Conversations

Conversations 1 - 20 of 22
Photo of Luke Quanstrom
Assign group CTAs
I need the ability to create and assign CTAs to a group of individuals. Is this available? On the roadmap? 
  • 19 me toos
  • 10 replies
  • Idea
  • Under Consideration
Photo of Chris Beaven
Ability to CC/BCC contacts on CoPilot outreach
I've heard a few customers ask about the possibility to CC or BCC internal contacts on a CoPilot outreach. The CC/BCC could be a specific...
  • 20 me toos
  • 15 replies
  • Idea
  • Implemented
Photo of Christopher Sanderson
Standard CSAT Survey question
I think it would be cool to do a standard CSAT survey question, similar to our NPS question.  This format could have a range that is se...
  • 4 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Chris Beaven
Circles of Success - Pulse 2017 - Customer Success for On-Prem Companies
During Pulse 2017 the Gainsight Client Outcomes Team organized a Circles of Success & Birds of a Feather Program, featuring group discuss...
  • 2 me toos
  • 2 replies
  • Question
  • Answered
Photo of Chris Beaven
Circles of Success - Pulse 2017 - Paid Customer Success Offerings
During Pulse 2017 the Gainsight Client Outcomes Team organized a Circles of Success & Birds of a Feather Program, featuring group discuss...
  • 2 me toos
  • 1 reply
  • Question
  • Answered
Photo of Heather Hansen
Dashboard Subscriptions for Dashboards with Filters
We are loving the new subscriptions for dashboards!  However, we have several dashboards set up with filters at the dashboard level, and ...
  • 9 me toos
  • 4 replies
  • Idea
Photo of Ryan
Exporting Reports to Excel: Formatting
We are in the process of rolling out a process where CSMs will post account updates in the CTA comments section. From there, we plan to p...
  • 8 me toos
  • 5 replies
  • Problem
  • Solved
Photo of Chris Beaven
Applying logic to who a CTA is assigned to
I received the following question from a customer: We want CTAs to be assigned to whoever is the Business Solution Partner and if there ...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Chris Beaven
Questions about Timeline activities synced to Salesforce
I received a few questions from a customer regarding timeline activities that have already synced to Salesforce: What happens when you e...
  • 2 me toos
  • 1 reply
  • Question
  • Answered
Photo of Cara Brill
Is there a way to show progress toward renewal goals in Reports 2.0?
Is there a way to add a line to a Current Year renewals chart so that we can see how we're tracking toward our renewal goal?
  • 8 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Chris Beaven
Circles of Success - Pulse 2017 - Technical CSMs/Customer Success Architects
During Pulse 2017 the Gainsight Client Outcomes Team organized a Circles of Success & Birds of a Feather Program, featuring group discuss...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Chris Beaven
Circles of Success - Pulse 2017 - Renewals & Expansion
During Pulse 2017 the Gainsight Client Outcomes Team organized a Circles of Success & Birds of a Feather Program, featuring group discuss...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Chris Beaven
Circles of Success - Pulse 2017 - Driving Advocacy
During Pulse 2017 the Gainsight Client Outcomes Team organized a Circles of Success & Birds of a Feather Program, featuring group discuss...
  • Chris Beaven, 1 year ago

  • 1 me too
  • 0 replies
  • Question
  • Answered
Photo of Chris Beaven
Circles of Success - Pulse 2017 - Customer Experience & Voice of the Customer
During Pulse 2017 the Gainsight Client Outcomes Team organized a Circles of Success & Birds of a Feather Program, featuring group discuss...
  • Chris Beaven, 1 year ago

  • 2 me toos
  • 0 replies
  • Question
  • Answered
Photo of Chris Beaven
Circles of Success - Pulse 2017 - High Touch Customer Success
During Pulse 2017 the Gainsight Client Outcomes Team organized a Circles of Success & Birds of a Feather Program, featuring group discuss...
  • Chris Beaven, 1 year ago

  • 1 me too
  • 0 replies
  • Question
  • Answered
Photo of Chris Beaven
Circles of Success - Pulse 2017 - Onboarding
During Pulse 2017 the Gainsight Client Outcomes Team organized a Circles of Success & Birds of a Feather Program, featuring group discuss...
  • Chris Beaven, 1 year ago

  • 4 me toos
  • 0 replies
  • Question
  • Answered
Photo of Chris Beaven
Circles of Success - Pulse 2017 - Health Scores
During Pulse 2017 the Gainsight Client Outcomes Team organized a Circles of Success & Birds of a Feather Program, featuring group discuss...
  • Chris Beaven, 1 year ago

  • 2 me toos
  • 0 replies
  • Question
  • Answered
Photo of Chris Beaven
Circles of Success - Pulse 2017 - 1:many Customer Success
During Pulse 2017 the Gainsight Client Outcomes Team organized a Circles of Success & Birds of a Feather Program, featuring group discuss...
  • Chris Beaven, 1 year ago

  • 2 me toos
  • 0 replies
  • Question
  • Acknowledged
Photo of Amanda DaSilva
Playbook Creation Module location UI
As an admin, I LIVE in the administration module. It took me an unnecessarily long time to learn where to navigate to create playbooks fo...
  • 9 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Ryan
Link to a non Gainsight object from Dashboards
From the Gainsight Dashboards, we pull reports on various non-GS objects.  For example, I have a report of all open cases filtered by CSM...
  • 10 me toos
  • 3 replies
  • Idea