Skip to main content
Solved

Without emails in GS, how does your team get context on accounts?

S

Hello!  My team is shifting from using Salesforce exclusively to using Gainsight and we are having a hard time going without the SF Activity Timeline on each account.  GS has a lot of benefits but it is hard to figure the state of an account without the context of the emails between our org and the customer.

 

How do your organizations deal with this?  

Best answer by heather_hansen

@symariesmith So, before we had BCC to Timeline, most people would just manually copy and paste into the CTA or add as a Timeline post.  Now that we have BCC to Timeline, most everyone uses that for important emails. 

View original
Did you find this topic helpful?

4 replies

heather_hansen
Forum|alt.badge.img+13
  • heather_hansen
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 954 replies
  • March 24, 2020

@symariesmith So, when we initially tackled this, we added a custom section on the C360 with a related list and added a report of all the closed tasks and events from Salesforce.  That way the team could still reference those items without having to go back to Salesforce.  We also made sure that anything they would need to get to in Salesforce was either reproduced as a related list on the C360 or only one click away.  Once they started to track things in Gainsight, we were eventually able to remove the related list for SF activities.

lila_meyer
1 person likes this
  • lila_meyer
    lila_meyer
S
  • symariesmith
  • Author
  • Contributor ⭐️⭐️
  • 6 replies
  • March 25, 2020

Thank you @heather_hansen!  That’s a great idea.  Did you reproduce emails as a related list?  Once you all started to track things in Gainsight, how did you all go about tracking emails in Gainsight?

heather_hansen
Forum|alt.badge.img+13
  • heather_hansen
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 954 replies
  • Answer
  • March 25, 2020

@symariesmith So, before we had BCC to Timeline, most people would just manually copy and paste into the CTA or add as a Timeline post.  Now that we have BCC to Timeline, most everyone uses that for important emails. 

jean.nairon
sai_ram
2 people like this
  • jean.nairon
    jean.nairon
  • sai_ram
    sai_ram
S
  • symariesmith
  • Author
  • Contributor ⭐️⭐️
  • 6 replies
  • March 25, 2020

Oh, okay, that makes sense.

Reply


Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings