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Gainsight - I'm having an awful onboarding experience. Looking for someone who has had a positive experience.

Hi All, I'm going now into month 6 of my onboarding with Gainsight. It's pretty ironic how It's been such a negative experience. Recently I added a paid TAM with gainsight just to get this going the way it needs to be. In parellel, I'm still working with my orginal PS team, who have not...



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Renewal opp stages (Salesforce tracking)

Hi all - we're (finally!) building out lifecycle tracking for customers in Salesforce after the initial close. We're starting off fairly broad since we have quite a bit to go with our SFDC build-out, but curious where customer stage design has gone well / been problematic for others that we can...



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RE: Defining the Client's goals: Do you categorise or allow them to freestyle, or both?

So we def capture the specific goals of the clients. We are a transactional sale but our product is very robust. So we created a framework to help us understand the customer. WHAT HOW WHY What do they want to do? How do they want to do it? Why do they want to do it? This allows us to clearly...


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RE: 30 Customers in 30 Days

Would you mind sharing the email you used to ask customers to participate in this? ​ -- Sarah Sandberg --


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RE: Defining the Client's goals: Do you categorise or allow them to freestyle, or both?

Piggy Backing on this useful info from Riccardo - I've found thats its useful to tie your categorization to the existing playbooks/set of processes that you have in place to drive valuable customer actions (assuming you have some customizable playbooks for various churn risks, expansion...


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RE: Defining the Client's goals: Do you categorise or allow them to freestyle, or both?

That's really helpful thank you Riccardo. Do you have a generic example of a category and the internal action you might drive off that? I appreciate this may be confidential so no worries if not! -- Jack Choppin GoProposal --


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RE: Defining the Client's goals: Do you categorise or allow them to freestyle, or both?

Hi Based on my personal experience so far, we need to keep goals specific to each customer and allow them to define as better fits to them, but we need to categorize them to make them actionable with consistent and repeatable approaches, which will evolve as we learn or improve. While goal...


Discussion Post
Defining the Client's goals: Do you categorise or allow them to freestyle, or both?

Hey guys, I'm interested in how you utilise client's goals in your actions, and whether you categorise them or allow the client to define them uniquely on a case by case basis. I can see the benefit of having several categories that you assign a client's 'goals' to, but I can also see the...