SYNCING CLARIZEN SOCIAL AND SALESFORCE CHATTER

You can integrate conversations between Gainsight, Salesforce and Clarizen so that your entire organization is on the same page. When you successfully sync Clarizen discussion posts with Salesforce Chatter, posts that are made in Clarizen can automatically appear in Salesforce/Gainsight and vice versa. 

To enable syncing between Clarizen Social and Salesforce Chatter, do the following:

1. Log into Salesforce as an administrator.
2. Go to Administration > Cockpit Configuration.
   
3. Click the dropdown menu next to Make chatter posts on, and select Account.
4. In the top navigation menu, click the + (plus sign).
5. Click Clarizen Integration Setup.
6. Under Mappings, click Account to Customer.
7. Under Object Mapping, make sure the checkbox to for Syncs Clarizen discussion posts and Salesforce social is checked.
8. Click Save.

DISPLAYING CLARIZEN DATA IN GAINSIGHT

Preparing Clarizen Objects for Use in Gainsight

To use an object within Gainsight's Rules Engine or Reporting tool, the object must have a connection to the Salesforce Account object. In this article, you will learn how to do the following in order to enable Clarizen objects to be used within Gainsight:

• Add a Lookup field to the Clarizen Milestone object
• Create a rule to populate the Account Lookup field on the Clarizen Milestone object

ADDING AN ACCOUNT LOOKUP FIELD TO THE CLARIZEN MILESTONE OBJECT

To add an Account Lookup field to the Clarizen Milestone object, do the following:

1. Log into Salesforce as an administrator.
2. Click your name.
3. Go to Setup > Create (under App Setup) > Objects.
4. Click Clarizen Milestone.
5. Go to Custom Fields & Relationships and click New.
   
6. For Data Type, select Lookup Relationship and click Next.
7. In the Related To dropdown menu, select Account and click Next.
8. Populate the Field Name field and click Next.
9. On the Establish field-level security for reference field page, review the selections click Next.
10. Confirm the field is added to the Clarizen Milestone Page Layout and click Next.
11. On the Add custom related lists page, review the selections and confirm.
12. Click Save.

CREATING GAINSIGHT RULES TO POPULATE NEW ACCOUNT LOOKUP FIELD ON CLARIZEN MILESTONE

To create a Gainsight rule that will populate the new Account Lookup field on Clarizen Milestone objects, do the following:

1. Navigate to the Gainsight application in Salesforce.
2. Click the Administration tab.
3. Click Rules.
4. Click + Rule.
5. Build the rule.
6. Run the Rule.

Reporting: Clarizen Roadmaps in Gainsight Customer 360

Adding Clarizen Project and Milestone Reports to C360

Customer Success Managers can add Clarizen Projects and Milestones to the C360 view for a single place to see all customer health data, including historical, active, and future projects. You can display reports on the history of projects conducted with a customer and what they delivered, important Milestones within active projects and even add Project Roadmaps to the C360.

Follow these steps to create a comprehensive view of customer projects in C360:

1. Create a report using Clarizen data to display in the C360.
2. Add the Clarizen report sections to C360.

CREATE A REPORT USING CLARIZEN DATA TO DISPLAY IN THE C360

To build a report based on Clarizen data to display in the C360, do the following:

1. Prepare Clarizen objects for use in Gainsight. If you have already prepared Clarizen objects, skip this step.
2. Log into Salesforce as an administrator.
3. Go to Gainsight > Administration > Reports 2.0. This takes you to the Reports Builder page.
   
4. In the data source selector dropdown, search for and select the Clarizen Project object you want to see in the report.
   
5. Click the + (plus sign) next to Show Me and select the project-related fields that you want to visualize or include in the report. You can refer to the screenshot below as an example. For more information about working with Reports, refer to Gainsight's article, Administration: Reports 2.0
   
   Note: In this example, only projects in the Active state are shown in the project. To filter by Active projects only, Click the Filter icon > Search for and select the State field > Select Active > Click Save.
6. Click Apply to test the data for the report.
7. In the top ribbon, click Save.
8. Repeat these steps to create a report on the Clarizen Milestone object. You can refer to the screenshot as an example for the fields to show in the Clarizen Milestone report.
   

ADD THE CLARIZEN REPORTS SECTIONS TO C360

To add Clarizen reports as sections in the C360, do the following:

1. Log into Salesforce as an administrator.
2. Go to Gainsight > Administration > CS360 Section.
   
3. Click Add New Section.
4. In the New Section window, add the following details:
   • Show Label: Clarizen Project
   • Type: Related List
   • Source: CLZV6BP__Clarizen_Project__c
   • Account ref Fields: CLZV6BP__Clarizen_Customer__c
5. Select the name of the reports you wish to display.
6. Make sure the show in Customer360 checkbox is enabled.
7. Click Save.
8. Repeat these steps for reports based on the Clarizen Milestone object. For more information about the C360 view, refer to Gainsight's article, Administration: C360 Sections.

