Get ready for executive review in minutes with Success Snapshot

Receive 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
success-snapshots-1 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
Create presentations with real-time data
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
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