Training and Videos
This category includes videos and onboarding content, as well as webinar registration and recording links. If you're looking for Gainsight's e-learning platform, which includes Admin and CSM training, please visit http://customersuccessuniversity.gainsight.com/catalog.
- Implementation & Onboarding
- Installation Guide: Account, User, Contact Management
- Introducing Gainsight In-app Guides
- New Customer Onboarding (path)
- Onboarding for Other CRMs
- Onboarding: Gainsight Prep Work Overview
- Onboarding: Rules Engine: New Customer Sync
- Onboarding Step 1: Install Gainsight & Configure
- Onboarding Step 2: Data Preparation
- Onboarding Step 3: Business Processes
- Onboarding Step 4: Email Service Configuration (Allowing)
- Training Videos
- Create CTA Forms Using Linked Objects (video)
- Creating Success Snapshots
- Gainsight for Sales Pipeline Development (3 mins.)
- How a CSM Uses Gainsight (11 min. video)
- Intro to Gainsight Sally bot (4 min. video)
- Intro to Sponsor Tracking (12 mins.)
- Intro to Success Plans
- Intro to Surveys 2.0 video
- Relationships Walk-through (video)
- Understanding Account Hierarchy and Gainsight Relationships (video)
- Welcome to Gainsight (5 mins.)
- What is Gainsight? (11 min. video)
- Zendesk Integration Overview (5 mins.)