Team View empowers your cross-functional team with rich customer data and collaboration capabilities within their primary system. You can embed a Gainsight widget in Salesforce Sales Cloud, Salesforce Service Cloud, or Zendesk to start improving the customer experience through better cross-functional alignment. The Team View widget is mainly designed for users who have Gainsight Limited License or Viewer License.
You can view the Gainsight Team View widget on the Account and Opportunity detail view pages for the following Salesforce products:
- Salesforce Sales Cloud
- Salesforce Service Cloud
The below image shows the Team View widget from the Accounts Page of the Salesforce Sales cloud.
Administrators can configure the widget to display key data from Gainsight’s C360 page for the corresponding Account or Opportunity. In the image shown above, you can see Acme’s health Scorecard, Success Plans, Cockpit CTAs, Cases, and more are visible. Users can also view the history of Activities on the Account by switching to the TIMELINE tab.
Admins can customize the data displayed on the widget by navigating to the Administration > Layout Configuration page. To learn how to configure the Team View widget on the Account Detail view or Opportunity detail view, refer to the Setup Gainsight Team View article.
For the Salesforce Service cloud console the Team View widget is located on the Case Detail view and the Ticket view respectively.
You can also view the Team View widget on Zendesk tickets.
Users with limited and view only licenses can view Customer Health Score, Renewal date, Customer Lifetime, ARR and number of users.
Advantages of Team View
- Get better Customer insights: Team View provides customer insights in their primary system. This helps them prepare for customer calls or meetings, and stay in the know about the key dates and activities at that customer (e.g., upcoming renewal date, recent NPS survey score, high priority support cases, etc).
- Enhanced customizability: Apart from being able to provide data to non-Gainsight users in one place, Admins can decide what data to display in the Team View widget from the Administration > Layout Configuration page.
- View interactions and schedule meetings: Team members can use the Timeline tab to quickly catch up on customer history, or schedule new meetings or appointments with the Accounts based on their performance.