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Training & Certification

Elevate your Gainsight proficiency with trainings, certifications and a community that is cheering you on

  • 97 Topics
  • 173 Replies

Upcoming Training Events & New Resources

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Best Practices for a Successful Gainsight Rollout

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How to Renew Your Level 3 Admin Certification

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97 Topics
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Training & Certification
Customer Success Operations Training & Certification Available Now!

Are you looking to hone your skills in Customer Success Operations? Or, is your organization thinking about how to stand up a new CS Ops function? Gainsight’s industry-recognized Pulse+ subscription now includes training and certification for those who are new or looking to up level their CS Ops skills. You'll learn from CS experts and gain access to a comprehensive curriculum that covers everything from the lifecycle of a CS Ops journey, to optimizing the tech stack and tooling, to data analysis and insights.The Customer Success Operations Certified Professional Learning Path covers: Elements of CS Ops: Building the Elements Triangle Lifecycle of a CS Ops Journey Customer Success Strategy Outcomes for CS Ops: Early Stages Outcomes for CS Ops: Mature Organizations Defining Process, Roles, and Responsibilities Optimizing Tech Stack and Tooling Working with Data and Analysis Composing Your Own Operating Rhythms CS Ops: Change Management CS Enablement How CS Ops Cont

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anirbandutta
1 year ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Training & Certification
Coming Soon - New Customer Success Operations Training & Certification!

Gainsight is proud to be the first in the industry to offer a new training course and certification dedicated specifically to Customer Success Operations. The course is designed to support your organization in standing up a new CS Ops function, or accelerate your current efforts! To help your team standardize and systematically promote success with your end customers, we’ve included frameworks, templates, and best practices that you can immediately apply to your business.We partnered with seasoned CS Ops professionals to develop the program, and we’re thrilled to feature a variety of voices in the curriculum, including @matthew_lind @seth @edgar_ramirez @emiliadanzica and @sonamdabholkar. The new course is part of Gainsight’s Pulse+ training and certification program and will be available on May 1st. If you don’t have a subscription yet, now is the time to check out our industry recognized program featuring professional development for CSMs, CS Leaders, and now CS Ops!To hear more abou

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anirbandutta
1 year ago
jgasparro
jgasparroGainsight Employee ⭐️
posted in Training & Certification
Gainsight Certification Leaderboard Winners - June 2023

Congratulations to the Gainsight Admins and End Users who earned the top score on our customer and internal leaderboard during the month of June!Gainsight certifications are designed to validate understanding of the core concepts and demonstrate your skills are up to date with innovations across the Gainsight platform. You can find more information about the topics covered, retake policy, etc. on the certification page on Gainsight University. Will you make it on our leaderboard in July? If you do, you’ll earn some swag. Take the certifications today!​ Level 3 Admin Certification:Suanga Sisodia (customer) @ElleShutty (Gainster)Level 2 Admin Certification - Reports & Dashboards:@kieston (customer) Eskala Manoj Kumar (Gainster)Level 2 Admin Certification - Journey Orchestrator:Jessica Tang (customer)Level 1 Admin Certification:Suanga Sisodia (customer) Navin Udiaver (Gainster)Gainsight End User Certification:Jill White (customer) Satyapriya Gangumolu (Gainster)

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jessicatang
1 year ago
jgasparro
jgasparroGainsight Employee ⭐️
posted in Training & Certification
NEW! Practice Exercises for Gainsight Admins

Calling all Gainsight Admins! We’ve released a great new resource that can help take your Gainsight administration skills further. We've selected several core capabilities for practice that will help you build the muscles required to be a successful Gainsight Administrator. This new workbook of exercises are based on processes and workflows that real-world admins have been asked to build. With this workbook, you’ll be able to practice:Triggering CTAs Refining Your C360 & Timeline Setup Building a Health Score Data and Reporting Managing Users Journey Orchestrator Simple Programs Creating and Sending NPS Surveys using JO Rules Engine TroubleshootingCheck it out today!Gainsight Administrator Practice Exercises

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jgasparro
1 year ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Training & Certification
New - Durable Growth Playbook Training

