Share and Learn Best Practices

@keith_mattes suggested publicizing this, so here goes:I’m building out a new dynamic JO program with three different variants after the evaluate step… one to send a “logic failure notification” in the “else if” branch. Because… ain’t nobody got time for dropped participants. Even on internal-only programs.Also because of the new case expression issue with no custom mapping (string to email) available. The evaluate step is essentially:no null account reps, send and CC account team at least one null rep, send to our team to forward logic fails, send to our team to forwardCurious if anyone else has ways they deal with dropped participants (without manually checking).  

"I know kung fu." When Neo uttered these words in The Matrix after instantly downloading combat skills to his brain, it seemed like pure science fiction. Today, watching AI systems master complex customer interactions, predict behavior patterns, and enhance human capabilities in real-time, that scene feels strangely prophetic. Only instead of downloading kung fu, we're watching AI transform Customer Success at a pace that would make even Agent Smith raise an eyebrow. From Fear to Excitement The transformation in how Customer Success teams view AI mirrors the broader story of technological adoption. Initially, there was that familiar knot in the stomach – the same one people felt when computers first entered offices or when email began replacing phone calls. But something remarkable is happening now.A Support Team Lead recently shared how her team went from dreading AI implementation to championing it in just three months. The turning point? When they realized AI wasn't just handling mu

During The Power of Working Better Together with Gainsight PX+CS webinar, we discussed PX+CS use case maturity, reviewed tangible exercises to help Product and Customer Success teams develop strategic PX+CS use cases, and highlighted the amazing things that can be done with PX+CS integration for various types of pricing models.  Missed our webinar? You’re in luck! You can find the recording below. And check out this Gainsight University course to learn more about building your PX+CS strategy (team exercises included).  

If you use CTAs for managing and reporting on risk, you might get requests like this from the business:Can you add the open risks to [XYZ] report?How can I see a summary of the open risks on the account from the [company level] report? How do you report on risks using objects not sourced from Call to Action?Here’s how we accomplished this using a multi-select field! Step 0: Add your new multi-select field to Company objectOurs is called “Open Risks” Step 1: Create a custom object that will be your “flattened object”I titled mine “Flattened Object for Open Risks.” The purpose of this object is hold one record per company with each “open risk” being its own column. The dataset columns will be each of your risk types.Be sure to include a string field called “Null value.” You’ll use this later when creating the multi-select. Step 2: Create a rule to load to your flattened objectTo get data in your new custom flattened object, create a rule to fetch from Call to Action.First, fetch from the

In the rapidly evolving landscape of artificial intelligence, we've witnessed a remarkable progression from simple chatbots to sophisticated AI agents. This evolution represents not just technological advancement, but a fundamental shift in how businesses and individuals interact with digital systems. Let's explore the key stages of this evolution and examine why AI agents are positioned to become the next transformative force in technology. The AI Spectrum: Bots, Copilots, and Agents Bots: The FoundationBots represent the initial wave of AI-powered tools. Characterized by:Specific, predefined task execution Rule-based decision-making Limited adaptability and learning capabilities Basic natural language processingWhile effective for simple tasks like answering FAQs or retrieving basic data, bots lack the sophistication required for complex problem-solving.Real-World Example: Domino's Pizza revolutionized fast-food ordering with their Facebook Messenger chatbot. This rule-based system s

​Hey all,Across a customer base, it’s quite common to not have a designated customer success advisor for each and every single account.It’s equally common to need to engage with your entire customer base at once through digital CS and lately I’ve seen various posts relating to challenges in Dynamic JO when it comes to generating fallback senders for several reasons:We no longer need to map our source fields to a “sender email” field in Dynamic JO, We can’t generate case statement fields as an email data type, A program can only have one calculated source (query, data designer) since we no longer need to map fields  The good news is that the changes brought about by Dynamic JO in that regard haven’t hindered our ability to reliably generate fallback senders. If anything, they’ve “forced” us down a more efficient, reliable and sustainable route (or so I think 😊).So I thought I’d share our approach to:Handling fallback senders in Dynamic JO (which also works in Advanced😊) and CTAs assig

