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24 24" class><path d="M10 6L8.59003 7.41L13.17 12L8.59003 16.59L10 18L16 12L10 6Z" fill="currentColor"></path></svg></a></div></button><ul aria-labelledby="knowledgebase-categories-254" Component="ul" tabIndex="-1" role="menu" class="dropdown--forums-overview--nested is-hidden"><li class="dropdown dropdown--forums-overview main-menu-list--overflow-scroll" id="mega-menu-category-dropdown-254"><ul class="main-menu-list"><li class="main-menu-list__item" id="downshift-3365-item-25" role="option"><a track="[object Object]" href="https://communities.gainsight.com/creating-content-32" title="Creating content" topicsCount="16" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Creating content</span><span class="text--meta">16</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-26" role="option"><a track="[object Object]" href="https://communities.gainsight.com/moderating-content-33" title="Moderating content" topicsCount="20" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Moderating content</span><span class="text--meta">20</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-27" role="option"><a track="[object Object]" href="https://communities.gainsight.com/highlighting-content-34" title="Highlighting content" topicsCount="4" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Highlighting content</span><span class="text--meta">4</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-28" role="option"><a track="[object Object]" href="https://communities.gainsight.com/dealing-with-spam-35" title="Dealing with spam" topicsCount="5" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Dealing with spam</span><span class="text--meta">5</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-29" role="option"><a track="[object 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class="main-menu-link__name">Knowledge base</span><span class="text--meta">7</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-27" role="option"><a track="[object Object]" href="https://communities.gainsight.com/ideation-40" title="Ideation" topicsCount="15" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Ideation</span><span class="text--meta">15</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-28" role="option"><a track="[object Object]" href="https://communities.gainsight.com/events-41" title="Events" topicsCount="9" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Events</span><span class="text--meta">9</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-29" role="option"><a track="[object Object]" href="https://communities.gainsight.com/groups-42" title="Groups" topicsCount="17" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Groups</span><span class="text--meta">17</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-30" role="option"><a track="[object Object]" href="https://communities.gainsight.com/product-updates-43" title="Product updates" topicsCount="8" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Product updates</span><span class="text--meta">8</span></a></li></ul></li></ul></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-3365-item-14" role="option"><div class="dropdown-container"><button id="knowledgebase-categories-256" aria-haspopup="true" type="button" style="background: none; border: none; font-weight: inherit; display: inline-block; padding: 0px; margin: 0px; cursor: pointer;"> <div><a id="mega-menu-category-256" track="[object Object]" href="https://communities.gainsight.com/analytics-reporting-256" title="Analytics &amp; Reporting" isNested class="link--text main-menu-link main-menu-link--category main-menu-link--category--nested"><span class="main-menu-link__name">Analytics &amp; Reporting</span><svg width="16" height="16" viewBox="0 0 24 24" class><path d="M10 6L8.59003 7.41L13.17 12L8.59003 16.59L10 18L16 12L10 6Z" fill="currentColor"></path></svg></a></div></button><ul aria-labelledby="knowledgebase-categories-256" Component="ul" tabIndex="-1" role="menu" class="dropdown--forums-overview--nested is-hidden"><li class="dropdown dropdown--forums-overview main-menu-list--overflow-scroll" id="mega-menu-category-dropdown-256"><ul class="main-menu-list"><li class="main-menu-list__item" id="downshift-3365-item-25" role="option"><a track="[object Object]" href="https://communities.gainsight.com/data-catalog-connectors-313" title="Data Catalog &amp; Connectors" topicsCount="32" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Data Catalog &amp; Connectors</span><span class="text--meta">32</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-26" role="option"><a track="[object Object]" href="https://communities.gainsight.com/dashboards-46" title="Dashboards" topicsCount="11" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Dashboards</span><span class="text--meta">11</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-27" role="option"><a track="[object Object]" href="https://communities.gainsight.com/exports-45" title="Exports" topicsCount="6" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Exports</span><span class="text--meta">6</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-28" role="option"><a track="[object Object]" href="https://communities.gainsight.com/google-analytics-47" title="Google Analytics" topicsCount="4" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Google Analytics</span><span class="text--meta">4</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-29" role="option"><a track="[object Object]" href="https://communities.gainsight.com/post-field-analysis-48" title="Post Field Analysis" topicsCount="3" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Post Field Analysis</span><span class="text--meta">3</span></a></li></ul></li></ul></div></li><li class="main-menu-list__item main-menu-list__item--no-hover" id="downshift-3365-item-15" role="option"><div class="dropdown-container"><button id="knowledgebase-categories-257" aria-haspopup="true" type="button" style="background: none; border: none; font-weight: inherit; display: inline-block; padding: 0px; margin: 0px; cursor: pointer;"> <div><a id="mega-menu-category-257" track="[object Object]" href="https://communities.gainsight.com/users-gamification-activation-257" title="Users, Gamification &amp; Activation" isNested class="link--text main-menu-link