This release contains many important enhancements, including:
- Custom Cockpit List Views: users can save their favorite filtered views of CTAs in Cockpit
- Survey Links: Survey and CoPilot enhancements make it easier to close the transactional survey feedback loop
- Custom C360 page layouts: configure up to 11 different C360 page layouts and apply them to different Accounts and for different Users
- Customer360 Timeline (Beta): users can log updates, calls, meetings, or emails in the form of an activity on the new C360 Timeline page
- Report Builder improvements including Freeze First Column in tabular reports, filter by current user and other users, and export reports built with Data Spaces into PPTs
- CoPilot Power Lists and Outreach creation for internal SFDC users; as well as CSV file import of emails ID’s into Power Lists
- Gainsight Connect (Beta) for importing SFDC data into standard MDA objects from Account/Customer Info, Company, Relationships, and User
- Export a snapshot of your Gainsight configuration, including Rules and Objects
- PGP encryption is now available for the S3 Connector
- Account Hierarchy improvements: new aggregation options, sorting and filtering options, and better viewing experience
Check out our December webinar schedule, too!