Training & Certification
Stay up-to-date with Gainsight's Education and Certification programs for Admins, CSMs, and Product teams
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Hello Gainsight Community,I'm seeking access to the Gainsight Training Environment and kindly ask for the necessary credentials. This will allow me to gain practical experience and deepen my understanding of the Gainsight platform.I have a Gainsight Community account under the username GainsightGS. I already filled Google form for the same on 12th June’23 but credentials not yet received. I appreciate any assistance in obtaining the Training Environment access.Thank you,Gitanjalee.
Register today for nCloud Integrators upcoming Office Hour on Aug. 30 at 12 p.m. noon ET, where you can get all of your burning questions answered about Gainsight's Horizon Rules Engine. Recent updates make it even easier for Gainsight Administrators to understand rules and effortlessly create, load, and analyze data in Gainsight objects. Secure your spot today by registering using the link below.Registration Link: nCloud Integrators Office Hour on Gainsight's Horizon Rules Engine (google.com)
Congratulations to the Gainsight Admins and End Users who earned the top score on our customer and internal leaderboard during the month of July!Gainsight certifications are designed to validate understanding of the core concepts and demonstrate your skills are up to date with innovations across the Gainsight platform. You can find more information about the topics covered, retake policy, etc. on the certification page on Gainsight University. Will you make it on our leaderboard in August? If you do, you’ll earn some swag. Take the certifications today! Level 3 Admin Certification:Kumari Varsha Singh (Customer) @kgodisela (Gainster)Level 2 Admin Certification - Reports & Dashboards:@Pooja B (Customer) @jfitzhenry (Gainster)Level 2 Admin Certification - Journey Orchestrator:Tyler Watson (Customer) @hemanth_kalidindi (Gainster)Level 1 Admin Certification:Anusha Singanamalla (Customer) @Psingh08 (Gainster)Gainsight End User Certification:Kaitlyn Larson (Customer) @K_C_ (Gainster)
Victoria Barry @victoria_peeker_barry just started a new position as Director of CS Ops, so I was lucky to sit down with her recently to discuss her journey into CS Ops, and her perspective on some of the latest trends!Check out the video below to hear more about how:CS Ops is a cross functional role; you have the opportunity to partner with lots of different teams across your organization Leveraging Gainsight means there’s always a chance to evolve and innovate due to ongoing product enhancements and your company’s need to rollout the next set of workflows Digitization in CS is about figuring how the CS team can provide a personal touch but in a 1:many or digitized way ChatGPT is great for drafting email templates, but she’s also excited about AI tools for assessing customer sentiment more frequently than NPS surveys But I saved my favorite tip for last: “Success is when the rest of the company is looking at CSM data in Gainsight.” 😍
The Gainsight Education team is hosting a variety of instructor-led training events in the next several months, and hopes to see you in class! Below is also a round up of recently published free training resources to help you up level your CS skills, and Gainsight product knowledge.Upcoming EventsGainsight PX Instructor-Led Training: July 25th - 27th (free webinar) Gainsight & Northpass: Pairing Customer Success With Customer Education: July 26th Gainsight CS Admin Level 2 Prep Course: August 16th coupon for 10% off level2prepcourse-10 Gainsight Admin Instructor-Led Training: Aug. 28th - Sept. 1st Adv. Admin Workshop: Sept. 25 - 28th coupon for 10% off advadminworkshop-10 Recently published free elearning courses:Updated CS Horizon Rules training Webinar recording: How to Build and Advance Your Career in CS Ops New DigitalHub Knowledge Base, Ideation, Gamification, Creating & Moderating Content, Structure, Content & Permissions training New PX Custom Events & Global C
Are you looking to hone your skills in Customer Success Operations? Or, is your organization thinking about how to stand up a new CS Ops function? Gainsight’s industry-recognized Pulse+ subscription now includes training and certification for those who are new or looking to up level their CS Ops skills. You'll learn from CS experts and gain access to a comprehensive curriculum that covers everything from the lifecycle of a CS Ops journey, to optimizing the tech stack and tooling, to data analysis and insights.The Customer Success Operations Certified Professional Learning Path covers: Elements of CS Ops: Building the Elements Triangle Lifecycle of a CS Ops Journey Customer Success Strategy Outcomes for CS Ops: Early Stages Outcomes for CS Ops: Mature Organizations Defining Process, Roles, and Responsibilities Optimizing Tech Stack and Tooling Working with Data and Analysis Composing Your Own Operating Rhythms CS Ops: Change Management CS Enablement How CS Ops Cont
