Αποτελέσματα Αναζήτησης
14 Σεπ 2023 · Apply Template to Customer's Success Plan. Admins can create Success Plan templates for each Success Plan type from the Administration > Success Plan page. You can create Templates for all Success Plans or for specific types, so they only display for Success Plans of that type.
19 Ιουλ 2024 · Create individualized Success Plans to track progress of granular customer relationships for various products, departments, or locations. Monitor goal attainment and visualize your project progress with intuitive Gantt Charts.
16 Δεκ 2015 · “What is your process for moving customers into the top levels?” We follow our Success Plan Process and have also come up with a long list of “Habits Techniques” that help customers adopt the product more fully. (You can incorporate such techniques into a Playbook in Gainsight.)
17 Αυγ 2016 · How a Gainsight CSM uses Success Plans. Learn how to use Gainsight to prep for, conduct, and follow through on effective Executive Business Reviews. In this session, a Gainsight CSM will take you through how to use success plans to streamline your EBR process.
Each stage has its own success plan. When the activities are complete within each plan, the next phase begins. This includes introductory meeting with customer to review CS objectives, developing their initial success path, project implementation planning, go-live preparation, post-go live activites etc.
We’ve launched a new solution in Sightline Vault for Success Plan “Onboarding Success Plan for New Customers” by the Gainsight community to build an effective Onboarding Success Plan for the new customers to capture their key success criteria, and assist them to achieve their targets successfully.
Chapter 1. What is a Quarterly Business Review? Chapter 2. What To Include in Your QBR. Chapter 3. How To Calculate a Customer Health Index. Chapter 4. How To Avoid Common QBR Mistakes. Chapter 5. Pros and Cons of Using a QBR Template. Creating Your QBR Template? Start Here.
