This article will walk you through all of the prep work that needs to be completed before you begin the Gainsight Implementation Process.
Register for Admin Training
We offer a series of Admin elearning courses designed to help you begin your journey as a Gainsight Administrator. We strongly encourage you to complete the courses before beginning the implementation process.
Step 1. Install Gainsight and configure
Resource: Salesforce Admin
Step 2. Data Preparation
Resource: Gainsight Admin
Step 3. Business Processes
Resource: Gainsight Admin/Business Owner
Step 4. Email Configuration
Resource: Email Admin
Don’t forget about!
The Gainsight Community is a great place to see Best Practices from other Customer Success teams, ask questions, and interact with the Product Team at Gainsight.
Create Community Login:
- Go to https://community.gainsight.com/
- Click Sign In and then Sign Up
- We recommend you sign up using your professional email address