Overview of Gainsight Functionality
If you have never seen a demo or walk-through of the Gainsight application, or its been awhile, we recommend you watch this 11-minute video overview on "What is Gainsight?"
If you are a new Gainsight Admin or if you are interested in learning more about a particular feature (for example, Surveys, Journey Orchestrator, Rules), then we recommend you start with our self-paced Admin online training. It is free, and updated regularly!
The following links offer a documentation path with a sequence of articles that explain step by step how to configure a particular feature or area of Gainsight:
- How to Configure Cockpit and CTAs
- How to Configure Relationships
- Configure Scorecards 2.0
- How to Configure Programs
- Configure Bionic Rules
- How to Configure Surveys 2.0
- How to Build Reports
- Configure Success Plans
- Configure 360 Page
- Gainsight Viewer Licenses and Viewer Permission Sets
- How to Send a Journey Orchestrator Email
These additional articles provide an overview of available functionality and links to more resources:
We developed this glossary of key terms to help Admins develop a stronger understanding of Gainsight, as well as relevant business and Salesforce terminology.
We also offer short videos (5 - 10 mins.) that explain the purpose and value of various Gainsight features, and high level information about how to use and/or configure them, in our training video library. In the library, you'll also find videos that explore how specific roles (CSM, Dir. of CS) in your organization can get the most out of Gainsight.