Cockpit & Playbooks
Share your questions and best practices on Cockpit, CTAs, and Playbooks for Gainsight CS here.
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How do people track / measure their team on their ability to work through their CTAs? As an example, I would like to see percentage breakdowns by CTA type (risk, event, opportunity) and even down to a specific CTA. Is this possible? I also have heard that some people have created Milestones and tracked it this way. Any insight / examples would help. The standard leaderboard in the Cockpit isn't sufficient
Today we published an article on Gainsight Go which walks you through the steps of adding Chatter to the 360. You can find the article [url=https://support.gainsight.com/hc/en-us/articles/205170318-How-To-Add-Chatter-To-The-Customer-360]here[/url]. We'd love to hear your feedback and answer any questions you may have.
We're excited to announce a new interactive series of Administrator training webinars. These sessions are intended to help new Gainsight Administrators get up-to-speed, as well as to enable experienced Administrators to maximize the value of their deployment. [b]Who should attend? [/b]If you are responsible for building business rules, setting up dashboard reports, or configuring new Gainsight features, these classes are meant for you. Webinars are 60 – 90 minutes long, depending on the topic, and whenever possible, include interactive practice exercises. Each class will be offered once a month, as long as there is interest. [b][url=https://support.gainsight.com/hc/en-us/articles/205089548-Gainsight-Administrator-Webinar-Training-Sessions]Read Class Descriptions & Signup[/url][/b]
This 5 minute video provides an overview of the primary Gainsight enhancements from the March and April 2015 releases. [url=https://vimeo.com/gainsight/review/125074342/d63ef2b781?mkt_tok=3RkMMJWWfF9wsRomrfCcI63Em2iQPJWpsrB0B%2FDC18kX3RUtIr2dfkz6htBZF5s8TM3DU1FBXrVA9EEATrA%3D]https://vimeo.com/gainsight/review/125074342/d63ef2b781?mkt_tok=3RkMMJWWfF9wsRomrfCcI63Em2iQPJWpsrB0B%2FDC18kX3RUtIr2dfkz6htBZF5s8TM3DU1FBXrVA9EEATrA%3D[/url]
Would anyone mind sharing some of the higher value rules used by your organization? We have 11 set-up but the higher value ones to us are: 90 Days to Renewal (w/ CTA and Playbook) Change in Licensing (Add/Remove/Renew/Churn - w/ CTA) New Customer / CSM Assignment (Kicks off our welcoming process playbook) New Feature Enabled (Milestone and Feature Update) Sponsor Tracking Rule Lack of Customer Engagement (w/ CTA and Playbook)
This walkthrough shows how to implement Gainsight’s Code Red program in your org. To see an overview of Gainsight’s overall program goals, structure, and process, see our [url=http://access.gainsight.com/20150220-code-red/]Code Red at Gainsight[/url] webinar. This process was developed to create visibility for escalated accounts, assign clear next steps and owners, enable collaboration on escalated accounts, engage executives, and measure progress. [b]Identifying Code Red Accounts[/b] In order to identify an account as Code Red, we create a Call to Action with Priority = Code Red. We use CTAs so we can define clear game plans and track progress. [b]Step 1: Create a Code Red Priority Code[/b] [url=https://s3.amazonaws.com/screensteps_live/images/gainsight/317370/1/rendered/98b53ff9-4a1b-4d82-9d12-faf4b964621f.png][img]https://s3.amazonaws.com/screensteps_live/images/gainsight/317370/1/rendered/98b53ff9-4a1b-4d82-9d12-faf4b964621f_display.png[/img][/url] [list] [*]Click “Ad
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