CS Product Ideas

Would like to be able to send a survey from Cockpit/new "Email Assist" Playbook task

I've spoken with two companies that would like their CSMs to be able to send a survey (after onboarding or training for example) via the new "Email Assist" task from within the Playbook on the CTA in their Cockpit. These are specific situations where an automated survey is not appropriat...

Report on who closed CTA / Task

GS allows reporting on what closed a CTA, who modified it last, who it was assigned to but not who changed the status of the CTA. I would like to report the user who changes the CTA status

Add "Freeze First Column in Tabular Report" option to Report Type: Scorecard Mass Edit

I am happy to see that we can freeze the first column on tabular reports. We are working hard to adopt Scorecards 2.0 and some of our CSMs are very reliant on the "Scorecard Mass Edit" report type to efficiently triage customers. They need to be able to freeze the first column, Account Name in our c...

"Current User" tokens for Email Assist

I have a request from the client to be able to send out Email Assist emails using the "Current User" strategy which can be see in reports, etc. Essentially what they want is to be able to create a template with a "logged in user" token that grabs the current uses "ID" and then looks up to the fields...

Schedule individual reports with excel attachment

Hello, We would really love the ability to schedule individual reports as an excel attachment. The dashboard/ppt scheduling isn't an ideal solution for us.

C360: Create an account profile section of the C360 where CSMs can capture notes, relevant information about customer

CSMs need a place to capture specific details about the customer that they would otherwise have to document in an external tool. Some of the key things to capture: Business Description Mission Statement Website URL Account Team member names/contact details Recurring call specifics (date, time, bri...

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5028 Posts

Would like to be able to send a survey from Cockpit/new "Email Assist" Playbook task

Report on who closed CTA / Task

Add "Freeze First Column in Tabular Report" option to Report Type: Scorecard Mass Edit

"Current User" tokens for Email Assist

Schedule individual reports with excel attachment

C360: Create an account profile section of the C360 where CSMs can capture notes, relevant information about customer

Folders in the rules engine

Templates in Timeline?

Assign group CTAs

Sync CTA to Salesforce Task (without requiring a CS Task)

Make global timeline filters sticky

Writing to Multi-select Picklist in Rules Engine (Tag field and others)

Salesforce Lightning for Outlook Integration

Allow Case Record Type selection when creating a Case from a CTA

Ability for Rules to run more frequently than once a day

Ability to Edit Journey Orchestrator Programs

Global Filters for Cockpit

Person Section in C360

Change Management log to identify what changes have been made and by whom

CoPilot - built-in feature to send daily outreaches but skip weekends

ability to clone success plan

Timeline to support multi-select dropdown

Customize Drill Down Field Labels

Simpler Ability to View Low Volume Object on the C360

Using fiscal quarter in the MDA

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