Gainsight is proud to be the first in the industry to offer a new training course and certification dedicated specifically to Customer Success Operations. The course is designed to support your organization in standing up a new CS Ops function, or accelerate your current efforts! To help your team standardize and systematically promote success with your end customers, we’ve included frameworks, templates, and best practices that you can immediately apply to your business.We partnered with seasoned CS Ops professionals to develop the program, and we’re thrilled to feature a variety of voices in the curriculum, including @matthew_lind @seth @edgar_ramirez @emiliadanzica and @sonamdabholkar. The new course is part of Gainsight’s Pulse+ training and certification program and will be available on May 1st. If you don’t have a subscription yet, now is the time to check out our industry recognized program featuring professional development for CSMs, CS Leaders, and now CS Ops!To hear more abou
Congratulations to the Gainsight Admins and End Users who earned the top score on our customer and internal leaderboard during the month of June!Gainsight certifications are designed to validate understanding of the core concepts and demonstrate your skills are up to date with innovations across the Gainsight platform. You can find more information about the topics covered, retake policy, etc. on the certification page on Gainsight University. Will you make it on our leaderboard in July? If you do, you’ll earn some swag. Take the certifications today! Level 3 Admin Certification:Suanga Sisodia (customer) @enickels (Gainster)Level 2 Admin Certification - Reports & Dashboards:@kieston (customer) Eskala Manoj Kumar (Gainster)Level 2 Admin Certification - Journey Orchestrator:Jessica Tang (customer)Level 1 Admin Certification:Suanga Sisodia (customer) Navin Udiaver (Gainster)Gainsight End User Certification:Jill White (customer) Satyapriya Gangumolu (Gainster)
Calling all Gainsight Admins! We’ve released a great new resource that can help take your Gainsight administration skills further. We've selected several core capabilities for practice that will help you build the muscles required to be a successful Gainsight Administrator. This new workbook of exercises are based on processes and workflows that real-world admins have been asked to build. With this workbook, you’ll be able to practice:Triggering CTAs Refining Your C360 & Timeline Setup Building a Health Score Data and Reporting Managing Users Journey Orchestrator Simple Programs Creating and Sending NPS Surveys using JO Rules Engine TroubleshootingCheck it out today!Gainsight Administrator Practice Exercises
Today, we launched a new short CS skills course on Gainsight's Durable Growth Playbook, designed to empower CS professionals to prevent surprise customer churn, boost product adoption, and keep customer success outcomes at the forefront. The best part is the course is available for FREE! 😉 Link to course for current Pulse+ subscribers Link to course for everyone elseAfter completing the course, you’ll receive an email offer from Credly.com with your digital badge. Share it on LinkedIn, and let others know about this training!And if you like this course, check out the rest of the CS training and certifications in our Pulse+ training program. Check it out and let me know what you think! 💡
Join us for an online Office Hour on July 27 at noon ET to discuss best practices, use cases, and strategy for the training and enablement of your end users in Gainsight. We will answer your questions and share practical tips to help you develop a successful strategy that drives results. Don't miss this opportunity to enhance your team's performance. Link to register:https://lnkd.in/dkvHjFmE
The Rules Engine elearning course in Gainsight University has been updated with new Horizon Rules. This course is designed to help you unlock the full potential of this powerful feature in Gainsight. In this course, you will dive deep into the intricacies of the Rules Engine, gaining the knowledge and skills needed to build and automate rules that drive customer success and operational efficiency. From understanding rule creation and actions, to having a practice exercise, this course covers it all. Join me on this learning journey to become a Rules Engine expert and take your customer success initiatives to new heights!Click here to view the course.
