Outlook Integration with Gainsight
@All, Here is a good news, we have considered this enhancement and we are also giving an opportunity to do beta testing for this enhancement.
Please go through this post for more details https://community.gainsight.com/product-news-updates-6/beta-testing-opportunity-cockpit-calendar-integration-37434
Has anyone used this BCC feature yet? Does it capture the replies that the customer sends?
@Gainsight Are there any plans to create a true integration between Outlook and Gainsight?
Although any integration to Outlook will be a step in the right direction. The fact is Gainsight like every other SaaS provider wants to keep your eyes on their platform. So although most of the the real world works using Office365. I suspect the integration will not be particularly great. They’ve been dragging their feet for years. I really hope I’m wrong, but I can’t see me getting away from having to duplicate absolutely everything so that we can track the CS activities in the Gainsight platform (which iit s good at).. and then duplicate every single activity in office 365 (using tasks/emails/Teams and calendar ). which gainsight isn’t so good at.
I’d love to hear about people’s experiences with the BCC function
Hello all,
Thanks for your posts. We are already working on outlook integration , this should be available for BETA in August. Please look for BETA program announcements and signup.
Hello Everyone!
Happy to announce that your request has been considered and included as part of the v6.18 release (SFDC / NXT). Gainsight Assist Outlook Add-in helps users access their Gainsight email templates directly from Outlook, thereby saving time when composing customer emails. The ability to log emails to Timeline from their inbox ensures that every important conversation is captured.
This feature is now available for the users to download from the Microsoft store.
This feature is implemented in both SFDC & NXT versions.
Thanks for posting!
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