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©2015 Gainsight. All Rights Reserved.
Child-like Joy
Dashboards & Reports
©2015 Gainsight. All Rights Reserved.
Child-like Joy

Ashvin Vaidyanathan
Director, Client Strategy

Easton Taylor
Customer Success Manager
©2015 Gainsight. All Rights Reserved.
Goals for today’s webinar
•  Explore different roles within an organization and how these
personas get value through Gainsight dashboards and reporting
functionality
-  Customer Success Managers (or Account Managers)
-  Team Leads/Managers/Directors of CS teams
-  Executives (VP of Customer Success)
-  Other customer-facing teams (e.g., Sales and Renewals,
Support, Product)
•  Have an interactive discussion and Q&A related to dashboards
and reporting in Gainsight
©2015 Gainsight. All Rights Reserved.
Dashboards: Align on performance across the org
Role Objective of dashboards
CSM •  Help the CSM prioritize the customers and the actions required
Team Lead/ Director •  Manage CSM execution across a portfolio of customers across segments/
regions
•  Demonstrate value for the CS organization
Executive/ VP •  Manage leading indicators of customer health (NPS, health score, risks) for
the entire customer base
•  Manage financial outcomes (e.g., renewal, upsell, cross-sell) for the entire
customer base
•  Nurture top accounts and save bottom accounts
Other customer-facing
teams (e.g., Sales,
Renewals, Support,
Product)
•  Identify risks in upcoming renewals and work with CS teams to take action
•  Communicate the value delivered during renewal/upsell conversations
•  Easily identify referenceable customers to close deals with prospects
•  Recognize trends in usage patterns of healthy customers for upsell/cross-
sell opportunities
1
2
3
4
©2015 Gainsight. All Rights Reserved.
QUESTIONS?

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Managing Dashboards & Reports

  • 1. ©2015 Gainsight. All Rights Reserved. Child-like Joy Dashboards & Reports
  • 2. ©2015 Gainsight. All Rights Reserved. Child-like Joy Ashvin Vaidyanathan Director, Client Strategy Easton Taylor Customer Success Manager
  • 3. ©2015 Gainsight. All Rights Reserved. Goals for today’s webinar •  Explore different roles within an organization and how these personas get value through Gainsight dashboards and reporting functionality -  Customer Success Managers (or Account Managers) -  Team Leads/Managers/Directors of CS teams -  Executives (VP of Customer Success) -  Other customer-facing teams (e.g., Sales and Renewals, Support, Product) •  Have an interactive discussion and Q&A related to dashboards and reporting in Gainsight
  • 4. ©2015 Gainsight. All Rights Reserved. Dashboards: Align on performance across the org Role Objective of dashboards CSM •  Help the CSM prioritize the customers and the actions required Team Lead/ Director •  Manage CSM execution across a portfolio of customers across segments/ regions •  Demonstrate value for the CS organization Executive/ VP •  Manage leading indicators of customer health (NPS, health score, risks) for the entire customer base •  Manage financial outcomes (e.g., renewal, upsell, cross-sell) for the entire customer base •  Nurture top accounts and save bottom accounts Other customer-facing teams (e.g., Sales, Renewals, Support, Product) •  Identify risks in upcoming renewals and work with CS teams to take action •  Communicate the value delivered during renewal/upsell conversations •  Easily identify referenceable customers to close deals with prospects •  Recognize trends in usage patterns of healthy customers for upsell/cross- sell opportunities 1 2 3 4
  • 5. ©2015 Gainsight. All Rights Reserved. QUESTIONS?