Logging emails by bcc in Timeline

I 100% agree with you Leanne!  The Email activity is not where it needs to be.  Auto-logging from Email Assist is on the near term roadmap.  We have also considered the bcc option -- glad to hear that this would work for you.  We'll dig further into that.  A full Gmail and Outlook integration is another possibility, though obviously a more substantial undertaking.  Would that be attractive to you? 

Thanks Karl!

Glad to hear you're considering the bcc option.  Depending on the particulars, a full Gmail integration would also be something I'd be interested in.  Mainly I'd want to make sure that the cc was NOT the default option when sending an email, but that Gainsight could be bcc'ed very easily if desired.  We've looked at a couple automated options like Yesware in the past for bcc-ing Salesforce, but most make it too easy to accidentally copy an email you don't want to.  Right now most of our CSMs are using a Chrome extension that adds a button into Gmail that says "Send & BCC Salesforce" in addition to the regular "Send" button, like this:

Very helpful input.  Thank you!

Does Timeline have a "reverse" functionality? Meaning, if we can sync the email from Outlook to SFDC (or Gmail to SFDC via the chrome extension) and can log the email in Activity History in SFDC, are we able to do a backwards sync and create a timeline post in GS?

Great question.  Not yet but this is (yet another) thing we want to do!  More generally, we want to enable creating Timeline Activities via Rules Engine.  This would let you populate Timeline based on any data in Salesforce (including SFDC activities but also things like "Urgent Priority Case") and also let you populate based on data in MDA. To pick one example of the later: you may want to upload info from a Webinar and generate a Timeline entry for each attendee and include the questions asked in the Webinar chat.

Outlook integration would be awesome, considering i think a lot of businesses out there utilize Microsoft Outlook.

Gmail integration would also be an attractive option; our business uses both Gmail and Outlook, but Gmail is dominant here.

We used to bcc to send emails into sfdc. Now we use cirrus plugin alongside gmail to do this as it does it automatically- no need to bcc.

Gmail and Outlook integration would be great addition to have. We are using Tout today, and it will be great if we can have 1 less tool on the CSM desk.

Our CSMs really like using Timeline to log customer calls and post meeting notes so that they are transparent to our sales team in SFDC Activities. They have requested the ability to send an email from timeline and have the email post to SFDC activities. Better yet, an email with an attachment.