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Gainsight Inc.

Team Planning

These processes help your management team drive efficiency across your team, increase operational visibility, and enable your resources to focus as efficiently and as effectively on the right customers. This can be accomplished by establishing the proper framework to segment your customer base, to use the most appropriate features, and to manage your CSM team within Gainsight. Below you'll find best practice and configuration resources to help you setup similar processes in your own org:

Best Practices Resources

How to Segment Your Customers blog post by our VP of Customer Success, Allison Pickens

Gainsight's One to Many Strategy blog post by Allison Pickens

Segmentation Strategy PPT

How-to Configuration Resources

For your GS Admin to configure dashboards:

The Gainsight features that we believe are most effective (by segment):

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