CSM Dashboard
Focus your CSMs on operational execution and customer outcomes.
Overview
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 each morning as they craft their plan for the day.
- CSM activities that contribute to team KPIs.
- Charts of open CTAs direct CSM action towards the most urgent tasks.
- Quickly refer back to recent actions through closed CTAs and Timeline activities.
- Take action on customer risk, as revealed through health scores, new NPS survey responses, and risk CTAs.
Included Assets
- Dashboards (1) – CSM Dashboard to drive 1-on-1s with managers
- Reports (9) – Automated reports for CTAs, sentiment trending, and NPS detractors
-
Products
Platform
-
Solutions
- Healthcare
- Education
- Security
- Customer Success Teams
- Product Experience Teams
- Product Adoption
- Gainsight Essentials
Industries and Teams
-
Resources
-
Gainsight