and use them across multiple bionic rules.

6
sudheer_sharma_goda
Gainsight Employee: Rookie
4 years ago
kevin_ly
Champion
kevin_lyChampion
shared in CS Product Ideas

[Feature Request] Prioritize Manual Rule Runs Over Rule QueueImplemented

Posting on Behalf of customer: Currently when doing a manual run it hits the end of the queue. This may be fine for orgs with a few rules, but for orgs with a large number of scheduled rules, user needs to wait a long time before getting results from a manual or test run. Ideally when a rule is run manually for testing or verification purposes it should be on top of the queue to finish first. It puts a lot of extra time in verification given they way it works now.

1
sundar
Gainsight Employee: ACE
4 years ago
reneehouse
Gainsight Rookie
reneehouseGainsight Rookie
shared in CS Product Ideas

Rule chain name and descriptionImplemented

With so many rules chains, I would love the ability to: [list] [*]Be able to view the entire name of the Rule Chain without having to open by View.  Either by having the name wrap to a second line or the ability to hover over the rule chain preview and see the entire name.  I prefer the former to the latter. [*]Be able to view the description without having to open the rule chain by View. I would like the ability to view the description the way you see descriptions for Scorecard 2.0 or Relationships.  [/list]This would be an amazing time saver while working in the Rule Chains view.

2
bibin_kalarikkal_bahuleyan
Gainsight Employee: Shoshin
4 years ago
roja_kode
Gainsight Employee: Veteran Rookie
roja_kodeGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Differentiation when same Object Name in dropdownUnder Consideration

When we have same object name in Salesforce and MDA and trying to filter reports using source object and both names comes in dropdown with no differentiator -which is from salesforce or MDA or dataspace? It will be helpful if we can provide that source of means of the object in report search? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170628-11853-14kmtsj-Screen_Shot_2017-06-28_at_10-11-45_AM_inline.png[/img]

1
venky_reddy_k
Gainsight Rookie
4 years ago
tom_gerth
Gainsight Employee: Champion
tom_gerthGainsight Employee: Champion
shared in CS Product Ideas

Recurring CTA ReportingImplemented

Hey all, As we know, when reporting on Recurring CTAs, we have a filter on the Call to Action object called "IsRecurring" that identifies a CTA that has been set as a recurring CTA. That being said, all CTAs that are recurrent from that initial CTA show up in reporting as "IsRecurring=False". I understand that it is expected that the only CTA that would be marked "IsRecurring=True" would be the initial "parent" CTA, however it is difficult to tell which CTAs are the children of the recurring CTA when trying to report on them. Specifically, I have a user that would like to report on manually created or rule generated CTAs, and these recurring CTAs fall into neither of those categories. It would be nice if we had a way to identify the recurrent CTAs outside of filtering for CTAs created by Gainsight API. Thanks, -Tom

5
H
Gainsight Employee: Rookie
4 years ago
karen_wooten
karen_wootenGainsight Community new member
shared in CS Product Ideas

Gainsight to integration with Oracle's Fusion CRMImplemented

We have a business need for visibility into Oracle customers who currently reside on the Oracle Fusion CRM.  Would like to see Gainsight integrate with this CRM in addition to SFDC.

3
ashok_dugaputi
Gainsight Rookie
4 years ago
tom_gerth
Gainsight Employee: Champion
tom_gerthGainsight Employee: Champion
shared in CS Product Ideas

Advance Outreach custom mappingDeprecation Planned

Good morning all, I've been working on Advanced Outreaches with a customer and I've learned a few interesting "gotchas" while doing some troubleshooting. One of the big ones involves the use of custom mappings in the participant list. In our use case, the user wanted to custom map the "TAM Email" and use it in the "To:" email address in the escalation email. In the standard mapping, there's not a field for "TAM" or "CSM" email, and so the user's though was that it would need to be custom mapped. What we learned was that when we custom map an email-type field, it's output is actually a string-type field, which prevents us from using it in the "To:" of the escalation email. The workaround is to map the standard "Manual Email Address" to "TAM (Primary) Email" and use "Manager Email" in your "To:" field, but I can definitely see how this would cause confusion for users. (see screenshot). [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170627-59592-6e

1
ben
Champion
4 years ago
andrea_weisz_171687
Gainsight Rookie
andrea_weisz_171687Gainsight Rookie
shared in CS Product Ideas

Reccuring/Real time CTAsUnder Consideration

Today, we run CTAs 3 times for things we want our CSMs to be on top of more frequently (NPS detractor score, a health score dropping, etc.). However, sometimes this results in the same CTA being created over and over despite our "unique rules." This is happening when the CSM closes the first CTA before the next rule runs. What are the plans for real time recurring CTAs that are not 3 separate rules?  Additionally, I know you have a manual "set to recurring" button in Cockpit, but are their plans to add this to a rule? Example, I create a rule and I want it to run every 90 days after close (like a performance review). Today I get around this by creating that CTA + 90, + 180, + 360 but that doesn't scale past a couple years.

7
alex_legay
Champion
4 years ago
brijesh
Gainsight Rookie
brijeshGainsight Rookie
shared in CS Product Ideas

S3 Data Ingestion Job and Advance OptionResponse from Customer

S3 ingestion jobs are very helpful to automated upload to MDA and I feel following enhancements will add more value 1. Allow truncate option before loading data - 2. Allow building dependency between S3 ingestion job or 3. Allow either calling S3 Ingestion job after load is completed.

