Gainsight University

course
CS End User: Day in the Life of How a CSM Uses Gainsight
CS End User: Day in the Life of How a CSM Uses Gainsight
CS End User: Day in the Life of How a CSM Uses Gainsight

About the Course

CSMs tackle tons of activities each day, and it’s essential that they stay organized. In this video, you’ll see how a CSM: 

  • Uses Gainsight Home to manage work and work towards team goals
  • Prioritizes activities by using Cockpit
  • Uses Playbooks and Tasks to stay organized and act on customer activities
  • Prepares for and participates in customer meetings in the C360
  • Tracks customer updates and notes in Timeline
  • Maximizes productivity using integrations with Zoom and Gong

During the second lesson, you'll take a deeper dive into a day in the life of a CSM.

Course Categories

[PRODUCT] Customer Success
[LANGUAGE] English
[ROLE] End User
Course Progress
Not started
Course Outline
  1. Course Content
    1. CS End User: Day in the Life of How a CSM Uses Gainsight
    2. Deep Dive: Day in the Life of a CSM
course
CS End User: Day in the Life of How a CSM Uses Gainsight
CS End User: Day in the Life of How a CSM Uses Gainsight
Course Progress
Not started

About the Course

CSMs tackle tons of activities each day, and it’s essential that they stay organized. In this video, you’ll see how a CSM: 

  • Uses Gainsight Home to manage work and work towards team goals
  • Prioritizes activities by using Cockpit
  • Uses Playbooks and Tasks to stay organized and act on customer activities
  • Prepares for and participates in customer meetings in the C360
  • Tracks customer updates and notes in Timeline
  • Maximizes productivity using integrations with Zoom and Gong

During the second lesson, you'll take a deeper dive into a day in the life of a CSM.

Course Outline
  1. Course Content
    1. CS End User: Day in the Life of How a CSM Uses Gainsight
    2. Deep Dive: Day in the Life of a CSM

Course Categories

[PRODUCT] Customer Success
[LANGUAGE] English
[ROLE] End User
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