Share Industry Knowledge
Share and learn industry best practices based on specific job functions
In our monthly meetup group about the CS Ops of Digital-Led Customer Success, we spoke in July 2022 about how to put a low-usage customer back on track. 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.
How do you track account changes in Gainsight? We're looking to have more data on how accounts change in a given quarter, such as keeping track of the number of accounts that Churn in a given quarter and the number of accounts that transfer ownership in a given quarter.In addition to the number, we’d want to be able to drill down to the specific records. For example: In Q1’22, Sarah Miracle had:3 accounts transferred out of her name in Q1’22 Company A, B, and C 4 accounts transferred into her name in Q1’22 Company D, E, F, and G 5 accounts churned in Q1’22 Companies H, I, J, K, L Currently we do leverage a rule to update company status to Churned if certain criteria is met, but we are not recording any other information about that (date of churn, for example).
Hello! Going to be my first time speaking at Pulse and its a little nerve racking 😛, I heard once that feeling nervous and excited are similar and if that’s the case I am VERY EXCITED!!Thankfully I’m passionate about digitalization and I’ve got our CCO Nikki Bishop by my side to share the stage with. We experience digitalization constantly; whether at self-checkout in the grocery store or ordering your niece’s birthday present from amazon. The reality is, the world is moving to digital - and in the world of customer success where scaling is top of mind, how do we incorporate a digital touch into our workflows while continuing to drive customer value and satisfaction? Over the last year, Gainsight has enabled Seeq to move forward in the digitalization of our customer journey to drive scalability, consistency, and ROI. Join this session to hear our methodology, learnings, and next steps as we continue to improve this process for our customers.Seeq is globalization analytics at an ente
It is great to show the dollars in graphs but there are some graphs that just show the number and I am unable to format the number. For instance when I do a pie chart and say show values it will show me the percentages on the right in the legend and then the number values on the pie charts but it is hard to read "4355695483.98" compared to "$4,355,695,483.98". and it would be nice to be able to round to the closest dollar.
The Gainsight Global Admins Meetup Group got together in April 2022 to share ZoomInfo’s success story and tactics in launching Gainsight to their CSMs.Watch the RecordingThank you to @karentaylor for your incredible thought leadership, and to @gunjanm for helping make this happen! Congratulations to both on your launch Find out about these meetups in the future by joining the Meetup Group.
Our CSM team often engages with our customers through a 1:many method (i.e. 1 communication reaches many customers). To guide customers along the right journey, we use 2 approaches: CSM Touches and Tech Touches. Our engagement with customers differs depending on their lifecycle stage. We use Calls to Action (CTAs) in Cockpit to remind the CSM when to reach out at critical points. We use Journey Orchestrator for Tech Touches. For more information on this topic, click here to view my full blog post. And now we'd love to hear from you! How do you structure your 1:many strategy?
Hi CS Leaders, Customer Success Qualified Leads (CSQL) is a sophisticated feature available in your instance of Gainsight.Here are the best internal practices (rather much needed prerequisites) for engaging CSQLs efficiently. Define CSQLs for your business & Internal AlignmentConversation across the board with all teams like sales, marketing, operations & having them in agreement with this efficient source of pipeline generation. Incentivise & RecogniseBuild excitement and show off your team’s contributions to the pipeline.Validation and sense of impact goes a long way. Empower your teamsHave detailed and well defined processes in play, data points to capture, metrics to be shared. CSMs should be well informed on the benefits of capturing and transposing CSQLs correctly.The above details in place set up your strategy for the big wins in CS.Here is a quick demo on the CSQL flow, reports, results inside Gainsight. Why CS Leaders Should Care About CSQLs in Gainsight: (The
Please use this blog post as a place to discuss your thoughts on the sessions and topics covered on the topics covered in our three keynotes.What did you find the most inspiring? DescriptionDuring the day 1 opening keynote you'll uncover trends in Customer Success and Product, hear from business management expert Geoffrey Moore, and catch panels of CPOs, CROs, and CEOs.On day 2, the product team will unveil incredible product enhancements that change the game of customer-centricity.We'll close day 2 with a fireside chat with the CEO of Box, a panel conversation with Community leaders, and a surprise keynote speaker!
I'd like guidance on how others have their CSMs track interactions with customers (emails, phone calls, meetings, etc.) in Salesforce and how they map these interactions in Gainsight using milestones or other reporting. Our team does not have a current standard on how to track customer interactions in Salesforce which is frustrating to our Sales team and as I roll out a clear standard of how we are going to use Salesforce to show visibility into our interaction with customers, I'd appreciate guidance on how other Gainsight customers do this. Thanks in advance for your help!
Hi, One of the CSMs on my team is going on a leave of absence as they welcome a new member to their family. They won’t be working during that time and another CSM will be taking over working with the companies. Are there any best practices around having one CSM take over another's companies for a month or two? Does Gainsight offer any tools to help with this? We want to ensure data integrity and that anyone who looks at our instance knows who’s managing which companies. Thank you for all your help Community!
