It would be nice to allow end-users to be able to send a message to multiple customer contacts across their book of business. Could be allowing access to segments that the Admin grants permission to.
Use cases include sending an update to customers on an upcoming event, or targeting customers based on some data point to receive information particularly relevant to them.
I made an updated version of this request based on Simple Journeys, but it is the same feature request.
Here are the details:
As a CSM / CS Leader, I want access to the new Simple Journeys feature for my book of business so that I can more easily communicate with my entire book of Customers.
Requirements
Context
Use Cases
Problems Improved/Solved
This would be extremely helpful. Today, Salesforce users can make a list of contacts and mass email them with templates in about 3 steps. With a small admin team we can’t always support each request in as quickly a manner as they need and I’m having a hard time convincing stakeholders to keep messages in Gainsight for visibility when it’s extremely time consuming for them to go account by account to send an email, especially for our users that have high account ratios.