2
brijesh
Gainsight Rookie
4 years ago
gurukiran
gurukiranGainsight Community new member
shared in CS Product Ideas

Timeline in CTAImplemented

HI, Having the timilene update from the CTA is a great idea. But, here is a thought. When you click on the CTA, would it be possible to move the "Timeline" tab to the end and have the "Call to Action" tab at the first. I think the focus here has to be on the CTA and Timeline update should come next. Thank you

8
divya_sedimbi
Gainsight Rookie
4 years ago
alex_legay
Champion
alex_legayChampion
shared in CS Product Ideas

Adv. Outreaches: Publish should be renamed to run now or show a popupUnder Consideration

In advanced outreaches, I think the publish button needs to either be: A: Renamed to run now. B: Show a popup after clicking it confirming that you want the advanced outreach to send to currently loaded participants.

3
praneet
Gainsight Rookie
4 years ago
heather_hansen
ACE
heather_hansenACE
shared in CS Product Ideas

Objectives removed for C360 CockpitImplemented

Our teams use Objectives slightly different than the intended use, and removing them from the C360 cockpit is causing some challenges on our side. Was thinking it might be good to have an option of what types of CTAs should be shown in the Cockpit versus somewhere else that the Admin could configure. I'm thinking a checkbox that would just tell the system to include/exclude from C360 cockpit. Happy to share more details of our use case for Objectives if it will help.

20
martha_stuart
Gainsight Rookie
4 years ago
scotty
Gainsight Rookie
scottyGainsight Rookie
shared in CS Product Ideas

I'd love to be able to still highlight text for copying/pasting from closed success plans.Under Consideration

The way the fields are disabled after they are closed makes me have to reactivate, highlight, copy, then deactivate again. 

1
nitisha_rathi
Veteran Rookie
4 years ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Customizing the "Customer Search" boxUnder Consideration

I have a customer request to be able to limit the customer search box to just Global Ultimate Accounts. They have multiple subsidiaries and children accounts with similar names. When searching into this box, the user could never pinpoint the specific ultimate within the massive amounts of results.  They have a global ultimate field in SFDC so my thought would be to allow a filter on that box to just (for example) look at Global Ultimate != Null. This could allow for other customizations to this search. 

1
joseph_siudzinski
Gainsight Employee: MVP
4 years ago
jeffrey_coleman
Champion
jeffrey_colemanChampion
shared in CS Product Ideas

Calculated fields on relationship rulesUnder Consideration

I went to create a relationship rule with a calculated field and was shocked (shocked, I say!) to find that it wasn't an option. It should be!

6
cara_brill
Gainsight Rookie
4 years ago
joseph_siudzinski
Gainsight Employee: MVP
joseph_siudzinskiGainsight Employee: MVP
shared in CS Product Ideas

Actions off of Stage ChangeWorkaround Available

I'm seeing more and more that customers look to create CTAs off of stage changes in Gainsight. This is both for Customer and Relationship level. I feel that we should productize the ability to automatically create a CTA (and maybe do other actions) when these changes happen. There is a limitation in the product today where you can't use old value and new value fields in rules engine from SFDC history tracking objects. There is a workaround by copying the old value to another field but this is extra work for something that a very high amount of customers do. Note that this also shows the need for a standard stage and status field on the Relationship object. 

1
sundar
Gainsight Employee: ACE
4 years ago
cristina_postolache
Gainsight Rookie
cristina_postolacheGainsight Rookie
shared in CS Product Ideas

Why am I not able to update fields in the MILESTONE object?Under Consideration

I need to insert a value in a field that sits in the Milestone object (a managed object), through a rule in Gainsight, but that object is not visible in the list (where we usually have Account, Contract, Contact etc). The Load to Milestone Action Type is not useful, because I do not want to add a new Milestone, I just need to add data into another field for the milestones I already have. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160915-76841-1ugpg85-Milestone_field_to_update_inline.jpg[/img]

3
sai_ram
ACE
4 years ago
tom_gerth
Gainsight Employee: Champion
tom_gerthGainsight Employee: Champion
shared in CS Product Ideas

True Read-Only Account WidgetUnder Consideration

Currently, our Account Widget operates under an Admin permission level.  We recently restricted the ability to add new accounts from that widget but I'd like to see if we can take this a step further and restrict any "create" access from the widget. I have a customer that currently has users that have access to the Widget but they do not want those users to have the ability to create CTAs or Success Plans.  Currently we can't limit this and it is causing concern that things may be created erroneously. Is there anything on the road map that might help address this? Thanks, -Tom

2
azhar_uddin
Gainsight Employee: Rookie
4 years ago
melissa_i_959be6
Gainsight Rookie
melissa_i_959be6Gainsight Rookie
shared in CS Product Ideas

Save warning when updating fields on CTAUnder Consideration

I think it would be a good idea to add a warning when a CSM is in 'edit mode' on a CTA (they clicked the pencil) and then try to navigate somewhere else before saving (selecting the check mark).  Right now, they can navigate away without saving their updates and nothing notifies them that their changes were not saved. Since it's not extremely obvious when you are in edit mode and the check mark gets lost at the very top if you have to scroll down, I think the warning is necessary.

2
melissa_i_959be6
Gainsight Rookie
4 years ago

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