Activity Timeline Enhancements - QSR & Customer Referral (Quick Guide) - June 2021

TiffanyH

In an effort to better track all of the fantastic work the team is doing to drive expansion conversations, we have a couple exciting new enhancements in Gainsight to enable us to better track QSRs and Customer Referrals:

• An added Timeline Activity Type called "Customer Referrals" 
• Added fields to the existing "QSR Meeting" Activity Type 
  
  

New Customer Referral Activity

A new activity type called "Customer Referral" has been added to your list of activities to choose from when you log a customer note into Gainsight:

 

When should I use this?

This activity type should be used when a customer contact / champion refers us to a potential Anaplan economic buyer / influencer outside of a BU or LOB we’re currently in

Why was this added?

This activity type will enable us to drive and track expansion opportunities we are facilitating through existing Customer contacts / champions

 

QSR Meeting Activity Type Enhancements

What changed?

The existing QSR activity type has new fields that are required to be filled out: “Highest Level Customer Leader”, “Prep Call Date”, and “Prep Call Sales Contact”

When should I use this?

Continue to select this activity type when you are recording your QSR sessions

Why was this added?

The enhancements were added to measure the level of executive presence from the Customer involved in QSR discussions in addition to driving collaboration of the QSR content internally between Sales & CS

 

Activity Type Walkthrough: