Thanks!
I know some companies that use CronSights - https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001gZ0hEAE
It's SFDC native but does not integrate with GS at this time.
Could you provide some details on the time tracking piece
Is it a place where the CSM can log the time they have worked on a CTA (would a field on the CTA where the CSM enters the hours spent work?). Or is it something automated? (you mentioned about having a button to start/stop a timer. Could you provide some details on this?)
Also, would the time tracking happen for all CTA's / CTA's of a specific type (or Time spent on a Success plan)? Also what kind of reporting would you want on this?
Regards
Our more reasonable request: An editable time field on the taks/CTA/objective where the CSM can manually enter the amount of time they actively worked on a project (probably using a third party stopwatch app to track that time).
Tracking can be done at Task level also 🙂
Thanks for sharing this. You can add a field to the CTA object and once you add it to the detail layout...the CSM can enter the time they spent for each CTA. (You can add that at the CTA, Task or Success Plan level)
Let me know if that helps
Thanks for the replies and pointers everyone!
Could you provide a little more detail on how to add in custom fields to CTAs and Tasks? I was trying to set this up in Administration but it looks like you can only pick existing fields. How would you recommend going about implementing this for tasks and CTAs?
Thanks!
You can add custom fields via salesforce. Once you add new fields to the "Call to Action" & "CSTask" objects, you will be able to add them to the CTA/Task layout. Let me know if you need any other information
Currently working on some custom reporting logic - If I can make and schedule a report that aggregates billable hours from a custom field on tasks, that is enough of a working solution.
This is fairly crucial for our organiztion as well. Very interested if this will be able to be implemented within Gainsight.
In the meantime, I will be suggesting the duration field and a third party Chrome extension to track.
In fact, our Client Outcomes (CSM) team just launched the use of https://retain.ai/ to track their time spent on various customer activities. It’s a browser extension that works across different applications and pages.
I’m with
I just took a look at Retain.ai and it looks like it integrates with Salesforce and Gainsight. Is there any more info you could provide
Why I’m curious is because most other time trackers (ex: Harvest, Clockify, Toggl) are just time entry and CSMs would need to tag each customer when they enter their time. I’m not sure these tools would be an ideal solution. My guess is it would be quite a bit of time to maintain your customer lists in these apps and you are only able to add some high-level buckets to associate your time to. These apps do have the ability to start/stop time tracking though.
Hi
Let me provide a bit more detail about how it works, technically. I’m sure that there are integrations and configurations that I’m not aware of, so I’d certainly suggest reaching out to them if any of the below sounds like it wouldn’t work for you!
- It pulls our customers and contacts via a Salesforce integration, including account fields that can be used as filters.
- We’re using its integration with GSuite that allows it to see subjects and recipients only on calendar events and emails. This occurs through the API, meaning it doesn’t require the Chrome extension.
- A Chrome extension activates only the domains that you’ve whitelisted as the team’s web-based tools, such as Google Docs, Gainsight, Expensify, Seismic, etc. It tracks the time spent on page, and associates it to a customer using one of four methods: (1) page metadata like the page title; (2) a customer ID or name in the URL; (3) a configurable ‘HTML extractor’ that would read just a designated part of a page; (4) you can configure it to prompt the user with a small pop-up where the names of customers autocomplete in a search field.
- We’re using its integration with Slack, where they’ve matched up certain public channels with customers, for those channels where that customer is the purpose of that channel. They pull how many messages each person sends in which public channel, and do not see the content of the messages. Private channels and direct messages are not accessible to it.
- By matching up all of the above data with customers, they distinguish between time spent with a customer (customer meetings and emails), time spent about a customer (Slack messages, Google Slides, Gainsight, etc.), and time spent that’s not attributable to a specific customer.
- We’ve spoken with them about tracking not just which system you’re spending your time in, but which workflows you’re working on (EBR, risk escalation, etc.). We were waiting for an enhancement to be able to be able to track in both ways, not just one, but we haven’t revisited that recently, so I’m not sure if it’s been released.
- We’ve just got it set up so that they’re pushing our Retain data to our Gainsight S3 bucket. We’re excited about the idea of using it to drive dashboards, health scores, CTAs, etc., but we haven’t crossed that bridge yet or even scoped out where exactly we’d start. My guess is that it would be a CTA for, “It looks like you haven’t been in touch with this customer recently.”
Hi
That would be AWESOME. Thanks so much!
Let me provide a bit more detail about how it works, technically. I’m sure that there are integrations and configurations that I’m not aware of, so I’d certainly suggest reaching out to them if any of the below sounds like it wouldn’t work for you!
- It pulls our customers and contacts via a Salesforce integration, including account fields that can be used as filters.
- We’re using its integration with GSuite that allows it to see subjects and recipients only on calendar events and emails. This occurs through the API, meaning it doesn’t require the Chrome extension.
- A Chrome extension activates only the domains that you’ve whitelisted as the team’s web-based tools, such as Google Docs, Gainsight, Expensify, Seismic, etc. It tracks the time spent on page, and associates it to a customer using one of four methods: (1) page metadata like the page title; (2) a customer ID or name in the URL; (3) a configurable ‘HTML extractor’ that would read just a designated part of a page; (4) you can configure it to prompt the user with a small pop-up where the names of customers autocomplete in a search field.
- We’re using its integration with Slack, where they’ve matched up certain public channels with customers, for those channels where that customer is the purpose of that channel. They pull how many messages each person sends in which public channel, and do not see the content of the messages. Private channels and direct messages are not accessible to it.
- By matching up all of the above data with customers, they distinguish between time spent with a customer (customer meetings and emails), time spent about a customer (Slack messages, Google Slides, Gainsight, etc.), and time spent that’s not attributable to a specific customer.
- We’ve spoken with them about tracking not just which system you’re spending your time in, but which workflows you’re working on (EBR, risk escalation, etc.). We were waiting for an enhancement to be able to be able to track in both ways, not just one, but we haven’t revisited that recently, so I’m not sure if it’s been released.
- We’ve just got it set up so that they’re pushing our Retain data to our Gainsight S3 bucket. We’re excited about the idea of using it to drive dashboards, health scores, CTAs, etc., but we haven’t crossed that bridge yet or even scoped out where exactly we’d start. My guess is that it would be a CTA for, “It looks like you haven’t been in touch with this customer recently.”
This definitely gives us a good place to start! Thanks for your time and feedback! :D
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