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1166 Topics

andrew_serpa
andrew_serpaRegistered User
asked in Deliver Customer Success

CS organization reports and metrics

What are some of the most important reports and metrics that your CS organization tracks?

0
andrew_serpa
7 years ago
ethan_rosenblum
ethan_rosenblumRegistered User
published in Deliver Customer Success

CS Knowledge Drop - Success Snapshots

Success Snapshots are a highly effective tool to increase the efficiency of your EBR process by allowing CSMs to download ready-to-use, customizable Business Review presentation decks that leverage all of the information contained in Gainsight. How is your CS team currently using the Success Snapshot tool? What are some best practices you'd found in using Snapshots? [i]We'll be continuing the conversation below! Additionally, tune in to our weekly CSM led webinar on Tuesday July 12th @ 9am PST where we will be discussing this topic! Click here to register.

902
tzundelgainsightcom
Shoshin
7 years ago
andrew_serpa
andrew_serpaRegistered User
published in Deliver Customer Success

CS Knowledge Drop - Customer Success Organizational Structure

As you may know, Gainsight recently announced a new organizational structure to prioritize Customer Success. You can learn more about this exciting change either by reading this blog post by our VP of Customer Success and Business Operations Allison Pickens or by watching this recent webinar on the topic. Our team is thrilled to prioritize customer outcomes above everything else by aligning our teams around a new, customer-centric organization. [i]How has your company organized around the customer? [i]What strategies have you used to navigate a customer-focused reogranization? [i]What questions do you have about Gainsight's recent reorganization?

726
dave_derington
7 years ago
melissa_ranney
melissa_ranneyRegistered User
asked in Deliver Customer Success

'Opt Out' Customers: Do we still send them communications?

Hello! I wanted to see what thoughts people had on sending 1:Many outreaches out to customers that have chosen to 'opt out' of e-mail communications? I ask because these communications are going to provide valuable content around training and best practices, thus providing information that will not only benefit the customers' overall product experience but also their overall product/industry knowledge. Curious on what thoughts others had on this topic! Thanks, Melissa

3
marissa_barcza
7 years ago
linda_lam
linda_lamRegistered User
asked in Deliver Customer Success

How to un-do a manual health score override by a CSM?

We've just rolled out the Gainsight tool to our CSM team. We've instructed them to use CTAs to influence the health score card instead of manually adjusting the health score number themselves -- to prevent too much subjective override. If a CSM does happen to manually adjust the score, how long will this stick? And how do we change it back so that the score is calculated from rules and open risk/opp CTAs?  

6
ian_bennett
7 years ago
elaine_cleary
Shoshin
elaine_clearyShoshin
asked in Deliver Customer Success

Looking for 'best in class' onboarding/implementation content/advice

I'm speaking with a company preparing for an internal workshop on how to improve their onboarding/implementation processes.  Beyond the three articles below, do you know of other great content related to 'best in class' onboarding/implementation?  Would love to hear how others have tackled stepping up their implementation game.  Thank you! User Onboarding that Improves Customer Success and Avoids Churn by Bill Cushard, Head of Training at ServiceRocket  Customer Onboarding is Hard - Avoid this 6 Pitfalls by Amy Clark, Editor of IWantItNow blog.   Onboarding at Gainsight - Making it happen using Gainsight by Allison Pickens, VP CS

0
elaine_cleary
Shoshin
7 years ago
elena_painter
elena_painterRegistered User
published in Deliver Customer Success

CS Knowledge Drop - Advocacy Programs

Advocacy is an key part of Customer Success. It is important to retain customers and increase customer lifetime value. It is also a very powerful component of the sales cycle. How does your team encourage and track advocacy?  How does your Marketing team use Gainsight?  [i]We'll be continuing the conversation below! Additionally, tune in to hear our Customer Marketing Strategy Lead host a webinar on Wednesday June 29th @ 9am PST where we will be discussing this topic! Click here to register.

634
elena_painter
7 years ago
ben_daniels
Shoshin
ben_danielsShoshin
asked in Deliver Customer Success

Ideas on how to make reporting and building rules for large teams more manageable?

One of the challenges we're finding with Gainsight is building reports and rules for large teams. We don't have a field in Salesforce where we can easily say "Show me team = X". As a workaround we're having to individually add each account manager's name to reports and rules. As people leave and join the company it is going to be quite the task to update everything accordingly. Aside from creating a field in Salesforce for the individual team names, does anyone have any ideas or best practices for solving this problem? We tried something called "Team manager" creation where we assigned names to a "Team Manager" through a rule, but it did not have the expected behavior and only worked for accounts, not people. 

10
elena_painter
7 years ago
nicole_hart
nicole_hartRegistered User
asked in Deliver Customer Success

Voice of the Customer operations content(blog, webinar, etc)

I am expanding our VoC program and attended a couple of great sessions at Pulse which provided good ideas.  I would love to get more information on Gainsight's VoC operations......what that looks like, who participates, what tools are used, best practices. 

3
tzundelgainsightcom
Shoshin
7 years ago
elena_painter
elena_painterRegistered User
published in Deliver Customer Success

Best Practices Webinars

Are you interested in learning best practices from other Customer Success teams? Our customer success showcase sessions have been aggregated together in a digital format! You can now view them as on-demand webinars. Webinars available now: Red Hat - Learn how and why Red Hat is investing in Customer Success and why the focus on a superior customer experience should be on the roadmap for other open source companies. GuideSpark - The GuideSpark team will go into the details of how they segmented their customer base, designed their customer health scorecard, and achieved +50% response rates for NPS surveys! Cisco - The Cisco team will take you through their strategy development, implementation of Gainsight, how they addressed data challenges, and the lessons they’ve learned along the way. Apttus - View this webinar to understand how team members across Apttus use Gainsight to better understand key customer health metrics and holistically manage

640
elena_painter
7 years ago
elena_painter
elena_painterRegistered User
posted in Deliver Customer Success

Customer Spotlight: Sarah Couch, CS Operations, Workday

We’re launching a new initiative called “Customer Spotlight” to feature Gainsight super users on our online Community. For our first spotlight, we’re featuring Sarah Couch from Workday. Thanks Sarah for your insights! [i]What are you most passionate about in your role? Just as our CSMs are passionate about our customers' success, I’m most passionate about ensuring the success of our CSMs. As Gainsight Administrator and a member of our Ops team, my passion lies in creating collaborative, effective, easy to use tools and programs which enable our CSMs to have meaningful, value-driven conversations with our customers. [i]What advice would you give to leaders who have been tasked with driving CS at their organizations? Leverage the relationships you have with leadership across your organization to create a cohesive service philosophy which puts your customers at its center. Define the roles and responsibilities of every member of every department in your organization in a way

1
karl_rumelhart
Veteran Rookie
7 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in Deliver Customer Success

Do your CSMs send out of office notifications in advance?

Do your CSMs send out a notice in advance whenever they are going on vacation? If so, how have you managed to address the scale factor where CSMs manage 75-100 accounts or more? I would like to hear both from people who do send out advance notifications and those who don't. Trying to get a feel for what is common practice. Thanks in advance!

2
elaine_cleary
Shoshin
7 years ago
elena_painter
elena_painterRegistered User
published in Deliver Customer Success

Tales of Groc: Chapter 2 - Early Adopters

[i]Geologists from Stanford University recently made an astounding discovery. Drilling core samples in Palo Alto, a thousand feet below Sand Hill Road, they discovered the fossils of an ancient civilization. They're excitement grew as excavation revealed a Neanderthal community with complex tools, written language, and a primitive subscription economy. [i]A paleo-forensic team pieced together the daily life of one adult Neanderthal that lived there 40,000 years ago. They've published his narrative below, and titled their work the Tales of Groc, the Customer Success Caveman.[i] Previous chapter: Chapter 1: https://community.gainsight.com/gainsight/topics/tales-of-groc-the-customer-success-caveman Groc had been an early employee at StoneHenjj. When he joined, they had just a few dozen customers using a very early version of their product, Cart 1.0. Mobile platform technology was just gaining traction and the system architecture still needed a lot of work. Cart 1.0 was built

