We have been using an engagement document with customers to collaborate. It is a one/two pager with tables with the ability to put the customer logo on the document. Is there plans to incorporate a look and feel like this in Gainsight? The Success Plans make you hop around and put information in different tabs, which is not conducive to a seamless customer meeting.
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Maybe check out Success Snapshots that can build a powerpoint or google slide presentation from a template: https://support.gainsight.com/Gainsight_NXT/07360/03User_Guides/Export_Success_Snapshot_Presentations
Thanks John. That looks interesting. If I am taking notes on items during the meeting, how can I populate and upload back into Gainsight?
I’d probably use Timeline. You can attach the presentation to the Timeline entry and make any additional notes about the meeting within the Notes section of the Timeline entry.
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