CS Product Ideas

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6056 Posts

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

Ability To Shorten URL Field HyperlinksUnder Consideration

I got a request from a customer today to have the ability to customize the text in the URL fields in Gainsight (MDA). Essentially, users are accustomed to having an option for putting the "link address" and also a "label" (see screenshot below). The ask is that in Rules engine they could (for example) put in the hyperlink, but have the text show a label. Ideally, I think this would require a token that they could put in which would replace the long (and ugly) URL that often get generated in this field. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Image20190321at11-46-31AM-9696f094-10e3-475b-bb22-4a34c67c9328-48584455.png[/img]Zendesk does this in SFDC with their integration. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/Image20190321at11-49-16AM-4c6891c5-5a35-4b72-a6df-6a76aaa15f67-313772765.png[/img]

4
ssamarth
Gainsight Employee: Rookie
1 year ago
kelly
All Star
kellyAll Star
shared in CS Product Ideas

Allow for multiple values when filtering 'Includes' on a String fieldPlanned

In Salesforce you just separate values with a comma when using Includes, but it doesn't seem possible in Gainsight. Instead, I have to have a separate filter for each value I'd like to include which complicates the advanced logic string when I should be able to just include them in a single filter. For example, I want to deliver an email variant based on country. If it's not a picklist, I have to write: (A) Country = USA (B) Country = UK (C) Country = AUS (D) Country = NZ A OR B OR C OR D Instead, I should be able to write (A) Country includes USA,UK,AUS,NZ In this example, it's quadruple the work for each template that has this filter; add on any additional filtering and it becomes cumbersome pretty quick. Is there any way to include multiple values when the field is not a picklist? I've tried contains, comma, comma and a space, semicolon, semicolon and a space, and Gainsight converts it to = after saving (ie, Country = ('USA,UK,AUS,NZ') ),

24
anirbandutta
4 months ago
tom_wix
tom_wixRegistered User
shared in CS Product Ideas

Timeline - Pros and Cons - (Thoughts and Feedback appreciated)Partially Fixed

As people have started using the Timeline feature, I was curious what everyone is finding or viewing as the Pros and Cons while putting this feature into play.   I thought I would start with a few thoughts and attempt to get people talking about how and why they use the feature or perhaps why they have chosen not to (yet). Pros: - one can sort or only show timeline data based on a specific activity type - diary of events and account updates in one place - draft notes for the next meeting and future discussion points for the account - log calls, onsites, weekly updates, EBRs, latest Deal notes, At Risk Notes  (create a specific activity type for each) - Given the SFDC widget, most others in the organization can see the Timeline data and find CSM updates one place Cons: - small to see/view/edit the information in the GS widget - exploring ideas, but not sure we have many options based on the SFDC account/opp page layout. - (from what I know - d

239632
R
Veteran Rookie
11 months ago
rahul_prayakarao
Gainsight Employee: Veteran Rookie
rahul_prayakaraoGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Exporting data out of GainsightAcknowledged

Hello Everyone, I would like to know if you are looking to export data from Gainsight into any BI application (like Power BI, Looker, etc.) or Data warehouse (like Snowflake, Azure Data lake, etc). Please leave your comments below. Your inputs will help us in creating a roadmap for this.

33
duncan.young
Shoshin
3 months ago
dan_ahrens
ACE
dan_ahrensACE
shared in CS Product Ideas

Templates for specific Timeline activitiesImplemented

Timeline is so juicy....I love it! One idea that could really help to drive organizational consistency is the ability to define a template that would auto fill parts of the draft activity text. For example, instead of giving the user free rein to enter whatever, if there were some key data elements or formatting style that was important for consistency, have the template drop that text in automatically. For example, a possible template for a customer meeting could be: [i]Summary:  [i]Current health & trend: [i]Action items: [list] [*][i]Item 1 [*][i]Item 2[/list][i]Notes: [list] [*][i]Notes, etc[/list][i]Next meeting scheduled:

85
anirbandutta
7 months ago
alexa_rosen
alexa_rosenRegistered User
shared in CS Product Ideas

Ability to exclude NULL values in Report Builder filtersImplemented

We are using a Gainsight report that has three different picklist fields as filters. In order to not have to manually update this report every time a picklist option changes in Salesforce, it would be more efficient to have a Gainsight Report filter functionality that can exclude NULL values (rather than having to say 'Contains *manually select all picklist values*'.

