Same Account, Different Story: Closing the Visibility Gap Between Sales and CS

Sales and Customer Success both play a role in growing customer accounts, but they often work from different views of the customer. Sales, for example, typically has commercial history and expansion priorities in a CRM. Meanwhile, CS teams live in a customer success platform with visibility into adoption, value realization, risks, and day-to-day customer health. This visibility gap impacts key moments, such as renewals, expansions, or onboarding handoffs, and closing it starts with sharing customer context across both teams. 

Join Ori Entis, EVP and GM of Product and Engineering at Gainsight, and Brandon Stauber, Senior Director of Partner Innovation at Salesforce, to learn how closing this gap helps revenue teams build a shared view of the customer that carries through every key revenue moment.

You’ll walk away with:

• A look at where the sales-to-CS context gap shows up most, and what it costs at renewal and expansion.
• A tactical view of what best-in-class alignment looks like when Sales and CS  are in sync and operating from the same context.
• A grounded perspective on how AI fits can help teams surface key signals, reduce guesswork, and move faster across the customer journey.