main-menu-link--category main-menu-link--category--nested"><span class="main-menu-link__name">Users, Gamification &amp; Activation</span><svg width="16" height="16" viewBox="0 0 24 24" class><path d="M10 6L8.59003 7.41L13.17 12L8.59003 16.59L10 18L16 12L10 6Z" fill="currentColor"></path></svg></a></div></button><ul aria-labelledby="knowledgebase-categories-257" Component="ul" tabIndex="-1" role="menu" class="dropdown--forums-overview--nested is-hidden"><li class="dropdown dropdown--forums-overview main-menu-list--overflow-scroll" id="mega-menu-category-dropdown-257"><ul class="main-menu-list"><li class="main-menu-list__item" id="downshift-3365-item-25" role="option"><a track="[object Object]" href="https://communities.gainsight.com/super-user-engagement-60" title="(Super-)user engagement" topicsCount="14" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">(Super-)user engagement</span><span class="text--meta">14</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-26" role="option"><a track="[object Object]" href="https://communities.gainsight.com/moderating-users-61" title="Moderating users" topicsCount="6" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Moderating users</span><span class="text--meta">6</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-27" role="option"><a track="[object Object]" href="https://communities.gainsight.com/user-roles-permissions-62" title="User roles &amp; permissions" topicsCount="8" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">User roles &amp; permissions</span><span class="text--meta">8</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-28" role="option"><a track="[object 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href="https://communities.gainsight.com/platform-styling-51" title="Platform Styling" topicsCount="22" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Platform Styling</span><span class="text--meta">22</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-27" role="option"><a track="[object Object]" href="https://communities.gainsight.com/phrases-52" title="Phrases" topicsCount="9" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Phrases</span><span class="text--meta">9</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-28" role="option"><a track="[object Object]" href="https://communities.gainsight.com/languages-278" title="Languages" topicsCount="5" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">Languages</span><span class="text--meta">5</span></a></li><li class="main-menu-list__item" 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tabIndex="-1" role="menu" class="dropdown--forums-overview--nested is-hidden"><li class="dropdown dropdown--forums-overview main-menu-list--overflow-scroll" id="mega-menu-category-dropdown-266"><ul class="main-menu-list"><li class="main-menu-list__item" id="downshift-3365-item-25" role="option"><a track="[object Object]" href="https://communities.gainsight.com/ステップ1-まず最初に確認すること-267" title="ステップ1:まず最初に確認すること" topicsCount="4" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">ステップ1:まず最初に確認すること</span><span class="text--meta">4</span></a></li><li class="main-menu-list__item" id="downshift-3365-item-26" role="option"><a track="[object Object]" href="https://communities.gainsight.com/ステップ2-データ周りを確認します-268" title="ステップ2:データ周りを確認します" topicsCount="3" class="link--text main-menu-link main-menu-link--category"><span class="main-menu-link__name">ステップ2:データ周りを確認します</span><span class="text--meta">3</span></a></li></ul></li></ul></div></li><li 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customer data from multiple systems&quot;,&quot;content&quot;:&quot;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Introduction&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Customer data often resides across various systems like CRM platforms, support tools, and product analytics, leading to fragmented insights and inefficiencies. Centralizing this data into Gainsight provides a unified, actionable view of customers, empowering teams to collaborate effectively and make data-driven decisions. This article will guide you through the process of integrating customer data into Gainsight, laying the groundwork for operational efficiency and streamlined workflows.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 1: Set Up Data Integration&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Integrating data from multiple systems like CRM, support tools, and product analytics into Gainsight is the first step toward creating a centralized customer view.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Connect CRM and Support Tools:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Integrate systems like Salesforce and Zendesk using\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Connectors\/Basic_Configurations\/Data_Platform_and_Connectors_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Gainsight Connectors&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to synchronize customer account details, support tickets, and activity history in real-time.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Incorporate Product Usage Data:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Stream product usage data into\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Adoption_Explorer\/Admin_Guides\/Adoption_Explorer_Functions\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Adoption Explorer&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to track customer engagement with specific features and identify usage patterns that highlight adoption trends.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Validate Data Mapping:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Data_Designer\/About\/Data_Designer_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Data Designer&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to map key fields like ARR, health scores, and entitlements, ensuring consistent and accurate representation of data across all integrated systems.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 2: Automate Updates and Ensure Data Accuracy&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Automation ensures data accuracy and keeps it up to date without manual intervention.