How do various teams handle the following?
Say you have 10 CSMs, a sales team of 40, and a 2 Product Managers.
10 CSMs will have full access to gainsight using most of its features.
What's the best practice for getting a view into gainsight activity for the sales team and product managers? They only need 'view' access into account activity, health score, etc.
I know there are multiple solutions for this, but I'm wondering what are your best practices?
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Hi Justin,
Thanks for your question and for looking at ways to share customer information across your organization. We have a few options that can help with this use case.
In addition to our full user license, we have a limited user widget license that allows publishing of customer content that is found on the C360 to appear on the Account or Opportunity pages in SFDC via a widget. See this link. This is a common use for sales teams who are often focused on single accounts or opportunities at a time.
Often product management teams want to get deeper insights and to be able to set up usage dashboards or reports, in which case it makes sense to get them a full user license.
Another option that is available as well is sharing C360 content or a reporting dashboard via a secured link in an email. Check out these features here and here.
Thanks for your question and for looking at ways to share customer information across your organization. We have a few options that can help with this use case.
In addition to our full user license, we have a limited user widget license that allows publishing of customer content that is found on the C360 to appear on the Account or Opportunity pages in SFDC via a widget. See this link. This is a common use for sales teams who are often focused on single accounts or opportunities at a time.
Often product management teams want to get deeper insights and to be able to set up usage dashboards or reports, in which case it makes sense to get them a full user license.
Another option that is available as well is sharing C360 content or a reporting dashboard via a secured link in an email. Check out these features here and here.
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