Hello,
Is it possible to have a score related on the customer’s financial performance (Stock performance) and show it to the CSM as a non-renewal risk?
What do you think about this idea, and how would be the implementation?
Thank you!
Hello,
Is it possible to have a score related on the customer’s financial performance (Stock performance) and show it to the CSM as a non-renewal risk?
What do you think about this idea, and how would be the implementation?
Thank you!
There is system generated field on the Company object for “Ticker Symbol”
You could then create a custom object to hold stock measures that you want to track and ticker symbol and use the ticker symbol to reference the Company records when building rules or scoring. Then you could manually populate your stock object data or pull from some public data source on a schedule via an S3 dataset.
There is system generated field on the Company object for “Ticker Symbol”
You could then create a custom object to hold stock measures that you want to track and ticker symbol and use the ticker symbol to reference the Company records when building rules or scoring. Then you could manually populate your stock object data or pull from some public data source on a schedule via an S3 dataset.
Is ticker symbol being populated by Gainsight?
I feel like there could be a tie-in to the functionality used by Company Intelligence
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