\u00a0&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Automate Data Quality Checks:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Configure rules in the\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/About\/Rules_Engine_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Rules Engine&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to automatically identify and resolve incomplete or duplicate data entries.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Schedule Regular Syncs:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Set up periodic sync schedules through Gainsight Connectors to ensure your customer data stays fresh and actionable.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Monitor Integration Health:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Reports_and_Dashboards\/User_Guides\/Dashboards_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Dashboards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to track data integration metrics, such as sync success rates and error resolution times, giving teams full visibility into the performance and health of their integrations.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 3: Customize Data Views for Role-Specific Insights&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Tailored data views ensure that each team member gets the insights they need to make informed decisions.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Design Role-Specific Layouts in C360:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Create tailored layouts in\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/07360\/User_Guides\/Overview_of_C360%2F%2FR360_Sections_and_Widgets\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;C360&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; for roles such as CSMs, managers, and executives. For example, show portfolio health metrics for CSMs and retention trends for executives to streamline decision-making.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Facilitate Collaboration Across Teams:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Share centralized insights with cross-functional teams through integrations with tools like Slack, Salesforce, and Zendesk, enabling seamless collaboration and alignment.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Next Steps for Success&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;With your customer data integrated into Gainsight, focus on creating views tailored to your team&#039;s roles and responsibilities. Refer to the article &lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;a href=\&quot;https:\/\/communities.gainsight.com\/centralize-customer-data-262\/build-tailored-data-views-with-c360-layouts-26597\&quot;&gt;Build Tailored Data Views with C360 Layouts&lt;\/a&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;\u00a0for detailed steps on designing layouts that prioritize relevant insights for each role.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Explore More:&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide: &lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/building-the-foundation-for-customer-visibility-with-usage-data-and-health-scoring\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Building a Foundation for Customer Visibility with Gainsight&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog: &lt;\/span&gt;&lt;a href=\&quot;https:\/\/communities.gainsight.com\/deliver-customer-success-9\/harnessing-the-power-of-centralized-data-for-your-team-17156\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Harnessing the Power of Centralized Data for Your Team&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video: &lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/governance-of-your-customer-journey-across-silos\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Governance of Your Customer Journey Across Silos&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&quot;,&quot;categoryName&quot;:&quot;Centralize customer data&quot;,&quot;categoryId&quot;:&quot;262&quot;,&quot;contentType&quot;:&quot;article&quot;,&quot;featuredImage&quot;:&quot;&quot;,&quot;likes&quot;:0,&quot;views&quot;:20,&quot;votes&quot;:0,&quot;replyCount&quot;:0,&quot;publishedAt&quot;:&quot;2024-12-09T10:23:28+01:00&quot;,&quot;lastActivityAt&quot;:&quot;2024-12-09T10:23:28+01:00&quot;,&quot;lastContributor&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;lastPostId&quot;:0,&quot;author&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;sticky&quot;:false,&quot;publicLabel&quot;:&quot;CRAWL&quot;,&quot;ideaStatus&quot;:{&quot;name&quot;:&quot;&quot;,&quot;textColor&quot;:&quot;&quot;,&quot;backgroundColor&quot;:&quot;&quot;},&quot;hasBestAnswer&quot;:false,&quot;likedOrVotedByCurrentUser&quot;:false},{&quot;categoryUrl&quot;:&quot;https:\/\/communities.gainsight.com\/centralize-customer-data-262&quot;,&quot;topicUrl&quot;:{&quot;destination&quot;:&quot;https:\/\/communities.gainsight.com\/centralize-customer-data-262\/build-tailored-data-views-with-c360-layouts-26597&quot;},&quot;id&quot;:&quot;3127&quot;,&quot;publicId&quot;:&quot;26597&quot;,&quot;title&quot;:&quot;Build tailored data views with C360 layouts&quot;,&quot;content&quot;:&quot;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Introduction&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Every team member interacts with customer data differently\u2014Customer Success Managers (CSMs) need granular account details, while executives require high-level trends. Tailoring data views in Gainsight\u2019s C360 ensures that every role sees the insights most relevant to their objectives, improving efficiency and decision-making across the board. This article will guide you through creating role-specific C360 layouts to maximize the value of your centralized customer data.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 1: Identify Role-Specific Needs&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Understanding the unique requirements of each role is the foundation for creating effective layouts.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Analyze Data Usage Patterns:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Review how different roles interact with customer data. For example, CSMs may prioritize account health metrics, while managers focus on portfolio-level KPIs. