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    Idea Pipeline

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    6172 Ideas

    berin_bezmen_9a2cd6
    berin_bezmen_9a2cd6Contributor ⭐️⭐️⭐️

    Sync emails from Gmail to Gainsight/TimelineReleased

    We use Yesware to sync our emails with Salesforce. Yesware provides a "sync with SF" button which would be awesome to have for Gainsight. Our team uses Timeline very heavily and would be great if they could have their emails from gmail sync into Timeline and log it as an email activity. If this is not available, is there a way to sync emails from Gmail to Gainsight directly (without having to sync to SF and then run a report in Gainsight on the SF activity)

    12
    johnpaul_dicks
    Forum|Forum|7 years ago
    amanda_neil
    amanda_neilContributor ⭐️⭐️⭐️⭐️⭐️

    Ability to select a widget and have a report with the data revealedReleased

    This is a huge issue for us as we need the ability to select the widget within a dashboard and it pop up with a report that provides that information.  Unfortunately today, we have to use our dashboard space and create a widget and a report (details of the widget number) instead of the system showing the report when the widget is selected.

    12
    pele
    Forum|Forum|7 years ago
    kristin_f3c469
    kristin_f3c469Contributor ⭐️⭐️⭐️⭐️⭐️

    Display Notes and Attachments in C360New Idea

    Our AMs want to use the C360 page as their primary Customer view. One thing holding them back is visibility to the Notes and Attachments section found on the Account Page. Currently there is no way to add this as a section.

    10
    blaire_berry
    Forum|Forum|7 years ago
    samantha_braastad
    samantha_braastadContributor ⭐️⭐️⭐️⭐️⭐️

    Scorecard 2.0 Mass Edit Report only pulls in first 100 linesReleased

    We are currently working to build reports on Scorecard 2.0 for the long tail of our customers (25,000+). The hope was to do this using the "mass edit" report type which would allow for our 1:Many CSM's to filter various columns in the reports to identify trends. However, it appears that only the first 100 rows are being pulled into the report and being applied when filtering.  Is this a bug? Or is this a limitation that will be addressed in the near future? 

    30
    aditya_marla
    Forum|Forum|8 years ago
    berin_bezmen_9a2cd6
    berin_bezmen_9a2cd6Contributor ⭐️⭐️⭐️

    Sync attachments from Timeline to SFReleased

    Love the new attachments feature in Timline. Unfortunately our whole Sales team does not have access to Gainsight and CSMs attach all their materials in timline. It would be great to be able to autosync attachments from Gainsight into a SF object.

    11
    meenal_shukla
    Forum|Forum|8 years ago
    spencer_engel
    spencer_engelExpert ⭐️

    Make Gantt Chart created and end dates more flexibleReleased

    First off, I love the Gantt Chart feature and think it will be immensely helpful. I also know that feature is in Beta right now, so if my request is already on the roadmap, that's fine.  However, I noticed the following issue when trying to load a success template. What I want to do is be able to load a 4-week success plan template that contains one objective CTA per week. Each objective CTA would then have a playbook attached so that the template would essentially be a project plan with four objectives and about 20 total tasks.  The issue is that when I apply that template, it automatically makes my start date in the Gantt Chart equal to the created date of the CTA. I can't edit that created date in the CTA or in the Gantt Chart, so I'm stuck with a project plan this. What I want to be able to do is stagger the start dates for Weeks 2-4 so that the bar is only a few days long rather than all of them starting on the day I create the CTA.  Are there any plans on the roadmap to make this editable, or better yet, is there a good alternative solution to accomplish what I'm looking for?

    40
    spencer_engel
    Forum|Forum|8 years ago
    tom_gerth
    tom_gerthGainsight Employee ⭐️⭐️

    Delete Advanced OutreachesNew Idea

    I've recently been working with a customer who has been testing out Advanced Outreach functionality and has successfully completed their testing. Now that testing is complete, they would like to delete the AO tests that are cluttering their Advanced Outreach list, and start over with just outreaches that will be used as customer facing. The problem we're facing is that I've recently been informed that once an Advanced Outreach has been moved out of a "draft" state, we no longer have the ability to delete them from the UI or from the back end. I'm wondering if we can expect the ability to delete unused Advanced Outreaches from the UI in a coming release?  I could see this being an issue for customers that do thorough testing before going live with a new process. Thanks, -Tom

