by Bryan P | May 28, 2023 | Blogs, How-To Articles
Connect to App Exchange You’ve taken the first step to install Intelligage in your Salesforce Organization! Now let’s finish our setup! 1) Installation If you haven’t installed the package into Salesforce Click here for the link now to add the...
by Bryan P | Apr 11, 2022 | Blogs, How-To Articles
How does it work? From Collecting Signals and understanding customer intent, there is only one way to coach your CSMs to take it to the next...
by Bryan P | Dec 2, 2021 | How-To Articles
Welcome to CompleteCSM You’ve taken the first step to install CompleteCSM in your Salesforce Organization! Now let’s finish our setup! 1) Installation If you haven’t installed the package into Salesforce Click here for the link now to add the...
by Bryan P | Oct 24, 2021 | How-To Articles
Welcome to Customer Intelligence for Slack. Get started now! Customer Success Intelligence from Slack conversations with Customers, delivered via Slack. Your customers and their stories are everywhere. Mixed in with the noise are the key digital signals revealing...
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...