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Reports_and_Dashboards\/User_Guides\/Dashboards_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Dashboards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to understand how different teams consume data and identify the most accessed insights.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Categorize Key Insights:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Group data insights by role-specific priorities. For instance, executives may need a high-level view of ARR performance, while CSMs focus on customer health trends from\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/05Scorecards\/01About\/Scorecards_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Scorecards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 2: Create Custom Layouts in C360&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Designing role-specific layouts streamlines access to the most relevant information.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Organize Data Fields by Priority:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use the\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/07360\/User_Guides\/Overview_of_C360%2F%2FR360_Sections_and_Widgets\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;C360 Layout Manager&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to arrange key metrics like ARR, product usage, and health scores into clearly defined sections for each role.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Add Specialized Widgets:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Include widgets that surface critical insights, such as usage graphs for product managers or health score summaries for executives. Refer to the\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Reports_and_Dashboards\/User_Guides\/08_Configure_Dashboards\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Widget Configuration Guide&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; for setup instructions.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Embed Visual Dashboards:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Create embedded dashboards to give managers and executives visibility into team performance and ARR trends. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Reports_and_Dashboards\/User_Guides\/06_Advanced_Report_Settings\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Advanced Report Settings&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to customize these views.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 3: Enable Role-Based Access to Views&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Ensuring that users see only the data they need improves efficiency and data security.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Assign Layouts Based on Role:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use Gainsight\u2019s role assignment functionality to tailor views for CSMs, managers, and executives. Assign layouts through the\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/07360\/User_Guides\/Overview_of_C360%2F%2FR360_Sections_and_Widgets\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;C360 Configuration Page&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Set Permissions for Critical Fields:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Restrict access to sensitive information, such as financial metrics, using Field-Level Permissions.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Gather Feedback on Layout Usability:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Collect input from users on the effectiveness of the layouts and adjust them based on feedback. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/06Surveys\/01About\/Surveys_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Surveys&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to gather structured feedback on layout relevance.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Next Steps for Success&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Once role-specific layouts are in place, ensure your team uses these views effectively. Continue to the article &lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;\&quot;&lt;\/strong&gt;&lt;a href=\&quot;https:\/\/communities.gainsight.com\/centralize-customer-data-262\/automate-data-updates-for-accuracy-and-consistency-26598\&quot;&gt;Visualize Customer Insights with Dashboards and Reports&lt;\/a&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;\u00a0to learn how to create dashboards that enhance usability and drive decision-making.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Explore More:&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/structuring-your-customer-success-team\/\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; &lt;\/span&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Structuring Your Customer Success Team&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide:&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/how-gainsights-manager-of-cs-operations-improves-efficiency-with-horizon-analytics\/\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; &lt;\/span&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;How Gainsight\u2019s Manager of CS Operations Improves Efficiency with Horizon Analytics&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/scaling-customer-success-for-growth-and-efficiency-in-an-uncertain-economy\/\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; &lt;\/span&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Scaling Customer Success for Growth and Efficiency&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&quot;,&quot;categoryName&quot;:&quot;Centralize customer data&quot;,&quot;categoryId&quot;:&quot;262&quot;,&quot;contentType&quot;:&quot;article&quot;,&quot;featuredImage&quot;:&quot;&quot;,&quot;likes&quot;:0,&quot;views&quot;:13,&quot;votes&quot;:0,&quot;replyCount&quot;:0,&quot;publishedAt&quot;:&quot;2024-12-09T10:25:06+01:00&quot;,&quot;lastActivityAt&quot;:&quot;2024-12-09T10:25:06+01:00&quot;,&quot;lastContributor&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;lastPostId&quot;:0,&quot;author&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;sticky&quot;:false,&quot;publicLabel&quot;:&quot;CRAWL&quot;,&quot;ideaStatus&quot;:{&quot;name&quot;:&quot;&quot;,&quot;textColor&quot;:&quot;&quot;,&quot;backgroundColor&quot;:&quot;&quot;},&quot;hasBestAnswer&quot;:false,&quot;likedOrVotedByCurrentUser&quot;:false},{&quot;categoryUrl&quot;:&quot;https:\/\/communities.gainsight.com\/centralize-customer-data-262&quot;,&quot;topicUrl&quot;:{&quot;destination&quot;:&quot;https:\/\/communities.gainsight.com\/centralize-customer-data-262\/automate-data-updates-for-accuracy-and-consistency-26598&quot;},&quot;id&quot;:&quot;3128&quot;,&quot;publicId&quot;:&quot;26598&quot;,&quot;title&quot;:&quot;Automate