CS Leader Zone - Gainsight's Latest Success Snapshot Upgrade - Top Takeaways!

Hello CS Leaders,
Gainsight’s Success Snapshot empowers the CS team to create data driven and visually compelling presentations for customer meetings.

However, it all starts with a simple evaluation of where you are and where CS leaders want to be with their scalable customer presentation strategy. Here are a few pointers that CS leaders look into on a regular basis to keep their outcomes paramount.

• Check recent customer presentations
  Get your team to share the last few EBRs / customer meeting presentations.
  This will help you with all information and components the team is currently sharing with the customers.

• List out Need-To-Have Data points and metrics
  Look for all the data points in those decks to analyse and figure out which one of those should really be part of the presentation. List out all the key components and data that stand out and should be part of all the future presentations.

• Aid with presentation templates
  Once you have a raw deck in your mind, help the team by putting together a few templates that include all the areas that should be standardised for future meetings. These decks will be your future Success Snapshot files.

We have taken the Success Snapshots feature to the next level with our latest upgrade!

(Shoutout to @PavanCh for this brief video explaining the upgrade)

What CS Leaders should know about how the latest upgrade helps their team be more efficient and effective. (Our E.P.I.C formula)

• Editing feasibility for the CS team
  The CSMs now have full control of the presentation and are able to edit details as required without any Admin help. This helps them keep all the slides 100% on target for every customer. 

• Preview Tokenised Data before it is triggered
  The recent upgrade makes your team confident by helping them view how the GS data is populated in the presentation before it is shared.

• Import new templates seamlessly
  Directly connect your google account to easily import new templates / parent presentations saved on your Gdrive if using Google slides.

• Configuration simplified
  GS Admins will have a lot of time saved with the new configuration process. The upgrade helps the admins with the ability to share SS templates to relevant stakeholders directly.

How is the Success Snapshot feature helping you as of today?
Comment below - we would love to know :)