Organize your team around a strategic plan to achieve customer outcomes.
Capture customer goals and develop plans to achieve them. Help your team guide customers to their desired outcomes with objectives and tasks, then easily share updates on successes directly with the customer.

Set customers up for success

Work with your customers to define their desired outcomes, then develop a strategic plan of action to achieve them.

Execute the right actions

Create discrete objectives and tasks for every Success Plan to help your team organize around and execute on the right actions.

Easily monitor progress

Gantt chart visualization makes it easy to keep your team on track and monitor progress against customer objectives.

Demonstrate success

Demonstrate how your efforts translate into results. Export Success Plans into a presentation-ready PowerPoint to share at your next customer meeting.

  • “We’ve seen impact across the board. Our strategic customer planning helps drive retention, our growth efforts have sourced millions in pipeline, and our NPS is exceptional for the industry.” Tony Lenox, VP Worldwide Customer Success & Support, Imprivata


Innovative companies are protecting and nurturing their most valuable asset—their customers—with the power of Gainsight's award-winning platform.

Our customers use the Gainsight Platform to predict and manage customer risk, operationalize the customer lifecycle, and coordinate actions across their teams to drive expansion and advocacy at scale.

See how Gainsight can make your customers more successful. Schedule a demo of our software platform today!

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