data updates for accuracy and consistency&quot;,&quot;content&quot;:&quot;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Introduction&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Accurate and up-to-date customer data is the backbone of efficient operations. Manually maintaining data can lead to inconsistencies, inaccuracies, and wasted time. By automating data updates in Gainsight, your team can ensure that customer information remains accurate and actionable in real-time, eliminating the need for manual intervention. This article will guide you through configuring automation to maintain data quality and consistency.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 1: Configure Rules for Data Updates&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Automation begins with setting up rules to streamline data updates across systems.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Identify Key Data Fields for Updates:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Determine which fields\u2014such as health scores, product usage, and ARR\u2014require regular updates. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/05Scorecards\/01About\/Scorecards_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Scorecards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to monitor these fields and ensure they reflect real-time data.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Create Data Quality Rules:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use the\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/About\/Rules_Engine_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Rules Engine&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to automatically identify and resolve incomplete or duplicate records, ensuring clean and reliable data.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Schedule Automated Rule Execution:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Configure rules to run at regular intervals, such as daily or weekly, to ensure data remains fresh and up-to-date without manual oversight.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 2: Set Up Data Sync Across Systems&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Data synchronization ensures seamless updates between Gainsight and external tools like CRM and support platforms.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Integrate Data Sources:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Connectors\/Basic_Configurations\/Data_Platform_and_Connectors_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Gainsight Connectors&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to sync data from Salesforce, Zendesk, and other systems, creating a unified view of customer information.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Enable Real-Time Data Syncing:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Configure Gainsight Connectors for real-time data exchange to ensure immediate updates whenever changes occur in external systems.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Validate Data Accuracy Post-Sync:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Reports_and_Dashboards\/User_Guides\/Dashboards_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Dashboards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to monitor sync success rates and identify any data discrepancies for resolution.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 3: Monitor and Optimize Data Quality&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Continuous monitoring helps ensure the effectiveness of your automated updates.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Track Data Health Metrics:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use dashboards to visualize metrics such as error rates, sync failures, and data completeness, enabling proactive issue resolution.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Refine Automation Rules Based on Insights:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Regularly review the performance of automation rules using insights from the\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/Admin_Guides\/02Rules_Engine_-_Task_Creation\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Rules Engine Analytics&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;. Refine thresholds or add new rules as needed to address recurring issues.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Gather Team Feedback:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Collect input from CSMs and admins on how data automation impacts their workflows. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/06Surveys\/01About\/Surveys_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Surveys&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to identify opportunities for further optimization.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Next Steps for Success&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;With automation rules configured, focus on ensuring that your updated data drives actionable outcomes. Refer to the article &lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;a href=\&quot;https:\/\/communities.gainsight.com\/centralize-customer-data-262\/visualize-customer-insights-with-dashboards-and-reports-26599\&quot;&gt;Visualize Customer Insights with Dashboards and Reports&lt;\/a&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;\u00a0for strategies to create impactful dashboards based on automated data updates.