Hi team, love the Gmail integration to automatically log emails to Gainsight with the click of a button. Thank you for building that!
Idea: Could we add an option to choose the activity type in the Gmail integration as well?
Why:
- Currently we’re duplicating work logging calls, projects, key discussions, etc. manually in Gainsight and over email for a record with our customers, creating operational inefficiencies for the company and reducing time that could be spent moving forward customer initiatives affecting the bottom line.
- If we could re-categorize key emails recapping key meetings or insights & next steps with key customers as a certain couple of activity types, that would give our leaders much better insight to track trends and activities moving positive change and solve the operational inefficiencies.
Impact:
- Reduces double-logging workplace inefficiencies. Could save each Gainsight logger 30 minutes/day, for 2.5 hours per week per logger. On a team of 16, that’s 40 hours per week - the equivalent of getting a whole full-time CSM added to the team.
- Gives leaders better insights. Also makes it easy for on-the-ground workers during transitions to see exactly what was going on, who was involved, and the thread to easily pick right up on.
- Increases satisfaction and reliance on Gainsight as not only an insights & tracking tool, but powerful efficiency tool - resulting in longer-term, happier customers.
Bonus Idea:
- To take it a step further - in a dream world, if AI could recognize the “Next steps” section of an email and automatically offer to create CTAs or tasks (that we could edit/approve before it adds them), think how much time that would save! (Similar to how ZoomInfo’s Chorus can summarize notes and next steps from Chorus calls).
This would be amazing!
I would say, the integration should be configurable by the Admin as to what fields to expose etc.