Gainsight cockpit
WebHow to Plan/Capture/Track Scheduled Meetings in Gainsight. For companies that may want a way to plan/capture/track future scheduled meetings, here’s a way to do it using functionality already built into the Gainsight platform and with which users should already be familiar.Short description of solution: Adjust Event CTA Type to have A CTA ... WebCS Essentials Cockpit Suggested Videos 2:18 Product Demo 2-minute CS Essentials Demo Get a quick overview of the features and functionality of CS Essentials. Watch …
Gainsight cockpit
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Cockpit is the day-to-day workspace for CSMs in Gainsight. By triggering Calls-to-Action, or CTAs, it helps CSMs manage customer risks, opportunities, and events and stay on top of their to-dos. The benefits of using Cockpit are clear. See more As the owner of an organization’s instance of Gainsight, the Gainsight Admin plays an important role in managing Cockpit. He or she has the ability to … See more As the key recipient of changes to the Cockpit, the CSM has a big stake in how it operates. While the Admin can make the platform easier to … See more The CS Manager is the final piece of the puzzle, and he or she has an important job. While he or she may not be in the system as often as the Admin or CSMs, he or she is essential in … See more WebA landing page for all Gainsight Products which positions Self Service and Community as the first step of action. Community. Gainsight.com; Support & Documentation; Marketplace; Training; Pulse+; ... Cockpit & Playbooks 355; Data Management & Integrations 317; Gainsight inSided 0; Gainsight PX 487; JO, Email & Notifications 690; Reports ...
WebCockpit & Playbooks 355; Data Management & Integrations 317; Gainsight inSided 0; Gainsight PX 487; JO, Email & Notifications 690; Reports & Dashboards 706; Revenue Optimization 13; Rules & Permissions 597; Scorecards 8; Surveys & NPS 244; Timeline 244; Other CS Features 366; Ideas; Events; Betas & Groups; All About Pulse ; WebSep 17, 2015 · The CSM and Gainsight Executive receive Cockpit CTAs for quarterly EBRs with a playbook to prepare for these sessions; We design and conduct onsite EBRs to ensure strategic alignment & maximize the return on investment – this is a great opportunity to share the customer’s business objectives (documented in Gainsight Success Plans) …
WebOptimization Around SFDC Task Sync For Playbook Tasks Marked for Sync. Posting on Behalf of a customer. To help better make use of SFDC resources and to avoid the Apex CPU Limit error, it is desired to be given the option to create the related SFDC Tasks at a latter scheduled time. That way important CTAs that needed to be created through a ... WebHowever, this feature would be significantly enhanced by facilitating the push of existing request data for requests that did not originate in Gainsight. This would allow CSMs to quickly and confidently communicate with customers regarding any existing product requests without the need to navigate elsewhere unless necessary for further context ...
WebCurrently the CTA API does not allow for bulk updates. Only 1 CTA can be created/updated using CTA API. Since there are chances that 1 record in Salesforce will contain multiple CTA’s in gainsight, it will be good for allowing bulk updates via API. This will also help us to automate many manual tasks that are now possible only using Mass Edit.
WebWe just need to create a CTA and Playbook that will live within cockpit. And then we could assign the CTA to any CSM account we want (or they could do it themselves). The only … kakawow phantom disney 100 years of wonderWebUses Gainsight Home to manage work and work towards team goals Prioritizes activities by using Cockpit Uses Playbooks and Tasks to stay organized and act on customer activities Prepares for and participates in … kakdwip weatherWebThis course provides an overview of the functionalities within Cockpit, the primary Gainsight workspace for CSMs/AMs. 25 min. working-in-gainsight End-User-NXT Gainsight End User Certification Welcome to the Gainsight End User exam. This exam contains 32 questions and is designed to check for understanding of the core concepts … lawn chairs setWebAdd Cockpit integration for Google Calendar (or similar service) Our team uses Google Calendar to manage all of their meetings and events. It would help with workflow if we could automatically: - see our time-based CTAs inside of our calendar already. - log our calendar-based events as CTAs. kakawa chocolate house santa feWebNov 9, 2024 · Cockpit is the CSM/AM team's home base for viewing and managing key customer activities. The backbone of Cockpit are Gainsight system alerts called Calls to Action (CTA). Call to action types, their … kakawate national high schoolWebCreate Dataset templates for Journey Orchestrator. We use Journey Orchestrator a lot, so much so, that we have “templates” that we use for our more regular/generic email sends. I was building a special campaign today, and it hit me that there were some datasets that I … kakawis family development centreWebRelated products: CS Cockpit & Playbooks Currently, only the due date for the entire CTA Playbook displays in Google Calendar using the integration, but would be more helpful if the names/due dates for each nestled task inside of the … kakawa chocolate house menu