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Explore More:&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/why-scale-and-efficiency-are-important-for-your-business\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Why Scale and Efficiency are Important for Your Business&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/8-dashboards-top-performing-customer-success-teams-cant-live-without\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;8 Dashboards Top-Performing Customer Success Teams Can\u2019t Live Without&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/enhancing-customer-lifecycle-management-through-automation\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Enhancing Customer Lifecycle Management Through Automation&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&quot;,&quot;categoryName&quot;:&quot;Centralize customer data&quot;,&quot;categoryId&quot;:&quot;262&quot;,&quot;contentType&quot;:&quot;article&quot;,&quot;featuredImage&quot;:&quot;&quot;,&quot;likes&quot;:0,&quot;views&quot;:7,&quot;votes&quot;:0,&quot;replyCount&quot;:0,&quot;publishedAt&quot;:&quot;2024-12-09T10:26:32+01:00&quot;,&quot;lastActivityAt&quot;:&quot;2024-12-09T10:26:32+01:00&quot;,&quot;lastContributor&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;lastPostId&quot;:0,&quot;author&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;sticky&quot;:false,&quot;publicLabel&quot;:&quot;WALK&quot;,&quot;ideaStatus&quot;:{&quot;name&quot;:&quot;&quot;,&quot;textColor&quot;:&quot;&quot;,&quot;backgroundColor&quot;:&quot;&quot;},&quot;hasBestAnswer&quot;:false,&quot;likedOrVotedByCurrentUser&quot;:false},{&quot;categoryUrl&quot;:&quot;https:\/\/communities.gainsight.com\/centralize-customer-data-262&quot;,&quot;topicUrl&quot;:{&quot;destination&quot;:&quot;https:\/\/communities.gainsight.com\/centralize-customer-data-262\/visualize-customer-insights-with-dashboards-and-reports-26599&quot;},&quot;id&quot;:&quot;3129&quot;,&quot;publicId&quot;:&quot;26599&quot;,&quot;title&quot;:&quot;Visualize customer insights with dashboards and reports&quot;,&quot;content&quot;:&quot;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Introduction&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Centralized customer data is only as powerful as the insights it provides. Dashboards and reports in Gainsight transform raw data into actionable insights, enabling your team to monitor customer health, track portfolio performance, and identify areas of opportunity. This article will guide you through building dashboards and reports that empower your team to make data-driven decisions efficiently.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 1: Identify Key Metrics to Track&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Define the metrics most relevant to your team\u2019s goals to ensure dashboards are focused and impactful.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Customer Health Metrics:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Include metrics such as health scores and risk signals to help CSMs prioritize at-risk accounts. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/05Scorecards\/01About\/Scorecards_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Scorecards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to define and display these metrics.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Portfolio-Level KPIs:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Track metrics like Net Revenue Retention (NRR), Annual Recurring Revenue (ARR), and customer segmentation for managers and executives.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Feature Usage Trends:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Adoption_Explorer\/Admin_Guides\/Adoption_Explorer_Functions\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Adoption Explorer&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to highlight product adoption trends, helping teams identify underutilized features.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 2: Design Dashboards for Different Roles&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Tailor dashboards to meet the unique needs of CSMs, managers, and executives.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;CSM Dashboards:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Build dashboards that provide a quick overview of each CSM\u2019s portfolio, including open CTAs, health scores, and recent interactions. Leverage\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Timeline\/01About\/Timeline_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Timeline&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; data to display recent activities.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Manager Dashboards:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Aggregate team performance metrics, such as the percentage of customers with improving health scores or meeting engagement goals. Incorporate filters to allow managers to drill down into specific CSM portfolios.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Executive Dashboards:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Create high-level views that include overall customer health trends, churn risks, and ARR growth to enable strategic decision-making.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 3: Refine Reports for Actionable Insights&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Reports bring clarity to your data and provide the foundation for impactful dashboards.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Build Customized Reports:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Create reports that visualize data trends, such as customer segmentation by ARR or feature adoption over time. Refer to\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Reports_and_Dashboards\/Admin_Guides\/How_to_Build_Basic_Reports\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;How to Build Reports&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Add Dynamic Filters:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use filters to make reports interactive, allowing team members to drill down into specific segments or timeframes for deeper analysis.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Schedule Report Deliveries:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Automate the delivery of key reports to stakeholders using email subscriptions to ensure timely updates without manual effort.