Share and Learn Best Practices

In our monthly meetup group about the CS Ops of Digital Customer Success, we spoke in May 2023 about identifying and capturing data. Here’s what we learned!  📝 Note-taking slides from the breakout rooms Learn about these meetups in the future by signing up for the monthly CS Ops Newsletter.

Challenge accepted! @aaronhatton @Sruthimalla !Here is how I use Gainsight as a Director of the CS team  Few things that I focused on: 1. Lack Of Visibility - Reports & Dashboards ( lack of activity, visibility into core KPIs, RC, CI )2. Unexpected Churn - WBR ( Risk Process / Management )3. Scale & Efficiency - C360, Playbooks, Cockpit, TimelineThis is just a glimpse, and excited to get into deep dives as needed.! 

Data maturity, Data structure, Data analytics… it’s all we hear and talk about lately.Why is it so important and why has data become such a struggle?Data is the new gold. We have to ensure we have insightful and powerful data to help our organization achieve their goals. But how does it all start. It almost feels like the right place to start is to look at our current data. Well, I am here to tell you, it starts even earlier than that.Think about your data prior it ever being created. Think about actionable objectives, you can do now to help curate data gold. As I mention in my session at Gainsight Pulse 2022, there are 3 main strategies I live and breath by. 1. THINK WIN-WIN-WIN SolutionsThis strategy is about ensuring everyone involved is winning. Think about your CSM needs, stakeholder needs and admin needs. Ask yourself key questions to help you understand how each player wins.

Has anybody created a formal governance model for Gainsight that they'd be willing to share? As we add more Admin users and groups outside of Customer Success into Gainsight it's becoming clear that we need to create a formal governance model/support structure. I've started to create something which I'd share here but it's a .ppt and I can't figure out how to attach a doc? Sorry! Does anybody else have anything they'd be willing to share?

Join @easton_taylor, VP of CS, and me, Director, CS Ops, at Gainsight on Thursday at 10am in Room 2022.  The SaaS and technology communities have gone through a rollercoaster of change over the past year. The current economic climate has caused numerous organizations to adjust their approach to risk to minimize surprises. Our team at Gainsight is no different. We’ll discuss Gainsight's refinement of health measurements to help improve visibility for their teams during these uncertain times.  Here’s a sneak peek of what you’re in for :-) 

If you do not know how to use Generative AI, you are really missing on something big! How much do you agree with me on the above statement? - I do believe AI can empower admins workflows, optimise CSMs workflows and AI integrated product + Digital Customer Success can do wonders! If you were are Pulse 2023, you might be aware of some of the cool AI driven features that Gainsight will be having in the near future“What’s the one thing that you want AI to do for you in Gainsight?”  Note: This is a post-webinar discussion thread. During

Hi!In the Gainsight PULSE community sessions, which focussed on the Salesforce trailblazer discussion presented by Christina Fidura from Salesforce, there was a reference re what happened when Adobe pulled the plug on their community.Any guidance where I might be able to read up on that please? thank you!

It took the collision of three forces to move me from CS Ops to Community Management:I found that facilitating collaborative conversations was the 20% of my role that I wished were 80%, and I had opportunities to describe that to my boss, my boss’ boss, and my boss’ boss’ boss (aka our CEO). Gainsight’s customer admins started their own community meetups, which led to a Slack channel, in addition to the official Gainsight community, which demonstrated the depth of the energy and enthusiasm that was available. Senior management identified that the Gainsight market was hungry for more

We just released our CS Compensation report and are showcasing the results for North America and EMEA in webinars earlier this morning and next week for EMEA. A few common questions emerged - how are you solving this today? What other CSM comp questions do YOU have? Answer/ Add as responses to this post!I’ve added a few of my answers in bold Regarding bonus compensation, do you have any insights on the prevelence of quarterly vs annual calculations/targets and payouts? Seeing more shifting to Quarterly (including Gainsight!) or semi-annually - more flexibility/cash flow for CSM, more flexibility to adjust the plans as year evolves I’d like recommendations or resources for identifying a comp structure for a CSM who’s sole role is upselling to existing customer base please How do you adjust comp model based on size of BoB per CSM. I’d say we tend to land at a much higher customer count p

The Gainsight Community never fails to inspire and motivate me. After the ChatGPT fest at Pulse, and seeing Seth’s amazing “Hot Takes” I realized, I need to do some dang marketing with my CSMs. So I asked ChatGPT for a slack message about different functionality in a hot ones theme. Then I thought, well, I’m in Austin and it’s going to be Tuesday so.. Taco themed. It ended up being an email and I MAY have said “I need this a little shorter with more Taco Puns.” And this amazing email came to be! My CSMs LOVED it. And I’m seeing traffic from it! I decided on focusing on Cockpit so that I can reinforce “this is your home base”. What’s an easy thing to get them to buy into? If they adopt Cockpit, the other good stuff comes almost naturally. 

