Get ready for executive review in minutes with Success SnapshotReceive editable presentations conveniently in your inbox with real-time information. Export parameterized report, complete with your branding from the Customer 360 view.
Generate configurable assets
Create up to date data-filled presentations, QBR reports, or executive reviews to drive renewals, retention and upsell opportunities
- Blend customer data from multiple sources into Microsoft ppt and pdf formats.
- Pick and choose data to share with your customers.
- Use parameters for personalization
Use your time and resources to handle higher value decisions, rather than create identical presentations. Deliver a consistent experience for all customers. Create and save multiple templates.
- Access these up-to-date customer snapshots anytime from Gainsight.
- Export presentations with just a click of a button
- Customize templates with your branding