Outlook Integration with Gainsight

Related products:CS Data Management & Integrations

Forum|Forum|10 years ago
July 14, 2016
62 replies
1861 views

Today there is no integration of outlook with Gainsight. Communication and documentation of communication all in one place is key for CSM's success. As email is widely used and office email is key part of their day to day operation it would be very useful to have emails attach to the CTA so there is a context to the communication

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heather_landgraf

Contributor ⭐️⭐️⭐️⭐️⭐️

Would also like to see CTAs integrate with Outlook tasks and reminders

andres_tellez

Contributor ⭐️

Agreed! Integration with O365 would be awesome!

A

Anonymous

Really love this idea.

ruth_cockshott

Contributor ⭐️

Some kind of integration plug-in that you could install in Outlook would be great - some kind of 'add to Gainsight Timeline button, or similar - to prevent CSMs having to copy and paste into their customers Timelines/CTAs.

samantha_braastad

Contributor ⭐️⭐️⭐️⭐️⭐️

This has been on the suggestion list for some time. Any idea as to the timing for this enhancement?

diana_luo

Contributor ⭐️⭐️⭐️⭐️

Agreed!

david_light

Contributor ⭐️

Chiming in here. Gainsight will obviously improve reporting, but if its the central (CDE) common data environment we need Outlook integration. Day to day many organisation manage customer engagement activities through Outlook. It would not be feasible to use Gainsight to plan, then to use Outlook to plan. CTA’s & Tasks would all become so much easier & would also be a record of value. I have one enterprise customer where we have a very high touch point, typically 5 to 6 per day, meetings, emails, webinars etc....they 18000 staff in size with 7000 users of our technology. Having to manage 2 systems is hard, if not impossible. Technology should work for us, not against us.....allowing us to free up time to devote to our customer & help drive adoption & value. 🙂

matthew_weinreb_adccf1

Contributor ⭐️⭐️⭐️⭐️

@Gainsight Any update on Outlook Integration?

dan_ahrens

Expert ⭐️⭐️⭐️

Hey all. A quick update. Email/Calendar integration is still on the roadmap (we promise). :)

Currently looking like we will first be tackling getting important emails into Gainsight (via a tagging or bcc mechanism from within the email client) and making it easier to send emails from Gainsight (that ideally route through your email client so they would appear in your sent items and improve deliverability).

We know this is a very popular product suggestion and are working to provide this capability.

In the meantime - if you're able to share some of the top use cases that you anticipate your team following, that would be very useful to us as we design both the backend as well as the UI.

Thanks!

VP of Customer Success at Forcepoint