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Share and learn industry best practices based on specific job functions
Top 3 Mistakes Making Your Data Strategy a Struggle
Data maturity, Data structure, Data analytics… it’s all we hear and talk about lately.Why is it so important and why has data become such a struggle?Data is the new gold. We have to ensure we have insightful and powerful data to help our organization achieve their goals. But how does it all start. It almost feels like the right place to start is to look at our current data. Well, I am here to tell you, it starts even earlier than that.Think about your data prior it ever being created. Think about actionable objectives, you can do now to help curate data gold. As I mention in my session at Gainsight Pulse 2022, there are 3 main strategies I live and breath by. 1. THINK WIN-WIN-WIN SolutionsThis strategy is about ensuring everyone involved is winning. Think about your CSM needs, stakeholder needs and admin needs. Ask yourself key questions to help you understand how each player wins.Stakeholder: Can the business measure positive negative impacts to the customer through the data? Have you
Has anybody created a formal governance model for Gainsight that they'd be willing to share? As we add more Admin users and groups outside of Customer Success into Gainsight it's becoming clear that we need to create a formal governance model/support structure. I've started to create something which I'd share here but it's a .ppt and I can't figure out how to attach a doc? Sorry! Does anybody else have anything they'd be willing to share?
Pulse 2023 Social Rockstars
Hello folks,Last year, we had such a ball hosting the Social Rockstar contest during Pulse!⭐And this year, it’s happening again, with a few changes in the rules. 😉 Rules to participate:The contest will be hosted ONLY on the social platform - LinkedIn You MUST have a GameChanger community account in order to be considered for this contest. Hashtags to be used while posting on social - #Pulse2023 & #10YearsOfPulse The posts during the 2 days of Pulse ONLY will be considered. More posts, better the chances of winning! 😉 Feel free to get creative with your posts - images, videos etc! Saved the best bit for the last - 1 WINNER will receive a Pulse swag bag from Gainsight! 😎 The contest is LIVE already!😍Alrightyyyy then! It’s time to get set and goooo! 🚨
I CS Ops, and So Can You: Part 1 - Program & Sprint Planning + Capacity
I’m excited to share the first in a series of posts around how we do CS Ops at Gainsight! We’ll be starting with our OKR+Project+Sprint Planning processes as these are the backbone of how our team operates across our entire Ops & Scale organization. My hope is that this is helpful for any teams looking to begin a similar process or are looking for inspiration. If you missed the initial post, check out other topics we’ll be discussing an feel free to add additional ideas!This is a process we’ve iterated on over the past 2.5 years and will continue to tweak as we go. I’d love to hear other ways your teams are planning your work.If you prefer videos over reading, I put together a 12-minute recording (sorry, I got carried away 😁). At a very high-level, this is how our team thinks about the planning process and various inputs across the organization. This is the guiding principle for how we’ve structured the setup. We leverage Monday.com for our planning and project tracking. It’s stru
Learn how Gainsight Recently Modified our Health Score to Meet Demands of Current Economy
Join @easton_taylor, VP of CS, and me, Director, CS Ops, at Gainsight on Thursday at 10am in Room 2022. The SaaS and technology communities have gone through a rollercoaster of change over the past year. The current economic climate has caused numerous organizations to adjust their approach to risk to minimize surprises. Our team at Gainsight is no different. We’ll discuss Gainsight's refinement of health measurements to help improve visibility for their teams during these uncertain times. Here’s a sneak peek of what you’re in for :-)
AI Driven World
If you do not know how to use Generative AI, you are really missing on something big! How much do you agree with me on the above statement? - I do believe AI can empower admins workflows, optimise CSMs workflows and AI integrated product + Digital Customer Success can do wonders! If you were are Pulse 2023, you might be aware of some of the cool AI driven features that Gainsight will be having in the near future“What’s the one thing that you want AI to do for you in Gainsight?” Note: This is a post-webinar discussion thread. During Crank Up Technicalities webinar we posted this question and asked folks to share thoughts over here.