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Next Steps for Success&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Now that your dashboards and reports are in place, align your teams around shared insights. Continue to the article &lt;\/span&gt;&lt;u&gt;&lt;a href=\&quot;https:\/\/communities.gainsight.com\/centralize-customer-data-262\/share-actionable-insights-across-teams-26600\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Share Actionable Insights Across Teams&lt;\/span&gt;&lt;\/a&gt;&lt;\/u&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;\u00a0to learn how to enable collaboration using the insights generated.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Explore More:&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/building-the-foundation-for-customer-visibility-with-usage-data-and-health-scoring\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Building a Foundation for Customer Visibility with Gainsight&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/8-dashboards-top-performing-customer-success-teams-cant-live-without\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;8 Dashboards Top-Performing Customer Success Teams Can\u2019t Live Without&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/improving-internal-efficiency-with-intentional-automation\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Driving Value Through Data Integration in CS&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/data-necessities-for-proactive-health-signals-and-digital-automation-through-data\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Data Necessities for Proactive Health Signals and Digital Automation Through Data&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&quot;,&quot;categoryName&quot;:&quot;Centralize customer data&quot;,&quot;categoryId&quot;:&quot;262&quot;,&quot;contentType&quot;:&quot;article&quot;,&quot;featuredImage&quot;:&quot;&quot;,&quot;likes&quot;:0,&quot;views&quot;:26,&quot;votes&quot;:0,&quot;replyCount&quot;:0,&quot;publishedAt&quot;:&quot;2024-12-09T10:27:57+01:00&quot;,&quot;lastActivityAt&quot;:&quot;2024-12-09T10:27:57+01:00&quot;,&quot;lastContributor&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;lastPostId&quot;:0,&quot;author&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;sticky&quot;:false,&quot;publicLabel&quot;:&quot;WALK&quot;,&quot;ideaStatus&quot;:{&quot;name&quot;:&quot;&quot;,&quot;textColor&quot;:&quot;&quot;,&quot;backgroundColor&quot;:&quot;&quot;},&quot;hasBestAnswer&quot;:false,&quot;likedOrVotedByCurrentUser&quot;:false},{&quot;categoryUrl&quot;:&quot;https:\/\/communities.gainsight.com\/centralize-customer-data-262&quot;,&quot;topicUrl&quot;:{&quot;destination&quot;:&quot;https:\/\/communities.gainsight.com\/centralize-customer-data-262\/share-actionable-insights-across-teams-26600&quot;},&quot;id&quot;:&quot;3130&quot;,&quot;publicId&quot;:&quot;26600&quot;,&quot;title&quot;:&quot;Share actionable insights across teams&quot;,&quot;content&quot;:&quot;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Introduction&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;In Customer Success, siloed information can hinder collaboration and lead to missed opportunities. Sharing actionable insights across teams\u2014such as Sales, Support, and Marketing\u2014ensures that everyone is aligned on customer priorities and outcomes. This article will guide you through enabling seamless cross-functional collaboration by sharing critical insights from Gainsight using integrations, dashboards, and notifications.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 1: Identify and Prioritize Key Insights to Share&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Not all data needs to be shared\u2014focus on insights that drive alignment and decision-making.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Customer Health Signals:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Share real-time health scores and risk signals with Sales and Support teams to prioritize engagement with at-risk accounts. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/05Scorecards\/01About\/Scorecards_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Scorecards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to monitor and flag these accounts.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Account Opportunities and Whitespace Analysis:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use reports to identify upsell and cross-sell opportunities, sharing these insights with Sales to align on expansion strategies.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Support Trends and Customer Feedback:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Share insights from\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Timeline\/01About\/Timeline_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Timeline&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; and customer feedback surveys to ensure Support and Marketing teams are aligned on customer needs.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 2: Enable Collaboration Through Integrations&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Integrations ensure that insights are available in the tools your teams use daily.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Share Insights in Slack:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use Gainsight\u2019s\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Sally_AI_Bot\/Sally_for_Slack\/User_Guides\/Using_Gainsight_Sally_in_Slack_(For_End-user)\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Slack Integration&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to surface critical customer updates in Slack channels, enabling real-time collaboration.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Embed Gainsight Insights in Salesforce:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Provide Sales with embedded dashboards and reports directly within Salesforce to align their efforts with Customer Success priorities.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Notify Teams via Email or Zendesk:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Send automated updates to relevant stakeholders when health scores change, risks arise, or CTAs are triggered. Leverage\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/User_Guides\/Call_to_Action_(CTA)_Detail_View\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Call-to-Action (CTA) Notifications&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to ensure the right teams are alerted promptly, enabling timely interventions.