Create a better experience for your customers and drive revenue expansion across your base.
Prepare for Meetings with the Data You Need
Get a single source of truth on customer data and health in the Customer360 and Gainsight Salesforce Opportunity and Account widgets.
- Review health trends, adoption history, survey responses, and support cases
- See which packages a customer has already purchased and enabled
- Access customer information directly on the Salesforce Opportunity and Account page
Manage Renewals Effectively
Use Cockpit to run an efficient renewals process that supports cross-functional collaboration and ensures no renewal slips through the cracks.
- Automatically assign a Call To Action 90 days before renewal
- Leverage playbook tasks to drive consistency & collaboration
- Track progress on every renewal in one place
Identify White Space and Drive Expansion
Operationalize your expansion strategy to uncover upsell and cross-sell opportunities.
- Get notified about expansion opportunities based on triggers like utilization, stage, product adoption, support engagement, survey responses, advocacy, and more
- Develop a Success Plan to deliver value and plan for expansion
- See which packages and features a customer has not purchased or enabled
Demonstrate Your Value to Customers
Use Gainsight to help prove value to your customers and make a compelling case for expansion.
- Quickly generate slides to summarize the relationship and share progress with Success Snapshots
- Send automatic emails on user adoption and engagement through CoPilot
- Capture customer goals and track progress to demonstrate ROI with Success Plans