 WOW!  I am truly overwhelmed with gratitude in getting to see you all at the PX Connections Breakfast.  @jmobley @aroberts and I really enjoyed getting to sit with you all in addition to our wonderful leaders : Caitlin Quilan (GM of PX), Karl Rumelhart (President, Products, Tech & Global Ops),  Gil Michilin (SVP of Engineering for PX), Denise Stokowski (Group VP, Platform Products), Kartik Yegneshwar (VP of Global Support & Technical Success), and our incredible Ent

 As a first time Pulse attendee, I have to say that Pulse did not disappoint! It was a jam packed week of sessions, customer meetings, meet and greets, Pulse puppies, etc. As a first time speaker for the CSM track (“Verified Outcomes and Success Plans”), I was able to witness the magic of Pulse in person! A few notes from my session that I spoke on: Do you currently have a value framework program at your company? If not, you can still apply the key parts of the “Outcomes Hypothesis” to help customers quickly identify and achieve value with your company.  Understanding our customer’s key value drivers (business challenges they are trying to solve for) is so essential. At Gainsight, we found that our customer’s with at least 1 verified outcome at 3 months prior to renewal had 30% higher GRR than customers without verifi

Hello out there all you beautiful PX-ers!  (or those that may be interested in PX!!) Are you coming to Pulse this year?!  If so - make sure to add to your calendars our PX Connections Meetup!  What’s In It For Me (WIIFM)?Well for starters - you can meet with the incredible PX CS team!  Myself (Kat Kenny, Manager of the CS PX team at Gainsight), and the incredible team of CSMs Alisha Roberts @aroberts , @jnies Julia Nies, and 

That’s it. That’s the post. 😎(But, really… Thanks to the Gainsight team and all the speakers that made it an incredible experience.)

At Pulse 2023, we’re announcing a partnership between Gainsight’s philanthropic education programs (Pulse Impact) and our Community platform! We’re capturing what drives the Customer Success community: the people that make it up. Our diversity, our talent, and our passion for making the world more Human-First make Pulse Impact and Community a natural fit!Share something below about how Diversity, Equity, Inclusion, and Belonging (DEIB) show up in your life, or let us know if you’d like to partner with our programs. Check out my comment below to see what kind of partnerships we’re looking for—we can’t wait to hear from you.If you’re at Pulse 2023 in person, stop by the Expo Hall to chat about Pulse Impact with us!

I hope you all got a TON of great ideas from the sessions!

You know this scene: You’re at Pulse (or any other networking event, really), you’ve met someone new, and you’re going to connect on LinkedIn. Except it’s hard to spell the name, or there are 17 people with that name on LinkedIn or your thumbs get all nervous when typing “publicly”. So do this:LinkedIn has a QR code within that’s specific to you. You can show your code and they can take a picture with their camera. Or reverse the process: Show them how to display their code and you scan it with your camera.To find your code:Open the mobile LinkedIn app. At the top, tap in the search bar. Inside the right end of the search bar, a QR code icon will appear. Tap that QR icon. You can display your code, or switch to scan mode to gather someone else’s code.Happy networking, friends!

I'm thrilled to attend my first Pulse event! I just joined Intelligage, a company that provides AI-powered customer success solutions. While I'll be working at our booth, I'm also eager to connect with everyone here. I've heard great things about the puppies, so they're definitely on my must-see list. If you have any tips (I have checked out the pro-tips), let me know. Looking forward to meeting you all!

Pulse is now less than 1 week away, can you believe it?! We can’t wait to welcome you to Moscone Center West and explore the future of customer success, community, and product – all while celebrating 10 unbelievable years of Pulse.  You should have received your Know Before You Go email yesterday, but below I wanted to highlight just a few key points! As always, pl