Conversations

Conversations 1 - 20 of 113
Photo of Amanda Neil
Ability for Sally to post SFDC objects to timeline
Current use case for us is that we currently track engagements through an SFDC form and would like to have the ability for our CSM/CSA's ...
  • 2 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Mark
How to configure the Features section in C360
I'm looking for instructions on how to configure the standard Features section in the C360. I don't see any configuration settings in it ...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Shannon
Gainsight Sally - doesn't always return results on customer name
We are using Sally to look up details on customers and the more of the actual name you type in the less likely Sally is to find it. What ...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Jen Pakravan
Enable Sally for Slack to report Success Plan Information
Are there plans to add Success Plan information as something a user can query through Sally for Slack? There's a huge need for it in our ...
  • 3 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Britton Walker
Customize timeline fields Sally can access
I would really love the ability to customize what fields are available when logging a timeline activity through Sally. Our CSM's have qui...
  • 4 me toos
  • 2 replies
  • Idea
Photo of Jahnavi
Gainsight Sally - Return calculated results
It would be great if Sally could return results like - Number of customers with xyz relationship or number of users whose NPS score is > ...
  • 1 me too
  • 1 reply
  • Idea
Photo of Seth
Recipe to Push NPS Responses to Slack
I'm very pleased to say that I was able to set up an Advanced Outreach to push our NPS responses to Slack! Preview in Slack Click to E...
  • 14 me toos
  • 6 replies
  • Article
Photo of Jackie Cofield
What data from LMS are others putting into GainSight?
Hello, interested to learn what data points others are putting into gainsight from LMS (we use Docebo). Some ideas we have are: # of acti...
  • 1 me too
  • 1 reply
  • Question
Photo of Matt Wheeler
C360 - Graphs As Animated GIFs
Hello everyone.  At SportsRecruits, we like to use the reports in C360 to show the client that the product is being used a lot (ie, you ...
  • 6 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Srikanth Nadukudy
Transactions not recognized for an Account unless there is at least one 'new business' type oppty!
We have this situation with few of our customers. The sub-division of the parent company is a new account in SF.com but they will not hav...
  • 1 me too
  • 1 reply
  • Idea
Photo of Ky Powell
Is there a way to do Org Mapping from within Gainsight?
Currently we use Salesforce to do Org Mapping but there are a lot of restrictions. Is there a way to do org mapping like this in Gainsigh...
  • 3 me toos
  • 4 replies
  • Question
  • Acknowledged
Photo of Steve Davis
Adjustable Container Sizes In C360 Sections
I have a client request to adjust the C360 section container to fit the report or to allow for adjustable container sizes. I noticed that...
  • 6 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Logan T
C360 Report Section Size
Hey Teams, This is Logan from Support. We've heard a few requests for some added configurational options on C360 sections. Specifically;...
  • 6 me toos
  • 4 replies
  • Problem
  • Acknowledged
Photo of Puna
Custom Search Parameter
Is it possible to have Sally's "Summary for ...." search be based on something other than Account Name?  We use an internal ID to referen...
  • 3 me toos
  • 3 replies
  • Question
Photo of Rajesh Gande
Product Updates - Sally (Slack Integration)
We will use this thread to post any product updates to Sally (Slack Integration) 
  • 9 me toos
  • 8 replies
  • Article
Photo of Jeffrey Coleman
Connect LRM Transactions to Relationships
We use LRM 1.0 and find it invaluable. I know not everyone uses it, but the chaining of transactions makes our retention reporting so muc...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Lokeshraovn
Integration with Zuora Subscriptions
Hi, Has anyone done Gainsight and Zuora Integration and get the subscription data from Zuora to Gainsight. Any insights on this will be...
  • 1 me too
  • 1 reply
  • Question
  • Acknowledged
Photo of Tony Tao
Help Wanted: Set ARR on customer tab with multiple opportunities
Hi,  We have multiple opportunities that can be recurring revenue and need to create a rule to update AAR on the customer tab.  Any adv...
  • 2 me toos
  • 2 replies
  • Question
Photo of Seth
Sally Error Message needs improvement
I had a colleague just ask me for Sally access, which is great. However, her first experience with Sally was the error message, which is ...
  • 3 me toos
  • 1 reply
  • Problem
  • Acknowledged
Photo of Elizabeth Gerber
Hyperlinking within C360 widgets
We have a widget in the C360 that includes hyperlinks pulling from Salesforce. It would be nice to have the ability to hyperlink those t...
  • 2 me toos
  • 1 reply
  • Idea
  • Implemented