3
erik_chase
3 years ago
juhi_bulchandani
juhi_bulchandaniRegistered User
shared in CS Product Ideas

Outlook Integration with GainsightImplemented

Today there is no integration of outlook with Gainsight. Communication and documentation of communication all in one place is key for CSM's success. As email is widely used and office email is key part of their day to day operation it would be very useful to have emails attach to the CTA so there is a context to the communication

62
R
Veteran Rookie
1 year ago
jen_pakravan
Shoshin
jen_pakravanShoshin
shared in CS Product Ideas

Integration between Timeline Activities and Google CalendarPlanned

We have a use case where it would be helpful to see in Gainsight all of the upcoming customer calls/onsites, which we typically have stored in individual CSM calendars. Is there a way to do this presently in the system? If not, I know there's an ongoing thread about CTAs and GCal integrations that I think is similar (and not redundant) to this request.

30
B
Gainsight Employee: Rookie
1 month ago
sai_ram
Grand Slammer
sai_ramGrand Slammer
shared in CS Product Ideas

Creating timeline activity via rules?Acknowledged

One more interesting use case in timeline, most of the customers are interested in creating time line activity via rules.

62
J
Shoshin
2 months ago
meenal_shukla
Gainsight Employee: MVP
meenal_shuklaGainsight Employee: MVP
shared in CS Product Ideas

Gong integration with TimelineImplemented

Do we have it our roadmap and what's the timeline (no pun intended, ok may be a bit)?

32
B
Gainsight Employee: Rookie
29 days ago
ben
Champion
benChampion
shared in CS Product Ideas

How do you undelete an outreach?Under Consideration

Hey all, I needed to turn off a schedule for an outreach. In the process, I accidentally deleted it. Is there a recycle bin or undelete option?  Help! Thanks -Ben

5
sai_ram
Grand Slammer
1 year ago
S
Veteran Rookie
sandeepchidiriVeteran Rookie
shared in CS Product Ideas

Emails to timeline via Program in Journey OrchestratorIN DEVELOPMENT

Hi Team, One of our customer wanted to log emails to timeline when a program is sent via Journey Orchestrator Currently  we don’t have this functionality in Gainsight. Do we have this in our road map ?   Thanks Sandeep

40
C
13 days ago
sam_leonard
sam_leonardRegistered User
shared in CS Product Ideas

JIRA Integration possible?Implemented

I would like to link Gainsight to JIRA. Is that currently possible? If not, is it on the roadmap for addition to the platform? If so, when will that be released? Thanks!!

34
andreammelde
Golden Ruler
1 year ago
colin
Shoshin
colinShoshin
shared in CS Product Ideas

Power BI IntegrationAcknowledged

In the November 19’ release notes it was mentioned Gainsight integrates with Tableau. Our company utilizes Power BI so curious to know if it’s on the road map to integrate with Power BI?

8
VBennyGainsight
Shoshin
1 year ago
dan_ahrens
ACE
dan_ahrensACE
shared in CS Product Ideas

Outlook/Google Calendar integration to Automatically create a CTAPlanned

Hi - an idea that was shared with my by one of my customers was related to creating CTAs automatically through Outlook/Google calendar integration. The use case is as follows: [list] [*]CSM creates a calendar meeting request to their customer to schedule a meeting. While in the calendaring app, they have an option to click a button that will sync that meeting to a CTA in Gainsight. [*]The CTA will be created using relevant content from the meeting request (some details will have to be worked out as to how the correct customer is selected and how other mandatory fields are populated) [*]CTA is now ready to be actioned upon once the meeting is held and the notes are added to the CTA or chatter feed for that customer. [/list]This would allow for reduction of an extra manual step and will especially assist in cases where customers do not have standing recurring meetings, but instead meet in an ad-hoc basis.

37
jeynreyn
Shoshin
2 months ago
andrew_cummins
Champion
andrew_cumminsChampion
shared in CS Product Ideas

Allow inline editing in tabular reportsUnder Consideration

It would be great to be able to view a tabular report, ie cases, opportunities, projects, etc. and be able to simply click on the cell in the tabular report, edit the cell, and have that update the associated object record. 

41
mindy
Shoshin
1 month ago
phaneendhar_lingam
Gainsight Employee: Veteran Rookie
phaneendhar_lingamGainsight Employee: Veteran Rookie
shared in CS Product Ideas

History Tracking for MDA ObjectsUnder Consideration

History tracking data is important for  trend analysis/ forecasting. But, there could be some objects where we are required to maintain just the snapshot data. For example in standard objects like Company/ User or any custom objects – In Company, when did the CSM change or what was the previous ARR? As of today, we do not have the luxury of keeping historic changes in Gainsight but with the help of rules/ objects we can still accomplish this.   For demonstration – I’ve created the object ‘Kite Info’, which is loaded around 7am daily. Schema as follows, {*Kite Id(String); Kite Name(String); Kite Date (Date); Kite Value (Number); Kite Location (String) } *Kite Id is the identifier field. I’ve created a backup object that has only those fields which require history tracking(along with the Identifier) – ‘Kite Info Bkp’. This object is loaded 10am daily. But, for the first time – data from ‘Kite Info’ is loaded once ‘Kite Info Bkp’ is created. {*Kite Id(String); Kite Date (Date) ;