We are delighted to announce Pulse Academy Live EMEA: Gainsight CS Admin Training on Nov. 12. This specialized training session is designed for Customer Success professionals eager to deepen their knowledge of Gainsight's powerful functionalities and best practices in customer lifecycle management.What to Expect?Our training is designed to help Gainsight Admins harness the full potential of the Gainsight CS platform. Here's what you can look forward to:Comprehensive Training Modules: Explore the intricacies of Gainsight CS through detailed and hands-on modules. Expert-Led Sessions: Learn from our experienced Gainsight experts who will share invaluable insights and best practices. Interactive Learning: Engage in interactive sessions that allow you to apply newly acquired skills in real-time scenarios. Peer Networking: Connect with other Customer Success professionals, share experiences, and build a supportive network within the EMEA region.Who Should Attend?This hands-on workshop is int

Hey CS Community,We’re thrilled to invite you to a groundbreaking event that’s all about empowering your Customer Success teams with smart, sustainable strategies—Digital Success Unplugged. Set for a half-day of virtual learning and networking, this event is designed to fuel your customers' success without your teams' burnout.Why Attend?  Digital Playbooks Unlocked: Learn from the best as top CS leaders share their secret sauces for digital-first success. Actionable Strategy Sessions: Walk away with strategies you can implement immediately—no fluff, just the stuff that works. Exclusive Fireside Chats: Get up close with CS legends discussing the real tactics that have transformed their teams and operations. Elite Networking: Connect with peers and leaders to expand your knowledge and your network. Event Details:  Date: October 16th, 2024  Time: 8am PT - 12:15pm PT Register for free here: Digital Success Unplugged Who will be there with me and what are you looking forward to learning abo

Hi Admins! This post shows you how to insert tokens inside the URL. It is super simple to implement and it is very helpful since this use case is very common where Admins want to embed the URLs that are customer specific. I am here showing the use case where I have configured a email for CSM to notify them when Sentiment score drops/changes. In the email template, I want to embed the link which navigates to the respective account’s C360 page. The first part of C360 page URL remains consistent and last part of URL keeps changing with respect to account.  In the email template, click on the insert link so that you can place the URL towhich you want to navigate.  The new pop-up window appears where you insert the token within in URL. As the Account Id as I highlighted keeps changing I am tokenzing that. We can map the token to any fields in “Edit token Propoerties” section, here I am mapping the Account→ Id from Account object.  Here is how it looks after I tokenise the URL: Hope this hel

In my session, we're going to unpack the concept of Product Maturity and learn how its different from the metrics we usually rely on. I'll explain how PMM doesn't just measure usage, but transforms it into a collaborative roadmap that we and our customers can follow together.  I'll show the deep insights we can gain and how they influence our strategies.  And that’s just the tip of the ice berg.My session might be a rock opera...trying to figure out how to get the band from Oregon to Amsterdam… 🤔 

I'm excited to invite you to my upcoming webinar (Sept 12th at noon Central) where I will share insights from my experience in helping organizations across various industries implement and scale their Voice of Customer (VOC) programs.During this session, I'll be diving deep into how Gainsight leverages VOC to enhance customer experiences, increase retention, and align company priorities with customer needs. We'll cover key areas that can transform your approach to customer interactions and outcomes.Key Items We'll Explore:Gainsight's Approach to Voice of Customer: I’ll walk you through how Gainsight integrates VOC into its strategic priorities to drive customer-centric decision-making across the organization. Understanding Key Feedback Types: We’ll delve into the three crucial types of customer feedback—Customer Effort Score (CES), Customer Satisfaction (CSAT), and Net Promoter Score (NPS)—and how each contributes to a holistic view of customer sentiment. Driving Impact with NPS: I’ll

The 2024 GameChanger Awards Nominations are now open! The GameChanger Awards recognize and celebrate customers who leverage Gainsight products to change the game of Customers, Product Experience, Community and Education.These leaders make an undeniable difference for their customers, teammates, and partners. A GameChanger is intuitive, always authentic, never stops challenging the status quo, and might have superpowers. Does that sound like you? We thought so!Nominations will be open 1st August – 11th September, 2024. Winners will be announced live at Pulse Europe 2024 in Amsterdam!This year's Categories are...The Challenger The Dream Team The Architect The Defender The Transformational Leader of the Year (VP or above)To see a full description of the award categories, visit the home page here.To enter into this competition, you need to submit your nomination for the category where you have seen substantial quantitative and qualitative results between 2023 and 2024. 

