One idea that could really help to drive organizational consistency is the ability to define a template that would auto fill parts of the draft activity text. For example, instead of giving the user free rein to enter whatever, if there were some key data elements or formatting style that was important for consistency, have the template drop that text in automatically.
For example, a possible template for a customer meeting could be:
[i]Summary:
[i]Current health & trend:
[i]Action items:
- [i]Item 1
- [i]Item 2
- [i]Notes, etc
In a perfect world, I would like to see where each activity could have one or more template types. For example, a conference call meeting could be of type:
They want a template that can be filled in by the CSM but also pull in other key information automatically to save them time. Ideally, something they can export as a PDF to send this high level customer overview to the exec prior to their engagement.
We were trying to figure out the best way to come up with that in Gainsight and incorporate the Objectives from a Success Plan, as well as pull in certain other customer info, attributes.
Timeline came up as a great place for this doc to live, so it could be saved and as an activity and folks could reference it easily. We also talked to Nitisha about how this might possibly be built into Success Plans.
Any possibility that this product functionality has made its way to a future roadmap?
This is on the roadmap but will be available post fall release. In the meantime, new fields can be created for an activity type to capture details like status, likelihood, etc.
Thanks,
Nitisha
This is still on the roadmap but ETA is not yet decided.
Thanks,
Nitisha
This functionality is on our roadmap and will not be a part of winter release. We also shared the roadmap in the webinar and maybe you might have heard it in that context. I will update you once we have an ETA.
Thanks,
Nitisha
It would be ideal if there was an option for customers to upload their own templates in Microsoft word, Excel, or One Note format.
OR- Another Option, for those using Microsoft Office Products would be to possible create a plug in to send to gainsight from One Note(this is what most people are probably documenting meeting summaries in currently).
Unfortunately, Timeline doesn't currently have as robust capabilities as other solutions.
Timeline offers a bunch of powerful advantages over other note taking products so I'm very interested in the areas where you feel there are deficiencies.
Some examples of capabilities that set Timeline apart from OneNote, Evernote, etc:
🙂
When you have a CTA that is specifically for EBR, it feels a little redundant to have to also go into the Timeline link (from the CTA), click "Log a Meeting" enter a freetext subject, etc. in order to capture notes/attach a file. It's like "why isn't there just a field in the task itself to add my notes with a direct 'Attach a file' link there?"
This may seem nitpicky, but when you're a CSM supporting a lot of customers, every click counts.
If we could extend the template idea to CTAs by perhaps creating a new Task Type that is Timeline, which an Admin can preformat with all the standard details/fields specific to that CTA and have that embedded in the Task, CSMs can just add a couple of notes, tag contact(s), etc that would automatically populate a Timeline entry, it would save a few clicks and make it feel less redundant
It would be AWESOME to have this template available when logging an activity on the Timeline and when logging an Activity from the Timeline tab on an Objective! 🙂