What all possible steps we can take before enabling or configure Relationship?
What are the areas of an account will be majorly impacted by enabling the Relationship.
Can someone please help me with the documentation if available. Thanks
What all possible steps we can take before enabling or configure Relationship?
What are the areas of an account will be majorly impacted by enabling the Relationship.
Can someone please help me with the documentation if available. Thanks
The relationship is a “Divide and Conquer” strategy. It allows you to divide an account into multiple subdivisions or entities and monitor each subdivision separately for better-personalized control and understanding of the client's needs.
Prior to enabling or configuring Relationships in Gainsight, consider the following steps:
Enabling Relationships will make your instance more robust as it will impact:
Business Outcomes when you have Relationships in place:
Customer Engagement and Retention: With Relationships, you can handle each relationship separately. This implies that your interactions and responses can be more personal and targeted, leading to improved engagement and retention.
Sponsor Tracking: With specific relationships allocated, sponsors, the key people at the client-side can be mapped and tracked against specific relationships. This could potentially help with customer engagement.
Operational Efficiency: With specific relationships in place, each division/subdivision can be handled independently. This leads to increased operational efficiency, as actions are highly specific and targeted.
Renewals: With specific relationships running, renewal discussions can be handled at a more granular level. Risk identification and mitigation will happen at the individual relationship level.
Upselling/Cross-Selling Opportunities: More relationships mean a granular understanding of the customer's usage of your products/services. This, in turn, can open upselling or cross-selling avenues which were not visible earlier.
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