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laura_jark
laura_jark
Contributor ⭐️
November 30, 2017

Drag & Drop Org Charts for Customers in Gainsight

  • November 30, 2017
  • 3 replies
  • 117 views
I'm looking for an idea or solution to creating structured org charts (potentially out of the Contacts tab) for our customers in Gainsight. We work with large enterprises that have many divisions and teams that work with our product - it would be nice to be able to have a tool that allowed us to real-time update the org chart of our executive contacts (down to individual contributors). 

Perhaps there could also be functionality by contact that allows a CSM to tag if they have met/engaged with that Executive? Food for thought!

      3 replies

      spencer_engel
      spencer_engel
      Expert ⭐️
      November 30, 2017
      Hi Laura - I think that's a great idea. Wanted to let you know there's a similar Community post as well (but might be slightly different than what you're asking for): https://community.gainsight.com/gainsight/topics/build-org-chart-by-dragging-sponsor-tracking-cards-...
      rajesh_gande
      rajesh_gande
      Helper ⭐️
      December 1, 2017
      Hi Laura,

      Thanks for the suggestion. We are planning to add the org chart visualisation of contacts in the new 'Person section' in C360. I will update on the ETA when we have better visibility.

      The following community post has more details about the new 'Person section' that is going to get added in C360.
      https://community.gainsight.com/gainsight/topics/person-section-in-c360

      Please feel free to share your feedback & inputs.

      Thanks,
        kunal_bhat
        kunal_bhat
        Helper ⭐️⭐️⭐️
        May 17, 2019
        It's been a while since the original post but we now do have a feature that will allow you to do this within gainsight : People Maps!

        Some of it's features are:

        1. Easily map out the organizational structure within your customer accounts in order to better navigate to the right people and understand who all of the players are in their success.

        2. You would also definitely want to ensure that not only are you reaching out to the right people but also that people are satisfied across all levels of the organization. View important information about each person such as the last NPS score they gave you and when your last engagement with them was. With these insights your team can more easily understand if you’re engaging at the right levels, if there are certain parts of the business that are more satisfied than others and so on.

        3. You don't have to build the map here. You could bring in hierarchies from Salesforce or elsewhere and consume People Maps within Gainsight.

        4. Download the org chart as a.jpg to add to your presentations!

        More information on this post:

        https://community.gainsight.com/conversations/people-maps-beta-program-is-live-5cdd7f45e4b094bd2ceda345

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