Thanks to everyone who joined the Day-In-The-Life as a Leader Of Customer Success at Gainsight session, where we reviewed how I use the Gainsight platform to keep my Enterprise Team on track.
Here is the recording for your reference!
Below are the key reports that I evaluate on a regular basis to understand the current state of the business and drive 1:1s with CSMs. I’ve also included screenshots of the Manager Dashboard in the demo org I referred to during the session fof additional examples!
- ARR and Customer Count by CSM
- Upcoming Renewals With Flagged Risks (Updates and NO updates)
- Verified Outcomes
- Upcoming Renewals
- Stakeholder Alignment
- Overdue & Upcoming EBRs
- DEAR Healthscores/Feature Scores
- NPS by Persona
- Customer Success Qualified Leads
