by Bryan P | May 24, 2021 | How-To Articles
In CompleteCSM for Loyalty Reflection to work on customer tab, we need to take our current usage field, and copy it over to the usage field ActiveUsers__gc. The “Users” field (all users purchased by a company) is a standard field in Gainsight that you are...
by Bryan P | May 24, 2021 | How-To Articles
In Gainsight, we populate a Customer Scorecard called Human First Factors, this depends on the role of the user in a certain field called Role in the Person object. What we’ll need to do is create a rule to copy over the Role in Gainsight from the Company person...
by Bryan P | Apr 27, 2021 | Blogs, News
We’re excited to formally announce that CompleteCSM is officially partnering with Gainsight by offering our solution on Gainsight’s new Marketplace called the Sightline Vault. This one-click installation and integration will be a game-changer for hundreds of Gainsight...
by Bryan P | Apr 12, 2021 | Blogs, News
These customers are like watermelons, Green on the outside and red on the inside! One of my favorite quotes of the entire Panel discussion, direct from our Moderator Dan Steinman, Chief Evangelist at Gainsight! Get the Full Recording Now Join us as we take a journey...
by Bryan P | Feb 26, 2021 | Blogs, News
From all the panelist we agreed that this was the most fun we’ve have on a webinar together, ever! We definitely plan to do more webinars and expert panels together in the future. It turns out that this is a bigger problem than we thought, tune in to hear the...
