Day in the Life: How a CSM Uses Gainsight

  • 23 June 2022
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We’ve updated one of our most viewed resources for CSMs who use Gainsight. We’re happy to share that it’s been updated to reflect all the latest and greatest functionality. Check it out!

Day in the Life: How a CSM Uses Gainsight

In this video, you’ll see how a CSM: 

  • Uses Gainsight Home to manage work and work towards team goals
  • Prioritizes activities by using Cockpit
  • Uses Playbooks and Tasks to stay organized and act on customer activities
  • Prepares for and participates in customer meetings in the C360
  • Tracks customer updates and notes in Timeline
  • Maximizes productivity using integrations with Zoom and Gong

What are some ways Gainsight helps you stay organized? We’d love to know!


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