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anna_james
anna_james
Contributor ⭐️⭐️⭐️
April 1, 2020
New Idea

Product enhancement: JO and Success Snapshot integration

  • April 1, 2020
  • 8 replies
  • 208 views

We are looking for a way to give our Partners access to our quarterly success review powerpoint decks. The partner can then use the deck to conduct QSRs and feedback via the Gainsight account widget in timeline. The widget sits in our ‘Partner Portal’.  My idea is to use JO to send out decks by leveraging Success Snapshots. Can I ask as a product enhancement there is an integration between the  2 in order to do this?

    8 replies

    rahul_prayakarao
    rahul_prayakarao
    Helper ⭐️⭐️
    April 21, 2020

    Hi @anna_james, integrating Success Snapshots with JO is definitely in our long term roadmap plan. We do not have a specific ETA for this yet. I will keep you posted on this.

      anna_james
      anna_jamesAuthor
      Contributor ⭐️⭐️⭐️
      October 13, 2020

      @rahul_prayakarao is there any update on this one?

      rahul_prayakarao
      rahul_prayakarao
      Helper ⭐️⭐️
      October 14, 2020

      @anna_james integrating with JO might not happen for at least another couple of quarters.

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      October 20, 2020

      @rahul_prayakarao is there any update on this one?

      @anna_james I see there are no votes for this request, we change the priority of the road-map based on the other customer interest. 

      @All, Please up-vote here if you are interested in this enhancement request. 

       

      Kate
      Contributor ⭐️⭐️⭐️⭐️⭐️
      January 24, 2023

      any update on this?

      Tejas Bidkar
      Tejas Bidkar
      Contributor ⭐️
      August 9, 2023

      @rahul_prayakarao @samarth could we have timelines related to this feature. This feature is critical for the digital customer success journey especially for the long tail customers where the CSMs are not engaged actively. Success snapshots integration with JO will open up a wide range of opportunities of engage with the customers for business reviews, health checks, etc.

       

      Open for a discussion on related use-cases. Thank you.

        Stuart
        Stuart
        Helper ⭐️⭐️
        January 22, 2024

        Hi folks,

         

        Resurfacing this idea as it’s come back up in a recent request I received.  I don’t believe (but could be mistaken) it’s possible to attach a success snapshot template to an email and send via JO.

          ssamarth
          Gainsight Employee ⭐️
          ssamarth
          Gainsight Employee ⭐️
          February 13, 2024

          Hi @Stuart 
          We are looking to solve this in short term roadmap.

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