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We're launching a Gainsight Home contest starting now (running through Sep 20th) you can win rewards.The purpose is to celebrate the launch of Gainsight Home and to share amongst the community some of the various configurations and use-cases of Gainsight Home. How to enter, submit a screenshot of your custom Gainsight Home and a brief description of your use-cases (How you are using Gainsight Home). If you need to blur any sensitive content you can follow this guide: how to blur content. Important: submit your entry as a comment on this post, not as a new post There will be prizes for the best three Gainsight Home use-cases. Award criteria 1) Highest number of likes on your post. 2) Panel review by Gainsight Product Managers. The winners will receive Gainsight Community swag and you’ll be featured in our quarterly Newsletter! NOTE: Please don't share confidential information. Please limit comments on this thread to contest entries. We are
The following are the key highlights of User Management as a part of the 6.23 release: Internal Collaborator and External are the two new license types that will be introduced to manage users better in Gainsight instances. There will not be any extra charges for accessing these license types. ‘Unlicensed' license type will no longer be available in Gainsight. Every existing ‘Unlicensed' active user with 'Internal' system type will be assigned an Internal Collaborator license. All ‘Unlicensed' active users with ‘External' system type will be assigned an External license. While importing users from external systems or Salesforce, users' status (active/inactive) will be honored. (Only applicable to Salesforce) Gainsight users' (who're added from Salesforce) license type will be updated based on the permission sets assigned to them in Salesforce. For more information on these enhancements, refer to the NXT and SFDC articles.FYI @soumitrasahu@neelam_mukherjee@sai_ram
What’s that you say? Move to a quarterly release cycle? We hear you loud and clear. A time-based quarterly release cycle is definitely the right call, and we’re preparing to take action based on your input. In fact, Gainsight’s adoption of this global strategy for quarterly product releases is expected to start in April/May of 2022. Key Benefits of Quarterly Release Cycle [win-win]: You... Gainsight... Get early head’s up about the upcoming changes Gets longer time to perform testing activities such as performance testing and UAT, hence, improves the quality Get more time to make necessary arrangement to embrace the changes Forecasts detailed planning via roadmap efficiently Spend adequate time to explore Beta features and provide feedback Implements feedback and gets aligned with the incremental beta feature development strategy Experience better quality and improve adoption Spends more time to review the change
Want to know if your favorite product request is planned? Check out these Gainsight product-team led sessions from last week’s Pulse Everywhere event to learn more about what our product managers are focused on! Gainsight Platform Innovation (30 mins.) - Hear about all the powerful integrations Gainsight has planned for this year, plus real-time data processing capabilities, Relationship templates to simplify configuration, Scorecard setup improvements (coming in June!), ability to manage users based on teams or roles, and an enhanced Customer360 built on the new Horizon Experience. If you have questions or feedback, post it here -- our product managers want to hear from you! Show Me the Money with Customer Cloud! (20 mins.) - Learn about planned enhancements to renewal forecasting and data science, how you’ll soon be able to take action right from the analysis, and RO will help ensure you work with the right people to secure renewals, plus discover expansion opportunities, and pull
Hi Community! We want your feedback via a live advisory session with our Product Management team What is the Virtual Customer Advisory about?One of the most requested scorecard enhancements has been to provide tools to help make scorecards more predictive of churn. To provide this we are looking at 2 features:A tool to preview the impact of scorecard config changes A tool that tells you how well your individual measures, measure groups, and overall score predict churnWho is the right person to Enroll?If you identify with one of the following situations, I am sure we would mutually benefit from the conversation:Active Admins who are using Scorecards You are generally unsure of how good your scorecard configuration is, and how to make them better You recently reconfigured your existing scorecards, or are planning to do so, and you are facing difficultiesWhen is this happening?We are planning a number of sessions in the first week of Feb 2021 What should you do?Please register for the rou
Hi All, Use this thread to share your feedback, queries, discussions. You can also use this thread to report bugs (if any) or anything that’s related to your experience with the [b]"Email to Timeline"[/b] feature enabled as part of Beta program in your respective Orgs. Our team is eager to receive your feedback as it will help us make this feature more delightful. Hope you all actively use this feature and share your feedback with us. Thank you in anticipation!
