Skip to main content
Solved

Are business modeller and relationships the same?

  • December 19, 2019
  • 5 replies
  • 431 views

jnoble100
Forum|alt.badge.img
  • Contributor ⭐️⭐️⭐️⭐️

Hi guys. We’re using the NXT addition of Gainsight CS and using relationships to model our customer hierarchy - with the relationships as the different regional child companies.

In the support sites I can’t see any mention of business modeller but on the Gainsight university, there’s an admin training course - for the SFDC version - that covers business modeller and talks about it as being the updated/renamed relationships.

Are business modeller and relationships the same?

Best answer by spencer_engel

Yes, they are the same. Apologies for the confusion!

5 replies

spencer_engel
Forum|alt.badge.img+5
  • Expert ⭐️
  • Answer
  • December 19, 2019

Yes, they are the same. Apologies for the confusion!


dan_ahrens
Forum|alt.badge.img+2
  • Expert ⭐️⭐️⭐️
  • December 19, 2019

Hi @jnoble100 - one consideration as I read your post - are those regional child companies separate accounts in your CRM or are they not represented in your CRM? If they are separate accounts in your CRM, you might be better suited to use the Hierarchy functionality, with distinct Gainsight Company records per each. https://support.gainsight.com/Gainsight_NXT/07360/02Admin_Guides/Configure_Company_Hierarchy

 

Relationships (Business modeler) is usually better suited for the kinds of modeling where there isn’t a separate account in your CRM, but there is a need to model the relationship with more than a single C360. Your Gainsight CSM can help you assess the unique criteria of your use case and apply the best option. 


jnoble100
Forum|alt.badge.img
  • Author
  • Contributor ⭐️⭐️⭐️⭐️
  • December 19, 2019

We’re not using a CRM with the same relationships - so they’re set up in Gainsight as the starting point. One company and currently 12 relationships representing the different child companies.


dan_ahrens
Forum|alt.badge.img+2
  • Expert ⭐️⭐️⭐️
  • December 19, 2019

So in the example you provided, only the parent company exists in your CRM and the 12 child companies are not represented in your CRM at all?


jnoble100
Forum|alt.badge.img
  • Author
  • Contributor ⭐️⭐️⭐️⭐️
  • December 20, 2019

No, in the CRM the company and relationships exist but we’re not bringing them in from the CRM - we’ve set them company and relationships up manually in Gainsight.