Customers and Contacts Templates Image

Customers and Contacts Templates

It doesn’t matter whether you run Salesforce or another leading CRM system, the process is simple. All you need is an initial load of Customers and Contacts. We can deploy Gainsight independently of your core Salesforce environment with the same list of Customers and Contacts.

No matter your CRM setup, you can start delivering superior customer outcomes immediately with Gainsight.

Download these simple templates you can use to gather the data you need. Once you have this data, you can push it into Gainsight and get started. Then, once your company is ready, you can setup the integrations needed to keep Gainsight and your CRM system in sync.