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 →
Gainsight PX (Product Experience) is Gainsight’s premier tool to set up in-app messages and collect useful analytics from web applications. PX Connector allows you to establish a link between Gainsight... read more →
Net Promoter Score (NPS®) is an industry standard for measuring customer loyalty. Use this dashboard to gain a deep understanding of both your NPS® trends and individual responses, and share... 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 →
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.
The customer journey is peppered with Moments of Truth. Create a consistent Executive Business Review process to help the customer appreciate the value that they’ve achieved and align on a... read more →
Evaluate customer satisfaction specifically with their Customer Success Manager. Questions include overall CSM satisfaction, CSM advocacy, and CSM engagement level.
Automate your new customer welcome email once the deal is won, you assign the onboarding lead, and record the customer contacts who should receive the welcome.