Today, we launched a new short CS skills course on Gainsight's Durable Growth Playbook, designed to empower CS professionals to prevent surprise customer churn, boost product adoption, and keep customer success outcomes at the forefront. The best part is the course is available for FREE! 😉 Link to course for current Pulse+ subscribers Link to course for everyone elseAfter completing the course, you’ll receive an email offer from Credly.com with your digital badge. Share it on LinkedIn, and let others know about this training!And if you like this course, check out the rest of the CS training and certifications in our Pulse+ training program. Check it out and let me know what you think! 💡

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lila_meyer
1 year ago
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Sharon BokContributor ⭐️⭐️
posted in Training & Certification
Office Hour July 27: End-User Training & Enablement

Join us for an online Office Hour on July 27 at noon ET to discuss best practices, use cases, and strategy for the training and enablement of your end users in Gainsight. We will answer your questions and share practical tips to help you develop a successful strategy that drives results. Don't miss this opportunity to enhance your team's performance. Link to register:https://lnkd.in/dkvHjFmE 

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S
1 year ago
S
soni2023Contributor ⭐️
asked in Training & Certification
How Can I get Free Training Workspace Access?

Is there any free gainsight workspace where I can explore more on GainSight?

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Manoj
1 year ago
Tanuja
TanujaGainsight Employee ⭐️
posted in Training & Certification
New! Updated Rules Engine Course with Horizon Rules

The Rules Engine elearning course in Gainsight University has been updated with new Horizon Rules. This course is designed to help you unlock the full potential of this powerful feature in Gainsight. In this course, you will dive deep into the intricacies of the Rules Engine, gaining the knowledge and skills needed to build and automate rules that drive customer success and operational efficiency. From understanding rule creation and actions, to having a practice exercise, this course covers it all. Join me on this learning journey to become a Rules Engine expert and take your customer success initiatives to new heights!Click here to view the course. 

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Tanuja
1 year ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Training & Certification
Best Practices for a Successful Gainsight Rollout

Rolling out a new tool like the Gainsight Customer Success application is not just about training people how to use it. It’s equally important to help your team prepare for the change and to set everyone up for success after your initial go-live.Over the years Gainsight has helped hundreds of different companies implement Gainsight CS, and along the way we’ve fine tuned our own enablement strategies, and observed many others who did it well. We often hear from customers who are looking for end user enablement guidance and best practices, so I thought it would be helpful to write them up and share.Preparing the team for changePrior to working with Gainsight, your CS team may have been using other tools or everyone may have been doing their own thing to try to manage their customer portfolio. In any case, leadership needs to prepare the team for what’s coming, and address what's in it for them. Getting buy-in is typically easier when the team is involved in designing the solution. For ex

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shense
1 year ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Training & Certification
Gainsight Admin Interview - Alizée Levavasseur gives us the scoop on Digital CS!

Alizée Levavasseur @alizee is currently a Sr. CSM for Digital CS & CS Ops at SS&C Blue Prism. When we caught up recently, I came away with a greater appreciation and understanding of digital CS tactics, how they differ from marketing digital tactics, how community fits in, and something she refers to as the virtuous data circle.So, settle in for a 6-minute mini-master class in Digital CS, and you might learn a new thing or two! 😉  

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Jef Vanlaer
1 year ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Training & Certification
How to Grow and Advance Your Career in CS Ops - continuing the conversation

CS Operations is critical to the success of any company’s Customer Success initiatives, and it’s a relatively new role and function. Today I had the chance to host an awesome panel of CS and CS Ops leaders, including Sonam Dabholkar @sonamdabholkar, Matthew Lind @matthew_lind, and Jessica Palmer @jessica_keenan_palmer. The conversation centered on how to grow and advance your career in CS Ops. If you missed the webinar, here it isAlso, here are a few great questions that we didn’t get to in the session. Let’s continue the discussion here!What have been the best resources for Change management learning? Any documentation you point to every time and in every role? What does the job market currently look like for CS Ops? Are there a lot of companies hiring roles like this and is there a surplus of candidates? When searching for open roles, what are the most common job titles that do not have the term operations? I'm starting a brand new CS org - at what point do you recommend hiring your