Working with Calls-to-Action (CTAs) for Clarizen objects

As it relates to the Gainsight-Clarizen integration, this article describes:

• About Calls-to-Action (CTAs)
• How to view Calls-to-Action in Clarizen

ABOUT CALLS-TO-ACTION (CTAS)

Being able to conveniently identify impromptu issues can help you organize the appropriate response to get a project in Clarizen or customer back on track.

You can set rules based on any criteria to create Calls-to-Action (CTAs), such as the following:

• Milestones in an active state whose due date has passed and are not marked as 100% complete
• When the project is completed, indicating a handoff is needed between teams

To learn how to create a CTA, visit Gainsight's support article, Create Manual Calls to Action (CTAs) & Tasks. Also, see Gainsight Calls to Action and Playbooks Sample Workbook.

HOW TO VIEW CALLS-TO-ACTION IN CLARIZEN

Once integration is successfully setup, you can view a list of CTAs in Clarizen as a post in the Discussions' related panel on customer pages.

Using CoPilot to automate a transition emails

You can automate a transition email to your customer contacts once their onboarding project is complete to congratulate them on their progress, let them know their next steps, or provide relevant resources so they don't miss a beat.

Follow these 3 steps to successfully automate transition emails:

1. Build a Power List in CoPilot
2. Create an email template
3. Schedule your outreach

BUILD YOUR POWER LIST IN COPILOT

You can create a Power List in CoPilot to reach out to key contacts once an onboarding project in Clarizen is complete. For example, a Project might be in a Completed state and the Completion Date might have been yesterday. In the following example, we will only targeted users with the Admin, Adoption Champion or Executive Sponsor roles with an email. We will also add the CSM Name, Customer Name, and Executive Sponsor from the account and Project Manager Name from the Clarizen Project Object to the Select the list fields box. We will use these two fields as tokens in the email to let the customer know who their contacts are within your company.

To create a Power List in CoPilot, do the following:

1. Go to the Cockpit tab > CoPilot > Power Lists > + Power List.
2. Name your Power List.
3. Derive your list of contacts from Salesforce → Clarizen Project → All Contacts in the eligible accounts
4. Which meets the following criteria:
   • Clarizen Project:: Completion Date (equals) Subtract N Days from Rule (1)
   • Clarizen Project:: State (includes) Completed
5. Which meets the additional criteria from Contacts:
   • Contact:: Rule (includes) Admin, Exec Sponsor, Power User (or your desired contact roles)
6. Select the List Fields:
   • Account:: CSM Name
   • Account:: Executive Sponsor
   • Clarizen Project:: Account
   • Clarizen Project:: Created by ID Email
   • Clarizen Project:: Project Manager Name
   • Customer Info:: Customer Name
7. Select Contact Fields:
   • Contact:: Email
   • Contact:: Full Name
   • Contact:: ID
8. Select Account Lookup: Account
   
9. Check the checkbox for Refresh the list daily at [HH:MM] (PDT) and before the outreach execution is checked and select the desired time to refresh the list (should happen before you want your email outreach to be sent).
10. Click Save.

CREATE YOUR EMAIL TEMPLATE

The Email Templates tab in Cockpit CoPilot is where you can craft an email to your customer, share your excitement for their launch with your product, let them know the next steps, introduce who will be involved from your company and provide materials that will be useful for their launch. In the following example, the email is intended to be sent from the Executive Sponsor assigned to a customer.

To create an email template, do the following:

1. Go to the Cockpit tab > CoPilot > Email Templates > + Template.
2. Craft an email template.
3. Insert tokens by clicking on the Tag icon in the tool belt bar.
4. Click Save. 

SCHEDULE YOUR OUTREACH

When you are ready to send your transition email, do the following:

1. Go to the Cockpit tab > CoPilot > Outreaches > + Outreach.
2. Populate the following information in your outreach:
   • From Name
   • To (this should be the name of the Power List you created in the first section of this article)
   • Template (this should be the email you created in the previous section of this article)
   • From Email
   • Reply-to
     
3. Schedule the outreach to be sent daily.
   Note: Only the customers whose Project Completion Date was yesterday exist in your Power List, so that duplicate emails are not sent to the same customers.
4. Click Save.

Using Features to support a handoff between Sales, Services & Customer Success teams

You can use the Feature section on the C360 page to clearly indicate what customers purchase and what was delivered during a services project. You can also align Sales, Services and Customer Success on which exact products or features a customer should have enabled post-onboarding.

During this process, Sales can update the products/features list on the C360 with what a Customer has Licensed in the Sales to Services handoff.

Services can then update the products/features that were actually Enabled and provide comments for any products/features that were Licensed but not Enabled in the Services to CSM handoff.

