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Gainsight Inc.

Introduction to Success Plans (10 min. video)

This 10-minute video reviews the Success Plans feature from an end-user perspective, as well as the necessary Admin configuration tasks. Success Plans help CSMs monitor and drive success with individual customers based on objectives and criteria that you define.

Related CSM Resources

After you watch the above video, check out these guides for detailed instructions:

Create Success Plans in the C360

Exporting Success Plans

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