Vault Update!

  • 28 March 2016
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Hi Community - here's [i]What's New in Vault!  




  • New Assets Nominated: 
    • Gainsight Community -- what awesome ideas for playbooks, surveys, and email templates do you have?

  • New Assets Published: 3 surveys, 2 playbooks, 8 CoPilot templates published in the past few weeks
    • Readiness Survey - determine prospects' organizational and data readiness for onboarding
    • Product Feedback Survey - gather feedback on customer satisfaction/desired product enhancements
    • CEO Feedback Survey - gather feedback on the overall performance and areas of improvement for the company's CEO
    • Executive Re-Sell Playbook - connect a new Company Executive with their internal Executive Sponsor to re-sell the company/product value
    • Product Overage Playbook - manage potential customer license/capacity overage, including engaging in Upsell conversation
    • Executive Re-Sell Template - sent from Exec. Sponsor, re-sell the company/product value to a new Company Executive
    • Product Overage Template - inform a customer when they are at X% (e.g. 95%) of their licenses and therefore may want to engage in Upsell conversation
    • Campaign Ending Soon Template - update a customer when their campaign with your product is nearing its end
    • (Internal) 'New in Gainsight' Template - inform your CS team what's new in their Gainsight instance
    • (internal) Gainsight Feature Overview: Report Builder - explain how to use Gainsight's Report Builder with a series of descriptions and pictures
    • Webinar Recording (Format) Template - Format-only template showing how you can use CoPilot to send out embedded videos, links, etc.
    • Meet Your Team (Format) Template - Format-only template showing how you can use CoPilot to embed pictures (e.g. of your team) with links
    • Send Health Scores (Format & Directions) Template - Format/directions template showing how you can use Rules Engine and CoPilot to send your customers their health scores on a cadence basis

      • Assets to be published next week:  
          • Closed Round of Funding Playbook
          • Sponsor Moving to a New Company Playbook
          • Reference Follow-up Playbook
          • Expansion Support and Customer Internal Re-org Playbooks
          • Financial Risk Playbook
          • Manager Feedback Survey
          • 360 Feedback Survey
          • Reference Feedback Survey
          • Leaving Sponsor Survey
          • Customer Service Feedback Survey
          • Sales Process Feedback Survey

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