Before our executives have a meeting with a customer they ask to get an Executive Summary report (for which we built a template).
This report includes details from various places - All of them are already in SF or GS.
For example: Key contacts, Open opportunities, NPS Score, Product purchased.
Is there a way to have GS pull these info from all these sources and generate a PDF/Word file that can be sent to the executive?
Already have an account? Login
Login to the community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
The only downside is that it will generate a multiple slide ppt as opposed to a 1-page Word file.
One of the use cases which we are looking at in order to help executives prepare for a meeting is the C360/R360 external layout which can be shared by the CSM to the executive as a link?
This will let them access the C360(configured according to the most important sections the exec would be interested in) and can be used by them during the meeting. Is this something which would help your use case? More details can be found here - https://community.gainsight.com/gainsight/topics/share-external-c360-r360-layouts-and-dashboards
We would love to hear your feedback on the same.