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lila_meyer
lila_meyer
Gainsight Employee ⭐️⭐️⭐️
June 22, 2016

Gainsight's New UI is Live!

  • June 22, 2016
  • 13 replies
  • 180 views
Gainsight's July release is live in your orgs! This release includes our new and improved user interface, plus some exciting product enhancements. Gainsight’s UI refresh provides a more consistent navigation experience across the application, as well as cleaner and improved page layouts. Most of the interaction changes are focused on the Cockpit and Customer360 pages, as well as Administration navigation. Admins will want to review our detailed July release notes.

Here are some resources to help familiarize you with the new UI:
Additional enhancements in July’s release:
  • Gsnap: record and send personalized video communications to your customer
  • Vault: import Report templates into your org
  • Reports color palette: customize your org’s reporting color palette
  • Success Plans: create SP’s for Relationships and enhanced reporting options
  • Reports: column totals now available in tabular reports as well as new widget visualization

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      darkknight
      darkknight
      Expert ⭐️
      July 12, 2016
      The videos would be more helpful if they were broken up a bit.  For example, separate the new features (which some customers may opt not to implement right away or at all) from the new UI navigation.  I cannot use the CSM training video as is because it includes navigation into areas we don't make visible for our CSMs, i.e. playbooks, surveys and the GSnap feature inclusion (which we are not planning to use right away).  If these were split up, then customers could choose which videos to share with their end users as it pertains to their particular environment.

      You may think "well the end users can just ignore the parts that don't apply to them" but it leads to a lot of questions and explanation (why don't I have access?  why can't we use that now? etc)  and adds extra noise for the ops team to sort through.
      Jeff Kirkpatrick
        lila_meyer
        lila_meyerAuthor
        Gainsight Employee ⭐️⭐️⭐️
        July 12, 2016
        Hi Jeff,

        This 5-minute video contains only the UI changes from our July release that pertain to CSMs, without reference to Gsnap or Surveys. I also removed the explanation of Playbooks, but there is still a brief glimpse of the Playbooks page. 

        For additional July release material that you can easily customize and share with your CSMs, I also recommend this PPT. You can just delete the slides that don't pertain to your org.

        Cheers,
        Lila 
        Lila Krutel, Dir. Global Education Services
          darkknight
          darkknight
          Expert ⭐️
          July 16, 2016
          Thanks Lila, this is helpful!
          Jeff Kirkpatrick
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