How do various teams handle the following?
Say you have 10 CSMs, a sales team of 40, and a 2 Product Managers.
10 CSMs will have full access to gainsight using most of its features.
What's the best practice for getting a view into gainsight activity for the sales team and product managers? They only need 'view' access into account activity, health score, etc.
I know there are multiple solutions for this, but I'm wondering what are your best practices?
Question
Best way to get sales and product management into Gainsight activity?
+2Hi Justin,
Gainsight has a couple different license models that you can employ depending on the level of detail and interactivity for that user. Specifically for sales, we have a limited use license that populates a Gainsight widget on the Account and Opportunity pages so sales team members can view all relevant customer details (it mimics the Customer 360 in functionality and information).
See more info here: https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/User_Guides/Gainsigh...
Product managers would likely benefit from a full user license as they would likely want to build usage related dashboards and reports that would provide them insights into how your customers are using the product as well as the ability to review information on specific customers prior to interacting with them.
Hope this helps,
Dan
Gainsight has a couple different license models that you can employ depending on the level of detail and interactivity for that user. Specifically for sales, we have a limited use license that populates a Gainsight widget on the Account and Opportunity pages so sales team members can view all relevant customer details (it mimics the Customer 360 in functionality and information).
See more info here: https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/User_Guides/Gainsigh...
Product managers would likely benefit from a full user license as they would likely want to build usage related dashboards and reports that would provide them insights into how your customers are using the product as well as the ability to review information on specific customers prior to interacting with them.
Hope this helps,
Dan
VP of Customer Success at Forcepoint
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.