Hi everyone,
I’m curious to hear how others are using Gainsight as a complete solution for their CSM workflows. Are you managing all your tasks and processes within Gainsight, or do you rely on other tools alongside it?
Specifically, I’m looking for ways to track and add tasks that aren’t tied to a specific account but are more broad or cross-account in nature. Has anyone found an effective way to manage these within Gainsight?
Would love to hear your insights and best practices!
I appreciate this question. We would love a ‘workaround’ solution for this as well. Our CSM all have special tasks and projects that aren’t Customer Centric but do have work effort and they would love to be able to manage all there To Do’s. I have even had CSM Leads ask if they could keep their to do’s that aren’t Customer centric in the product.
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