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gurukiran
gurukiran
Contributor ⭐️⭐️
December 19, 2016
Parked

Manual CTA for multiple accounts

Related products:CS Cockpit & Playbooks
  • December 19, 2016
  • 48 replies
  • 981 views
Apply CTA for multiple accounts Manually.
Scenario: if a user has to go through a process of adding a CTA manually and has to replicate this for all the accounts that he/she is responsible for, currently the only way is to get into a Customer360 page for all the accounts and create the CTA or through the Cockpit Tab.

It would be easier/convenient (flexibility) if the user is allowed to select multiple accounts from a drop down while creating the CTA.


      48 replies

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      cmultanen
      cmultanen
      Helper ⭐️
      June 5, 2018
      This would also be immensely helpful for our CSMs, especially those with 50+ accounts. We currently run rules to bulk load but we want to empower CSMs to be able to create their own CTAs at scale. 
        oscar_nembaware
        oscar_nembaware
        Contributor ⭐️⭐️
        June 8, 2018
        Need this as well
          sagan_sherlin
          sagan_sherlin
          Helper ⭐️⭐️
          June 11, 2018
          +1 With a process changing soon to be released, I can see this becoming a common request.  While we can go through the Rules Engine as mentioned earlier - as more people starting using the software, I see where a bottleneck can happen as well.
            jessica_marier
            jessica_marier
            Contributor ⭐️
            October 3, 2018
            This feature is greatly needed as it also reduces the considerable amount of Admin time required to update / enter the same CTA for multiple accounts. Please advise how we are able to have this request prioritized for release ASAP.
              Gainsight Employee ⭐️
              hitesh_sharma
              Gainsight Employee ⭐️
              October 3, 2018
              Hi All,

              There are other things that is keeping the team busy, but definitely this is in our radar. For now we do have 'Save and New' option while creating CTA (This would help in reducing few clicks)

              Out of the below, whats the most common use-case,

              1) Ability to select multiple accounts while creating a CTA

              2) Or would like CSM to define a simple rule to create CTA (for this what would be the general logic that a CSM would define? )
                heather_hansen
                heather_hansen
                VIP ⭐️⭐️⭐️⭐️⭐️
                October 3, 2018
                I think 1 would probably be the easiest.  I would worry about them being able to create rules.
                  jesse_reyes
                  jesse_reyes
                  Contributor ⭐️⭐️
                  October 3, 2018
                  Yes, #1 would be the most simple and effective option for our organization. Hitesh, thank you for following up on this! 
                    cmultanen
                    cmultanen
                    Helper ⭐️
                    October 3, 2018
                    #1 is definitely the preferable option
                      jessica_marier
                      jessica_marier
                      Contributor ⭐️
                      October 3, 2018
                      #1 - same CTA that applies to multiple accounts or from a manager perspective - same CTA you assign to your entire team for all their accounts at the account level
                      Gainsight Employee ⭐️
                      hitesh_sharma
                      Gainsight Employee ⭐️
                      October 3, 2018
                      Thanks for quick reply.
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