I'm back with a new video that explains the benefits of using Gainsight's Person model, as well as some admin tips and tricks.
In this video, I cover the following:
Benefits of using Person Model
- Required for Email to timeline
- Required for configuring @ mention in timeline
- More compatible with Survey 2.0 and Journey Orchestrator
- Person records can be editable straight from the C360
- Required for using our new People Maps feature
- Remember that you can add custom fields in either the Person or Company Person objects.
- You might want to create a rule that makes sure changes made to Person records get synced back to your source CRM's contact records.
- Remember to set up your derived mappings appropriately when creating the setup action.