Skip to main content
Wes French
Contributor ⭐️⭐️⭐️
October 25, 2023
Question

Pooled CSM and logging emails to Timeline

  • October 25, 2023
  • 3 replies
  • 238 views

Hello folks!

We’re implementing a Pooled CSM model for a subset of our low-touch customers and we assumed that using a shared inbox in Outlook was the best approach for the Pooled CSM’s but I just learned that Outlook does not support Gainsight Assist for shared inboxes so I’m curious what other’s are doing?

 

We set it up so that all Pooled customers have the same CSM user Id and the user email is the shared inbox email. Is this the typical approach? Thanks!

3 replies

Contributor ⭐️⭐️
November 7, 2024

following

darkknight
Expert ⭐️
November 9, 2024

 

Jeff Kirkpatrick
Contributor ⭐️⭐️
November 21, 2024

Hi ​@Wes French,

 

I hope you are doing well! I wanted to see if you had time to connect on managing a shared inbox for a group of CSM’s. I am responsible for creating a shared outlook inbox and want to be sure the rollout is a smooth process.

 

Best,

Morgan King

https://www.linkedin.com/in/morganelizabethking/