About the Course
(Updated April 2025) 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
Course Outline
-
Course Content
- CS End User: Day in the Life of How a CSM Uses Gainsight
- Deep Dive: Day in the Life of a CSM
About the Course
(Updated April 2025) 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
-
Course Content
- CS End User: Day in the Life of How a CSM Uses Gainsight
- Deep Dive: Day in the Life of a CSM
Course Categories
[PRODUCT] Customer Success
[LANGUAGE] English
[ROLE] End User