371
elena_painter
7 years ago
elena_painter
elena_painterRegistered User
published in Deliver Customer Success

Tales of Groc: Chapter 3 - New Customer Onboarding

[i]Geologists from Stanford University recently made an astounding discovery. Drilling core samples in Palo Alto, a thousand feet below Sand Hill Road, they discovered the fossils of an ancient civilization. They're excitement grew as excavation revealed a Neanderthal community with complex tools, written language, and a primitive subscription economy. [i]A paleo-forensic team pieced together the daily life of one adult Neanderthal that lived there 40,000 years ago. They've published his narrative below, and titled their work the Tales of Groc, the Customer Success Caveman. Previous chapters: Chapter 1: [url=https://community.gainsight.com/gainsight/topics/tales-of-groc-the-customer-success-caveman]https://community.gainsight.com/gainsight/topics/tales-of-groc-the-customer-success-caveman Chapter 2: https://community.gainsight.com/gainsight/topics/tales-of-groc-chapter-2-early-adopters[/url] Every new customer at StoneHenjj went through onboarding. The Cart technolog

511
elena_painter
7 years ago
elena_painter
elena_painterRegistered User
published in Deliver Customer Success

Tales of Groc: Chapter 4 - Industry Conference

[i]Geologists from Stanford University recently made an astounding discovery. Drilling core samples in Palo Alto, a thousand feet below Sand Hill Road, they discovered the fossils of an ancient civilization. They're excitement grew as excavation revealed a Neanderthal community with complex tools, written language, and a primitive subscription economy. [i]A paleo-forensic team pieced together the daily life of one adult Neanderthal that lived there 40,000 years ago. They've published his narrative below, and titled their work the Tales of Groc, the Customer Success Caveman. Previous chapters: Chapter 1: [url=https://community.gainsight.com/gainsight/topics/tales-of-groc-the-customer-success-caveman]https://community.gainsight.com/gainsight/topics/tales-of-groc-the-customer-success-caveman Chapter 2: https://community.gainsight.com/gainsight/topics/tales-of-groc-chapter-2-early-adopters Chapter 3: https://community.gainsight.com/gainsight/topics/tales-of-groc-cha

291
elena_painter
7 years ago
elena_painter
elena_painterRegistered User
published in Deliver Customer Success

Tales of Groc: Chapter 6 - Healthy Usage

[i]Geologists from Stanford University recently made an astounding discovery. Drilling core samples in Palo Alto, a thousand feet below Sand Hill Road, they discovered the fossils of an ancient civilization. They're excitement grew as excavation revealed a Neanderthal community with complex tools, written language, and a primitive subscription economy. [i]A paleo-forensic team pieced together the daily life of one adult Neanderthal that lived there 40,000 years ago. They've published his narrative below, and titled their work the Tales of Groc, the Customer Success Caveman. Previous chapters: Chapter 1: [url=https://community.gainsight.com/gainsight/topics/tales-of-groc-the-customer-success-caveman]https://community.gainsight.com/gainsight/topics/tales-of-groc-the-customer-success-caveman Chapter 2: https://community.gainsight.com/gainsight/topics/tales-of-groc-chapter-2-early-adopters Chapter 3: https://community.gainsight.com/gainsight/topics/tales-of-groc-chap

361
elena_painter
7 years ago
elena_painter
elena_painterRegistered User
published in Deliver Customer Success

Tales of Groc: Chapter 5 - New Model

[i]Geologists from Stanford University recently made an astounding discovery. Drilling core samples in Palo Alto, a thousand feet below Sand Hill Road, they discovered the fossils of an ancient civilization. They're excitement grew as excavation revealed a Neanderthal community with complex tools, written language, and a primitive subscription economy. [i]A paleo-forensic team pieced together the daily life of one adult Neanderthal that lived there 40,000 years ago. They've published his narrative below, and titled their work the Tales of Groc, the Customer Success Caveman.[i] Previous chapters: Chapter 1: [url=https://community.gainsight.com/gainsight/topics/tales-of-groc-the-customer-success-caveman]https://community.gainsight.com/gainsight/topics/tales-of-groc-the-customer-success-caveman Chapter 2: https://community.gainsight.com/gainsight/topics/tales-of-groc-chapter-2-early-adopters Chapter 3: https://community.gainsight.com/gainsight/topics/tales-of-groc-c

371
elena_painter
7 years ago
molly_haupt
molly_hauptRegistered User
asked in Deliver Customer Success

Does the Training group have a filter cheat sheet for rule creation?

