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andrew_cummins
Helper ⭐️
February 22, 2016
New Idea

Ability to be able to log a call in Gainsight

  • February 22, 2016
  • 16 replies
  • 239 views
Currently we have to go back into SF to log a call on an account and it would be nice to have that option inside of Gainsight. 

    16 replies

    kristin_f3c469
    Contributor ⭐️⭐️⭐️⭐️⭐️
    February 23, 2016
    Yes - perhaps as a "Call CTA" so it can be tracked as part of Engagement Score, but also synched with Salesforce so other users have visibility.
    matthew_lind
    VIP ⭐️⭐️⭐️⭐️⭐️
    February 23, 2016
    If your Calls are recorded in SFDC and are no more than 1 "step" away from the SFDC Account, you should be able to use a Related List on your C360 view. We've done this, and our team can now add new Calls using the ADD button inside of Gainsight.

    Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
    andrew_cummins
    Helper ⭐️
    February 23, 2016
    I like this idea but I did try to go this direction first and maybe I was trying to create a list off the wrong object. What object are you using?
    andrew_cummins
    Helper ⭐️
    February 23, 2016
    Yes something like this. I know that they are working on something with emails that I saw on the product road map presentation but the ability to log a call and/or email from the c360 page would be great since we find ourselves jumping back and forth between SF and Gainsight. 
    matthew_lind
    VIP ⭐️⭐️⭐️⭐️⭐️
    February 23, 2016
    In our SFDC instance, we have an SFDC object named "Call Notes, Trip Reports & Stories"

    In your case, you're likely looking for the object that governs your Calls. Whatever object you're creating when you do this natively in SFDC is the object you want Gainsight to spot.

    Also, you'll need to build a Report on the same object. That report helps you
    1. Determine which columns/fields you want in the C360 view.
    2. Filter in or out any items (for example, maybe you only want to display Calls in the last 6 months)
    Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
    andrew_cummins
    Helper ⭐️
    March 10, 2016
    For some reason I am not able to create the list...darn...I will submit a ticket. 
    seth
    Expert ⭐️
    March 16, 2016
    I just wanted to log a fresh +1 here, since we're now using the "Add" button on a Related List for the CSMs to be able to add a Task when having a random check-in call, training call, etc. That's an alright approach, since it's just not practical for them to create a CTA, add a Task (so that it gets sync'd to Salesforce for the other teams to see), and then close out the Task & CTA.

    However, it's disappointing that these one-off calls aren't more closely integrated into a "timeline" of interactions with the customer, and that the CSM can't add them cleanly directly from the Cockpit, which is where I would like for them to be focusing their attention. I'm worried that they'll develop mental shortcuts for the Cockpit (in general, and in the C360) as "random good-to-know and nice-to-do items", and the Related List of Task as "the place where I actually do things".
    AI Transformation @ Gainsight
    sidhu
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    March 17, 2016
    We are planning to improve the ability within Gainsight to log calls, tasks and other activity against a customer and allow consuming this from a timeline view. 

    ETA is not yet available. 
    andrew_cummins
    Helper ⭐️
    March 17, 2016
    Would this be a specific record that we can report on as a record count by activity type?
    manu_mittal
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    March 17, 2016
    Hi Andrew, 

    We haven't gotten to the reporting specifics yet, but the direction is exactly what's being discussed on this thread. I'll reach out to you directly to discuss in further detail; would love to fully understand your requirements and make sure the solution works for you.

    Thanks,
    Manu