It would be nice to be able to filter out companies or sort by fields in the search bar in Gainsight. Specifically by account/company type.
Common feedback we receive from our CSM’s is to make only the logo level searchable. Reason being we only work out of the Logo level in Salesforce. The Regional, Company, and Clinic account/company types are only for reference to our software.
As we continue to go up-market finding the logo becomes drastically more difficult as it gets lost in a long list of companies and clinics.
The only solution we have received to this is to only load in Logos, however, this would cause us to lose the Company Hierarchy section of the C360 and replace it with a report. We chose to keep the C360 section to keep our CSM’s in Gainsight as much as possible and hold out hope a product enhancement can be made sometime in the future.
We are using Gainsight NXT integrated with Salesforce.
