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 the Data Webinar
Resource: Gainsight Admin/ Salesforce Admin
During this webinar, we’ll review options for importing usage data, including sources, automation and product granularity.
Register for Admin 101
Admin 101 is a course designed to help you begin your journey as a Gainsight Administrator. This is a required course before beginning the implementation process.
Step 1. Install Gainsight and configure
Resource: Salesforce Admin
Step 2. Data Preparation
Resource: Gainsight Admin
Register for the Customer Import Webinar
Resource: Gainsight Admin/Salesforce Admin
This webinar will walk you through how to import your customers from Salesforce into Gainsight
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/gainsight
- Click Register
- We recommend you sign up using your professional email address
- Prove you are not a robot
- Click Sign Up