Skip to main content
ganesh
Contributor ⭐️⭐️
October 21, 2015

JO emails for CSMs to send

  • October 21, 2015
  • 42 replies
  • 284 views
A few customers have asked for the ability to draft template emails via copilot, but for the final "send" button to reside with the CSM. So - the CSM gets the final say on when the email is sent, but does not have to take the time to draft the email contents. 

    42 replies

    gaurav_kotak
    Expert ⭐️
    June 21, 2016
    Development is underway. It is planned for August release. 
    darkknight
    Expert ⭐️
    June 21, 2016
    One last question - will this only be available in the 5.0 UI or will it exist in 4.x as well?
    Jeff Kirkpatrick
    manu_mittal
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    June 21, 2016
    Hi Jeff,

    All such new development is happening on the new UI. We are on track to push 5.0 out to everyone early July, so should be OK? 
    darkknight
    Expert ⭐️
    June 21, 2016
    Wait no this is not ok.  The navigation is so much different, it will be a stark shock to our CSMs and we need time to be able to prepare internal training and documentation to roll out.   I'll follow up with our CSM.
    Jeff Kirkpatrick
    manu_mittal
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    June 21, 2016
    Totally get the concern, Jeff. We have a related communication going out soon, with documentation, videos, etc. that should help. PMs are also available to address any questions or feedback.

    We ran an early access program with some of our brave customers, and feedback so far has been positive, with minimal concerns around the learning curve. Still not a topic to be taken lightly at all, so please let us know if you have any thoughts on what would help you prep your team better.
    darkknight
    Expert ⭐️
    June 21, 2016
    Definitely more than just a couple weeks notice.  
    Jeff Kirkpatrick
    manu_mittal
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    June 21, 2016
    A quick note on the navigation:
    • We have introduced a new global navigation to easily get access to different Gainsight product areas. But this would only be available on demand, i.e., sits on the top left unless pulled in. The Salesforce tabs across the top are still available, if you haven't upgraded to lightning yet (like most). Additionally, the header will not keep auto-hiding the Salesforce tabs. We'll remember your last preference and act accordingly, within the same session -- minor, but should help a lot.
    • Within each product area also, we have moved to a left-side navigation, which is definitely new behavior. Worked well for administration, as we were able to clean up all the tabs and tiles across the top.
    • Both global and product area level navs have search to help find the right page.
    adam_bambrough
    Contributor ⭐️⭐️⭐️⭐️
    June 21, 2016
    I'd prefer a 'legacy mode' switch for at least an interim period so we can access the current UI...  We have a bunch of custom internal documents with screenshots etc to help various teams use Gainsight so it's no small task to update those, an then there's training on top of that... Will speak to our CSM also, but I'm hoping the rollout will include training videos/resources to make this as seamless as possible. 
    darkknight
    Expert ⭐️
    June 21, 2016
    Yes we have the same issue.  We created a lot of internal content that will now need to be updated.

    One positive, I just remembered, we have auto-update disabled in our production environment, so we will have a bit of control around this going live to CSMs, but I believe it is important for Gainsight to recognize that customers need plenty of advance notice so they can adequately prepare.  From what I have seen there is enough of a change in the UI that it could disrupt end users - add to that, we are in the middle of training new teams to which we are rolling out in July.  This is really bad timing for us.  Had we known earlier, we could have been more prepared.

    Manu - the earlier the documentation and videos can be shared with customer Operations teams the better.  
    Jeff Kirkpatrick
    manu_mittal
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    June 21, 2016
    Yes, Jeff, we are looking into expediting the communication. Since you have opted out of auto-upgrades, we have a little more wiggle room. Obviously not ideal to not upgrade for too long, given how much stuff is coming out. Thanks for working with us on this!