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Gainsight Inc.

Onboarding: Gainsight Prep Work Overview

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

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

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 2. Data Preparation

Step 2. Data Preparation

Resource: Gainsight Admin

Register for the Customer Import Webinar

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

Step 3. Business Processes

Resource: Gainsight Admin/Business Owner

Step 4. Email Configuration

Step 4. Email Configuration

Resource: Email Admin

Don’t forget about!

Gainsight Community

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:

 
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