Ability to include scorecard (account and/or relationship) in success snapshot
The success snapshots have the potential to be a huge time saver for CSMs and even CS mgmt to provide to Exec Mgmt. The ability to include reports built in Gainsight is great, however the out-of-the-box visual presentation of scorecard information is wonderful and cannot really be duplicated in a report.
I would love to see the ability to add scorecards as an element to be included in a success snapshot. The trend indicators, notes, current health scores, etc are contextual gold for preparation for meetings or to even share with a customer in an EBR.
I would love to see the ability to add scorecards as an element to be included in a success snapshot. The trend indicators, notes, current health scores, etc are contextual gold for preparation for meetings or to even share with a customer in an EBR.