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drichert
Contributor ⭐️
July 16, 2021
Question

Customer Interaction Document

  • July 16, 2021
  • 3 replies
  • 75 views

We have been using an engagement document with customers to collaborate. It is a one/two pager with tables with the ability to put the customer logo on the document. Is there plans to incorporate a look and feel like this in Gainsight? The Success Plans make you hop around and put information in different tabs, which is not conducive  to a seamless customer meeting. 

    3 replies

    john_apple
    john_apple
    Expert ⭐️
    July 16, 2021

    Maybe check out Success Snapshots that can build a powerpoint or google slide presentation from a template: https://support.gainsight.com/Gainsight_NXT/07360/03User_Guides/Export_Success_Snapshot_Presentations

      D
      drichertAuthor
      Contributor ⭐️
      July 16, 2021

      Thanks John. That looks interesting. If I am taking notes on items during the meeting, how can I populate and upload back into Gainsight? 

      john_apple
      john_apple
      Expert ⭐️
      July 16, 2021

      I’d probably use Timeline. You can attach the presentation to the Timeline entry and make any additional notes about the meeting within the Notes section of the Timeline entry.

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