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dariabrainerd
Contributor ⭐️⭐️⭐️
Jun 29, 2015 11:38 PM UTC

Ability to drag/drop Outlook Exchange Email activity into Cockpit or Chatter Feed

We have a lot of email interactions that are inherently 'calls to actions' and that we would want to capture as a CTA in Gainsight. Or perhaps, the email relates to a task of a CTA (a follow-up, etc.). Our CSM team is still very much living in their email and not in their cockpit. We don't have the time to take the administrative step to 'document' the CTA for whatever the email exchange was about. It would be helpful if we could 'drag/drop' the email from outlook into the chatter feed or CTA. Or, it would be nice to even create a CTA directly from the email, keeping the thread and documentation intact. How are others handling the battle between Cockpit activity and organic customer activity that comes through via email? 

    5 replies

    kristin_f3c469
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Jun 30, 2015 12:24 AM UTC
    I don't have a solution, but am getting the same question from our AMs as the ramp up on Gainsight.
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    manu_mittal
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    Jun 30, 2015 1:16 AM UTC
    Thanks for your comments, Daria. We, in the product team, are discussing providing an easy mechanism to log email and other activities in Gainsight (with or without a CTA). 
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    dariabrainerd
    Contributor ⭐️⭐️⭐️
    Jul 21, 2015 5:36 AM UTC
    Do we have an ETA on this? Thank you!
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    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    Feb 8, 2016 8:35 PM UTC
    This has come up with our team quite a bit as well.  Would be great if similar to Saleforce there was an email that you could copy or send to that would include an email in GS on the C360 page.
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    sai_ram
    Expert ⭐️⭐️
    Apr 29, 2019 6:20 AM UTC
    Hi Daria, 

     

    This is can be achieved via Bcc Timeline feature.

    Please refer to this article for more info.

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