Share and Learn Best Practices

In-person or virtual, you can always join the #Pulse2022 (USA) and #PulseEU (EU) conversation by[1] Join the Community [2] Download the App [3] Share on Social 🤝🏼 Register and participate in the ongoing threads in this All About Pulse space 📱Download the mobile app for an IRL experience of the event  iOS Android #️⃣ Use hashtag #Pulse2022 (US) or #PulseEU (EU) to share conversations with the world on Social media

What do you do? One CTA triggered per detractor NPS response, or one CTA triggered per account with at least one detractor response? I originally thought to only do one CTA per account, but I heard from others that following up with the specific detractor, and therefore doing 1 CTA per response, is another method.For context, we’ll be launching NPS to our admins only via JO email (not in product). 

Hello everyone,  I’m a newbie in Gainsight (Cx & Px), but as we learn more and try to fully implement we have crossed an issue that we can’t seem to solve with the available documentation. We are big on tracking productivity and of course engagement, so in our different JO programs we have both emails and in-product engagements that have the CSM calendly link. Now we are struggling to be able to connect the calls booked by our customers with the different messages as they might be in 2 JO programs at the same time.  Our only idea so far is to have a calendly link (8 by CSM), based on each program but then when we see this from the Px perspective we will face a limitation in the number of attributes we could link as we would have to create 8 attributes per CSM. I’d love to pick on the collective brain and see if someone has managed to solve the tracking the call that has been booked to the proper journey/CTA/Activity for reporting purpose

We are looking at instrumenting a Pooled CSM Model where a team of CSMs can respond to customers without being assigned to their account specifically. We are familiar with how to do this using Salesforce and creating a ticket queue with email integration, but want to know if we can do something like this in Gainsight. Has anyone done this before and/or explored this option?

In our monthly meetup group about the CS Ops of Digital-Led Customer Success, we spoke in September 2022 about digital led onboarding. Here’s what we learned! 🎞️️️️ Recording of key takeaways from each breakout room 📝 Note-taking slides

Hello- I’ve seen some really old posts on this topic but nothing recent… I’ve been asked to report out on internal usage of our GS platform. They log into it via SF so I’m not sure if I can get logins / week - any suggestions or help on what to pull for this type of report would be helpful. TIA!

Subscribe to this monthly newsletter here!  Hi there,I spent alarmingly little time in the breakout sessions at Pulse. Instead, I was running around the Moscone Center, reaping the results of my questionable decisions. (Would you plan to host a 3-

Who has a great template or tool for mapping out a customer journey?We’re documenting our current journey and making design plans for the future state. While I could cook something up quickly in the Google docs infrastructure, I’d much rather leverage the expertise and experience of the community for something proven.

Has anyone developed an ongoing maintenance plan for their Gainsight instance they’d be willing to share? We went through our SFDC->NXT transition this Spring and it just reiterated how quickly old reports/dashboards/rules, etc. can build up in our instance. Now that we’ve ‘started fresh’ we’re trying to figure out the best way to keep our instance clean by setting up a more formal weekly/monthly/quarterly/annual maintenance schedule. Even if you don’t have this established today, what would you want to include?

At Pulse, small roundtable discussions were hosted on various topics for the CS Ops community, and I hosted a roundtable about Gainsight Adoption and Enablement with about 8 other CS Ops professionals! We wanted to share our key takeaways from the discussion to the broader Gainsight Community -- below you’ll find the topics and notes from the conversation.Timeline Adoption Create a Last Contact Date or Last Engagement Date field on the Company object to give managers and CSMs visibility on customers that haven't been reached out to in awhile (or whose Timeline haven't been updated...!) Leaderboard for Timeline entries logged, by segment. Shared in a public-facing email or newsletter. Drive "gamification" of Timeline logging CSM Manager/Leadership Adoption Identify a GS stakeholder from this group to partner with you on GS initiatives and releases, so they can support you with enabling the ICs on the team and getting buy-in fr

Are the sessions being recorded? Will the recordings be available to attendees?Thank you.

I feel you. I’m already missing the moments we had together -- learning, having fun, and just enjoying each others’ company!So, Instead of waiting around for another year of Pulse to happen, let’s recreate them here by sharing our favorite moments from it.It could be anything like:An ‘aha moment’ that you’ve taken back to your work Your favorite moment at the Puppy booth A new friend(s) you made at Pulse Which of our snacks you loved The funniest moment you can remember Your highlights from the virtual experience  A session that made you laugh and learn at the same time Share a word of appreciation to someoneI’m sharing my favorite ones below! 👇Let’s share and revisit our favorites! 

 🔥This is your go-to space for that 1 epic Pulse Party🔥 Please use this space to save all the fun moments -- enjoyable, blurry, candid, posed - however you like it! 📸 You could:Share a selfie in your party outfit  Tell us something about your look for the party Add in a fun caption to the picture(s)

The following was written after the first day of Pulse 2022. I was asked by a couple of folks at Gainsight to share it here in the Community, so here we go :)————I'm sitting on a hotel balcony in San Francisco, overlooking a swimming pool. The air is crisp, the sky is clear. Why am I here, and not my home in British Columbia, Canada?The Zapier Community won a Gainsight GameChanger award, for Outstanding Community (we use inSided, a platform Gainsight acquired earlier this year).It's a team award, but only one of us could come to the Pulse conference. That person is me :)Ok, Now...the Pulse ConferenceI haven't been to too many conferences, but I gotta say that this one's done well! Today was Day 1 (it wraps up tomorrow) and I've got nothing but positive things to say.

The GameChanger Awards are designed to celebrate the Gainsight customers that never stop challenging the status quo when it comes to customer success and experience. All Gainsight customers were eligible to apply for the 2022 awards. The winners were decided by a panel of judges based on their quantitative and qualitative results/stories.The winnersTransformation Leader Award: Dealerware's EVP of Operations Melissa Terrell won the Transformation Leader award, which is given to a person who has driven material change in their organization by transforming customer success and product experience into

The GameChanger Awards are designed to celebrate the Gainsight customers that never stop challenging the status quo when it comes to customer success and experience. All Gainsight customers were eligible to apply for the 2022 awards. The winners were decided by a panel of judges based on their quantitative and qualitative results/stories.The winnersTransformation Leader Award: Dealerware's EVP of Operations Melissa Terrell won the Transformation Leader award, which is given to a person who has driven material change in their organization by transforming customer success and product experience into

🛑STOP READING THIS if don't care about #value for your company or your customers. This won't be helpful. 🛑If you do care, this post will revolutionize how you think about value delivery. Who has encountered the following:1) A company thinks they are customer-centric but aren't (we all know or work for these companies)😬 2) Unconsciously or consciously tracking value delivery exclusively for the customer which has led to a "Yes" culture (hint: a party is missing here)3) An uphill battle proving the value of CS 🌋That's why we need... 🤩Value Milestones🤩

 🌟Presenting the Social Rockstars🌟🥁 Drumroll please 🥁 Thank you for the amazing participation everyone! Phew! It was a tough one with so many amazing insights and moments shared.💡All our social sharing spaces were buzzing with notifications! 🐝 Here are the folks that created the highest #Pulse2022 social storm🌪:@Naquiyah capturing her #Pulse2022 moments in a video