Customer Interaction Document

  • 16 July 2021
  • 3 replies

We have been using an engagement document with customers to collaborate. It is a one/two pager with tables with the ability to put the customer logo on the document. Is there plans to incorporate a look and feel like this in Gainsight? The Success Plans make you hop around and put information in different tabs, which is not conducive  to a seamless customer meeting. 

3 replies

Userlevel 7
Badge +1

Maybe check out Success Snapshots that can build a powerpoint or google slide presentation from a template:

Thanks John. That looks interesting. If I am taking notes on items during the meeting, how can I populate and upload back into Gainsight? 

Userlevel 7
Badge +1

I’d probably use Timeline. You can attach the presentation to the Timeline entry and make any additional notes about the meeting within the Notes section of the Timeline entry.