#2minHowTo : Leveraging Gainsight PX and CS for Role/Persona Confirmation
As most organizations look to create a digital-first experience for their customers, it’s important not to forget some of the benefits of human-first. For example, when you meet with a customer, the conversation tends to change directions to cover everything from your customers personal role to their larger strategy. Creating a similar personalized experience in a digital-first environment is vital. We need to deliver key messaging, guidance, and support, proactively and at the right time. In order to do that, however, it’s important to have a similar conversation with your customers, to understand what’s going on with their business and what’s their role in driving the business forward. (Don’t worry, this doesn’t include ChatGPT - for now…) Let’s talk about why their role is important. By knowing if your customer is an individual contributor or manager, you can tailor the experience to better meet their needs. For example, in Gainsight CS a Customer Success Manager would be classified
Looking for referenced article on Adobe community impact when shutdown
Hi!In the Gainsight PULSE community sessions, which focussed on the Salesforce trailblazer discussion presented by Christina Fidura from Salesforce, there was a reference re what happened when Adobe pulled the plug on their community.Any guidance where I might be able to read up on that please? thank you!
Watch Pulse 2023 Sessions On-Demand!
The Wait is Over! Every Pulse Session is Now Available! With 3 keynotes, 79 sessions, and 9 tracks running simultaneously, there was no way to consume everything at Pulse last week. Now you can unlock hours of extra learning by accessing the content at your leisure with Pulse Library!We've supercharged the way you experience Pulse Library by relaunching the digital experience on AudiencePlus. Subscribe there to stay in the know on all things Pulse, gain access to future subscriber-only content, and get customized recommendations on what to watch next over time.Some frequently asked questions:Can I search for a particular session, speaker, topic? Our new system hasn’t revealed their search functionality YET but when they do, it will be great. In the meantime, go to the Pulse 2023 Agenda page and search there. Once you know the track name, you can find the track HERE and drill into the session video you’re after. How much does it cost? Accessing materials on Pulse Library is FREE! Enjoy
Live Stream the Pulse 2023 Keynotes!
Guess What? This year we are live streaming the Opening Keynote (5/17 at 8 am PT) and Product Keynote (5/18 at 8 am PT), for F-R-E-E! It’s super easy to sign up and save your virtual spot. Simply fill out the form on the following pages: Opening Keynote & Product Keynote. Upon registering, you’ll have the ability to add the event to your calendar. The calendar invite and reminder emails will include your unique link to access the live stream.Virtual doors open 30 minutes before the keynote starts (7:30 am PT). The keynote officially starts at 8:00 am PT. For the best experience, I recommend joining from your desktop. Hope you can join!
Mobilize community to create career success -- Pulse Session Preview
It took the collision of three forces to move me from CS Ops to Community Management:I found that facilitating collaborative conversations was the 20% of my role that I wished were 80%, and I had opportunities to describe that to my boss, my boss’ boss, and my boss’ boss’ boss (aka our CEO). Gainsight’s customer admins started their own community meetups, which led to a Slack channel, in addition to the official Gainsight community, which demonstrated the depth of the energy and enthusiasm that was available. Senior management identified that the Gainsight market was hungry for more admins, to the degree that it was slowing down customers and prospects who were eager for that kind of expert systems consultant.I was the right person to pave the way for more people to get into a CS Ops or Gainsight Admin role, and to make people in the role more successful. I did it by creating resources and events that connected knowledgeable people to learners.You can do the same, for your admins or fo
CSM Compensation: Q&A + Inspiration on Community
We just released our CS Compensation report and are showcasing the results for North America and EMEA in webinars earlier this morning and next week for EMEA. A few common questions emerged - how are you solving this today? What other CSM comp questions do YOU have? Answer/ Add as responses to this post!I’ve added a few of my answers in bold Regarding bonus compensation, do you have any insights on the prevelence of quarterly vs annual calculations/targets and payouts? Seeing more shifting to Quarterly (including Gainsight!) or semi-annually - more flexibility/cash flow for CSM, more flexibility to adjust the plans as year evolves I’d like recommendations or resources for identifying a comp structure for a CSM who’s sole role is upselling to existing customer base please How do you adjust comp model based on size of BoB per CSM. I’d say we tend to land at a much higher customer count per CSM than what’s the industry average. For smaller organizations, where CSMs are taking on churn r
Customer Success Compensation 2023 - Report Released!
