Best-in-Class Onboarding: Make It Happen Using Gainsight

Allison Pickens is VP of Customer Success & Business Operations at Gainsight. Last week, I wrote about how Customer Success can play a critical role in enabling cross-functional collaboration. This week, I’ll explore in detail one of those cross-functional processes: Onboarding Management. At Gainsight, our Onboarding team (which we call Services) is distinct from our

What Type of CSM are You? Take the Customer Success Personality Quiz!

On August 4th, we’re hosting the Pulse Online Career Fair. It’s is a great opportunity for you to chat one-on-one with representatives from 20+ companies with open positions in Customer Success. This event is virtual, so all you need is a computer, smartphone or tablet and an internet connection. On the day of the event,

How Customer Success Teams Can Drive Cross-Functional Coordination

Allison Pickens is VP of Customer Success & Business Operations at Gainsight At the Chief Customer Officer Summit that we hosted several months ago, one of the group exercises was to imagine an ideal model for customer success, ignoring all practical constraints (and, of course, demonstrating the model through some kind of theatrical performance, in

How Gainsight uses Scorecards and Calls to Action

Allison Pickens is VP of Customer Success & Business Operations at Gainsight Note to Gainsight Customers: This post contains links to Vault Assets you can import directly into Gainsight. We’re excited to unveil the latest innovation from our Customer Success incubator at Gainsight: a new framework for addressing risk, using a combination of Scorecards and

Prioritization: Churn Reduction or Customer Nurture

Since Customer Success Management isn’t just about reducing churn by retaining customers, but also growing their use of your product over time, I often talk about everything from churn mitigation to Customer Nurture campaigns. When I talk about all of those things, I’m almost always asked which they should focus on first; retention or nurture.

A Q&A with Waterstone’s Neil Jain: Bringing Customer Success to Hardware

I had the opportunity to sit down with Neil Jain of Waterstone Management Group and ask him about the challenges and opportunities in bringing Customer Success to Hardware companies. Q. What are some of the challenges facing hardware companies today? A. We are seeing a few key challenges in hardware. First, hardware is becoming a commodity,