Introduction
Effectively presenting ROI insights during customer discussions reinforces the value delivered and strengthens partnerships. By leveraging Gainsight’s tools, you can present verified outcomes and ROI metrics in a way that drives meaningful conversations. This article outlines best practices for showcasing ROI insights in EBRs, check-ins, and other strategic meetings.
Step 1: Prepare ROI Data in Dashboards
Use dashboards to consolidate and visualize key ROI metrics.
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Include Key Metrics: Focus on milestones achieved, cost savings, and revenue growth. Use Dashboards to create clear visualizations.
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Segment Insights by Goals: Present ROI data grouped by customer-specific goals using Customer Goals.
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Automate Data Updates: Schedule updates to ensure your dashboards reflect real-time progress.
Step 2: Customize Discussions Based on Customer Priorities
Tailor ROI presentations to align with customer-specific needs.
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Leverage Success Plans for Context: Reference broader goals and milestones documented in Success Plans.
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Highlight High-Impact Metrics: Emphasize metrics that resonate most with the customer’s business priorities.
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Use Success Stories: Share examples of how similar customers achieved value to add context and inspiration.
Step 3: Facilitate Collaborative Discussions
Ensure customer discussions are interactive and goal-focused.
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Discuss Progress and Adjust Goals: Use insights from Timeline to revisit and refine customer goals.
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Address Gaps or Challenges: Use dashboards to identify and discuss areas where additional focus is required.
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Define Next Steps: Collaborate with customers to outline actionable items for the next phase.
Step 4: Share ROI Insights Post-Meeting
Reinforce the discussion by sharing a summary of ROI insights.
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Export and Share Dashboards: Provide customers with visual summaries of key metrics.
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Update Goals and Plans: Reflect meeting outcomes in Customer Goals and Success Plans.
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Log Meeting Outcomes in Timeline: Record key takeaways and action items for team reference.
What’s Next?
With ROI insights showcased effectively, your focus can shift to building stronger relationships by leveraging verified outcomes to guide future strategies.
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