Just wrapped up a webinar discussion on CS Compensation trends with Ray Rike from RevOps Squared.Summarized the trends from our 2023 CS Comp Survey Discussed how we’ve seen CS comp plans evolve over the last several years Compared the two ends of the spectrum for comp Variable based on Renewal/expansion performance Variable based on Outcome (typically an Activity, Indicator, or Result) We had a ton of questions during the session that I wanted to bring to the community. Dont see you question here? or don’t see an answer? Create a community post and tag with #compensation! First, a set of questions that are answered in the report - so head here to get it! (https://info.gainsight.com/the-evolution-of-customer-success-report-ebook.html)What is the compensation breakdown for a Director of Customer Success? Are you seeing a trend of variable pay focused on Net Dollar Retention, rather than something like quota commission + churn target MBO? Where do Directors and Sr Directors fall in
ChatGPT CSM Adoption Emails
The Gainsight Community never fails to inspire and motivate me. After the ChatGPT fest at Pulse, and seeing Seth’s amazing “Hot Takes” I realized, I need to do some dang marketing with my CSMs. So I asked ChatGPT for a slack message about different functionality in a hot ones theme. Then I thought, well, I’m in Austin and it’s going to be Tuesday so.. Taco themed. It ended up being an email and I MAY have said “I need this a little shorter with more Taco Puns.” And this amazing email came to be! My CSMs LOVED it. And I’m seeing traffic from it! I decided on focusing on Cockpit so that I can reinforce “this is your home base”. What’s an easy thing to get them to buy into? If they adopt Cockpit, the other good stuff comes almost naturally.
Congrats to the 2023 Gainsight GameChanger Award Winners!
The GameChanger Awards are designed to celebrate the Gainsight customers that never stop challenging the status quo when it comes to customer success and experience. All Gainsight customers were eligible to apply for the 2023 awards. The winners were decided by a panel of judges based on their quantitative and qualitative results/stories. The winners Digital Customer Success Disrupter Award: @Jbarker from Alteryx, Samsara, and SAP Concur won the Digital Customer Success Disrupter award. These champions of efficiency combine the strengths of digital experiences and human expertise to power healthy customer life cycles at scale. They don’t just think about success for a few customers, they set out to accomplish success for all customers. As a result, their companies reap the rewards of stronger adoption and customer retention. Transformation Leader Award: Mike Dover, VP of Customer Success at Certinia (formerly FinancialForce), is the winner of the Transformational Leader award which
Gratitude for PX Connections Breakfast!
WOW! I am truly overwhelmed with gratitude in getting to see you all at the PX Connections Breakfast. @jmobley @aroberts and I really enjoyed getting to sit with you all in addition to our wonderful leaders : Caitlin Quilan (GM of PX), Karl Rumelhart (President, Products, Tech & Global Ops), Gil Michilin (SVP of Engineering for PX), Denise Stokowski (Group VP, Platform Products), Kartik Yegneshwar (VP of Global Support & Technical Success), and our incredible Enterprise Tech Support Analyst, @rschlette Rob Schlette! If I didn’t get a chance to say “Hello” personally, I’m certain you were able to meet with our incredible team listed above. My email is email@example.com and would LOVE to hear from you on the event and any follow up items. 💖 I hope everyone made some connections with our leadership as well as with other amazing PX Customers. I heard some engaging conversations and saw lots of big smiles. Pulse is truly a special event where we can build off the commun
Pulse wrapped - celebrating 10 years of Pulse!
Did you know that Pulse 2023 is our 10th year of Pulse? 🤯 Not only has Pulse continued to be part of our lives over many years now, it’s created a truckload of memories to hold onto forever! From meeting and learning from different people, to puppy adoptions, to a Taylor Swift impersonator (or maybe not? 😉), Vanilla Ice taking the stage, music parodies and so much more! So, we put together this trip down memory lane so we all can step into this year’s Pulse even more fired up, and closer together! 🤝🏽 I have to admit, I was really looking forward to the shoe count of @nick_mehta 😉 I’m sure you’ve all had some really lovely memories from Pulse too!Would love to hear them from you! 👇 Don’t forget to have a wonderful time at Pulse 2023! ♥️
Come Together, Right Now, Over PulseBlog
Witnessing the originsGainsight was birthed as a Community and the Pulse Community is how it all began led by none other than coach Mr. Ned Sasso himself.You can check the #PulseEU22 tag to experience the conference through the eyes of attendees and speakers. On this post I’d like to give you a personal take of this spectacular London event as a Community builder who’s feeling this immense sense of satiety witnessing the coming together of the Community, on the ground, as it is online. So here are my top 10 moments from Nov 9, and 10. 1. The Venue There are conference venues, and then there is London’s historic Tobacco Dock for a venue. 2. All About Pulse is as IRL as it gets I found myself seated right next to one of our first respondents to the ‘All About Pulse call to session intros’, @Jef Vanlaer and the Software AG team (and our UX supremo @ophirsw), right before Jef’s session on day 1. 3. Long time collaborators meet Very special moments like these when @baji_bathula our Office h
I CS Ops, and So Can You!
