Replies posted by scott_renna
So we have had the box checked to redirect all HTTP to HTTPS for the default survey site. In the past, when running NPS surveys, we had it set to HTTP link. We presume Salesforce handled the redirection. For surveys going forward, should we use the HTTPS link for the survey itself or is it ok to keep HTTP and have the redirect in play?
1) We have found that a combination of automated upsell opportunity CTA and regular discussions during QBRs, has been very effective. We have several products and we work to foster true partnerships in our clients' success. Over time, clients become more interested in other product/service as they have had a positive experience along the way. We encourage our CSMs to discuss possible license seat increases and other offerings when they feel there is a strong benefit to the client. We then look to inform our Renewal Sales teams so that they can handle the deal side of the house. This has worked well in preserving the relationship between CSM and client, while also helping to recognize more value for our client and our organization. 2) Can't comment on this as CS is a different team than Renewal Rep/Sales 3) While not directly involved at renewal time, our team is engaged regularly throughout the year. We showcase new features that clients may have been looking for and share any breaki
We would be great to sleep for all CTAs for a particular client, but we have something that works for now. Setting a filter to only include clients who have a production date of > 30 of report run will enable us to get this snoozing for the time being.
It takes a while to understand the product as it has many features and is not very intuitive. My recommendation is to assign someone in a full-time role to run Gainsight, much like a Salesforce administrator. My team and I have been working with it for about 4 months and have an intermediate understanding, but feel if it was your only job, you could get it down in 3-4 months.
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