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653 Posts

seth
Gainsight Employee: ACE
sethGainsight Employee: ACE
posted in Customer Success Inspiration

CSM Compensation Trends

An informal survey of CCOs about CSM compensation gives us some incredible insight into the broad variety of ways that comp has been structured. See attached PDF, linked below.For example:About half of CS teams have some amount of team-performance variable comp Median variable comp is 20%:⬇️ Attached PDF with much more info ⬇️

2
seth
Gainsight Employee: ACE
1 month ago
seth
Gainsight Employee: ACE
sethGainsight Employee: ACE
posted in Customer Success Inspiration

How Anyone Can Become a Gainsight Admin

Latest Update: Sept 13, 2022 //Gainsight Administrator is a creative, powerful role. It drives career development, it lives in the cutting-edge world of Customer Success Operations, and it’s both a new challenge to a systems administrator veteran and an entry-point for someone looking for a first ‘technical’ role.I know, because I’ve lived it and I’ve seen it. I became a Gainsight Admin in 2015, and earned my Level 3 Certification when it first became available. After transitioning from ‘Gainsight customer’ to ‘Gainsight employee,’ I ran Gainsight’s CS Ops team for 2 years, which included experienced Admins who have since grown into leadership, and first-time Admins who had never configured a piece of software before. In my newest role, I see the experiences of Admins with all levels of experience, plus their managers, on a daily basis. I hear about what they need and what has worked well for them.And I hear how out-of-reach the role can feel for newcomers. It’s intimidating, or confus

15
A
1 month ago
J
Shoshin
JyothsnaShoshin
published in Customer Success Inspiration

Journey Orchestrator- multiple links tracking

 Hi Admins! Would you be interested in learning how to track each link exactly when there are multiple links in the email sent? If yes, go through the below content to crack it. Example: Below is the renewal email that we are sending to the customers with three options to select from:  As you could see in the screenshot, if a user selects option3 the CSM has to reach out to the customer, regarding the renewal discussion. So after sending the above email, we need to exactly track which link did the user click out of the three links and if the user had clicked the third link, the CTA has to be triggered to the respective CSM to reach out their customer for renewal discussion..  Right now, in JO conditional wait we only have flexibility to track whether  The customer has opened the email Clicked any link after opening the email   But we do not have information about exactly which link is clicked when there are multiple links in the same email template. This is the same even though enabl

4047
M
1 month ago
BrittanyPais
BrittanyPaisRegistered User
published in All About Pulse

A+ Advocacy: How To Build Processes That Celebrate Your Customers and Your Brand

Hey y’all! This will be my first in-person Pulse, but I am SO-FREAKING-PUMPED™ to be speaking about a topic I’m particularly passionate about: Advocacy 💜.  Advocacy is one of the most underrated metrics in CS, but one of the most important for helping your company build its presence and meet its goals. With the proper approach, advocacy not only celebrates your customers, but also drives NRR and New Sales. Be sure to mark your schedules and join me to learn:Key indicators your Adopter is ready to be an Advocate What I consider an “Advocacy Event” How we built partnerships throughout the organization to rally around Advocacy How we built every process into Gainsight for collaboration and measurement, at scaleTLDR: Advocacy is a magic relationship strengthener and brand builder - and when done well, it leads your customers to excel in their own career paths (making you the hero and your company the beneficary). Outside of NRR, it’s one of the key metrics my department tracks on a weekly

1263
lane_h
Gainsight Employee: MVP
1 month ago
dshorter
Gainsight Employee: Shoshin
dshorterGainsight Employee: Shoshin
posted in Customer Success Inspiration

Recording: Measuring Digital CS (CS Ops Meetup Presentation)

In our monthly meetup group about the CS Ops of Digital Customer Success, we spoke in February 2023 about measuring digital CS. Here’s what we learned! 🎞️️️️ Recording of key takeaways from each breakout room 📝 Note-taking slides from the breakout rooms Learn about these meetups in the future by signing up for the monthly CS Ops Newsletter.

1
alizee
MVP
1 month ago
matthew_lind
All Star
matthew_lindAll Star
posted in Customer Success Inspiration

What are you reading / listening to that's adjacent to Customer Success?