Hello Gainsight Admin Community! This article about Adoption Explorer layouts will cover the basic steps of how to get started and what are the insides of it. Bringing in the Usage data and drawing insights from it is made easy with Adoption explorer. As per the business requirement Usage Layouts with Usage sections can be configured. The Usage section is similar to a report with Adoption explorer objects as the source and Layout is similar to a Dashboard holding Usage sections. To edit/create a new layout - click on the +icon available in the right corner. To Analyse the usage data let us begin by choosing one of the Usage sections. For more information refer - here Proceed by choosing the usage section type to be as “Analytics” In the next step select required measures of any Data source (Company usage info/person usage info etc…) In the show section select the measures accordingly The below screenshot shows an example of “Total, Open and Clicked En
The 2023 GameChanger Awards Nominations are now open! The GameChanger Awards are designed to recognize and celebrate our customers leveraging Gainsight to change the game of customer success and experience for their companies, customers, teammates, and partners. A GameChanger is intuitive, always authentic, and never stops challenging the status quo. Sound like you? We thought so!This year's Categories are...The Visionary The Experience Maker The Architect The Digital Success Disrupter The Transformational Leader of the Year (VP or above)To see a full description of the award categories, visit the home page here.To enter into this competition, you need to submit your nomination for the category where you have seen substantial quantitative and qualitative results between May 2022 and May 2023. Nominations must be submitted by Friday, July 14th, at 6pm BST. Winners and finalists will receive 1 free ticket to Pulse Europe, at the Passenger Terminal in Amsterdam, 15th - 16th November. Ther
So exited to see the great turnout on Tuesday for the Day in the Life of a Gainsight Enterprise CSM session! We had tons of great questions but one that I wish we had a bit more time to go deeper on was “How does Gainsight measure adoption?” There is absolutely a wrong way to do this. Any time you are asking a CSM or other user to either calculate or speculate on what the customer adoption is you are: 1. Leaving room for subjectivity 2. Leaving room for manual error 3. Taking away time they could be spending driving value with customers 4. Your health score will not be predictive. At Gainsight this is all automated so I (as a CSM) do not have to take any manual action to get this insight. Our adoption health score is 50% adoption depth (how often are people logging into Gainsight) and 50% adoption breadth (are they using top sticky features). Trends using this data fire off CTAs when adoption depth declines with playbooks to take proactive action. Adoption is leading indicator to rene
Hello GS Community, I'm in the process of designing and defining an optimal strategy for implementing a Digital-led CS approach that integrates with a CS pooled model and extends across various digital channels. I'm wondering if anyone has established this type of model and would be open to sharing any proposals, tips or talk tracks you used to gain buy-in from CS leadership?Thanks
In our monthly meetup group about the CS Ops of Digital Customer Success, we spoke in April about defining digital customer success. As a follow up from our Digital Customer Success Bootcamp webinar on April 4 the group discussed how they define their digital cs maturity and challenges they might face as they become more mature in their strategy. Check out the recording to see what we learned!
To nail the post-sales to CS handoff with your new customers, there are several critical components. Some of our Gainsight leaders gathered their thoughts into a playbook to share with you in this recent blog post.The high level plan:1. Define a taxonomy of outcomes2. Create a simple way for sales to capture the client’s desired outcomes3. Operationalize a Success Plan to map to the pre-sales definition of outcomes automatically4. Build the Success Plan into the product5. Demonstrate valueCheck out the blog for the details on how to transform the CS journey across your company!
We're looking to do some churn analysis, and want to get our hands on some qualitative data. Unfortunately, when customers have churned we haven't had a formal exit interview process in place. Does anyone have any ideas/suggestions for what could work here - if fair to reach out to churned customer after they've left a year or so ago, etc.
Please use this blog post as a place to discuss your thoughts on the sessions and topics covered in the track 'Driving Growth Cross-Functionally And Community-wide'. What did you find the most inspiring?DescriptionCross-functional priorities such as driving product adoption, increasing net-revenue retention, improving customer satisfaction, and driving advocacy need a unified approach across multiple teams in your company. It also requires effective digital engagement with your customer community. Hear from experts who will share their lessons on how to achieve this unified approach.
If you have a pooled CS team / 1:many team - what is their job title and the manager or the team's job title?
Hello! We have a team of “pooled CSMs” that operate in a 1:many model. If you also have this model at your organization, what do you call this role, and what do you call the manager of this team? Do you simply call them “CSMs” and “Manager of Client Success”, or something else? Thanks for contributing!
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
We are reworking our tracking for Business Reviews and are trying to find the best approach. In the past, we have done CTAs and used playbooks to track actions and when a SBR occurred and one was planned. This process fell off and many of the CSMs feel that CTAs are cumbersome ways of tracking. It has been proposed to rely on Timeline Entries and custom fields for the next SBR planned, but that causes gaps for reporting especially in the “planned SBRs and exception reporting” . Below are the needs we have - anyone implement a process that has worked well for their org? Here are our needs:Completed SBR's (a custom field on Timeline to indicate if it was the actual SBR vs prep/ meeting or a CTA with a custom field of the date) Planned SBR's (A custom field on company that CSM updates, but I can see this getting very outdated quickly and difficult on reporting since it would be overwritten each time a new one happens. Also difficult bc if cannot tie to the Timeline entry. CTA would be ope
If you work in multiple Gainsight Nxt environments (ex: production, sandboxes, or other instances), you’ve probably lost your Chrome Tab along the way. Which tab is production and which one is the Sandbox? Where’s my sandbox tab? I’ve run into the same issue when administering multiple Salesforce environments and luckily, someone built an extension for that. Find out more about Salesforce Colored Favicons in my previous productivity hacks article here.Working in multiple tabs is pretty much standard nowadays. I can’t imagine ever being in Chrome and just having on tab open. Especially when I’m promoting changes to Production or copying changes over into another environment.In the past, I typically would have one window with all tabs in order. And if that was too confusing, I would open one window with all my sandbox tabs, and a second window for all my production tabs. It kept things a bit saner but I’m still human and would often confuse which window is which. This error is easy to ma
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at email@example.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.