Does the Training group have a filter  cheat sheet for rules?  As I'm creating more rules, I find that I'm not always totally sure what filters to use and what values to choose.   I met with Scott on Monday and he thought this would be a good idea and encouraged me to post.

4
lila_meyer
Gainsight Employee: Grand Slammer
7 years ago
elizabeth
elizabethRegistered User
published in Deliver Customer Success

CS Knowledge Drop - Demonstrating the ROI of Customer Success

As Customer Success teams look to demonstrate ROI, CSMs track new measures to demonstrate the value a Customer Success team creates. What measures are you currently tracking to demonstrate ROI? What challenges have you faced that you would like others' input and insight on? [i]We'll be continuing the conversation below! Additionally, tune in to our weekly CSM led webinar on Wednesday June 8th @ 9am PST where we will be discussing this topic! Click here to register. 

150
elizabeth
7 years ago
martine_niermans_898221
martine_niermans_898221Registered User
asked in Deliver Customer Success

Question: Metrics to predict upsells

Hi all, I have a question. I am looking into upsells and trying to come up with some metrics to start to predict this for example in days. Like 'when a company signs, the implementation should ideally take 90 days for phase 1 and the first upsell can be expected after a xxx amount of days after signing the contract' . Now I am wondering what a good average amount of days is from the closing of the sale to the first upsell or cross sell,. Can anyone advice me or share best practices for them? Would be super appreciated. Thanks in advance! Best Martine 

1
steve_davis
Gainsight Employee: MVP
7 years ago
marie
Gainsight Employee: Champion
marieGainsight Employee: Champion
asked in Deliver Customer Success

Looking for users of UserIQ

Anyone a customer or prospect of UserIQ? Looking for feedback on potential integration points. Thank you!

1
steve_davis
Gainsight Employee: MVP
7 years ago
tom_wix
tom_wixRegistered User
asked in Deliver Customer Success

General Performance of the Gainsight Solution/Instance

From time to time, the response time of our Gainsight instance/solution is slow to respond.   I dont have anything specific.  But I was wondering if there are any best practices or guidance around the configuration of the Gainsight features and functions so that the general performance is at its best. For instance, we know not to search with more than 2 filters.

3
steve_davis
Gainsight Employee: MVP
7 years ago
rish_singh
rish_singhRegistered User
asked in Deliver Customer Success

Getting started

Hi All, I'm a new GS Admin, who has completed our implementation in the Sandbox. I'm now getting ready to implement in Production and wanted to see if anyone had any documentation that could help act as a checklist in order complete appropriate steps. Thanks.

1
dan_ahrens
ACE
7 years ago
matt_torrisi
matt_torrisiRegistered User
asked in Deliver Customer Success

Scorecard component Best Practices for non-license based SaaS / PaaS

Hey CS ops peeps, We run a series of networks which clients use to build their system on (we're DNS geeks... ::pushes up glasses::). Usage is almost always pretty flat, so people set it and forget it. Subsequently, virtually nobody logs in on a daily basis, a major break from a lot of companies I see on here (Gainsight included) and I don't see a lot of examples of non-license based setups. What I was wondering, was if any of you are in the same boat from a business standpoint and how you architected your health scores and CTAs. Would love to have a conversation here/offline to swap ideas.

1
steve_davis
Gainsight Employee: MVP
7 years ago
thomas_lipscomb
thomas_lipscombRegistered User
asked in Deliver Customer Success

Capturing data from the End of a Stage?

Hi I'm wondering if anyone captures data at the end of a stage and how this is done? As an example I'd like to know what a customer's health score was when they were done with on-boarding.  Is this data persisted anywhere?

4
thomas_lipscomb
7 years ago

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