Rolling out a new tool like the Gainsight Customer Success application is not just about training people how to use it. It’s equally important to help your team prepare for the change and to set everyone up for success after your initial go-live.Over the years Gainsight has helped hundreds of different companies implement Gainsight CS, and along the way we’ve fine tuned our own enablement strategies, and observed many others who did it well. We often hear from customers who are looking for end user enablement guidance and best practices, so I thought it would be helpful to write them up and share.Preparing the team for changePrior to working with Gainsight, your CS team may have been using other tools or everyone may have been doing their own thing to try to manage their customer portfolio. In any case, leadership needs to prepare the team for what’s coming, and address what's in it for them. Getting buy-in is typically easier when the team is involved in designing the solution. For ex
Alizée Levavasseur @alizee is currently a Sr. CSM for Digital CS & CS Ops at SS&C Blue Prism. When we caught up recently, I came away with a greater appreciation and understanding of digital CS tactics, how they differ from marketing digital tactics, how community fits in, and something she refers to as the virtuous data circle.So, settle in for a 6-minute mini-master class in Digital CS, and you might learn a new thing or two! 😉
I’ve seen this request a few different times on slack recently and I always suggest doing the API/URL trick but it seems to always intimidate people so I figured I’d write a guide. Note: This is for when you want a full list of your option GSIDs and can’t source them in a report due to not all of them being picked. You will need to GSID of your dropdown/multi select you are looking to get the options of. 3-4 ways of doing this Inspect Page - You can go to the dropdown list inside Drop downs inside Data Management, right click the list and inspect page. The GSID is on the right side for its row and/or for the url, which is the url when you click on it Go to the Dropdown where you see the options and get the GSID from the URL Call the API and Read the JSON, this retrieves all your Dropdowns and Multi Selects and returns their GSIDs Endpoint URL: https://YOUR_COMPANY_URL.gainsightcloud.com/v1/api/picklist/categories HTTP Method: GET Al
Congratulations to the Gainsight Admins and End Users who earned the top score on our customer and internal leaderboard during the month of May!Gainsight certifications are designed to validate understanding of the core concepts and demonstrate your skills are up to date with innovations across the Gainsight platform. You can find more information about the topics covered, retake policy, etc. on the certification page on Gainsight University. Will you make it on our leaderboard in June? If you do, you’ll earn some swag. Take the certifications today! Level 3 Admin Certification:Pedro Gonzalez Adolfi (customer)Level 2 Admin Certification - Reports & Dashboards:@priscilla.torres (customer) Peddi Raju Gadi (Gainster)Level 2 Admin Certification - Journey Orchestrator:@kellyrogers98 (customer) @sdoty (Gainster)Level 1 Admin Certification:@jodell (customer) @sakshibansod (Gainster)Gainsight End User Certification:Matthew Spencer (customer) @smuthiah (Gainster) Note: If test takers a
CS Operations is critical to the success of any company’s Customer Success initiatives, and it’s a relatively new role and function. Today I had the chance to host an awesome panel of CS and CS Ops leaders, including Sonam Dabholkar @sonamdabholkar, Matthew Lind @matthew_lind, and Jessica Palmer @jessica_keenan_palmer. The conversation centered on how to grow and advance your career in CS Ops. If you missed the webinar, here it isAlso, here are a few great questions that we didn’t get to in the session. Let’s continue the discussion here!What have been the best resources for Change management learning? Any documentation you point to every time and in every role? What does the job market currently look like for CS Ops? Are there a lot of companies hiring roles like this and is there a surplus of candidates? When searching for open roles, what are the most common job titles that do not have the term operations? I'm starting a brand new CS org - at what point do you recommend hiring your
@saltamash has the advantage of having worked on the Gainsight Support team, and is now a CS Ops Analyst and Gainsight Admin for Coursera. I recently talked to Altamash to understand his current role, what it’s like to be part of the Gainsight Product Council, how he recommends others learn Gainsight, and his first big project at Coursera. Altamash also shared some advice for current CSMs who might be wondering how to get their feet wet with CS Ops.My favorite line from our conversation: “The best time to move into CS Ops was yesterday, and the next best time is today.” I usually hear this quote in relation to planting trees, except rather than planting trees yesterday, the best time was 10 years ago! 😆
Want to learn more about Gainsight PX or InSided?Gainsight’s Education team has built new training courses and updated existing content to reflect the latest enhancements for each product. Here’s what’s new or updated on GS University:New CoursesPX Integrations & Custom Events & Global Context & PX Security Gamification elearning course for InSided/Digital HubUpdated CoursesPX Engagements re: new draft engagements feature CS Team View End User courseCheck them out today!
