+7What are some of the more advanced JO Programs you’ve set up (like loading activity to a custom object to rely on for XYZ). When have you felt like you’ve pushed JO to its limits so you can deliver something unexpected?
(I take zero credit for this thought --
+13Not sure how much of pushing the limits this is, but we have a project CSM team that can be requested by an account manager to tag in on an account when needed. We created some value realization programs where we remind the customer that this service is available, and provide a link to schedule a meeting with a PCSM. This link is actually an in-line survey question that once clicked then triggers a CTA for the AM to do a deep dive with the customer on the request, and then, submit the request. We went this route because we needed to be able to see the interest outside of just a reply to an email, hold people accountable for following up on the request, and grab additional information about what the need was.
+7
+3Would love to be able to do something similar but trigger activities based on someone booking a TimeTrade meeting vs a survey submission. Someday :)
+7
+2Stuck this intriguing convo to the top of the JO timeline
+11I don’t know if that’s pushing it but I’ve recently built (on a whim one would say) a combination of JO + rules engine to send out license deactivation notices for people who are wasting the seat because they don’t log in, deactivating users when notice is sent, confirming deactivation by email when deactivated. Technically it’s not pushing JO to its limits, but it’s using it for something a bit different than the usual.
We also have a program (dare I say 33) that deliver personalized recommendations to customers based on their current strategy/practices. It’s pushing it because JO can’t do that in one program and we leverage a lot of its features. Can’t wait to build that one in Dynamic JO as I think we might be able to make it one program instead of 33.
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
