CS Leader Zone - Keep CSMs Up to Date with Journey Orchestrator Email Logging

  • 25 April 2023
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Hello There!

As a CS leader, you understand the importance of keeping your team in sync with their clients' needs and expectations. One way to achieve this is by ensuring that all communication with the client is documented and easily accessible.

Gainsight's Journey Orchestrator feature now makes this even easier by logging emails sent through the platform into the timeline as an activity.
But the real question is why exactly do we need to have emails logged to the timeline and how is this really helping? 

Here are key highlights on why this feature really excites and makes sense for the CS leaders:

  • Increased Visibility and Transparency
    With all emails sent through Journey Orchestrator being logged in the timeline, CSMs can easily track the communication history with clients. This helps them stay on top of their clients' needs and be in sync with all the information their client is receiving.

  • Improved collaboration and alignment
    CSMs can quickly access the timeline to see what communication has already been sent and received, making it easier to coordinate next steps and avoid duplication of effort. This can also help prevent any internal miscommunication or misunderstandings in terms of any information being shared with the client.

  • Data-driven insights
    With all email activity being logged in the timeline, CS leaders can gain valuable insights into the team's communication patterns with clients and optimise on the overall communication strategy.

Watch this brief video that showcases why every CS team is adopting this.

 

Overall, the ability to have all emails being logged into the timeline is a boon for CS leaders and their team as they always have accurate and exact content / details on all communications and can use this information correctly while discussing further strategies for their clients. 

How is the feature helping you and your team be more effective?


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