30
benwanlessmenlo
Shoshin
19 days ago
sagan_sherlin
Champion
sagan_sherlinChampion
shared in CS Product Ideas

Idea. The ability to use Multi-Select Drop Downs in Timeline Activity Type Setups.Under Consideration

I'm working on expanding one of our (custom) Timeline Activity Types and realized that I can't use the Multi-Select Drop Down.  I can only use Single Select Drop Down. Is there a possibility of expanding out the Timeline to include Multi-Select Drop Down options?   [b]Use Case[/b]:  We have a user who is speaking with our customers about a new product feature and often times covers a number of topics when speaking to the customer.  We use Timeline to post all of our updates - as it's easier for everyone to see what's going on.  [<3 Global Timeline] We're running into a problem of how to 'tag' the features she covers so it's reportable.  One idea that we had was to use the Drop Down (Category) feature.  As the reporting looks nice and breaks it out - so we could in turn get numbers based off the features covered.  [But in current production, Drop Down only supports Single Select.] [i]Additional Information: When updating or creating a n

43
sagan_sherlin
Champion
1 month ago
kcsp
Veteran Rookie
kcsp
shared in CS Product Ideas

Ability to Move Timeline Activities Across AccountsUnder Consideration

There are instances where a CSM enters a timeline activity to an account, but it was added to the wrong account and needs to move to another account. There's currently no way to copy or move an activity to another account. The CSM has to re-enter information on the correct account, and this can be a lot of manual re-entry that would be more efficient if a "copy to" or "move to" functionality existed. 

37
anirbandutta
1 month ago
nurah_muhamad
nurah_muhamadRegistered User
shared in CS Product Ideas

Deleting Timeline ActivitiesPartially Fixed

How do I delete a timeline activity? I can't change the type of activity once I've logged it either.

46
anirbandutta
6 months ago
kate_popp
kate_poppRegistered User
shared in CS Product Ideas

Add Cockpit integration for Google Calendar (or similar service)Implemented

Our team uses Google Calendar to manage all of their meetings and events. It would help with workflow if we could automatically: - see our time-based CTAs inside of our calendar already. - log our calendar-based events as CTAs.

41
J
Shoshin
1 year ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Variant Email Templates In Email AssistPlanned

I have a request from a customer to be able to use (for example) the language variant when using email assist. In testing this it appears that it always defaults to the first in the list (English) when sending out. They'd like the email sent out to a contact outside the US to receive the email in the local language similar to the way that Co-pilot works. At this time it looks like they'd need to create a template for each language. 

57
T
Shoshin
2 months ago
katerina_nemcova
Champion
katerina_nemcovaChampion
shared in CS Product Ideas

Email Assist - emailing multiple accountsWorkaround Available

Hello   Is there a way for our CSMs to use Email Assist to reach out to contacts across multiple accounts, without the need to create multiple CTAs - one per each account? For example - Linda looks after 25 low touch accounts and needs to follow up with the contacts from these accounts - the template is already created in Email Assist but currently she can email only one account at a time, rather than all her contacts.  Any ideas other than using JO which we don’t want all CSMs to use? Our team just use their Outlook emails, and don’t even use the BCC to TL link as it requires a specific account to log the coms to, rather than logging it to multiple accounts.  Thanks Katerina 

37
anirbandutta
3 months ago
britton_walker
Champion
britton_walkerChampion
shared in CS Product Ideas

Time tracking integrationsAcknowledged

Does anyone know of or have suggestions for simple project management time tracking solutions that integrate with Gainsight/Salesforce? Ideally we'd have a button associated with each CTA/task that starts and stops a timer then loads the time to a field in that CTA/task. I understand that is a bit of a pipedream, but the closer we can get to it the better. Thanks!

27
K
5 months ago
cameron_gibbons_1a55a2
cameron_gibbons_1a55a2Registered User
shared in CS Product Ideas

Gainsight Integration with gmailImplemented

We currently use yesware for email tracking, and they have a feature to add contacts from emails directly into salesforce without having to go through the process of actually creating it in salesforce. It would be very nice for an end user of gainsight to be able to add cta's or tasks to cockpit from emails in gmail. 

13
R
Veteran Rookie
2 years ago

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