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Yesterday, August 28th, we hosted an insightful webinar, Day In the Life of a Gainsight CSM: Workflows, Insights & AI That Help CSMs Scale Smarter.

The goal was to showcase how Gainsight helps CSMs:

  • Start the day strong with a personalized Gainsight Home dashboard and actionable cockpit views
  • Prioritize accounts with AI-powered health score signals and Staircase AI relationship insights
  • Get up to speed quickly with contextual customer data using Cheat Sheets and Timeline summaries
  • Drive proactive engagement with AI-generated follow-up suggestions and Success Plan tracking
  • Streamline task execution with custom Cockpit views and CoPilot-powered touch points

Features We Reviewed:

  • Starting My Day
    • GS Home
    • Write with AI
    • Group Send
    • CoPilot
  • Prioritization & Preparation
  • Follow Up Tasks & Action Items
    • AI Follow Up
    • Cockpit - Custom Views
    • CTAs & Playbooks
    • Success Plans
    • Spaces

In case you would like to go back and watch the recording of yesterday’s session you can do so via this link.  I’ve also attached the slides for your reference.  We want to thank everybody for tuning in and your active participation in the chat and Q&A. If you have any additional questions or insights feel free to use the comment section below!

 

Thanks, Scott. I found this helpful. That said, it felt more like a demo of what I could do rather than a true “day in the life” walkthrough focused on how to prioritize your day. For example, something like: the first thing I do is this, then I go here, once that’s done I move on to this…

There was a little of that in the beginning, but it shifted more into a demo. I still enjoyed it and wanted to share that feedback.

@saige Dunfee - this is very interesting

Thanks, Scott. I found this helpful. That said, it felt more like a demo of what I could do rather than a true “day in the life” walkthrough focused on how to prioritize your day. For example, something like: the first thing I do is this, then I go here, once that’s done I move on to this…

There was a little of that in the beginning, but it shifted more into a demo. I still enjoyed it and wanted to share that feedback.

Thank you for the feedback Drew! There were certainly a lot of features I wanted to showcase. It may have been better to not cover as many features and take more time to explain how I use each piece of functionality to help with my day to day. Thanks again for joining and for your insight.

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