End User Training for Salesforce
End User Training for the Salesforce version of Gainsight.
Gainsight - Foundations - SFDC (replaced 101)
(23 minutes - for Gainsight Salesforce Edition only) Gainsight End User Training - Foundations for SF
Gainsight - Reports & Dashboards - SFDC (replaced 102)
(12 minutes - for Gainsight Salesforce Edition only) Covers how to take advantage of Dashboards to manage the part of the business that matters most to you!
Gainsight - 360 & Timeline - SFDC (replaced 102)
(28 minutes - for Gainsight Salesforce Edition only) Covers using the 360 screens,,Timeline for centralized note-taking in Gainsight, & an overview of health scores including trends over time
Gainsight - Cockpit & Playbooks - SFDC (replaced 102)
(20 minutes - for Gainsight Salesforce Edition only) Covers using Calls-to-Action including Playbooks
Gainsight - Success Plans - SFDC (replaced 103)
(10 minutes - for Gainsight Salesforce edition only) Covers how to take advantage of Success Plans to capture, track activity, and share progress on your customers’ key goals as well as other key moments of truth along the customer journey.
Gainsight - Team View - SFDC
(10 minutes - for Gainsight Salesforce Edition only) If you have limited license access to Gainsight data, please start here! This short course provides a foundation for understanding how to take advantage of Gainsight.
Gainsight 101 - Archived Content
Gainsight 101 provides an overview of Gainsight from an End User or a CSM's perspective.
Not currently available
Gainsight - Sally the AI Bot
(15 minutes) Overview of what Sally is and how to use Sally in-app, in TeamView, and in Slack.