Skip to main content
andreammelde
Helper ⭐️⭐️
November 11, 2021
New Idea

Calendar Integration to Show Upcoming Planned Meetings - Create a "Gainsight Calendar"

Related products:CS Plugins
  • November 11, 2021
  • 25 replies
  • 425 views

We are wanting a way to easily track in Gainsight when a meeting is scheduled (future) with the client. This would include SBRs, normal syncs, or ad hoc meetings. Ideally this would link to our CSMs calendar and work similar to the Chrome Plugin where CSMs could just check to “add to GS Calendar” like you can check to “add to timeline”.

 

The intention is to give visibility to upcoming engagements with our customers and more easily track without causing additional work for the CSM that is manual. We do not want to create custom fields that require CSMs to keep track of on top the actually scheduling. We have found that method easily gets out of date and too cumbersome.

We are especially wanting to keep a better pulse on upcoming planned SBRs and then track on timeline when SBRs actually occurred.

25 replies

anirbandutta
Expert ⭐️
August 4, 2023

hate that you can’t edit comments in these posts anymore.  Started to add a sentence at the beginning of that last comment, but then abandoned it but forgot to delete the fragment.

@anirbandutta agree with @darkknight. Can we be allowed to edit (I know we discussed it)? 

Yes currently a limitation but I have mentioned it to the PM of our Digital Hub Ideas module.

@Abinash to put the Planned Meetings on calendar item on your radar.

 

It's an opportunity for engagement
jparker
Contributor ⭐️⭐️⭐️⭐️⭐️
August 4, 2023

Just adding that I’m aligned with those who view CTAs as things that should happen and Timeline Activities as things that have happened

I certainly don’t want to detract from those who have use cases for timeline activities in the future, but I wouldn’t want any of this functionality to be mandatory

Looking for my next role: Gainsight Lead / CS Ops Product Council Member. Let's connect: https://www.linkedin.com/in/jon-parker/
Contributor ⭐️⭐️⭐️⭐️⭐️
August 7, 2023
No Status→Under Consideration
Contributor ⭐️⭐️⭐️⭐️⭐️
August 7, 2023

Thank you everyone for your valuable feedback.

I am actively working with our team to incorporate it into our roadmap.
I will keep you informed about the progress.

amasica1217
Contributor ⭐️⭐️⭐️⭐️
July 21, 2025

Our team asked about it too, they mentioned this is a feature they have in SFDC and would like to see if something similar could be available in Gainsight.