Introduction to Gainsight for CSM/AMs
The videos and user guides in this section will help a CSM or AM that's new to Gainsight get up to speed quickly.
Introduction to Gainsight
- What is Gainsight? (11 mins.)
- How a Gainsight CSM Uses Cockpit (11 mins.)
Product Training for CSMs
We recommend all new Gainsight users take the free Gainsight University series training courses starting with Foundations to get an overview of Gainsight from an End User or a CSM's perspective. The additional application-based courses (eg. Reports & Dashboards, Cockpit & Playbooks, 360 & Timeline) provide you with information on how to work efficiently in Gainsight, how to use the different features, and how to maximize the value of Gainsight to make your life easier.
Please register for the courses with NXT or SF in the title based on your Gainsight edition. If you're not sure of your Edition, please confirm with your Gainsight project team or COM.
Industry Best Practice Training for CSMs
We also offer customer success industry training and certification for new and advanced CSMs that's product agnostic. Training is self-paced and offered as an annual subscription with new content added regularly. Click here to learn more, or contact your Gainsight account manager.
Encountering unfamiliar terminology, or just want to confirm your understanding? Check out this glossary of key terms.