RELEASE

Gainsight's January/February 2023 - Q4 Release is LIVE [NXT & SFDC]

Related products: CS Journey Orchestrator, Email & Notifications

Gainsight is excited to announce the addition of a few much-anticipated features and enhancements that will improve Admin and User experience. 

 

NXT

The v6.35 release is live in NXT orgs in the EU as of January 28, and for US customers on February 07. Check out the release notes. Some highlights from the NXT release include:

📨 Log Journey Orchestrator Emails as Timeline Activities: CSMs can view all automated emails sent to their customers as Activities in Timeline. These automated emails help CSMs to drive discussions, use as reference and elicit responses from their customers during meetings. Learn more.

IMPORTANT: For the emails to be logged as Activities, admins need to select the Log To Timeline checkbox while creating the Journey Orchestrator  program.

🗃️ Out Of The Box Account Based Forecasting: The new out-of-the box account based forecasting brings Company View to the Renewal Center Forecast. Using this view, the CSMs can now forecast at the account level without owning opportunities. Learn more.

IMPORTANT: Admins must toggle on the Show Company View button from the Renewal Center configuration to activate account based forecasting for CSMs.

↔️ SFDC Bi-Directional Real-Time Sync: Admins can now sync data in real-time from Salesforce to Gainsight for the Account, Contact and Case objects. A maximum of three real-time sync jobs is supported (one job each for the Account, Contact and Case objects). Learn more.

👤 Ability to Merge Person Records Manually: Admins can now identify duplicate records in the People model and merge them to get a winning record. Admins can change the winning record or enrich the winning record after reviewing the impact analysis. Learn more

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SFDC

For SFDC customers, the release is live in your production orgs as of February 04. Check out the release notes. Some highlights from the SFDC release include:

📨 Log Journey Orchestrator Emails as Timeline Activities: CSMs can view all automated emails sent to their customers as Activities in Timeline. These automated emails help CSMs to drive discussions, use as reference and elicit responses from their customers during meetings. Learn more.

IMPORTANT:  For the emails to be logged as Activities, admins need to select the Log To Timeline checkbox while creating the Journey Orchestrator program.

🗃️ Out Of The Box Account Based Forecasting: The new out-of-the box account based forecasting brings Company View to the Renewal Center Forecast. Using this view, the CSMs can now forecast at the account level without owning opportunities. Refer to Configure Account Based Forecasting (Company View) and Account Based Forecasting (Company View) for CSMs articles to learn more.

IMPORTANT: Admins must toggle on the Show Company View button from the Renewal Center configuration page to activate account based forecasting for CSMs.

➕ Enhanced Formula Field in Reporting: Gainsight has enhanced the reporting capabilities by introducing three new functions in Formula fields. The new functions added are Sum, Average, and Count. Learn more.

IMPORTANT: You need to select the Percentage option from the Data Type dropdown, while creating the Formula field. 

🔌 Email Assist 2.0 Support for Chrome Plug-in and Outlook Add-in: Email Assist 2.0 features are now supported in the Chrome Plug-in and Outlook Add-in. With this release, the following enhancements are added to support the plug-ins: Folder Structure and Template Versions. Refer to Gainsight Assist Chrome Plug-In and Gainsight Assist Outlook Add-In articles to learn more.

IMPORTANT: The Email Assist 2.0 support will be available on February 11, 2023.

 

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FYI @andutta  @minh_phan @neelam_mukherjee @Divya 

Training & Certification

One note -- you can modify an existing JO Program to log emails to Timeline. It doesn’t seem to require that a program be newly created in order to enable this feature.


One note -- you can modify an existing JO Program to log emails to Timeline. It doesn’t seem to require that a program be newly created in order to enable this feature.

@vmallya Request you to please look into it. Thank you! 


@yuniyal, you may want to cover the usecase above for your upcoming webinar