Congratulations to the Gainsight Admins and End Users who earned the top score on our customer and internal leaderboard during the month of April!Gainsight certifications are designed to validate understanding of the core concepts and demonstrate your skills are up to date with innovations across the Gainsight platform. You can find more information about the topics covered, retake policy, etc. on the certification page on Gainsight University. Will you make it on our leaderboard in May? If you do, you’ll earn some swag. Take the certifications today! Level 3 Admin Certification:@Chelsea.holfield (customer) @Prachidubey (Gainster)Level 2 Admin Certification - Reports & Dashboards:Sophia Torres (customer)Level 2 Admin Certification - Journey Orchestrator:@aushel (customer) @Lalitha Sri (Gainster)Level 1 Admin Certification: Zachary Erickson (customer) Surendra Sairam Kondreddy (Gainster)Gainsight End User Certification:Madora Mak (customer) @jdeutschmann (Gainster) Note: If test ta
There’s no one right way to develop the skill set that it takes to be successful in CS Ops. That’s what dozens of conversations over the last year or so with CS Ops professionals have shown me. When I talked to Lindsay Cochran at Jamf @linny75 recently, I was intrigued to learn that she started her career in the fitness and health coaching world. Now she manages a CS Ops team of eight, and continues to focus on how to get the customer where they want to go. Along the way, she also moved from Minneapolis to the Netherlands. 🇳🇱Check out the video below to hear how Lindsay got into CS Ops, how her role at Jamf has evolved over the last 5 years, the different roles and responsibilities within her team, and advice for those just starting out in CS Ops!
I’m excited to announce a new Gainsight End User Certification! The new certification is designed to validate understanding of the core concepts and most common CSM tasks in the Gainsight CS application.More information about the topics covered, retake policy, etc., is on the certification page and in the exam description on GS Univ. The cost is $70 per person, but the first 25 people to use the coupon endusercert-launch25 by Jan. 31st will save $25. Customers who take our free End User elearning on GS Univ, and/or who take our instructor-led custom End User training will be prepared to pass the exam. After earning the certification, you’ll receive a Credly digital badge (within 1 week) to share on your LinkedIn profile or in your email signature.We've also launched new end user practice exercises and an option to request access to a training environment for those who may not have a login to Gainsight.Now, go forth and share this news with all of your CSM friends! 😁
Congratulations to the Gainsight Admins and End Users who earned the top 3 scores on our customer and internal Gainster leaderboards during the month of March!Gainsight certifications are designed to validate understanding of the core concepts and demonstrate your skills are up to date with innovations across the Gainsight platform. You can find more information about the topics covered, retake policy, etc. on the certification page on Gainsight University. Will you make it on our customer leaderboard in April? If you do, you’ll earn some swag. Take the certifications today! Level 3 Admin Certification:Gainsight Customers:Marion Mungcal Ilana Magel Sydney Smith Internal Gainsters:Nicholas Heller @nheller Bhavani Prasad Virodhula @BVirodhula Level 2 Admin Certification - Reports & Dashboards:Gainsight Customers:Alizee Levavasseur @alizee Kelly Rogers Nhan Le @Nhanle Internal Gainsters:Julio Ruiz Joanna Kucek @JKucek Alex Gordon @agordon Level 2 Admin Certification - Journe
People who love their work have an infectious enthusiasm that energizes anyone who enters their orbit. At least that’s how I felt when I recently sat down with Justin Richmond @jrich to hear about his journey in the world of CS Ops. Justin is passionate about customer success, and supporting his team at Appian. This was most evident when I heard Justin share how he sees CS Ops as the heartbeat of the CS organization. We started with a quick icebreaker about his favorite game or show, and he delivered on both by citing The Last of Us as his current favorite. He appreciates that the show is an amazing adaptation of the game and is staying true to the game’s ‘script’. After our conversation, I realized that Justin basically provided a Getting Started in CS Ops playbook 😁. Among his tips:Start small and take it slow Don’t overpromise / be honest about what’s possible Lean into the broader Community and Support Use the Gainsight Object Glossary to quickly understand objects and fields List
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