Skip to main content
diana_luo
diana_luo
Contributor ⭐️⭐️⭐️⭐️
November 7, 2017
Question

Quick search for Gainsight in Chrome

  • November 7, 2017
  • 3 replies
  • 80 views
Is there a way to set up a quick search for Gainsight in the Chrome bar? For example, our users have this set up where “SFDC” and [customer name] will automatically search SFDC for that customer's name. It saves time & we've gotten feedback from CSMs that something like that for Gainsight will make it faster to use.

      3 replies

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      November 7, 2017
      Hi Diana, that Salesforce/Chrome trick is pretty cool. I tested it out myself and added a new trick to my Chrome installation. Anyone else wondering how to do this, here are some decent instructions. 

      Now as far as Gainsight - I'm assuming you'd be searching for a specific customer or relationship, correct?

      We included a search bar at the top of every Gainsight screen to make it easy to immediately initiate a search from anywhere. Is this not working for your CSMs?

      VP of Customer Success at Forcepoint
      diana_luo
      diana_luoAuthor
      Contributor ⭐️⭐️⭐️⭐️
      November 8, 2017
      Hi Dan, thanks for your response. The feedback seems to be that the Chrome search option offered greater ease of use. Any additional suggestions for simplifying would be greatly appreciated. Thanks!
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      November 9, 2017
      Hi Diana, I'd love to spend a few minutes with you on a call/screenshare to see how your team is using the Chrome search option to save time. Can you email me at dahrens@gainsight.com and we can coordinate a time?

      Thanks,
      Dan
      VP of Customer Success at Forcepoint
      Terms & ConditionsAccessibility statement