In our monthly meetup group about the CS Ops of Digital Customer Success, we spoke in February 2023 about measuring digital CS. Here’s what we learned! 🎞️️️️ Recording of key takeaways from each breakout room 📝 Note-taking slides from the breakout rooms Learn about these meetups in the future by signing up for the monthly CS Ops Newsletter.

Unlock tangible opportunities for improvement in just a few weeks with our Customer Success (CS) Strategic Assessment Program. This comprehensive 4-step analysis covers discovery sessions, CS charter evaluation, customer lifecycle alignment, and financial metrics review. You'll receive a detailed, actionable roadmap with strategic initiatives to enhance customer satisfaction, retention, and drive growth. Ready to elevate your Customer Success strategy? Let's get started on your path to success. https://lnkd.in/gNYmAf7g 

In a world of AI and hyper-personalization, how do we build an ethical approach for 1:many programs? In the rapidly evolving landscape of digital customer success, leveraging AI and hyper-personalization can significantly enhance customer experiences. However, as we build these 1:many programs, it’s crucial to consider the ethical implications involved. Just as with AI, setting clear boundaries and guidelines is essential to ensure we prioritize the well-being and trust of our customers. Defining Limits Similar to AI EthicsOne key aspect is defining limits similar to the ethics of AI. Establishing boundaries helps prevent potential misuse and ensures that the technology serves its intended purpose without overstepping ethical lines. Transparency in how AI algorithms make decisions and their impacts on customers is crucial. This transparency builds trust and ensures that customers understand and consent to the technology’s use. Writing Ghost ContentWriting ghost content, such as emails

For my Gainsight CS Admin friends, I’ve compiled a list of frequently-visited pages within the CS platform. This helps me quickly navigate to any part of the instance via Chrome Bookmark. Each Gainsight instance has a unique URL, but the navigation within an instance is common. Thus, you can quickly build a set of Bookmarks for yourself for your own instance by taking the following steps.Copy and paste the below HTML into a Text Editor. Not Google Drive, not Chrome, not Apple Notes, but something akin to BBEdit. You've got to open the raw text so you can edit the HTML tags rather than have the HTML actually display. Run a "Find and Replace" on yourinstancenamehere and replace with...you guessed it...your instance name. EU tenants, include the .eu portion of the URL. Save the file as an HTML file. In Google Chrome, use Chrome menu > Import Bookmarks and Settings (That's the MacOS path; Windows folks...you're on your own). Navigate to your saved HTML file and import.You’ll end up with

I am getting so excited that Pulse is just 2 weeks away! I have been attending Pulse for years virtually, but this is my second year attending in person, and as a midwestern gal, I am beyond excited to be able to take the stage in St. Louis. I have helped build multiple customer communities in my career as both an Ops professional and also a CSM, and have been a part of some really incredible communities too. I am pulling together all of my tips and tricks and telling you the insight (both good and bad) on what has helped our communities thrive and fall over the years. I am making sure to help you get tips on how to build a new community, but also how to get your CSMs involved and excited about this opportunity. Can not wait to see you & chat more!

🙌 Let’s hear it for Gainsight Pulse 2024!!!  Abby Van de Bogert and Elyse Claxton are amped to bring you "Seamless Starts: Revolutionizing Digital Onboarding to Boost Customer Value and Slash Service Costs." In our rad session, you'll discover how we totally revamped Boomi's digital onboarding (0 to 90 days after close/won) to not only pump up value for users like Alex but also to trim costs and maximize resources during the tech crunch. We’re laying down all the gnarly steps so you can totally rock it for your customers too. Plus, we’ll spill the beans on all the slip-ups we dodged along the way, giving you the 411 to avoid these bloopers yourself.  Catch you there, it’s gonna be all that and a bag of chips! 😉

