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Contributor ⭐️
March 27, 2020
New Idea

Sponsor Tracking Improvements

Related products:CS C360 & R360 & P360
  • March 27, 2020
  • 15 replies
  • 212 views

The current process for setting up sponsor tracking is very manual, and can take time for the system to pick up the profile.

Is there a way to attach the LinkedIn profile URL to a contact more easily, for instance when creating a contact, so this will automatically set up the tracking? It would also be useful to have an option to flag specific contacts or roles assigned to a contact to track as well.

As a large company with hundreds of thousands of contacts, setting this up would take a lot of time, and if a more efficient method can be created it would make this valuable feature more accessible to us.

    15 replies

    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    August 4, 2022

    @Shilpa Gumnur Understood.  The automatic tracking would be a huge timesaver for our teams, so we would love to see that soon.

    Gainsight Employee ⭐️
    August 4, 2022

    @swen @aschreiner 

    psutela
    Contributor ⭐️⭐️⭐️
    September 28, 2022

    We would love to be able to add Sponsors to sponsor tracking via a rule. Based on the customer’s title as well as their engagement level with us. We have discussed this with product management (probably two years ago now). Any updates on this type of new functionality being added to Sponsor Tracking?

    Pam Sutela
    Shilpa Gumnur
    Helper ⭐️
    October 3, 2022

    @psutela We’ve worked on tracking sponsors in bulk through a different route. This enhancement will take time. 

    Contributor ⭐️⭐️
    November 8, 2023

    We would love to be able to add Sponsors to sponsor tracking via a rule. Based on the customer’s title as well as their engagement level with us. We have discussed this with product management (probably two years ago now). Any updates on this type of new functionality being added to Sponsor Tracking?

    I agree!  Many time we want to track someone based on their role or title in the organization to identify risk.  This is critical for digital CS