Vault Update!
Hi Community - see below for what's new in Vault over the past month!
Gainsight 5.0 Release - with our new release, we've added over 60 Vault Reports and direct Vault Asset links (you can see them in the below New Assets)! See the full list of Vault reports here.
Additional New Assets - 4 Playbooks, 3 Surveys, 1 CoPilot Template added
Gainsight 5.0 Release - with our new release, we've added over 60 Vault Reports and direct Vault Asset links (you can see them in the below New Assets)! See the full list of Vault reports here.
Additional New Assets - 4 Playbooks, 3 Surveys, 1 CoPilot Template added
- Customer Reference Playbook - Manage a customer through the reference process.
- Internal Gainsight Launch Playbook - Use as an exercise for CSMs in preparation for a customer's internal Gainsight Launch
- Onboarding-to-CSM Transition Playbook - ensure a smooth transition from the Onboarding process to full CSM ownership
- Tracking Key Contacts Playbook - ensure you're taking the proper steps to track your key customer contacts in Gainsight
- Internal Pre-Implementation End User Survey - assess your end user's time allocation and satisfaction with their customer management tools before you've implemented Gainsight
- Internal Post-Adopting End User Survey - assess your end user's time allocation and satisfaction with their customer management tools after they've adopted Gainsight
- Product Cross-sell Survey - uncover customer interest in product lines that they haven't already purchased
- Internal Gainsight 5.0 UI Release CoPilot Template - Set of instructions/details for Gainsight Admins to inform their CSMs of the upcoming UI change