Problem Statement:
The current relationship icons in Gainsight Customer Success lack customization options, limiting their ability to visually represent different business contexts. For organizations like ours, where relationships are used to manage multiple lines of business, having a single, static icon creates confusion and reduces the ability to quickly differentiate between relationship types.
Proposed Solution:
Introduce the ability to customize relationship icons based on specific criteria such as line of business, relationship type, or any other user-defined attributes. This feature could include:
- Upload Custom Icons: Allow users to upload their own icons that align with their company's branding or specific use cases.
- Dynamic Assignment: Enable the assignment of icons through rules or conditions based on fields like Relationship Type, Line of Business, or custom fields.
Value Proposition:
- Improved Visual Clarity: Quickly differentiate between relationships at a glance, enhancing usability and reducing navigation friction.
- Increased Flexibility: Tailor the relationship interface to better align with the unique structures of each organization.
- Enhanced Branding: Support organizations in maintaining consistency with their internal branding and visual identity.
Use Case:
A company using Gainsight to manage multiple lines of business (e.g., Enterprise Sales, SMB Sales, Partner Relationships) could assign unique icons to each relationship type, making it easier for Customer Success Managers to identify and prioritize their work.
Impact on Customers:
This feature would increase efficiency, reduce errors, and create a more intuitive user experience, ultimately improving adoption and satisfaction among Gainsight users.