    7
    lila_meyer
    Forum|Forum|8 years ago
    Rodion
    RodionHelper ⭐️

    Ability to convert "Answer" to "Article"Released

    Please, add an ability to convert any useful instruction or answer provided by any community member to Article. Actually it is one of trending features of modern communities - to collect community knowledgebase by users instructions which can solve a lot of cases then. It would be nice every article has its own direct link to have an ability to provide it to customers. This ability allows to save moderator's time (he/she does not need to create such articles him-/herself). Also users trust other users more than brand representatives. And also it might be used as an additional engagement approach - user's whose posts become articles feels respected and/or might be promoted.

    0
    Rodion
    Forum|Forum|8 years ago
    danny_hallgren
    Gainsight Employee ⭐️
    danny_hallgrenGainsight Employee ⭐️

    Sending Timeline Posts to Internal and External Contacts Via EmailNew Idea

    It would be helpful to have an action button on the timeline post named "Email Post" that works withlike email assist. Having the ability to email an entire timeline post to all of the internal and external contacts listed in the timeline post, including attachments, would be great. The efficiency gain in post call notes would be felt immediately.

    6
    sai_ram
    Forum|Forum|8 years ago
    alex_legay
    alex_legayHelper ⭐️⭐️⭐️

    More visibility into Advanced outreach sending statusNew Idea

    I see a lot of times where an advanced outreach is published and the participants are sitting in the queue waiting to send. I think it would help to add some sort of indication that this is the case. Right now it only states these participants as a "New" as their state but you have to do a little digging in the analytics to find it. Ideally, AO emails would go out immediately after publishing though 🙂

    14
    sagan_sherlin
    Forum|Forum|8 years ago
    domenic_armano
    domenic_armanoContributor ⭐️⭐️

    Add Tabular Reports to Outreach Templates in JONew Idea

    When creating an outreach template it would be great if you could add a previously created tabular formatted report. This is not presently an option. 

    34
    abhishek_sivaraman
    Forum|Forum|8 years ago
    anirudh_allika
    anirudh_allikaContributor ⭐️⭐️

    Delete field in MDA objectNew Idea

    Can we have a option to delete fields in MDA objects

    11
    karl_rumelhart
    Forum|Forum|8 years ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Salesforce Lightning for Outlook IntegrationReleased

    Currently our CSMs can create email activities in Salesforce using Lightning for Outlook, or BCC'ing an email address.  This functionality does not work with Gainsight, and we are requesting it as an enhancement.  If Gainsight should truly hold all the notes and communication with the client, the CSMs should have an easy way to save emails and attachments from Outlook.  

    7
    dan_ahrens
    Forum|Forum|8 years ago
    andrew_cummins
    andrew_cumminsHelper ⭐️

    Ability to customize your 360 view based on account RecordType from SalesforceNew Idea

    Similar to being able to create different page layouts for customer, partners, etc. in Salesforce I would like to be able to do the same for the C360. 

    10
    darkknight
    Forum|Forum|8 years ago
    irit_eizips
    irit_eizipsHelper ⭐️

    C360: Ability to customize page layout by CSM or customer segmentNew Idea

    As you all know, low touch customers are managed differently than high touch customers. Therefore, the CSM team members have asked to have the ability to define their preference with regards to the C360 page. Ideally, each of them could define how they would like to have the sections sorted and which sections to hide. That being said, I see a lot of similarity in the way that the CSM manage their account. Therefore, providing the ability to define the page layout by user role, user profile, or customer segment, would be effective and helpful too.

    15
    harris_maidenbaum_cbac7b
    Forum|Forum|8 years ago
    britton_walker
    britton_walkerHelper ⭐️

    Bionic Rules Included in SnapshotsNew Idea

    Can we have Bionic rules included in the Gainsight Snapshots? I just downloaded a snapshot of our instance of Gainsight and realized bionic rules are not included in the report. Ever since bionic rules were created, we have slowly been transitioning our rules over. Now about half our rules are bionic, and without them the snapshot is much less usable than it was.