Hi Community! We have an exciting new feature that we are getting close to release and want to do some beta testing with some engaged end users. This is a Chrome Browser Gmail Plugin that makes it easier to use Email to Timeline as well as Email Assist templates right from within Gmail! We know this is a integration, so the selected participants need to be the most engaged beta testers possible! • Criteria - Available for SFDC edition and NXT. Requires Chrome browser and Gmail as the email client (we are looking at other combinations for future releases). You should also be using Timeline and Email Assist templates to fully test the functionality of this plugin. Timing - we want to choose testers no later than January 29! Interested? Send me a DM or reply to this thread so we can get the conversation started.
The Gainsight SFDC release is live! Highlights of this release include: Import solutions and assets from Sightline Vault to get up and running in Gainsight faster. Use the new Company Merge feature to merge two companies into a single master company record, and choose which values to store and/or aggregate. Control Scorecard measure weight calculations and create exceptions at the group level, all while enjoying the new Horizon Experience. Take action faster in the Renewal Center with dynamic filters for forecast periods, drill downs on the Analyze tab, and more! To learn more about the v6.15 release, check out the SFDC release notes and highlights video! Timeline External Attendees Will Only Work with Gainsight Standard Objects Starting July 2 Starting July 2, Timeline External Attendees functionality will use data from Gainsight Standard Objects such as the Company Person or Relationship Person objects, instead of the SFDC Contact Object. This enhancement r
We’re excited to announce the Gainsight Community is moved to a new platform. All of your posts, comments, points, and profile information are migrated to the new platform. The only change you need to make is to re-set your password. You’ll still access the Community at https://community.gainsight.com.In general, the user experience will look very similar, with some helpful new additions. On the new platform you’ll be able to:- Filter posts by Authors in the refine search results options- Follow other Community members to view their latest activity- Create a private post for Gainsight Community Admins to view/reply- Tag (@mention) other Community members on a post to facilitate conversation (Note: this may not be available on 10/23, but is definitely coming soon!)- Like or Follow any post. There are no “me too” or “vote” options in the new system. The me too and voting data from our old platform appears as “likes” in the new system.- Mark responses to your own posts as helpful, to ackn
Hi Community! We need your feedback via a live advisory session with our Product Management team What is the VCAM about?We need your feedback on the application & design for the new Customer Success Qualified Leads (CSQL) solution. We will also share insight into our roadmap in this area. About the solution:We are investing in a purpose built solution for Customer Success Qualified Leads (CSQL). This feature will allows CSMs to: Create Leads and share it with Sales. See reports on the value of CSQLs they created, the value of CSQLs that converted to an Opportunity and the value of Opportunities that were won. Who is the right person to Enroll?Customer Success Managers who are involved in identifying potential Expansion opportunities (Upsell & Cross-Sell) Account Managers and Account Executives who are responsible for Expansion (Upsell & Cross-Sell) Admins who have configured / or interested in configuring CSQLsWhen is this happening?We are planning for a session on Octobe
On Feb. 25 in our V6.0 release, we rolled out the new Email to Timeline feature and already 100+ Gainsight customers are using it -- and so can you! Admins can learn how to enable the feature using this [url=https://support.gainsight.com/Timeline/Admin_Guides/Configure_Email_to_Timeline]guide[/url], and watch an overview of how the whole process works in this 9-min. [url=https://vimeo.com/302184694]video[/url]! If you have questions or feedback, feel free to share them on the [url=https://community.gainsight.com/topics/email-to-timeline-beta-5bfbc778e4b0fa8f17f90027]Community[/url]. Email to Timeline was one of the most popular feature enhancements ever shared on our Community, and we're very excited to bring it to life! Please let us know if there's anything blocking you from setting up this new feature for your users!