Inspired by Pulse, I’m revisiting a document I created exactly a year ago but completely overthought so I avoided posting it 😅As a member of Gainsight's Customer Operations team, I've been asked numerous times about how we manage our team's operations, including administering our Gainsight and Zendesk instances, enabling our CSM and Support teammates on internal processes, and implementing strategic programs for our customers. While I’ve had many one-off conversations, I’ve struggled to pull together all of the details to share more holistically. This is me holding myself accountable (hopefully). I'm planning to write a series of posts that will hopefully provide insights into the key processes that we’ve built at Gainsight that I hope are helpful!Here’s an overview of what I’m planning - what else would you like to see/learn?Sprint Planning: Discover how we allocate our team's time between strategic initiatives and run-the-business operations. I'll share how we use a planning board
Insights from Pulse 2023: Verified Outcomes and Growth Mindset
As a first time Pulse attendee, I have to say that Pulse did not disappoint! It was a jam packed week of sessions, customer meetings, meet and greets, Pulse puppies, etc. As a first time speaker for the CSM track (“Verified Outcomes and Success Plans”), I was able to witness the magic of Pulse in person! A few notes from my session that I spoke on: Do you currently have a value framework program at your company? If not, you can still apply the key parts of the “Outcomes Hypothesis” to help customers quickly identify and achieve value with your company. Understanding our customer’s key value drivers (business challenges they are trying to solve for) is so essential. At Gainsight, we found that our customer’s with at least 1 verified outcome at 3 months prior to renewal had 30% higher GRR than customers without verified outcomes. As CSMs, can we look at our BOB and identify each of our customer’s value drivers Value realization programs are designed to help you define how you are goin
Are you a PX Customer attending Pulse? Come Join us at PX Connections Breakfast!
Hello out there all you beautiful PX-ers! (or those that may be interested in PX!!) Are you coming to Pulse this year?! If so - make sure to add to your calendars our PX Connections Meetup! What’s In It For Me (WIIFM)?Well for starters - you can meet with the incredible PX CS team! Myself (Kat Kenny, Manager of the CS PX team at Gainsight), and the incredible team of CSMs Alisha Roberts @aroberts , @jnies Julia Nies, and @jmobley Jack Mobley will all be there! Meet other amazing PX Customers - Share best practices, outcomes, strategic objectives, and key learnings with one another! Breakfast and Proximity to Keynote! - We will have Breakfast available in this room (level 3, 3014) and it’s right next door to the Keynote so you can be sure to get a great seat and not have to rush your Breakfast :)TELL ALL YOUR FRIENDS!!! WHERE: LEVEL 3, 3014WHEN: 7:00 AM - 8:00 AM PST SEE YOU ALL THERE!
Social Impact & Community: Join Us in Making a Difference
At Pulse 2023, we’re announcing a partnership between Gainsight’s philanthropic education programs (Pulse Impact) and our Community platform! We’re capturing what drives the Customer Success community: the people that make it up. Our diversity, our talent, and our passion for making the world more Human-First make Pulse Impact and Community a natural fit!Share something below about how Diversity, Equity, Inclusion, and Belonging (DEIB) show up in your life, or let us know if you’d like to partner with our programs. Check out my comment below to see what kind of partnerships we’re looking for—we can’t wait to hear from you.If you’re at Pulse 2023 in person, stop by the Expo Hall to chat about Pulse Impact with us!
Networking at Pulse 2023!
Real humans! In person! I’m still finding that a delight (especially since I’m full-time remote). When we raised the curtain for networking at last year’s Pulse, we had dozens of people raise their hand before Pulse! So we wanted to get the ball rolling so that you can have the maximum possible number of rewarding, valuable, and delightful conversations when you’re in San Francisco.Comment below with your top interests for conversations you want to have at Pulse this year (digital CS, community management, exec reporting, etc.) so the people who are looking for you will find you!
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