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Introduction

Ensuring that customers fully adopt and utilize your product is a critical aspect of customer success. However, identifying and addressing adoption gaps can be challenging. Our "Identify Adoption Gaps and Challenges" stream is designed to help you understand and overcome these barriers to product usage. By leveraging detailed usage data and health scores, you can uncover and address adoption gaps, ultimately improving customer satisfaction and retention.

In this series of articles, we will guide you through a comprehensive approach to identifying and managing adoption challenges. From analyzing usage patterns to automating responses to adoption trends, you'll learn how to create a proactive and effective adoption strategy.

Step 1: Identify and analyze usage patterns

Identifying and analyzing usage patterns is essential for uncovering adoption gaps. Look for trends in login data, feature usage, and customer segments to understand where customers are not fully utilizing the product.

Key Activities:

  • Gather and analyze usage data: Access relevant usage data, normalize it, and segment customers based on attributes.

  • Identify usage patterns: Analyze login data, feature usage, and license type usage.

  • Compare usage across dimensions: Compare usage patterns across companies, license types, and customer attributes.

  • Visualize and share insights: Create reports and dashboards to share insights and monitor trends.

Step 2: Use health scores to identify and address adoption challenges

Using health scores helps monitor adoption challenges and guide interventions. Focus on key metrics to track customer engagement and address potential issues early.

Key Activities:

  • Define health score metrics: Identify key metrics, set thresholds, and customize for segments.

  • Implement health scores in Gainsight: Configure scorecards, visualize health scores, and integrate with other tools.

  • Monitor and analyze health scores: Regularly monitor scores, analyze patterns, and adjust strategies.

  • Take action based on health scores: Trigger CTAs, deploy Playbooks, and track outcomes.

Step 3: Empower customers to overcome adoption issues with usage trends

Empowering customers with usage trends helps them self-correct adoption issues. Provide clear data and guidance to help them optimize their use of the product.

Key Activities:

  • Gather usage data: Capture detailed usage data and segment it for tailored insights.

  • Share usage trends: Create and distribute usage trend reports and dashboards.

  • Educate customers: Provide guidance, conduct training sessions, and create self-help resources.

  • Monitor and support: Track progress, offer support, and adjust strategies based on feedback.

Step 4: Automate responses to adoption trends with CTAs

Automating responses to adoption trends ensures timely interventions. Configure CTAs based on adoption data to maintain and enhance product usage.

Key Activities:

  • Define adoption metrics and thresholds: Identify key metrics, set thresholds, and segment customers.

  • Configure CTAs in Gainsight: Set up CTAs, assign Playbooks, and automate updates.

  • Monitor and analyze CTA effectiveness: Track CTAs, analyze patterns, and adjust strategies.

  • Communicate with customers: Personalize communication, follow up, and provide resources.

What’s next

By following this series, you'll gain a comprehensive understanding of how to identify and address adoption gaps and challenges. Each article builds on the previous one, creating a cohesive learning path that equips you with the tools and strategies needed to improve product adoption and drive customer success. Stay tuned as we dive deeper into each topic, providing you with actionable insights and practical guidance on leveraging the Gainsight platform to its fullest potential.

Further reading and inspiration

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