Conversations

Photo of Kate Popp
Add Cockpit integration for Google Calendar (or similar service)
Our team uses Google Calendar to manage all of their meetings and events. It would help with workflow if we could automatically: - see o...
  • 71 me toos
  • 25 replies
  • Idea
  • Under Consideration
Photo of Chris Marconi
Copilot - Unsubscribers
If a customer unsubscribes to an outreach, does that prevent them from receiving future outreach emails or just that same outreach if sen...
  • 3 me toos
  • 7 replies
  • Question
  • Answered
Photo of Heather Ayer
Including Live Links in Playbook
I would like to be able to add live links to certain steps in Playbooks. This would allow our team to access the necessary power point or...
  • 10 me toos
  • 8 replies
  • Idea
  • Implemented
Photo of Irit Eizips
Attach files to Milestones
Our CSM team is looking for ways to quickly capture solution reviews or notes from meetings with customers. I believe the milestones coul...
  • 9 me toos
  • 5 replies
  • Idea
Photo of Kate Popp
Any recommendations for displaying SWOT in C360?
We're trying to sub out our Success Plans (currently ppts) for Customer 360. One part we're missing is a SWOT analysis, which our Exec t...
  • 5 me toos
  • 3 replies
  • Idea
  • Implemented
Photo of Kate Popp
Ideas for Logging Irrelevant CTAs
As we're implementing Gainsight, we're trying to track which CTAs are misfiring or are limitedly relevant for certain customer types. We ...
  • 2 me toos
  • 3 replies
  • Question
  • Answered
Photo of Irit Eizips
Group and Sort Rules
Would be nice to be able to group or sort rules in order to be able to quickly find them, or place the most active ones on top of the list.
  • 8 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Elaine Cleary
Provide a way to control permissions for Playbooks
The inaugural Gainsight Admin training class as Pulse in San Francisco today unanimously agrees that we should have some permission optio...
  • 19 me toos
  • 6 replies
  • Idea
  • Implemented
Photo of Brent Downey
Setting Up Gainsight Profiles in Salesforce
Hi folks! We are a new Gainsight customer and I'm trying to setup the app in Salesforce. I've printed out all of the setup documents foun...
  • 3 me toos
  • 1 reply
  • Question
  • Answered
Photo of Kate Popp
Allow CTA created without Customer attached
Currently, creating a new CTA requires you to input a Customer. Our team often needs CSM-level CTAs that aren't associated with specific ...
  • 5 me toos
  • 1 reply
  • Idea
Photo of Brent Krempges
Link to the C360 page via the SFDC Account page
You can easily access a SFDC account page from the C360 but this is not currently possible visa versa (unless you are using the Account w...
  • 2 me toos
  • 3 replies
  • Idea
  • Implemented
Photo of Lila Meyer
ANNOUNCEMENT: New Admin Webinar Training Sessions
We're excited to announce a new interactive series of Administrator training webinars. These sessions are intended to help new Gainsight ...
  • 3 me toos
  • 8 replies
  • Article
  • Archived
Photo of Irit Eizips
Creating milestones automatically
First off, kudos for adding the ability to add milestones automatically! We love using it, and have added a number of milestones automat...
  • 3 me toos
  • 4 replies
  • Idea
  • Implemented
  • Archived
Photo of Daria.Brainerd
Build a Client Roadmap for Goals and Milestones (Deliverable)
We are working on creating a roadmap deliverable for our customers that lays out their goals and milestones for the upcoming year. Is thi...
  • 5 me toos
  • 3 replies
  • Idea
  • Under Consideration