Gainsight cockpit
WebNov 15, 2024 · Yes, you should absolutely be using Cockpit in different ways. For example, in the case of low-touch customers: 1. We recommend a greater use of Cockpit over … Web- Primary areas of focus are Journey Orchestrator, Surveys, Cockpit, C360, JO Analytic and survey reporting - I am a certified Gainsight Admin (SFDC and NXT 1); will be completing remaining NXT ...
Gainsight cockpit
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WebCockpit & Playbooks 355; Data Management & Integrations 317; Gainsight inSided 0; Gainsight PX 487; JO, Email & Notifications 690; Reports & Dashboards 706; Revenue Optimization 13; Rules & Permissions 597; Scorecards 8; Surveys & NPS 244; Timeline 244; Other CS Features 366; Ideas; Events; Betas & Groups; All About Pulse ; WebCS Essentials Cockpit Suggested Videos 2:18 Product Demo 2-minute CS Essentials Demo Get a quick overview of the features and functionality of CS Essentials. Watch …
WebCreate Dataset templates for Journey Orchestrator. We use Journey Orchestrator a lot, so much so, that we have “templates” that we use for our more regular/generic email sends. I was building a special campaign today, and it hit me that there were some datasets that I … WebHow to Plan/Capture/Track Scheduled Meetings in Gainsight. For companies that may want a way to plan/capture/track future scheduled meetings, here’s a way to do it using functionality already built into the Gainsight platform and with which users should already be familiar.Short description of solution: Adjust Event CTA Type to have A CTA ...
Cockpit is the day-to-day workspace for CSMs in Gainsight. By triggering Calls-to-Action, or CTAs, it helps CSMs manage customer risks, opportunities, and events and stay on top of their to-dos. The benefits of using Cockpit are clear. See more As the owner of an organization’s instance of Gainsight, the Gainsight Admin plays an important role in managing Cockpit. He or she has the ability to … See more As the key recipient of changes to the Cockpit, the CSM has a big stake in how it operates. While the Admin can make the platform easier to … See more The CS Manager is the final piece of the puzzle, and he or she has an important job. While he or she may not be in the system as often as the Admin or CSMs, he or she is essential in … See more WebThis course provides an overview of the functionalities within Cockpit, the primary Gainsight workspace for CSMs/AMs. 25 min. working-in-gainsight End-User-NXT 360 - NXT This course provides a detailed overview of the Customer 360, which contains all data related to a customer in one centralized location, and briefly covers the Relationship 360
WebThen create an Outreach or Program that that displays that report and have that trigger on a regular basis to the CSM's. We recommend as a best practice that every CSM start their day in Cockpit and sort their Cockpit by Due Date. This way they'll get a clear view of what's overdue, what's due today, and what's coming in the upcoming week.
WebOct 14, 2024 · Using the Calendar Entries. Then, when the date arrives, they click on the already scheduled meeting invite through their Calendar to access the CTA where they can view their planned agenda, and then log a CTA Timeline entry to capture / track any relevant notes that occurred during the meeting, then set the CTA Status to Closed Success. six flags boomerang roller coasterWebOptimization Around SFDC Task Sync For Playbook Tasks Marked for Sync. Posting on Behalf of a customer. To help better make use of SFDC resources and to avoid the Apex CPU Limit error, it is desired to be given the option to create the related SFDC Tasks at a latter scheduled time. That way important CTAs that needed to be created through a ... six flags blue hawkWebHowever, this feature would be significantly enhanced by facilitating the push of existing request data for requests that did not originate in Gainsight. This would allow CSMs to quickly and confidently communicate with customers regarding any existing product requests without the need to navigate elsewhere unless necessary for further context ... six flags ball pitWebThis course provides an overview of the functionalities within Cockpit, the primary Gainsight workspace for CSMs/AMs. 25 min. working-in-gainsight End-User-NXT Gainsight End User Certification Welcome to the Gainsight End User exam. This exam contains 32 questions and is designed to check for understanding of the core concepts … six flags birthday party st louisWebSep 17, 2015 · The CSM and Gainsight Executive receive Cockpit CTAs for quarterly EBRs with a playbook to prepare for these sessions; We design and conduct onsite EBRs to ensure strategic alignment & maximize the return on investment – this is a great opportunity to share the customer’s business objectives (documented in Gainsight Success Plans) … six flags birthday partyWebWorked as a backend developer for cockpit and successplans module in Gainsight product. ... Async job executions and bug fixing. Acted as the POC for the complete backend cockpit module during my tenure. Tech stack: Springboot microservice architecture, multi-tenant architecture, postgresql, java8, MongoDB, RabbitMQ, Apex, Design Patterns ... six flags birthday party packagesWebMay 14, 2024 · When we analyzed our navigation using Gainsight PX, we found that an overwhelming percentage of users would land in the cockpit, but then quickly navigate to the customer detail page, only to navigate … six flags bring a friend day