I have to essentially pass a bill through congress to get a salesforce superuser to change anything, like new fields for success plans. The same is true for customer tags:
https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Confi...
It would be nice if this was configurable in the Gainsight admin. It would be even better if tags could just be invented by users on the fly and groomable by the admin.
We are trying to quickly label a specific set of customers but don't have a tag for it. By the time my salesforce admin can make the tag the need. We are going to work around this by having folks make CTAs that have a specific name and reporting on that.
Can we make tags for customers more lightweight to configure?
+1I completely agree with Scotty's request. The more we can do within GainSight the easier it is, avoiding delays and faster roll-out.
+5Switched to an Idea for better tracking.
+4Totally agree with the desire here. The special donut fund to bribe your Salesforce admins is not a happy process. The real answer is moving this to MDA so it is all under your control. That is actually our direction but in a more holistic way than just tags.
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