Share and Learn Best Practices

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.

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 t

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 you

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! 

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 tact

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.   

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! 

 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!!  

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

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 

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 #SupportLogic

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

If you missed our webinar on April 4 on Pooled CS Unpacked: How to Leverage Teamwork for Customer Success in the Digital Age you can find the recording and a copy of the slides below. The hottest topic in Customer Success right now is Digital. One of the ways to bring efficiencies to your team right now is through Pooled CS. With Pooled CS, you have a team that works many to many with your customers. During this webinar we discussed: What is Pooled CS? Technologies to drive customer engagement with personalized touch How Gainsight approaches pooled CS Tracking outcomes at Scale How Pooled Work Assignment feature can be a game changer👉🏼Slides 📕 Check out our

 As we gear up to the Digital route nowadays and foresee that as the future to be, how do we do Digital EBR ( Business Reviews )❓Here's what I think about it & I would like to call it "Value Realisation - Business Review" ✌1. Identify - procure objectives from multiple clients via survey or an engagement, and select 3-4 clients who are atleast 80% match on the objectives.2. Automate or orchestrate communication which will help us to set expectations for those selected clients on what we wanted to achieve.3. One: Many - Have a generalized presentation on the best practices of the matched objectives and drive via roundtable or webinar or a Review.4. Once the session is done, send a per

What’s your greatest clue that you’re emailing a support rep who isn’t thinking of you as a human? Let’s start a thread below of the most egregious violations.I had two support email conversations recently where the first reply was a bunch of boilerplate questions that I’d already answered. Fuming. Would hate to create that kind of experience through our own customer success program. Next week, I’m joining two Gainsight experts (@lane_h , and @Tori Jeffcoat ) talk about how to make a digital CS program feel -- and actually be -- human-first.👉 Info & Register 👈

Looking forward to seeing everyone in San Francisco this year! Where is everyone meeting up for post-conference get-togethers this year?

Forrester analysts are currently conducting a survey on B2B Customer Engagement Value Realization and looking for additional CS participants. This is about how customer marketing, customer success, and customer experience teams’ roles are growing and changing. The survey is anonymous and respondents will receive a copy of the final report (if you share contact info) when it’s published.If you’re interested in participating, you can read more about the survey details and requirements here.Take the Forrester surveyThe deadline to participate is April 14

Last week I attended the  Gainsight's webinar, “Digital Customer Success - The Secrets to Delivering a Human-First Experience” and could not have been more excited to see the emphasis on Community as one of the key aspects of digital success. Loved hearing Lane Holt, Tori Jeffcoat and Seth Wylie share their thoughts!Key takeaways as a Community pro -Community shouldn’t be treated as a silo - Instead assess where along the customer journey that C

 The concept of Digital Customer Success continues to be a hot topic - but there’s a wide range of thoughts on what the definition of Digital CS should be and what types of programs/processes fall under this overall strategy. 🗣 You might think of Digital CS programs as 1:Many initiatives, like an office hours program covering how-to concepts around your product. 💻 Or, maybe you think of in-app guides that digitally assist your customers to realize value faster. 👋 OR, you might gravitate to online community forums where customers can build deeper, digital relationships.Maybe it’s all of the above, and more!  One big thing Digital CS is NOT - robotic, dehumanized interactions with your customers (myself, @seth , and @lane_h had a