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matthew_lind
1 year ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Training & Certification
Gainsight Admin Interview - Altamash Syed: CS Ops is a Great Place to Be

@saltamash  has the advantage of having worked on the Gainsight Support team, and is now a CS Ops Analyst and Gainsight Admin for Coursera. I recently talked to Altamash to understand his current role, what it’s like to be part of the Gainsight Product Council, how he recommends others learn Gainsight, and his first big project at Coursera.  Altamash also shared some advice for current CSMs who might be wondering how to get their feet wet with CS Ops.My favorite line from our conversation: “The best time to move into CS Ops was yesterday, and the next best time is today.” I usually hear this quote in relation to planting trees, except rather than planting trees yesterday, the best time was 10 years ago! 😆 

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saltamash
1 year ago
seth_schroeder
seth_schroederGainsight Employee ⭐️⭐️
posted in Training & Certification
New and Updated Courses for PX and InSided!

Want to learn more about Gainsight PX or InSided?Gainsight’s Education team has built new training courses and updated existing content to reflect the latest enhancements for each product. Here’s what’s new or updated on GS University:New CoursesPX Integrations & Custom Events & Global Context & PX Security Gamification elearning course for InSided/Digital HubUpdated CoursesPX Engagements re: new draft engagements feature CS Team View End User courseCheck them out today!

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seth_schroeder
1 year ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Training & Certification
Gainsight Certification Leaderboard Winners - April 2023

Congratulations to the Gainsight Admins and End Users who earned the top score on our customer and internal leaderboard during the month of April!Gainsight certifications are designed to validate understanding of the core concepts and demonstrate your skills are up to date with innovations across the Gainsight platform. You can find more information about the topics covered, retake policy, etc. on the certification page on Gainsight University. Will you make it on our leaderboard in May? If you do, you’ll earn some swag. Take the certifications today!​ Level 3 Admin Certification:@Chelsea.holfield (customer) @Prachidubey (Gainster)Level 2 Admin Certification - Reports & Dashboards:Sophia Torres (customer)Level 2 Admin Certification - Journey Orchestrator:@aushel (customer) @Lalitha Sri (Gainster)Level 1 Admin Certification: Zachary Erickson (customer) Surendra Sairam Kondreddy (Gainster)Gainsight End User Certification:Madora Mak (customer) @jdeutschmann (Gainster) Note: If test ta

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lila_meyer
1 year ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Training & Certification
Gainsight Admin Profile - Lindsay Cochran: Coaching Clients Toward Success

There’s no one right way to develop the skill set that it takes to be successful in CS Ops. That’s what dozens of conversations over the last year or so with CS Ops professionals have shown me. When I talked to Lindsay Cochran at Jamf @linny75 recently, I was intrigued to learn that she started her career in the fitness and health coaching world. Now she manages a CS Ops team of eight, and continues to focus on how to get the customer where they want to go. Along the way, she also moved from Minneapolis to the Netherlands. 🇳🇱Check out the video below to hear how Lindsay got into CS Ops, how her role at Jamf has evolved over the last 5 years, the different roles and responsibilities within her team, and advice for those just starting out in CS Ops! 

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lila_meyer
1 year ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Training & Certification
Announcing New Gainsight End User Certification

I’m excited to announce a new Gainsight End User Certification! The new certification is designed to validate understanding of the core concepts and most common CSM tasks in the Gainsight CS application.More information about the topics covered, retake policy, etc., is on the certification page and in the exam description on GS Univ. The cost is $70 per person, but the first 25 people to use the coupon endusercert-launch25 by Jan. 31st will save $25. Customers who take our free End User elearning on GS Univ, and/or who take our instructor-led custom End User training will be prepared to pass the exam. After earning the certification, you’ll receive a Credly digital badge (within 1 week) to share on your LinkedIn profile or in your email signature.We've also launched new end user practice exercises and an option to request access to a training environment for those who may not have a login to Gainsight.Now, go forth and share this news with all of your CSM friends! 😁

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anirbandutta
1 year ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Training & Certification
Gainsight Certification Leaderboard Winners - March 2023

