CS Product Ideas
Submit product suggestions
- 5,967 Posts
- 25,071 Replies
Identify Groups of Owners within the Owner field on the CockpitUnder Consideration
Under the Owner filter, would like to be able to identify groups of owners. For example, the manager of the AMER CSMs could look at the Cockpit and show all the CTAs owned by the AMER team of CSMs. Using the filter for this task is not realistic. Wonder how companies with groups of CSMs are managing the teams of CSMs ? we have reports and dashboards created, but would be nice to view in the Cockpit in an easy fashion as well.
My Top Takeaways from Pulse 2016No Status
I've been telling folks that attending Pulse was like spending 4 days plugged into a 240-volt outlet. It was a thrilling experience of absorbing ideas and frameworks for both thinking about and attacking customer sucess. I wanted to share the lessons I learned that, at the moment I heard them, made me scribble them down furiously. Hopefully it's instructive for folks who couldn't go to Pulse, and I'd love to hear what rose to that level for other attendees! [b]Top Takeaways[/b] [list=1] [*][b]We can always do better at knowing how our product is used.[/b] Ask 10 different employees what the most common usage flows are for successful customers, and you'd get 10 different answers. That's a problem for those of us trying to craft the "correct" experience for each customer, and is setting up our less experienced CSMs for strugglesville. Research & decide on the best customer experiences/journeys and use cases. And aggressively compile and internally share the stories that our customer
It would be really helpful to be able to incorporate an IF-THEN-ELSE type of an approach to outreaches where you can send one of multiple templates within a given outreach. For example, if I have three different onboarding emails, one for each engagement model, rather than create three separate outreaches it would be great to be able to do something like Action 1: Send template A If Segment = HIGH TOUCH Action 2: Send template B if Segment = LOW TOUCH and Contact Role != Admin Action 3: Send template C if Segment = LOW TOUCH and Contact Role = Admin Action 4: Send template D if Segment = TECH TOUCH This would help streamline the list of outreaches and make them more managable.
Reports now are default sorted alphabetically in a descending order (or Z-A). Some users however may prefer sorting in ascending order (or A-Z) by default. Users can now change the order by clicking the field that they are sorting with until their desired order is reached. But making a way for people to sort and save their reports that will retain the desired sorting would be beneficial and convenient!
When we created the Relationship Scorecard measures, each has a field for a description. However this description doesn't show on the end user's view of the scorecard when they're updating it. We tried to work around this by using really long descriptive names for the measures, but those are also truncated in the end user's view after about 30 characters. Can the UI be updated to show either the full name of the Measure or the Description somewhere the end users can see it?
The new multi-language functionality for surveys is great! However, one bit that would be a welcome addition is the option to add translations for "Select Language" for the top right prompt on the survey. It stands out a bit as that is the only text that stays in English when you select a translated version.
Ability to change and/or add columns to the output of the Success Plan tables in the PPTAcknowledged
Would like the ability to change the column titles in the output of the tables in the Success Plan PowerPoint. Right now the table on tasks has a Due Date, but would like the ability to change that to something more relative to us, like Enter Date. Would also like to add a column for Close Date to show when the task or objective within the Success Plan was actually resolved.
It would be great to have a sense of Hierarchy connected with NPS scores, specifically Parent & ChilNot Planned
If the parent account responds to an NPS survey, this would then transfer to the child accounts as well. Or Some sense of hierarchy while building survey to note whether this is sent to parent v. child accounts.
This is sort of a multi-part idea where future CTA creation dates are easily accessible, exportable, or syncable with Google calendar. This could be manifested in a few ways: [list=1] [*]Google cal integration (and I guess Outlook too if folks still use that ;) ) - see [url=https://community.gainsight.com/gainsight/topics/outlook-google-calendar-integration-to-automatically-create-a-cta]https://community.gainsight.com/gainsight/topics/outlook-google-calendar-integration-to-automaticall...[/url] for my vote for Google integration [*]Gainsight-hosted calendar that showed the future rules that will create CTA's just so that we're aware that some action, whatever it may be, will be triggering a rule soon that will impact the CSM's schedule through CTA creation. In other words, this incorporates a rule timeline but to an extent that it only applies to future CTA creation dates. Perhaps even having the ability to export a report with this information would be helpfu
I have a use case where I need to compare a date field from one object (Contacts) to another object (CSTask). Essentially I want a Co-Pilot email to be triggered to any Contacts whose Created Date >= 2 days [b]from[/b] CSTask Closed Date. Doesn't appear I have that option, but would love to be corrected. If this capability does [b]not[/b] exist, can this question be converted to an idea? Because this would be a very valuable addition.
On the C360 page, when searching for a customer, we give an append and suggest drop down that shows 10 customers that meet the partial criteria that you have entered. I have a customer that had over 100 variations of an instance and would like to see more than just 10 accounts in this drop down menu. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160602-38007-1iiq7ho-Snip20160602_116_inline.png[/img]
Re-Order CTA Reason ValuesImplemented
We would like to be able to re-order the list of reason values that our users select from when creating or editing a CTA. At present, they appear to be in chronological order. Ideally, we would be able to put them in whatever order we choose. However, having them listed in alpha order would be a step in the right direction.
Relationship scorecards: save the help text on the Measure.Under Consideration
We currently have 15 different Relationship types, so we also have 15 different Relationship Scorecards (since we can't reuse the same scorecard for more than one Relationship). I've added the same 6 Measures to each of the 15 Scorecards, but I have to configure the help text on each of those 90 Measures separately now. It would be really helpful if the help text configuration could be added to the Measure when that's created, rather than after it's on the Scorecard, so that it could be configured once per Measure, rather than having to copy and paste every time the Measure is re-used.
Click to Call and Task FieldsNo Status
We love that Gainsight has the ability to click to call, but we are having a few issues relating to how Gainsight populates the "related to" and "contact name" fields on the task. Ideally, when a user leverages click-to-dial the SF unique ID from the Account record that was clicked on for the call should have the unique ID associated to ‘Related To:’ (SF standard field, database name WhatID) in the task. If the number the user clicked on was from a contact record, the Contact unique ID should be associated to ‘Contact Name’ in the task. These fields should be standard fields within the SF softphone as well that should be populated during the call and once the Task record is updated post call from Phone Systems fully committing the record details.
Automatically notify the customer they can use speech to text for comment boxes in mobile surveysNot Planned
Most customers take their surveys' on their mobile devices. It is proven to improve customer comments when we tell the user they can use speech to text. There was a study done by my current boss that tested this theory. They had a simple one liner that said "feel free to use speech to text here" (Siri, etc. ). My boss did a before and after and there was a DRAMATIC improvement on the amount of comments and people finishing the survey. If there is a way for Gainsight to recognize that the survey is being taken on a mobile device it would be best practice to add some text in there for comment boxes letting the user know they can use speech to text.
I'd love it if the "Description" box within a CTA could be expanded. It would be great if you couldNo Status
I'd love it if the "Description" type box within a CTA could be expanded. It would be great if you could expand left for a larger text box. Being limited to the small and very vertical box is frustrating.
When you are on the Cockpit page and click to view a task, it doesn't take up the entire sidebar, and you have to scroll in order to view the entire form. However, when you click on a CTA, it does take up the entire sidebar, and there's less scrolling. Could tasks be changed to do that as well? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160525-20729-1r1e0z7-CTA_View_inline.png[/img][img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160525-47104-1h9o3rm-Task_View_inline.png[/img]
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.