6.19 RELEASE The v6.19 release is live in NXT orgs in the EU as of November 28, and for US customers on November 21. Check out the release notes here.For SFDC customers, the release is live in your production orgs on December 1. Check out the release notes here. This release includes: The new Real-Time Rules feature that enables you to trigger a rule immediately trigger a rule based on an event - in Gainsight or from external applications. These rules are event-based and do not require scheduling or scanning of data to trigger a Rule. Success Snapshots can now be used with Google Slides templates. Multi-Currency support is now available to all customers. This enhancement allows Admins to load currency data into Gainsight with original currency codes such USD, EUR, GBP, and so on from the source. Use the new Load to Survey action type in Rules Engine to enable automated ingestion of external CSAT survey responses into Gainsight in order to build enriched CX Analytics. The new
Hello Everyone,Sally in Slack now allows the users to create CTAs or post activities to Timeline, without logging-in to the Gainsight application. These Gainsight actions can be taken on any important conversation either from Direct messages or from Channels.Following are the ways users can create a CTA/post an activity: Sally Menu Slack Shortcuts Slack Slash Commands IMPORTANT: In case if you are not able to perform the above actions, reach out to your Gainsight Admin for reauthorizing your Slack workspace on the Gainsight Sally admin page.Click here (SFDC / NXT) for more information about this feature.Thanks!FYI….@rahul_prayakarao
@All - we really appreciate all of the product inputs that our customers take the time to share with us on the Community. Your feedback helps us build better products and services, and stay in tune with what customers want, need and expect. We want you to know that our product team listens and carefully considers your ideas and concerns. I'm happy to report that we have implemented many suggestions from the Community in the v6.15 release! Here's the complete list. In our release notes, Ideas that originated on Community are marked with the “C” icon. SFDC edition v6.15 Release Notes NXT v6.15 Release Notes Below are a few feature highlights: Company Merge to resolve duplicate or acquired company records Delete GS Opportunity Records from Renewal Center Data Operations Person Resolution Key Configuration Scorecard Workflow Updated for Clarity and Efficiency Scorecard Measure Weight Calculation Updated to be more Intuitive Create Scorecard Exceptions
We are planning to integrate Productboard with Gainsight toProvide a single source of truth on all the feature requests that a customer has shared in the C360 section Submit feature requests on behalf of the customer directly for Gainsight Enrich a feature request by giving visibility to other CSMs (tag other customers, ability to upvote or share comments)I would like to hear if this excites you? Do share some use cases on how this integration will be helpful for you. Note: Please mention if your Product team is using Productboard or any other roadmapping tools like Aha! or ProductPlan.
The v6.26 release is live in NXT orgs in the US as of July 3, and for EU customers on June 26. Check out the release notes here. For SFDC customers, the release is live in your production and sandbox orgs as of July 6. Check out the release notes here. Some highlights from this release include: IMPROVE PRODUCTIVITY WITH GAINSIGHT HOME (Gainsight NXT only)Introducing the new Gainsight Home feature that helps CSMs perform their day-to-day customer success activities more effectively.Gainsight Home is a configurable composition of widgets from various Gainsight applications, including Cockpit, Adoption Explorer, Scorecards, CX Center, and more. CSMs can now complete their day-to-day tasks with minimal clicks and without the need to navigate to multiple pages or tabs.Once the admin configures and publishes Gainsight Home, CSMs/admins can customize their home page with widgets of their choice. For more information on Gainsight Home, refer to the Gainsight Home Overview article. GET MORE
Hi Community! We need your feedback via a Virtual Customer Advisory Meeting with our Product Management team What is the VCAM about?CSMs are facing challenges because of an inability to log Journey Orchestrator Emails in Timeline. This meeting will help us get a better understanding of the problems arising today because of the these limitations.Agenda of the VCAM:Discuss problems that will be solved by bringing JO Emails to Timeline Discuss details of the functionality you will be interested in.Outcome of the VCAM: With the above discussion, we will be able to ship a solution for bringing Journey Orchestrator Emails in Timeline. Who is the right person to Enroll? CSMs who actively use Journey Orchestrator and Timeline. CS Admins are also welcome to share their requirements. When is this happening?Thursday, January 20th -10:00 AM ET / 7:00 AM PT/ 8:30 PM IST Thursday, January 27th - 10:00 AM ET / 7:00 AM PT/ 8:30 PM ISTWhat should you do?Please register for the roundtable to the slots
Many of you heard at Pulse Everywhere how excited we are to launch Sightline Vault, which provides access to pre-configured solutions built by Gainsight and the broader Gainsight community. These solutions help you effectively utilize Gainsight features and incorporate best practices into your Gainsight instance with the click of a button. This not only allows you to see value faster, but significantly reduces the amount of time and effort your team spends setting up/configuring Gainsight. Here are just a few examples of the solutions you’ll find in Sightline Vault: End-to-end CSAT survey process. Weekly digest emails for internal Gainsight users with details of their past activities and upcoming tasks. COVID-19 risk assessment and portfolio view – ready to help you understand account risk based on our own best practice. To learn more about why we believe this an important extension of our community, click here. For information on how to start importing Sightline Vault
