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New Productivity Integrations to Streamline CSM Workflows


lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • 1447 replies

We wanted to help CSMs and all customer-facing roles do what they do, but better. How can we do that? Improve your productivity by giving you access to core Gainsight functionality within the solution you use the most—email and calendar.

Gainsight has introduced an email integration as part of our GS Assist feature. The new Chrome plugin allows Gainsight users to access Gainsight email templates from their Google or Outlook inbox, allowing them to quickly send the right message to their customers.  CSMs can log customer emails to Timeline directly from their inbox, making it even easier to capture this context. 

Gainsight also offers calendar integration in Cockpit. You can sync upcoming Calls-to-Actions (CTAs) and view them directly in your Google or Outlook calendar. By monitoring customer data and triggering CTAs, you will know when action is needed on a customer account.

Click here to read more about our workflow optimization tools. 

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2 replies

melissa_davenport
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Hi @lila_meyer - You mention GS assist for Outlook above, but I thought the Outlook integration wouldn’t be available for beta testing until August? Could you clarify?

Thank you!


lila_meyer
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  • Author
  • Gainsight Employee ⭐️⭐️⭐️
  • 1447 replies
  • June 10, 2020

Hi Melissa, the calendar integration with Google is available now, and the Outlook integration is in the works. Good catch :wink:


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