Question
What to do with the data after inserted in GainSight? (i need some direction here)
I ́m using Bulk API to extract data from a CSV file, put it in a MDA Object to get this data thru Bionic Rules and....i ́m trapped!
I need to track licences usage, so basically in this CSV file we have 5 important fields:
Client (e.g. Dell)
Product (e.g Avast licences)
Licences sold (e.g 200)
Active licences (100)
Usage % (50)
Client (e.g. Dell)
Product (e.g Office licences)
Licences sold (e.g 500)
Active licences (100)
Usage % (20)
So, i need track if our clients are using all of they licences, if not i need to warn(email?) the CSM that certain client is using only half of what they bought, so they need some kind of atention.
What is the best way to do it?
Maybe create a CTA to send email to CSM when some of this clients has low usage?
Create scorecards to CSM keep looking dayli (i think the CTA thing is more automatic/human free)?
Well, i ́m new at GainSight and i ́ve been learning a lot theses days but now i need some kind of direction here please
I need to track licences usage, so basically in this CSV file we have 5 important fields:
Client (e.g. Dell)
Product (e.g Avast licences)
Licences sold (e.g 200)
Active licences (100)
Usage % (50)
Client (e.g. Dell)
Product (e.g Office licences)
Licences sold (e.g 500)
Active licences (100)
Usage % (20)
So, i need track if our clients are using all of they licences, if not i need to warn(email?) the CSM that certain client is using only half of what they bought, so they need some kind of atention.
What is the best way to do it?
Maybe create a CTA to send email to CSM when some of this clients has low usage?
Create scorecards to CSM keep looking dayli (i think the CTA thing is more automatic/human free)?
Well, i ́m new at GainSight and i ́ve been learning a lot theses days but now i need some kind of direction here please