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We’ve created a new resource for service teams who use Gainsight. You can learn more about how Gainsight’s Professional Services team uses the platform to define the customer onboarding experience. Check it out!

How Gainsight's Professional Services Team Uses Gainsight

In this video, you’ll see how a member of Gainsight’s Professional Services team:

  • Uses project records to manage work and work towards team goals
  • Prioritizes activities by using Cockpit
  • Uses Playbooks and Tasks to stay organized and act on customer activities
  • Prepares for and participates in customer meetings in the C360
  • Tracks customer updates and notes in Timeline
  • Monitors customer health using comprehensive scorecards
  • Enables cross-team success by preparing for future opportunities
  • Improves on results by learning from customer insight

What are some of the ways you use Gainsight to define your customer’s experience? Let us know in the comments below.

@seth_schroeder Thank you for sharing - that’s super insightful. Will take a deep dive and digest this and come back with questions if any.


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