Share and Learn Best Practices

Let me also hop on and take part in the hottest topic of discussion these days - Digital CS! Want to know what’s the Gainsight’s way of managing Digital Led CS? No worries, I will be sharing all about Digital led best practices on 4th of April 2023 at 8 AM PST.Be a part of the discussion by registering 👉🏻here!One hour couldn’t just be enough to talk all about the most important topic these days. Let’s start the discussion now in the comments section!Post your questions/thoughts in the comment section below 👇🏻 and we will do our best to cover them during the session! 

Gainsight has been creating a ton of great content around Digital Customer Success, and walking the talk on Digital CS motions. One of the coolest things we’ve done on this initiative is create our new Digital CS Destination in the Gamechanger community - which is now officially live on our site!As you check out the new page (and maybe even bookmark it for later reference! 😄) I wanted to share why we built this page and how we did it using Gainsight functionality.  NEW! Digital CS Custom Page on the Gamechanger Community  The Challenge/NeedOur community already has a ton of great content tagged to ‘digital CS’ or ‘digital-led’ programs - but, that content is posted (just like this article!) in other forums like CS Inspiration. And its great content to have here - but, harder to surface if you are looking for a subset of topics around Digital CS. We wanted to find a way to:Make it easy to find Digital CS tagged content, quickly. Avoid creating a new (and empty to start) forum/area - re

Hey Everyone!First, I’m super thrilled to be back in the Gainsight community - as an Alum, it’s an honor to be invited to give a talk at Pulse. In 2022, Nick Mehta joined me on the CELab (Customer Education Laboratory) podcast to talk about education and enablement (Episode 76).  Our focus was to take a macro perspective on Customer Success today – where it’s at and where it’s headed – and question the role that Customer Education plays.  In that discussion, Nick presented shared how he considers education as being at the core of what we do in Customer Success and shared four (4) key areas - in SaaS - where we need to focus.  In this session we’re going to expand upon these topics and much more.  Join me as we:Talk about how Customer Education is “the Core” of Customer Success Understand Program Maturity - where are you at?   Growing your program - where are you headed? And finding the others - people who know and understand Customer Education and can help you.Customer Education is, as

👋🏼 We’re officially one week away from our in-person Pulse conference in San Francisco and I can’t wait to present with @CassidyCardoso on Driving Engagement with Stakeholder Alignment.As a CSM, it’s crucial to ensure you’re meeting with the right personas at the right cadence to make sure you’re aligned with your customers and this can look different across segments (high touch, mid touch and digital touch). Come join the conversation on Wednesday at 2pm PT as Cassidy and I talk through 1) why stakeholder alignment is important, 2) identifying who your personas are within your customer base, 3) what the right cadence looks like by segment and 4) how this is executed within Gainsight. 🤗 Get Fired Up! 

We are beginning our DCS journey, including creating a foundational success hub in our community. I'd love to hear what other success hubs look like? What kind of content do you feature? Is it a separate "hub" in your community or integrated within? How do customers leverage it? Etc.

As a customer success leader, one of the primary challenges you may face is how to best support customers who use multiple products from your company's portfolio. To help you navigate this challenge, we've outlined five common customer success management (CSM) models that can be used to support customers with various product combinations. By understanding the strengths and limitations of each model, you can make an informed decision about which approach is best suited for your organization. Here are the common models we’ve seen and how to evaluate the ones most appropriate for your business. There may be combinations as well - single CSM for small multi product accounts vs. a Relationship CSM and Product Specialists for your largest accounts. The Generalist CSM Model: “THE Single Point of Contact”The Generalist CSM Model assigns each customer success manager to be well-versed in all the company's products. This approach provides customers with a single point of contact for any product-

So exited to see the great turnout on Tuesday for the Day in the Life of a Gainsight Enterprise CSM session! We had tons of great questions but one that I wish we had a bit more time to go deeper on was “How does Gainsight measure adoption?” There is absolutely a wrong way to do this. Any time you are asking a CSM or other user to either calculate or speculate on what the customer adoption is you are: 1. Leaving room for subjectivity 2. Leaving room for manual error 3. Taking away time they could be spending driving value with customers 4. Your health score will not be predictive.  At Gainsight this is all automated so I (as a CSM) do not have to take any manual action to get this insight. Our adoption health score is 50% adoption depth (how often are people logging into Gainsight) and 50% adoption breadth (are they using top sticky features). Trends using this data fire off CTAs when adoption depth declines with playbooks to take proactive action. Adoption is leading indicator to rene

