We are wanting a way to easily track in Gainsight when a meeting is scheduled (future) with the client. This would include SBRs, normal syncs, or ad hoc meetings. Ideally this would link to our CSMs calendar and work similar to the Chrome Plugin where CSMs could just check to “add to GS Calendar” like you can check to “add to timeline”.
The intention is to give visibility to upcoming engagements with our customers and more easily track without causing additional work for the CSM that is manual. We do not want to create custom fields that require CSMs to keep track of on top the actually scheduling. We have found that method easily gets out of date and too cumbersome.
We are especially wanting to keep a better pulse on upcoming planned SBRs and then track on timeline when SBRs actually occurred.