Focus your CSMs on operational execution and customer outcomes. Use the dashboard to create a structured agenda for CSM 1-on-1s, and to empower CSMs to quickly review their customer portfolio... read more →
Review your team’s CTAs, Timeline activities, and renewals to surface trouble spots for intervention. Monitor Timeline activities to understand how much time CSMs are spending with customers, and on what... read more →
The Lifecycle Management Element will help you create a consistent customer journey across all customer segments and lifecycle stages More consistent customer engagement and experience across all stages of the... read more →
Out-of-the-box Dashboard solution that will enable CSM Managers to get insights on all customer success activities and measure productivity of their customer success teams. Track activities of your CSM teams... read more →
The CTA Health Analysis dashboard helps you understand the volume of CTAs your CSMs are receiving, their effectiveness at closing their CTAs and CTA Tasks, and the overdue items that... read more →
Create and manage a success plan that can be used for the entire life-cycle of a customer. Enables Customer Success Managers and Customer Success Leadership team to formally document and... read more →
Transition a customer to a new CSM. Playbooks that drive towards introducing new CSM, creating a milestone to track dates of transition, and aligning on objectives/success criteria.
A "Layer Cake" approach to Success Plans for the CSM gets more detailed as you scroll down. This comprehensive dashboard uses core Gainsight objects to break down Success Plans at... read more →
Solution that turns your support data into actionable insights to enrich support experience. The solution works with OOB Gainsight connector such as Zendesk. Customer Overview: Single source of truth. Get... read more →
Send a weekly update to all your internal Gainsight users with details of their past activities and upcoming tasks within Gainsight. Weekly update Email template pre-configured with in-line reports that... read more →
