Share Industry Knowledge
Share and learn industry best practices based on specific job functions
Hi, has anyone had success configuring editable list views and inline editing from a list in Gainsight? We've built a view in SFDC that allows users to easily make updates to multiple accounts without clicking into each record, but haven't been able to replicate in Gainsight. Thanks in advance!
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
Has anyone found a successful way of tracking an SOW that is outside the scope of an opportunity? For example, if a statement of work has been signed which is open-ended for a period of time, it is not captured within an opportunity today. Preferably, I would still like to be able to capture that revenue in an opportunity or perhaps as a separate identifiable way. Thank you in advance for the ideas!
Hi everyone, we are hosting our fifth customer success meetup in Berlin and where the first ones doing customer success meetups in Germany. If you are interested to share your knowledge or want to network in the Berlin tech scene, join our next meetup on September 12th at Signavio HQ. [url=https://www.meetup.com/de-DE/Customer-Success-Meetup-Berlin/events/242565941/]https://www.meetup.com/de-DE/Customer-Success-Meetup-Berlin/events/242565941/[/url] Looking forward to seeing you there, Steven
Did you ever face a challenge while using Gainsight product? How did you solve it? We all have different ways of [b]solving/[/b][b]resolving [/b]them but what is the approach used is important? We would love to hear your efforts in solving any such challenges. Would really appreciate your feedback here. We pick one approach and award it :-)
Hi all -- We're building out our Customer Journey programs and I was hoping to source some good content from y'all. Do you have a job description you've used for the person who is leading your Customer Journey strategery*? A few things that come to mind: This could be a business heavy Customer Ops role. This could be a project charter that your company scoped when building out your Customer Journey strategy. This could be related or not related to a Customer Marketing role. Thanks so much! *Yes, I know that's not a word, but it feel like it fits the ask :)
Is any of you involved in creating awareness/enablement campaigns for end users that you are not in direct contact with? The challenge is to get your contacts to reshare the posts you send them. I am involved in such situation and having quite a challenge with these gatekeepers. Aside from - promoting the adoption value of these campaigns - not calling them "campaigns" so they do not get confused with marketing tactics - making them conveniently available to follow their deployment schedule - offering the capability to understand the reach and the impact on usage I am thinking about - offering.gifts certification when we can see total shares in hundreds or thousands - providing access more often to goodies like infographics, videos, etc. What has been your experience? Any good tip or word of advice?
Hi, I was just wondering whether there was a way to choose a default page for when you log into Gainsight. For example, having the Timeline open to your own clients. This will just save navigating every time to the part of the platform that you use the most. If this is not possible, I was wondering if there are any work arounds or time saving tricks for navigation to your own clients? Thank you in advance!
Hoping for some suggestions/ideas here. We have a product that depending on the reason for purchase will not have "normal" usage. Our CSM Leadership team is looking for a way to indicate whether a user will be a power user or a more seasonal/occasional user, and then, tailor alerts and copilot campaigns based on that designation. Has anyone done something similar? I'm thinking we could create a field on the contact record to designate, and then, use that as a filter for Copilot. Since we have multiple products though, that could get tricky. Would love any additional ideas.
Hello Everyone! Welcome to Community! [Community Guidelines ] Gainsight is a community of real people who are passionate about customer success. Here they collaborate on answers, solutions and ideas about the products and services they love — and the ones they wish were better. We invite you to make your mark here, but we do have a few rules.Here are a few guidelines for using Community. [b]Setup [/b]When creating your account be sure to use your real name and your work email address. You can add a personal email address as a secondary option, but a work email helps us to identify which company you work with. Please also include a photo and your position title. "Sharing your real name and photo helps others relate and engage with you as a valuable and recognizable member of the Community. [b]Activity [/b]We are a community that wants to help and be helped! So go ahead and post your crazy question.Know the answer to that question? Help a fellow member out! Stay active and
Hello Everyone! I am proud to publish the requirements for becoming a Champion here on the Community! If you don't know what a Champion is here on Community this is a brief description: Champions are the people who are asking lots of questions, frequently active, helping others in the Community, and overall making it a better place for everyone. To become and maintain your stats as Champion you need to: Have a minimum of 1000 points Earn at least 500 points a month As always ensure that you follow the [url=https://community.gainsight.com/gainsight/topics/gainsight-community-guidelines-july-2017]Community Guidelines[/url] Champions who have become inactive after three consecutive months may lose their status, but can be reinstated when all requirements are fulfilled. These guidelines are subject to change as needed.
During [url=http://www.gainsight.com/pulse/]Pulse 2017[/url] the Gainsight Client Outcomes Team organized a Circles of Success & Birds of a Feather Program, featuring [b]group discussions[/b] for [b]Gainsight customers[/b] focused on [b]key topics and challenges[/b]. We had such engagement from our customers we wanted to keep the conversation going on Community. One of the topics we discussed was [b]Technical CSMs/Customer Success Architects[/b]. Here are a few of the questions that we discussed: [list=1] [*]How should I think through the team structure? Who does what and what capabilities to look in the different roles? [*]What are your large differentiators between your CSM group and Technical CSM group? [*]Compared to using a general support team, does assigning a Technical CSM to a customer make the customer more self-sufficient, or more dependent? [*]What is the ideal role of a Technical CSM, to conduct an onboarding/initial setu
When will we add the ability for other roles besides Admins to access the G360? Admins are not generally the ones driving adoption of Gainsight, so the real value of G360 is for access by Adoption Champions, including Directors and Team Managers. Customers are asking for the ability to have broader use. A way to export and distribute internally would also be helpful. Any way to get the right people looking a the content would be a win-win!
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