What books, podcasts, authors, topics, etc. you follow to supplement your Customer Success career?I’m interested especially in what tangential material or subjects you follow. Perhaps there’s a leadership expert who relates her expertise in a way that particularly helps you. Or there’s a YouTuber who really shares his goal setting habits well. It’s not directly Customer Success knowledge, but it’s applicable to our field.What do you follow or listen to or read, perhaps that’s not directly in the Customer Success swim lane, that you’ve found especially helpful or inspirational?

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seth
Gainsight Employee: ACE
1 month ago
seth
Gainsight Employee: ACE
sethGainsight Employee: ACE
posted in Customer Success Inspiration

After Your Level 3 Certification

It’s a stupendous achievement to earn your Level 3 Gainsight Admin Certification. People who’ve done it have said that certification gave them confidence in their technical expertise, opened doors to more interesting work, and overall helped their career. They’re also extremely clear, though, that they don’t know everything yet! (I mean, because it’s impossible, and not only because there are constantly new features.)One newly-certified Level 3 Admin asked me what resources I’d suggest so they could continue to grow. Here’s what I suggested:You will learn most, now, by doing. For you, it's less about learning functionality, and more about becoming creative, sophisticated, and elegant with how you combine and configure the functionality. So, give yourself a gentle pressure in that direction as you take on new projects, or even suggest to your stakeholders what might be possible. As you push the envelope of what you've built, lean on the admin community for questions around, "What might

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alizee
MVP
1 month ago
heather_hansen
Grand Slammer
heather_hansenGrand Slammer
asked in Customer Success Inspiration

Aha! and Gainsight

Wondering if anyone has worked with Aha! and Gainsight.   It looks like they have an integration with SF, and was wondering if anyone had successfully used SF as a bridge between GS and Aha!  We have a product feedback process in Timeline in GS, and are looking for a way to get that data into Aha!  Thanks!

21
rahul_prayakarao
Gainsight Employee: Veteran Rookie
1 month ago
lila_meyer
Gainsight Employee: Grand Slammer
lila_meyerGainsight Employee: Grand Slammer
published in Product Experience Best Practices

Win Free Live PX Training by Sharing What You Love about PX

New Instructor-Led PX Training Starts Feb. 14thThis Valentine’s Day we’re kicking off new virtual instructor-led training on PX! We encourage newer PX users to join us for live hands-on training, where you’ll get to practice building in-app Engagements, configure a Knowledge Center Bot for onboarding your new customers, and explore PX Analytics. There are 3 classes delivered over the course of 3 days. Register now with the code px-iloveyou-15 and receive 15% off!Contest Details - Win a Free Ticket to TrainingOr, just for fun, here’s how to win a free seat in the training! Comment here about something specific that you love about Gainsight PX by eod on Feb. 8th. For every comment, I’ll enter your name into a drawing, and then choose a name (or maybe 2 or 3 😊) on Feb. 9th! I’ll get us started…I love how easy PX makes it to communicate with users directly in my application! We use PX on Gainsight University and our Pulse+ training platform to share new courses, provide users with a way t

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lila_meyer
Gainsight Employee: Grand Slammer
1 month ago
anirbandutta
anirbanduttaGainsight Community Manager
published in All About Pulse

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

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anirbandutta
1 month ago
sarahmiracle
All Star
sarahmiracleAll Star
posted in Customer Success Inspiration

December Global GS Admin Slack Meetup: Data Designer Demo Day 12.9.2022

Recording of the December 12/9/22 Global GS Admin Slack community meetup on Data Designer!Explore common use cases for data designer and how GS admins tackled business problems using data designer. Learn about some of the “gotchyas” with data designer and possible workarounds to achieve what you’re looking for. https://zoominfo.zoom.us/rec/share/tAs30V0Qp4Wl1G0KxbrrrNRB11LrtruAB4wU1P_lnIJRHUa4BXe-Qshu_NeVC1G9.8QENl_KEhlUvcVDzPasscode: lZ@C$2Ti

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angela_domenichelli
All Star
2 months ago
lane_h
Gainsight Employee: MVP
lane_hGainsight Employee: MVP
posted in Customer Success Inspiration

Recording: Launching a Digital-led Tier (CS Ops Meetup Presentation)

In our monthly meetup group about the CS Ops of Digital-Led Customer Success, we spoke in December 2022 about launching a digital-led tier. Here’s what we learned! 🎞️️️️ Gainsight’s @seth  gave an overview of Gainsight’s digital-led tier and then we heard from a few breakout rooms. You can watch the recording here. 📝 Find the overview slides and Note-taking slides from the breakout rooms here. A few other resources related to this topic you might find useful:Creating Office Hours for your OrganizationHow to Transition Customers to a Low Touch Engagement  Learn about these meetups in the future by signing up for the monthly CS Ops Newsletter.