Finally, there is an official record on the customer of what was implemented versus what the customer bought and why certain features/products were not implemented, giving the post-services teams the insight into any customer configuration that is still required.

To make the most out of Features in C360 for a successful handoff, follow these steps:

1. Create your Features and Products List
2. Add the Features section to the C360 page
3. Incorporate a Features update into the Sales handoff process
4. Incorporate a Features update into the Services handoff process

CREATE YOUR FEATURES AND PRODUCTS LIST

To create your Features and Products List, do the following:

1. Log into Salesforce as an administrator.
2. Go to Administration > Features tab.
3. Create a full list of Features and Products that a customer could purchase from you.

ADD THE FEATURES SECTION TO THE C360 PAGE

To add the Features section to the C360 page, do the following:

1. Make sure the Features section is enabled on the C360 page. If it is not yet enabled, see Gainsight's article, Administration: C360 Section.
2. Go to Administration > CS360 Sections.
3. Click Edit next to the Features section.
4. Click the checkbox next to Show in Customer360 (and in any other widget you'd like it to appear).
   
5. Click Save.
6. The Features section now appears on the C360 page.
   

INCORPORATE A FEATURES UPDATE INTO THE SALES HANDOFF PROCESS

To incorporate a Features update into the Sales handoff process, do the following:

1. Instruct your Sales team to edit the Features section on the C360 page to indicate what's been Licensed for a customer.
2. Go to that customer's 360 page > Scroll to locate the Features section.
3. Click Edit Features in the top right of the section.
4. Check the Licensed customers and add customers as needed.
   
5. Click Save.

INCORPORATE A FEATURES UPDATE INTO THE SERVICES HANDOFF PROCESS

To instruct your Services team to edit the Features section on the C360 to indicate what's been Enabled for that customer, do the following:

1. Instruct your Services team to navigate to the customer's 360 page > Scroll to locate the Features section.
2. Click Edit Features in the top right of the section.
3. Check the Enabled customers and add comments as needed.
   
4. Click Save.

Adding Clarizen Roadmaps / Gantt Charts to Gainsight

To view Clarizen Roadmaps / Gantt charts in Gainsight, follow these steps: 

1. Create a Visualforce page for Clarizen Roadmaps / Gantt.
2. Add the Clarizen Roadmaps / Gantt page to the C360.
3. Add Clarizen Project and Clarizen Milestone dashboards to the Gainsight homepage.

CREATE A VISUALFORCE PAGE FOR CLARIZEN ROADMAPS / GANTT

To create a Visualforce page for Clarizen Roadmaps / Gantt page:

1. Log into Salesforce as an administrator.
2. Go to Setup > Develop > Visualforce Pages.
   
3. Click New.
4. On the Visualforce Page, give the Visualforce page an appropriate label and name (like Clarizen Roadmap or Gantt).
5. In the Visualforce Markup input, add the following definition:
   <apex:page showHeader="false" sidebar="false">
   <CLZV6:ClarizenRoadmap Format="roadmap" ShowSingleWidget="false"></CLZV6:ClarizenRoadmap>
   </apex:page>
6. Click Save.

ADD THE CLARIZEN ROADMAPS / GANTT PAGE TO THE C360

Once you've created the Visualforce page for the Clarizen Roadmaps / Gantt, follow these steps to add the page to the C360:

1. Go to Gainsight > Administration > CS360 Section.
2. Click Add New Section.
3. Add the following details as displayed in the screenshot below:
   • Label: Clarizen Roadmap (or Gantt)
   • Type: Embedded Page
   • Page: ClarizenRoadmapEnhanced (or ClarizenGanttEnhanced)​
     
4. Click + Parameter
5. Add the parameter name clzWidget_ParentId.
6. Select the Id field.
7. Add clzclzWidget_RelationToParent.
8. Set the value to CLZV6BP__Clarizen_Projects__r.
9. Make sure the Show in Customer360 checkbox is enabled.
10. Click Save. Now the Roadmaps appear on the Customer360 page.

ADD CLARIZEN PROJECT AND CLARIZEN MILESTONE DASHBOARDS TO THE GAINSIGHT HOMEPAGE

To add Clarizen Project and Milestone dashboards to the Gainsight homepage, follow these steps:

1. Go to Gainsight > Administration > Layouts.
2. Click + Add New.
3. Enter the desired name of the dashboard.
4. Click the + Add Container icon  to create a container to hold the reports you want to add to your dashboard.
5. Find the reports you previously created under the Clarizen Project or Clarizen Milestone headers.
6. Drag and drop the desired reportsfrom the list (.e.g. All Projects, Open Projects, etc.) into the empty container you created.
7. Continue to add containers and reports to build your desired dashboard. You can combine reports from the Clarizen Project, Clarizen Milestone and any other object onto a single dashboard.
8. Click Save. Now Clarizen Project and Clarizen Milestone dashboards appear on the Gainsight homepage.