CS Product Ideas
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We have a few scorecard metrics which we are automating through the business rules functionality. It would be very useful to automatically add comments to a score. For example: We have a metric group "Payments" to flag customers that have more than 3 invoices that over 90 days due. It would be gre...
First, it would be great if the features object was "report enabled" by default. Second, it would be very helpful to quickly analyze what features (updated in C360) customers are using by segments, industry, healthscore and other customer attributes stored in GS. Ideally, these reports would be buil...
We have sections in C360 that focus on these areas, and pulling data from various SFDC objects. This capability is very useful to the CSM team. However, they would like to be able to export that section (which is not always a GS native section) as.jpg or Excel.
One of our CSM who handles hundreds of smaller accounts would like to be able to print multiple PDF files of the C360 view for all of the accounts coming up for renewal in the next 30 days. In other words, it would be very useful for him to setup a criteria (business rule) to have multiple PDF files...
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