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iqra_sheikh
iqra_sheikh
Contributor ⭐️⭐️
October 10, 2017

GS Stages at R360

  • October 10, 2017
  • 4 replies
  • 36 views
We would like to be able to use GS Stages at R360. This is a better fit for our business needs. As previously stated, we use Gainsight at the R360 level because we have various products within an account.

      4 replies

      joseph_siudzinski
      joseph_siudzinski
      Helper ⭐️
      October 10, 2017
      Hi Iqra,
      Are you able to create a new picklist field on the GS Relationship object to capture these? If so, you can then add it to the R360 so it can be manually changed in the UI and then added to reports, rules, etc.
      iqra_sheikh
      iqra_sheikhAuthor
      Contributor ⭐️⭐️
      October 10, 2017
      Hi Joseph,

      Yes, we have tried it this way but we would like for the stages to be automatically set. We have the staged in the R360 but at a manual level where the CSM can add a stage, which isn't as accurate as we would like. 

      Thanks,
      Iqra 
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      October 31, 2017
      Hi Iqra, Gainsight's fall release will have rule enhancements to extend functionality of rules driven action to relationship objects. You can access a fall preview in your sandbox org next week with the final fall release coming to production orgs during the last week of November. 

      Check your email for more information coming soon on the fall release including detailed release notes.
      VP of Customer Success at Forcepoint
      jeffrey_coleman
      jeffrey_coleman
      Helper ⭐️
      October 31, 2017
      If we extend this a bit, I'd like to see stage and status captured for Relationships in the same way they are for customers. In our model you can have a relationship that's active and one that's churned (status) and tracking stage is definitely important. The custom field is fine, but it's an odd "hack" for what I'd have expected OOTB. And then what I [i]really[i] want are the summary widgets for that data!
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