Share and Learn Best Practices

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

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

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’ progr

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” o

👋🏼 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. 🤗 

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 provid

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 loggin

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