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angela_domenichelli
All Star
2 months ago
S
Sharon BokRegistered User
posted in Product Experience Best Practices

Customer Insights: Automation Best Practices

In this Q&A with Jessica Kitt, Vice President of Client Experience with Popmenu, she discusses how during a time of significant growth, the company focused on automation to ensure customer interactions were efficient as well as meaningful. Read more about Popmenu’s approach to its automation strategy and insights from Jess for others going down this same path.https://www.ncloudintegrators.com/post/q-a-with-jess-kitt-vp-of-client-experience-with-popmenu

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S
2 months ago
S
Sharon BokRegistered User
posted in Customer Success Inspiration

Do you Automate with Intention?

“We need more automation.”   The topic of scaling is not a new concept in the Customer Success industry and continues to be a hot topic and one that most organizations want to pursue. However, most organizations struggle with finding a balance in adding automation to scale and often try to automate too much. Find out how to establish a balanced approach in this article, 4 Steps to Automate with Intention, by Kate Griffin, consulting team leader at nCloud Integrators. https://www.ncloudintegrators.com/post/automate-with-intention

0
S
2 months ago
K
kristin.campbellRegistered User
posted in Customer Success Inspiration

Success Plans

We are staring to implement the use of Success Plans in Gainsight and I was hoping to find out how others have been using them.  What types of things are you creating them for?   Are you keeping them simple and clear?   Just looking for some guidance and tips on what others have learned and how you have implemented them.   Thank you in advance! 

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john_apple
Golden Ruler
2 months ago
romain
Shoshin
romainShoshin
posted in Customer Success Inspiration

Valuize's Ultimate Guide To Succeeding With Gainsight CS

Hello Gainsight enthusiast!For enterprises looking to drive efficient and scalable value realization, customer success technology isn’t merely a nice-to-have, but a fundamental organizational imperative. And, as the leading CS solution on the market, Gainsight is the most powerful platform to operationalize an effective CS strategy.In Valuize’s new eBook, we’ve compiled years of Gainsight expertise to create the most comprehensive guide to succeeding with Gainsight CS to help leaders maximize the impact and value of their Gainsight CS investment. Grab your copy here: https://bit.ly/3GDngyk Ultimate Guide To Succeeding With Gainsight CS 

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revathimenon
2 months ago
jake_smith
jake_smithRegistered User
asked in Customer Success Inspiration

Interactive report across multiple objects

Looking for suggestions from the field on best use case for the following scenario from an admin's perspective... We'd like to pull a report across multiple objects (i.e. opportunity, account, customer info) that we can review upcoming Customer Success owned renewals each quarter. The strategic part I'm trying to figure out is how do we track a couple of key questions that we will fill out during our meeting and store them so we can push this information upstream at any time. What are your suggestions for the best area to do this: 1) Data spaces - my initial go-to. Relatively easy to pull this info into a report, but I'm not sure the best way to capture information from our meetings. 2) MDA - Another thought was to build a table and either feed this via rules engine, or just to upload information manually via csv after each meeting (since this will only be quarterly). This is a little more high maintenance but we could add in a column for date tracking. Any suggestions off of these

1
rachelhibbardtmo
Veteran Rookie
2 months ago
Allan Young
Shoshin
Allan YoungShoshin
asked in Product Experience Best Practices

Gainsight working with Marketing - Best Practice Discussion

I am part of the marketing operations team at AVEVA. We invested in Gainsight to provide deeper customer insights and we are now researching how we can maximise our investment in Gainsight, utilising the customer insights data across other business units within AVEVA.We want to specifically understand if there are any organisations on the same path using the GS platform in conjunction with marketing, utilising their resources, and technology to provide a personalised customer experience that assists in the development of new opportunity through potential expansion or upsell nurture campaigns.Our current marketing automation tool is Marketo so anyone with the same tech would be great, however utilising any MA would be beneficial. If anyone can assist I would appreciate a discussion to understand how you implemented (technology & process) and any best practice you would be willing to share.Many thanks from sunny but cold Scotland!Cheers Allan

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lane_h
Gainsight Employee: MVP
2 months ago
samwagoner1775
Gainsight Employee: Rookie
samwagoner1775Gainsight Employee: Rookie
asked in Product Experience Best Practices

Duplicate goals appearing - Doc update.