Gainsight is proud and excited to announce a new Mentorship Program just for CS Ops Professionals! We’ve also launched a new CS Ops Central resource page, and partnerships with SV Academy and Hire Heroes to help train and place people in CS Operations roles. Read on for more information…Mentorloop - mentoring for new and experienced CS Operations professionalsIt’s free, easy to join, and rewarding. Sign up here now! Within a week we expect to have a broad group of mentors & mentees, so that you can begin this awesome journey.For mentees, this is an opportunity to learn from others’ experiences in CS Ops, and get personalized advice on how to grow your skills and career. As a mentor, you’ll have the satisfaction of developing others for an increasingly important career path, as well as build your own coaching and people skills. We encourage you to consider signing up to be both a mentor and a mentee. Why? You likely have valuable experiences to share. Even if you’ve been in CS Ops
@All - We really appreciate all of the product inputs that our customers take the time to share with us on the Community. Your feedback helps us build better products and services, and stay in tune with what customers want, need and expect. We want you to know that our product team listens and carefully considers your ideas and concerns. I'm happy to report that we have implemented many suggestions from the Community in the v6.16 release! In our release notes, Ideas that originated on Community are marked with the “C” icon. SFDC edition v6.16 Release Notes NXT v6.16 Release Notes Below are a few feature highlights with links to documentation: General Administration Navigation Reorganization CX Center (Beta) Segments Relationship Support in Renewal Center Improved Rules Engine Formula Functions Fields in Rules Add/Subtract Date Formula Fields Introducing Advanced Scheduler in Data Designer Add Profile Picture for Gainsight Users Thanks
Hi Community Members! We are very excited to announce a powerful new integration that is now available in beta. We have partnered with Zapier to build a Gainsight app interface through Zapier that will allow you to easily configure data flows between Gainsight and other applications. Some sample use cases could be using events or triggers in any system that integrates with Zapier to add new records to Gainsight in near real time.In this beta release the data jobs are limited to the creation of records in the following Gainsight objects:Company Person Any Low Volume Custom objectWe plan to add additional capabilities in the future and could use your help to test this integration and provide feedback to us on how we can improve. If you'd like to participate in this beta, please click this link to fill out our beta invitation form, after which we'll be in touch with you on how to access this functionality.
Hi Community! We want your feedback via a live advisory session with our Product Management team What is the Virtual Customer Advisory Meeting (VCAM) about?A lot of you have expressed interest in the ability for CSM’s and Managers (non-admins) to build their own reports. We try to democratize report building at Gainsight however we also recognize that there might be some problems with directly exposing report builder to everyone in your org. We want to listen to your feedback, understand some pain points, and share some ideas with you so that when we release “End-user Reporting” it helps as many of you as possible. Who is the right person to Enroll?Active Admins who build reports. If you have already exposed reporting to everyone in your org, we would love to hear your experience a bit more.When is this happening?We are planning a number of sessions in the second and third week of Feb 2021. What should you do?Please register for the roundtable slots provided using this form. If you are
As a Gainsight customer, you know we take your feedback seriously. Every month, we release new features and enhancements, largely based on the product feedback everyone shares here in the Community. Of course, we can't act on every suggestion, but we do our best to listen and understand your needs, and prioritize new development accordingly. Our Community Manager meets with our Product team on a monthly basis to review popular Community Ideas. These are the Idea statuses you'll see on Community, and what each one means: No Status: default status for all new posts. Acknowledged: our product team has reviewed the request, but we’re not prepared to take action yet. We aim to revisit Acknowledged posts with the most votes every 6 months. Under Consideration: our product team has added the request to the roadmap for sometime w/in the next year. We aim to revisit Under Consideration posts with the most votes every 6 months, to determine if they can be assigned to a specific release (aka, Pl
We had a great roadmap session last week where we covered a wide range of topics across the CS platform. There will be additional sessions at Pulse and later this year if you weren’t able to attend this one.We’ll also host deep-dive sessions for the specific product areas that you all expressed interest in, so be on the lookout for those opportunities in Community soon. The two areas of most interest were the new 360 and updates to rules and data designer so we’ll schedule those sessions first.There was a significant interest in getting involved in our beta programs. Here is a recent community post on how to get more involved and more information on beta programs. Also, be sure to connect with your CSM and let them know what you’re excited to participate in.This post is largely in response to questions we didn’t have time to cover during the webinar and we’ll share additional materials as we get close to releasing each feature.Timeline Improvements:Journey Orchestrator is coming to Tim
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