We assume that you have a way to identify which customer is due for renewal and when is their renewal and you are tracking the renewal process(Opportunity) something similar to the below example.   To calculate Retention Rates in Gainsight, We should use the Data Designer feature. Click here to know more about Data Designer. Calculating Net Revenue Retention Rate:Step 1:Using Data Designer, fetch Renewal and Expansion Related Information from Opportunity along with their Close Dates and Stages.   Step 2:Next step is to get the First day of the Quarter for the Close Date of Opportunity. In case if you want to get Retention Rates by Month, You need to get the First Day of the Month for the Close Date of Opportunity.  Step 3:Get the SUM of Amount of all the Opportunities, SUM of Current ARR  and Total Number of Accounts per Quarter(Grouping by Quarter).  Labels: SUM of Amount → Total Renewable ARRCount of Accounts → Total Renewable AccountsSUM of Current ARR → Total Current ARR .Step 4:Ge

In our monthly meetup group about the CS Ops of Digital Customer Success, we spoke in April about defining digital customer success. As a follow up from our Digital Customer Success Bootcamp webinar on April 4 the group discussed how they define their digital cs maturity and challenges they might face as they become more mature in their strategy. Check out the recording to see what we learned!  

Hi, do you organize any Pulse event in India. Please share details if yes.  

Missed our webinar on the Day in the Life of a CSM “How a Gainsight CSM uses Gainsight to support enterprise customers to drive ROI, mitigate risks and collaborate with sales to identify new opportunities”. You’re in luck! You can find the recording and slides below.  If you have any questions please thread them below! 💻 Slides 

Subscribe to this monthly newsletter here!  Hi ​[there]​, So, my last newsletter was the first week of November. Did I miss anything? Before the tech layoff wave, before SVB, before my first time getting Covid (then my rebound on Christmas Eve), before ChatGPT, ya know, happened… It feels like a lifetime ago that predictability was something we could claim to have. Do you feel that you’ve gotten your prediction skills back? Or maybe you’ve just pieced back together your sense that they ever existed? I mean, who can say what CS will look like in a year? Sorry, I didn't mean to send you into a nihilistic tailspin. On the contrary, you have trained for unpredictability. Do you remember that feeling from March & April 2020 of, "What on earth happens next?" In your day-to-day life, in the four walls of your home, the only possible answer was, "What's immediately in front of you." (Or, in the style of a Jeopardy answer: "What is Tiger King.") So, you know how to pick your way forward, on

Maintaining a book of business can be challenging. Customer success teams often find themselves navigating rocky waters as the customer's experience has both crests and troughs throughout their journey. As your teams talk with customers they begin to decode where exactly on this journey the customer may be and what their overall sentiment is like, with the penultimate goal being to help customers maximize the crests and minimize the troughs.One great way to do this is to send customers gifts of appreciation or support when the time is right. For example, you could send a customer a Welcome Box to thank them for signing up and becoming part of your loyal customer base. Perhaps you may even want to send them a holiday gift, a gift at the time of their renewal, or better yet, a gift to celebrate their milestones (i.e - First X number of email sends, their tool going live, etc.).It doesn’t have to just be about their company’s relationship either. It may be specific to your primary point o

I joined Gainsight in mid 2014 and my first Pulse was in May 2015 -- so not quite ten years for me but getting close!   The 2015 event was in one of the coolest -- and, as it turns out, coldest -- Pulse venues of all time.  We took over some warehouses on a pier in San Francisco…....and converted them into a baseball-themed celebration of all things Customer Success. The most memorable thing for many attendees was the Taylor Swift impersonator -- who some people thought was not an impersonator at all! Our customers delivered in the obligatory music parodyFor me the most memorable thing was the opportunity to introduce the world to the first step in the journey of Digital Customer Success, When I first joined the company I spent a lot of time talking to CS leaders and came to understand a huge gap -- they had no way to reach their customers at scale.  We build the world’f first automated engagement tool for Customer Success.  We unveiled it at Pulse 2015. We have come a long way with Di

Hello Gainsight Community!In our recent Digital CS webinars, we’ve seen questions over and over again around how digital onboarding can help improve existing onboarding programs, and I wanted to start a conversation on a few ways that digital tactics can be leveraged if you are getting started setting up your own digital-led onboarding program! Usually, ‘digital’ onboarding comes up when customer-facing teams realize they are facing delays in product activation and adoption (usually tied to a slow TTV). And often the delays here are associated with slow responses - customers who don’t schedule an onboarding call, or where it takes days (or weeks!) to even get in touch post-purchase. Where digital can help here is streamlining onboarding communications - and making it easier for customers to take needed actions quickly when they are in-product.So, if you are considering ways to fast-track onboarding, here’s two tactics/capabilities you can leverage to get started: ✅ In-app communication

For Gainsight Administrators attending Pulse 2023 in San Francisco, we're recreating this massively successful event that we launched for the first time last year!You’ll come away with customized, tactical coaching from an expert admin. Plus, you'll meet fellow admins who you can feel comfortable connecting with in the future. Six experienced admins -- hand-picked members of our CS Ops Product Council -- will each host a roundtable.Each roundtable is limited to five participants so that the conversation can be intimate and in-depth. Registration is required to secure your seat.You can attend just one roundtable. Several will happen during the same lunch block, plus we want to maximize the number of admins who have access to this opportunity.   Topic Admin Host Roles and Responsibilities of a CS Ops team Angela Domenichelli@angela_domenichelli Creating an Action Oriented Health Scorecard to Prevent Churn and Predict Growth Kristina Holbrook@KristinaH Gainsight Adopt