In the C360 Customer Goals tab, the user is seeing two of the same goal after adding. This is confusing to some of our end users. There is nothing in the documentation on this being a field that shows all of the recently added goals until you hit dismiss or refresh the page. Is there a way to not show this field or to update the documentation to reflect the actions needed to clear out the orange bar, or to disable it. 

1
Ester.Memoli
Team Captain
2 months ago
KatLeong
Gainsight Employee: Shoshin
KatLeongGainsight Employee: Shoshin
published in All About Pulse

Speak at Pulse 2023!

Want to hit the stage at Pulse 2023 taking place May 17-18, 2023 in San Francisco?! Speaker nominations are now open - submit your topics today!

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anirbandutta
2 months ago
Charlomo
CharlomoRegistered User
asked in Customer Success Inspiration

Collect feedback and ideas from Gainsight users

Hi folks! We have recently rolled out Gainsight to the global CSM organization, beginning with a fixed set of use cases. Im curious about your best practices to share on how to collect feedback and wishes from the users in a manageble way - are you using spreadsheets to do that? Thanks in advance!Charlotte

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anirbandutta
2 months ago
V
vp_opsRegistered User
asked in Customer Success Inspiration

Are your CSMs Product Specialists or Resource Coordinators

I was looking for some feedback from this community on how you train your CSMs.Many B2B SaaS companies train their CSMs to be the ‘single point of contact’ for customers, where the CSM is knowledgeable about the product(s) but really they coordinate with SMEs in other departments (trainers, product coaches, technical account managers, product managers, etc.) to share expertise and best practices with customers. This increases the CSMs’ potential book of products that they support, and enables each customer to have a single CSM even if they buy multiple, complex products, but limits how knowledgeable the CSM can be with regard to each individual product.Other B2B SaaS companies train their CSMs to become SMEs themselves, becoming the go-to expert for customers to leverage. This limits the number of products that the CSM can support, and when customers buy multiple products it means that multiple CSMs must support a single customer, but it makes the CSM an expert in the product that they

1
gautam.bawa
2 months ago
meenal_shukla
Gainsight Employee: MVP
meenal_shuklaGainsight Employee: MVP
posted in Customer Success Inspiration

Risk Management and Escalation

Here is how best-in-class CS organizations run their customer risk management and escalation process:https://www.gainsight.com/blog/war-and-peace-the-csm-edition/

1
J
3 months ago
zdsiegert
Veteran Rookie
zdsiegertVeteran Rookie
posted in Customer Success Inspiration

Rolling our Verified Outcomes at Scale

As 2022 is coming to an end, our team has high ambitions for 2023!  We’re looking into documenting, tracking, and verifying customer outcomes at scale….we’re doing this for a number of our enterprise customers with assigned CSMs but want to extend this to all customers in a scalable manner…We’re planning to align with our product and CS leadership to create 3-5 “standard” outcomes that our software helps teams achieve and then comes the tricky part….how to we confirm our customers have indeed achieved this outcome using our tool??   We are considering a survey to users asking them straight up “Have you realized value with our tool?” and then subsequent questions related to the outcomes… Would love to hear from others if you have any experience in scaling Verified Outcomes? 🙏 

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sarahmiracle
All Star
3 months ago
A
Gainsight Employee: Shoshin
AbidGainsight Employee: Shoshin
asked in Product Experience Best Practices

Success Plan sharing user experience.

Scenario: When a Success Plan is shared, the end user can click on fields (hyperlinked fields- eg: Company Name) on the Success Plan in the Plan Info tab and nothing happens - this is expected when the plan is shared with non-edit permissions ( Eg: View Only Externally Shared Objectives'.)However, when the end user navigates to the Objectives tab and clicks on either the Company > Relationship or opens an Objective and clicks on the Company or Relationship links, a new tab opens, spins and gives them an error.This new pages not opening is an expected behaviour , however , it would be more user friendly if we are not opening the new pages at all like the behaviour observed when we access the fields in Plan Info tab

0
A
Gainsight Employee: Shoshin
3 months ago

Welcome back

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