+4Thank you so much for attending the EVOLVE with Gainsight Product Launch Series event on March 8th. We hope you enjoyed the event as much as we did. Please reply to this thread with any product questions you may have. Over the next week following the event, our product leaders will answer your questions.
Don’t forget to complete the post-event survey!
+6How does Gainsight communicate CSQLs to Sales? Can it automatically build the Opportunity in SalesForce?
+5How does SFDC permissions/licenses come into play while creating leads? What is the min type of SFDC license required
How does Gainsight communicate CSQLs to Sales? Can it automatically build the Opportunity in SalesForce?
How does SFDC permissions/licenses come into play while creating leads? What is the min type of SFDC license required
If you want to integrate CSQLs as Leads to Salesforce, at minimum you will need one Salesforce user with access to creating Leads in Salesforce. All your CSMs can use this one Salesforce integration user to send Leads to Salesforce.
Hi all! With regard to CSQL, we’ve have the exciting opportunity to access this capability first and would be happy to share our internal experience in deploying it.
Currently, the out-of-box capability covers emails to sales and a LEAD into Salesforce. It's also flexible enough for you to trigger the creation of an opportunity with some customization (we did this ourselves and are happy to show you how). Out of box capability to create an opportunity is coming soon.
+1What is the timeline for the new features that were discussed today? Which ones are included in base NXT and which will be additional add-ons?
What is the timeline for the new features that were discussed today? Which ones are included in base NXT and which will be additional add-ons?
These capabilities will be included with the NXT platform and will be available with our April release.
What is the timeline for the new features that were discussed today? Which ones are included in base NXT and which will be additional add-ons?
These capabilities will be included with the NXT platform and will be available with our April release.
Are they included with the SFDC edition?
What is the timeline for the new features that were discussed today? Which ones are included in base NXT and which will be additional add-ons?
These capabilities will be included with the NXT platform and will be available with our April release.
Are they included with the SFDC edition?
Customer Success Qualified Leads (CSQL) is available with both SFDC and NXT editions.
Hi all! With regard to CSQL, we’ve have the exciting opportunity to access this capability first and would be happy to share our internal experience in deploying it.
Currently, the out-of-box capability covers emails to sales and a LEAD into Salesforce. It's also flexible enough for you to trigger the creation of an opportunity with some customization (we did this ourselves and are happy to show you how). Out of box capability to create an opportunity is coming soon.
Would love a how-to on the customizations to auto-generate an opportunity.
Hi all! With regard to CSQL, we’ve have the exciting opportunity to access this capability first and would be happy to share our internal experience in deploying it.
Currently, the out-of-box capability covers emails to sales and a LEAD into Salesforce. It's also flexible enough for you to trigger the creation of an opportunity with some customization (we did this ourselves and are happy to show you how). Out of box capability to create an opportunity is coming soon.
Would love a how-to on the customizations to auto-generate an opportunity.
Here is a video on how to configure rules to auto-convert Leads to Opportunities: https://drive.google.com/file/d/1YJMuG8q9espk3g2L8x61nMrc7jSGdVQr/view?usp=sharing
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