All my Customer Success Managers out there have been through a LOT in the last 6 months. Anyone sensing more risk in their business? Getting hit with surprise churns, tougher renewals? Having to take on more accounts? The reality is, times are a changin’ and the customer success role as a value driver is now a non negotiable.  On Tuesday April 25th I will be hosting a session that dives into how I use Gainsight to manage my book of business as an Enterprise CSM to be a proactive, strategic value driver for my 25 clients. Registration info below.  How have you had to step up your game in the last 6 months?For me it’s been staying much closer to key decision makers at my clients to understand how they define value and not solely defining value from admin users.Let me know how it’s been for you, in the comments below! Register here 

 Good Afternoon everyone!!🙂Hope you are all gearing up for Pulse & getting excited for a jam packed 2 days in Moscone next month.🔥 We can’t wait to see you, and I just wanted to take an opportunity to highlight our Pulse FAQs for any doubts you’ve got!I also wanted to share a discount code for anyone who doesn’t yet have their ticket!! Today is the last day of our Early Bird Pricing before the price increases tomorrow.The code PULSE_RALLY will give you 35% off any ticket type!!   Please let me know below if you have any Pulse event related questions I can help with!

Before I post the question on which I would want CS enthusiasts to brainstorm on, I would like to thank all the folks who joined the Crank Up Webinar last week. I truly value your participation there! 😊 Now, let’s brainstorm 😇 on the question that I asked during the session;   Let me kick start the discussion. Below are some of the points that I would consider;Tracking feature adoption pre and post campaign - Pull usage data and track the percentage change in adoption Leveraging surveys for campaign - Rather than sending just a JO email to the customers, attach a survey question to it. This will help in understanding if campaign emails are being read by the customers or not Best Practices requests - If there’s an increase in number of best practices requests from customers regarding the feature we started the campaign on, this is again a successI could be right or wrong about the points I shared but I am open for thoughts. During the session a few of the participants did answer this

The Gainsight team is looking forward to seeing many of our Community members at our US Pulse conference and Pulse Academy Live on May 16th. I’m happy to introduce you to the instructors who are leading the 4 different product training tracks: Gainsight Admin 101, Gainsight Admin 200, Gainsight PX 101, and Getting the Most from Gainsight for End Users. You can preview the agendas here. And, use the coupon PULSE_RALLY to take 35% off your PAL and Pulse tickets! Gainsight Admin 101 with Brian Holmes @bholmes  Gainsight Admin 200 with Jeff Boyer and Stacey George @jeffrey_boyer @sgeorge  Gainsight PX 101 with Lisa Mirth@lisa.mirth  Getting the Most from Gainsight with Jen Holtmann @jholtmann   

Are you achieving the Return on Investment (ROI) that you set out to achieve when you initially purchased Gainsight? Ryan Tillison, senior consultant with nCloud Integrators, discusses the process of identifying opportunities for improvement and outlines three common areas where Customer Success gaps are common: Value Realization, Consistent Lifecycle Delivery, and User Adoption Trends. Read the full article online. #CustomerSuccess #CustomerSupport #Gainsight #CustomerExperience #nCloudIntegrators #CSM #CustomerJourney #CustomerEngagement #nCloud #GainsightAdministration #DigitalCS #TechTouch #SupportExperience #SupportLogichttps://www.ncloudintegrators.com/post/improving-your-gainsight-roi-3-common-customer-success-gaps

There’s a lot you can build with Gainsight, and it can get very weedy very fast. There’s a discussion in the community about rules, but I’m curious on how folks document other things?For instance, right now I’m creating a Success Plan Template catalog for my team. I wish I could link directly to templates! But, for now, I’m including a screenshot of the top half of the CTA and pasting the copy from the success criteria into my Confluence doc. What other things do y’all do to internally document the things that are built in Gainsight?

Yesterday, @harshibanka and @tyler_mcnally led a masterclass webinar session on Digital Customer Success - what it is, how to think about Digital CS maturity, and some key examples of the capabilities and programs needed to execute.  Tyler McNally presenting Gainsight’s definition of Digital Customer Success We had 2,340 registrations and over 700(!!!) live attendees for the session 🙌 - and if you missed it and are now feeling the FOMO, you can check out the on-demand recording here! 👈 We also had SO many great questions submitted during the session we didn’t have a chance to answer them all live - a few examples including:Q: Who do you recommend as the owner of administering and generating the content in the guided workflows and knowledge base? CS Ops, CSMs, a digital CS team etc.? Q: How do you effectively shift focus of In-App experience from being PRODUCT owned/driven, and being more CS Driven and Customer focused? Q: How do you envision the impacts of digital CS working in conju