Congratulations to the Gainsight Admins and End Users who earned the top 3 scores on our customer and internal Gainster leaderboards during the month of March!Gainsight certifications are designed to validate understanding of the core concepts and demonstrate your skills are up to date with innovations across the Gainsight platform. You can find more information about the topics covered, retake policy, etc. on the certification page on Gainsight University. Will you make it on our customer leaderboard in April? If you do, you’ll earn some swag. Take the certifications today!​ Level 3 Admin Certification:Gainsight Customers:Marion Mungcal  Ilana Magel  Sydney Smith Internal Gainsters:Nicholas Heller @nheller  Bhavani Prasad Virodhula @BVirodhula Level 2 Admin Certification - Reports & Dashboards:Gainsight Customers:Alizee Levavasseur @alizee  Kelly Rogers  Nhan Le @Nhanle Internal Gainsters:Julio Ruiz  Joanna Kucek @JKucek  Alex Gordon @agordon   Level 2 Admin Certification - Journe

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lila_meyer
1 year ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Training & Certification
Gainsight Admin Profile - Justin Richmond: Ops is the heartbeat of CS

People who love their work have an infectious enthusiasm that energizes anyone who enters their orbit. At least that’s how I felt when I recently sat down with Justin Richmond @jrich to hear about his journey in the world of CS Ops. Justin is passionate about customer success, and supporting his team at Appian. This was most evident when I heard Justin share how he sees CS Ops as the heartbeat of the CS organization. We started with a quick icebreaker about his favorite game or show, and he delivered on both by citing The Last of Us as his current favorite. He appreciates that the show is an amazing adaptation of the game and is staying true to the game’s ‘script’. After our conversation, I realized that Justin basically provided a Getting Started in CS Ops playbook 😁. Among his tips:Start small and take it slow Don’t overpromise / be honest about what’s possible Lean into the broader Community and Support Use the Gainsight Object Glossary to quickly understand objects and fields List

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matthew_lind
1 year ago
seth_schroeder
seth_schroederGainsight Employee ⭐️⭐️
posted in Training & Certification
How Gainsight's Professional Services Team Uses Gainsight

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

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alizee
1 year ago
smarepalli
smarepalliGainsight Employee ⭐️
published in Training & Certification
Gainsight Certification Leaderboard Winners - January 2023

Congratulations to the Gainsight Admins and End Users who earned the top scores on our customer and internal Gainster leaderboards during the month of January! 👏🏼👏🏼👏🏼Gainsight certifications are designed to validate understanding of the core concepts and  demonstrate your skills are up to date with innovations across the Gainsight platform. More information about the topics covered, retake policy, etc., is on the certification page on Gainsight University. Will you make it on our customer leaderboard in February? If you do, you’ll earn some swag. Take the certifications today! Level 1 Admin Certification: Gainsight Customers:@anne.kriegerOlga Masoka@Josh R Gray Internal Gainsters:@jared_block@PaulinaJulio Ruiz Level 2 Admin Certification - Reports & Dashboards: Gainsight Customers:@jnelsonDattasai AkulaSpencer Bacon Internal Gainsters:Max Evans@Alicia Azar Level 2 Admin Certification - Journey Orchestrator: Gainsight Customers:Olga MasokaAlvin Ng@Angie.Walsh Internal Gainster

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A
1 year ago
smarepalli
smarepalliGainsight Employee ⭐️
published in Training & Certification
Gainsight Certification Leaderboard Winners - February 2023

Congratulations to the Gainsight Admins and End Users who earned the top scores on our customer and internal Gainster leaderboards during the month of February! 👏👏👏 Gainsight certifications are designed to validate understanding of the core concepts and  demonstrate your skills are up to date with innovations across the Gainsight platform.More information about the topics covered, retake policy, etc., is on the certification page on Gainsight University. Will you make it on our customer leaderboard in February? If you do, you’ll earn some swag. Take the certification today! Level 1 Admin Certification: Gainsight Customers:Deepika KumarKruthi Chandrashekar Riley Parks  @angela_domenichelli, @adenery ,Kevin Lam, Nghi Lam, Mary Castillo, Yoshiko Mimuroto, @lydiamellette , Bailey Ehlinger, Srivalli Yarramsetti, Nhan Le, Gianna Prus, Tyler Watson, Arasch Fatemi, @Andy Trevino  Internal Gainsters:@Takahiro Kitano, Frank Pullia, Venkata Surendra Reddy Moola.  Level 2 Admin Certification - 

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smarepalli
1 year ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Training & Certification
Advanced Admin Training - More to Come at PAL!

