Admin - Success Plans - SFDC & NXT

Admin - Success Plans - SFDC & NXT

This course prepares you to use Gainsight's Success Plans.

About this course

This course overviews Success Plans and some sample use cases followed by a detailed breakdown of all the components of Success Plans. We examine the manual creation process as well as the configuration steps needed to define a template. The course covers the following topics:
 
  • Overview of Success Plans
  • Use Case Examples
  • Anatomy Of A Success Plan
  • Prep Work & Exercise
 

Curriculum01:05:15

  • Admin - Success Plans - SFDC & NXT 01:05:15
  • Admin Workbook

About this course

This course overviews Success Plans and some sample use cases followed by a detailed breakdown of all the components of Success Plans. We examine the manual creation process as well as the configuration steps needed to define a template. The course covers the following topics:
 
  • Overview of Success Plans
  • Use Case Examples
  • Anatomy Of A Success Plan
  • Prep Work & Exercise
 

Curriculum01:05:15

  • Admin - Success Plans - SFDC & NXT 01:05:15
  • Admin Workbook