Hey everyone! 👋 Masha here, co-founder and CEO of Glowstick — I’m super pumped to be speaking at Pulse for the very first time alongside Gainsight’s RVP of Customer Account Management, Ben Stidham.Ben and I will be speaking on Wednesday May 15 at 2pm Central — come to the session to win an environmentally friendly Glowstick bracelet!Here’s why you should join us:Ever felt the pressure of skyrocketing quotas in the post-Sales game? Us too — so we did something about it. We’ll reveal the latest in unconventional yet proven techniques to building post-Sales pipeline beyond hand-raisers. Learn about the good, the bad, and the ugly from our journey so you too can grow faster with your customers.A little more about our talk in this video👇 Can’t wait to see you there!!-->

Galilea and I are thrilled to be presenting at Pulse!Join us in our session, 'The Evolution of Success Plans at Alteryx - Human ➡️ Machine ➡️ Cyborg,' for an exciting journey through how we maximized our impacts and achieved success at scale.Get ready to discover actionable insights and strategies that can help revolutionize your approach to success planning! 🚀⏬Here's what you can expect.⏬Discover how we transformed from manual, human-driven guidance to a 'cyborg' process that's digital-led yet deeply human-connected. Dive into the challenges, opportunities, and key learnings we encountered along each phase of this transformative journey. Unravel the concept of 'cyborg' Success Plans, where the fusion of human touch and automated analytics drives success at scale. Learn about our innovative approach with Journey Orchestrator and targeted CSM deployments, backed by data-driven insights showcasing real effectiveness!We can't wait to see you at Pulse for an electrifying session that will

The one complaint we usually receive about Pulse is, there are too many good sessions and I can’t get to them all! That’s a great problem to have, if we’re being honest. But have no fear - we recorded ALL of the sessions from Pulse US 2024 and you can now watch them in the Pulse Library for FREE!

I’m stoked to be going to Pulse in May and sharing our journey here at Okta on health scoring. My session is Navigating Complexity: Okta’s path to a comprehensive and scalable health score.I’ll be going through Okta’s transformative journey and deep diving through the evolution of our health score. I’ll be sharing how we set up our initial, more basic health score in Gainsight and then showing our transition to a multi-score model due to progressing business needs and digging into real world examples of our learnings from using those different scores to excel in our digital journey and to improve our CSM lead journey.Last but not least, I'll be sharing how we arrived at our Holistic Health score, where we have become more automated and scalable using such features as Gainsight’s Relationship scores to calculate product specific scores!  

Make lasting connections, learn from innovators, and discover the future of digital and AI at the world's largest Customer Success gathering. We are so excited to be bringing Pulse Europe back to Amsterdam! Experience an unforgettable 2-day event filled with inspiring sessions, invaluable connections, and all the child-like joy you know and love! November 13-14 at RAI Amsterdam - see you there!https://gainsightpulse.com/europe/ early to save with our Super Early Bird rates!

We all know that successful onboarding sets the foundation for customer growth but, it can also be hella complex! I am super psyched to be presenting for the first time at this year's Pulse Conference to talk about this very topic with my partner in crime Jess Jasper.Are you interested in automating communication to help your customers onboard successfully? Do you have challenges with contact data? Are you looking for ways to scale onboarding using customer driven metrics? Do you like music from the 80's and 90's?If you answered YES to any of these questions then, this is the session you don't want to miss at the 2024 Pulse Conference! Come hear from 2023 winners of the Game Changer Award in "The Challenger" category as we share how we continue to challenge the status quo at HMH.We'll take you on a real-life journey bringing together the people, integrated systems, and cross-departmental processes to unlock transformative change with this tricky element of customer success. Track Name:

 Discovery Education  It can be scary trying to build a digital customer journey! At Discovery Education we are no strangers to scary…. think shark week and polar bear field trips. Join me and my DE colleagues to learn how we navigated this challenge. Explore how we used Gainsight to ramp up our automated renewals, drive cross-sell collaboration, and build advocacy in schools and districts.Track 7: Top Methods for Scaling CS Smarter, Not HarderSession: Navigating the Digital Customer Journey: Strategies for Scalability and Personalization. Date: Wednesday, May 15th Time: 3:00 - 3:45 PM