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Lifecycle Management

Create a consistent customer journey across all customer segments and lifecycle stages

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Gainsight
  • CSM
  • Email Template
  • Expansion
  • Gainsight
  • Intermediate
  • Playbook
  • Report
  • Retention
  • Survey

Overview

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 lifecycle.
  • Reinforce a consistent experience through outreach to increase retention, expansion and visibility.
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Included Assets

  • Technical Assets (14) – MDA objects to help track lifecycle events including onboarding, renewals and ROI
  • Timeline Configuration (3) – Easily configure your timeline with new fields and activity types
  • CTA Configuration (1) – Adds new Lifecycle CTA to cover events from sales handoff to renewal
  • Success Plan Configuration – Add the Onboarding success plan
  • Email Templates (9) – Easily send lifecycle emails with a variety of prebuilt templates
  • Playbooks (9) – Keep your team on track with lifecycle tasks, from handoff to post-renewal
  • Surveys (1) – Sales to Onboarding Handoff survey
  • Rules (15) – Lifecycle rules focusing on a number of triggers
  • 360 Layouts (1) – The Surveys section lists out all the survey responses from the account.
  • Reports (12) – Prebuilt reports to help report on lifecycle milestones

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