This week the Education team hosted a group of Gainsight Admins in our St. Louis office for a new Advanced Admin Workshop held over the course of 3 days. We were super excited to share a taste of Gainsight company culture with them, share valuable tips and tricks, and facilitate a networking opportunity with Admins from eight different companies!If you missed the in-person workshop, we’ll be presenting some of the same training at Pulse Academy Live in San Francisco on May 16th in the Admin 200 Series. Below is the detailed Admin 200 agenda for PAL.Rules Engine UnleashedRules Engine is the control room for business automation in Gainsight. It’s time to take your Rules to the next level by learning how to:Group related rules that can be chained together to execute one after another with a shared schedule (ie. Rules Chains) to manage the renewal process. Configure Real-Time Rules to Send Slack Notifications When the Scorecard Measure Changes in ... real time! Practice using pivots to hel

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lila_meyer
1 year ago
lila_meyer
lila_meyerGainsight Employee ⭐️⭐️⭐️
published in Training & Certification
Congratulations to our newly certified Gainsight Admins from January!

Congratulations to everyone who earned an Admin certificate in January! For those of you that earn a cert in February, you can win swag by sharing your Credly badge on LinkedIn! Follow this link for instructions on how to share your badge! This helps us build awareness and recognition in the market for Gainsight Admin skills, experience, and certification. For everyone that shares their badge by Feb. 28th, I’ll put your names in a hat, and pull out 3 winners!  In January, we certified 8 Gainsight NXT Admins (Level 3):@smh281@mkome521@kzmm9 @romihache Aaron Macias@phoebem @Engunet@pdigaetano  3 customers extended their Level 3 Certification for 1 more year by completing our Continuing Education requirement:@mathieu.brillon @shannon @carolyndibuono  4 customers got Level 2 Reports & Dashboards certified:Taylor DurieZain TajaniAdaobi AllenDattasai Akula 7 customers got Level 2 JO & Surveys certified:Olya MasokaDattasai AkulaKumari Varsha SinghAngie WalshJacob LudwigsonGosia RiosAl

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romihache
1 year ago
jgasparro
jgasparroGainsight Employee ⭐️
posted in Training & Certification
NEW! End User and Admin Elearning Courses on Customer Goals

We’re excited about the introduction of Customer Goals to Gainsight.This new feature allows cross-functional teams to collectively capture, track, and measure customer goals to drive collaboration, showcase value, and more!Interested in learning more? We’ve created two new elearning courses to showcase Customer Goals. Check out the these courses to better understand how leveraging Customer Goals and Success Plans allow for greater cross-functional collaboration and value creation.End User: Customer Goals Admin: Configuring Customer GoalsHave you implemented Customer Goals in your Org and, if so, how’s it going?

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jgasparro
1 year ago
jgasparro
jgasparroGainsight Employee ⭐️
posted in Training & Certification
Gainsight End User Certification Leaderboard!

Last month we released our brand new End User Certification Exam. The competition internally to see who could garner the top score was fierce! 🎉 Congratulations to our current top-scoring customers and internal Gainsters:External Gainsight Users@gunjanm Jim McPherson  @karentaylor @martacursino Madison RichardsInternal Gainsters@kendra_mcclanahan @tyler_mcnally @bradybluhm @ddietiker @cjalisi / @pranaykundarapu This new certification is designed to validate understanding of the core concepts and most common CSM tasks in the Gainsight CS application. More information about the topics covered, retake policy, etc., is on the certification page and in the exam description on Gainsight University. The cost is $70 per person. Will you make it on our leaderboard in January? If you do, you’ll earn some swag. Take the certification today!Note: When test takers are tied for the highest score, we look at who had the fastest time to complete the exam to determine leaderboard placement.

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kendra_mcclanahan
1 year ago

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