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Feedback on EVOLVE with Gainsight - March 8, 2022


KatLeong
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  • Gainsight Employee ⭐️
  • 20 replies

Thank 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!

11 replies

travis_floyd
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  • Contributor ⭐️⭐️⭐️⭐️
  • 38 replies
  • March 8, 2022

How does Gainsight communicate CSQLs to Sales?  Can it automatically build the Opportunity in SalesForce?


meenal_shukla
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  • Gainsight Employee ⭐️⭐️
  • 208 replies
  • March 8, 2022

How does SFDC permissions/licenses come into play while creating leads? What is the min type of SFDC license required


vivekreddy
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  • Contributor ⭐️⭐️⭐️
  • 20 replies
  • March 8, 2022
travis_floyd wrote:

How does Gainsight communicate CSQLs to Sales?  Can it automatically build the Opportunity in SalesForce?

@travis_floyd Gainsight CSQLs can be communicated as an email to sales and also integrated as a Lead to Salesforce. The Lead can then be converted to an Opportunity in Salesforce.


vivekreddy
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  • Contributor ⭐️⭐️⭐️
  • 20 replies
  • March 8, 2022
meenal_shukla wrote:

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.


christine_friscic
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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.


cmultanen
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  • Helper ⭐️
  • 267 replies
  • March 8, 2022

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? 


christine_friscic
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cmultanen wrote:

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. 


  • Contributor ⭐️⭐️⭐️
  • 13 replies
  • March 8, 2022
christine_friscic wrote:
cmultanen wrote:

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?


vivekreddy
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  • Contributor ⭐️⭐️⭐️
  • 20 replies
  • March 15, 2022
jeffmancini wrote:
christine_friscic wrote:
cmultanen wrote:

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.


  • Contributor ⭐️⭐️⭐️
  • 13 replies
  • May 4, 2022
christine_friscic wrote:

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.


vivekreddy
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  • Contributor ⭐️⭐️⭐️
  • 20 replies
  • May 5, 2022
jeffmancini wrote:
christine_friscic wrote:

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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