Outlook Integration with Gainsight

Hi Dan,

Do you want to set up some time in the new year and I can walk you though our main use cases?

Hi Matthew, that would be great. Shoot me a note at dahrens at Gainsight dot com.

And feel free to share any use cases here in this thread for the benefit of the other folks reading. 🙂

Hey Renee - totally understand. Tell your CSMs that we are working on it and in the meantime, get to tha choppa!

🙂

I need your boots, your clothes, and your mota-cycle!  But I'll take this integration in the meantime.  Please!

Get this Outlook Integration done or I'll be bahck!  

+1 on this request. This would be a great feature to keep CSMs inside Gainsight as much as possible.

My main concern with this would be, where would we want these emails to be stored within Gainsight? Personally, I think that if all emails were integrated with Timeline that might create too much clutter and end up detracting users from using TL. 

Hey Manmeet, do CSMs currently log email activities to the timeline? I think it'd be an improvement to see emails stored on the TL, instead of logging them manually, but curious to hear your thoughts. 

Hey! 

Currently our CSMs do not log email activities in timeline. We use another program that will automatically log email activities into Salesforce. 

I do agree that this automation would be an improvement for CSMs that are manually logging, and having to copy and paste the email into timeline. 

My only concern is just the clutter this would create in Timeline. Not every email sent to the client would be something that is relevant or important enough to be in timeline. I'd rather keep that for important activities only so that the information is easily accessible. It'd be great if there was control over what logged into timeline that way CSMs can choose on what is important/relevant to put in timeline. 

Regarding the Roadmap - Will this also include a pop out or alert box that reminds the CSM about a meeting or task that is schedule for that day?  (Similar to how Outlook handles reminders.)  Or will that be future development?

Salesforce's Outlook integration within Lightning was very effective for us (pre-Gainsight). We'd be happy to talk about athenahealth's use cases, Dan.