    9
    sarah_couch
    Forum|Forum|8 years ago
    seth
    sethExpert ⭐️

    Color health scores in ReportingDiscovery

    It drives me a bit batty that, when I report on health scores, using "Current Score Name", I get the hexadecimal color. It'd be great if this actually rendered the color, like it does in UI Views Reporting: [img]https://uploads-us-west-2.insided.com/gainsight-us/attachment/RackMultipart20170530-969-vmk47z-Image_2017-05-30_at_1-22-15_PM_inline.png[/img] UI Views: [img]https://uploads-us-west-2.insided.com/gainsight-us/attachment/RackMultipart20170530-78148-dxpmp1-Image_2017-05-30_at_1-24-06_PM_inline.png[/img]

    8
    aditya_marla
    Forum|Forum|8 years ago
    andrew_cummins
    andrew_cumminsHelper ⭐️

    Ability to clone ANY action in rule set upNew Idea

    We create so many actions on rules that are very similar with a slight change. It would be nice to be able to clone that action so we do not have to create an entirely new duplicate action. This would reduce human error. 

    13
    pele
    Forum|Forum|8 years ago
    marie
    marieGainsight Employee ⭐️⭐️

    Respect Hyperlinks on the C360, Cockpit and Gainsight HomeNew Idea

    Customers often want to display hyperlinks in the C360 Summary, in CTAs and Playbooks and reports in GS home that will allow the user to jump to other relevant material. Respecting these hyperlink in our UI will go a long way towards usability!

    15
    shawn_hilditch_10b024
    Forum|Forum|8 years ago
    darkknight
    darkknightExpert ⭐️

    Customer 360: Meeting Agenda builderNew Idea

    Has any thought been given to implementing a meeting agenda builder in the C360?  It would be very handy for our CSMs to be able to have a template into which they can pull in contacts, objectives from the Success Plan, and add any other specific agenda items right into Gainsight, and then export as a PDF or directly email from C360.  Being able to add the customer's logo to the agenda would be a nice touch. Being able to then type up meeting minutes in the agenda and send back out to a customer would also be a nice way to close the loop.

    6
    colin_burns_c26524
    Forum|Forum|8 years ago
    Monique
    MoniqueHelper ⭐️

    Changing the order of featured topicsReleased

    I would like to see that the order of featured topics is no longer based on chronological order, but based on when a topic has received their 'featured_' label. The requirement for featuring a topic right now is that it should be as recent as possible. For me it makes more sense that the most important criteria for a featured topic should be the relevance, instead of the 'newness'. 😉

    0
    Monique
    Forum|Forum|8 years ago
    leslie_morgan
    leslie_morganContributor ⭐️⭐️

    Ability for Rules to run more frequently than once a dayNew Idea

    We have the need to have Rules run more frequently than once a day for urgent SLAs.  Would like the ability to select frequency on the Rules.

    30
    lila_meyer
    Forum|Forum|8 years ago
    tim_anderson
    tim_andersonContributor ⭐️⭐️

    CTA Due Date should reflect due date of next open Task in PlaybookNew Idea

    For CTAs with Playbooks, the CTA due date defaults to the due date of the last Task in the Playbook series.  It would be helpful if the CTA Due Date could reflect the next Task due in the series of Tasks.   If Cockpit is sorted by Due Date, end-users can essentially now see their list of Tasks in chronological order vs having to expand the Tasks and filter through them to see which ones are coming due.

    17
    amanda_kamich
    Forum|Forum|8 years ago
    samantha_braastad
    samantha_braastadContributor ⭐️⭐️⭐️⭐️⭐️

    Allow for Gannt Chart style export of Success Plans for a one page snapshot of overall planOpen

    Our team is often creating additional documentation outside of Success Plans to help communicate the overall status of the plan to customers. The desire is to have a one pager to quickly go over the timeline and where each objective stands. Here is a visual of what we use today:  We would love to have the ability to create this out of the Success Plan export. Better yet, it would be a new 'tab' next to Collaboration that allows you to view a full summary that can be based off of Objectives and/or tasks within those objectives. 

    6
    jeff_benfield
    Forum|Forum|8 years ago
    seth
    sethExpert ⭐️

    Timeline Activities with Required FieldsReleased

    Our head of Professional Services wants to use Timeline to essentially do time-tracking for her team, using an activity's Duration field. However, she'd like for me to be able to set the Duration field to be required before an activity can be saved.

    12
    melissa_i_959be6
    Forum|Forum|8 years ago

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