Account Management

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

SEE HOW GAINSIGHT CAN HELP YOU DRIVE CUSTOMER OUTCOMES

Click the button below to schedule an overview of Gainsight

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