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 3: Facilitate Cross-Team Alignment with Dashboards&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Dashboards provide a centralized view of customer insights for cross-functional collaboration.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Build Unified Dashboards:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Create dashboards that aggregate customer health, engagement metrics, and opportunities into a single view. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Reports_and_Dashboards\/User_Guides\/Dashboards_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Dashboards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to ensure all teams are working from the same data.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Set Filters for Specific Teams:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Tailor dashboards for different teams by adding filters for data relevant to their responsibilities, such as ARR for Sales or support tickets for Support teams.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Automate Dashboard Updates:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Schedule regular updates to ensure that dashboards remain accurate and actionable without requiring manual intervention.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Next Steps for Success&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;With cross-functional teams aligned, focus on proactive collaboration for high-priority accounts. Refer to the article &lt;\/span&gt;&lt;a href=\&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265\/promote-cross-team-collaboration-on-key-accounts-26607\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Promote Cross-Team Collaboration on Key Accounts&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; for strategies to engage strategically with key customer segments.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Explore More:&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/8-dashboards-top-performing-customer-success-teams-cant-live-without\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;8 Dashboards Top-Performing Customer Success Teams Can\u2019t Live Without&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/10-ways-we-engage-with-execs-as-our-customers\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;10 Ways We Engage with Executives at Our Customers&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/building-the-foundation-for-customer-visibility-with-usage-data-and-health-scoring\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Building a Foundation for Customer Visibility with Gainsight&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/driving-value-by-aligning-product-and-customer-success\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Driving Value by Aligning Product and Customer Success&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/defragmenting-your-customer-experience-across-teams\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Defragmenting Your Customer Experience Across Teams&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&quot;,&quot;categoryName&quot;:&quot;Centralize customer data&quot;,&quot;categoryId&quot;:&quot;262&quot;,&quot;contentType&quot;:&quot;article&quot;,&quot;featuredImage&quot;:&quot;&quot;,&quot;likes&quot;:0,&quot;views&quot;:7,&quot;votes&quot;:0,&quot;replyCount&quot;:0,&quot;publishedAt&quot;:&quot;2024-12-09T10:29:27+01:00&quot;,&quot;lastActivityAt&quot;:&quot;2024-12-09T10:29:27+01:00&quot;,&quot;lastContributor&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;lastPostId&quot;:0,&quot;author&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;sticky&quot;:false,&quot;publicLabel&quot;:&quot;RUN&quot;,&quot;ideaStatus&quot;:{&quot;name&quot;:&quot;&quot;,&quot;textColor&quot;:&quot;&quot;,&quot;backgroundColor&quot;:&quot;&quot;},&quot;hasBestAnswer&quot;:false,&quot;likedOrVotedByCurrentUser&quot;:false}],&quot;263&quot;:[{&quot;categoryUrl&quot;:&quot;https:\/\/communities.gainsight.com\/standardize-and-automate-workflows-263&quot;,&quot;topicUrl&quot;:{&quot;destination&quot;:&quot;https:\/\/communities.gainsight.com\/standardize-and-automate-workflows-263\/identify-and-map-core-workflows-for-standardization-26605&quot;},&quot;id&quot;:&quot;3135&quot;,&quot;publicId&quot;:&quot;26605&quot;,&quot;title&quot;:&quot;Identify and map core workflows for standardization&quot;,&quot;content&quot;:&quot;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Introduction&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Effective customer success operations rely on consistent and repeatable workflows. Standardizing workflows ensures every team member follows the same steps, reducing errors and improving efficiency. This article will guide you through identifying high-impact workflows and mapping them for standardization, creating a foundation for scalable operations.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 1: Identify High-Impact Workflows&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Focus on workflows that have the greatest impact on customer outcomes and operational efficiency.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Sales-to-CS Handoff:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Ensure a seamless transition by documenting processes to transfer customer goals, metrics, and value drivers from Sales to CS. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Timeline\/01About\/Timeline_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Timeline&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to capture key customer details.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Renewals and Risk Management:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Prioritize workflows like renewal tracking or risk flagging that drive retention and mitigate churn. Monitor key indicators such as health scores through\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/05Scorecards\/01About\/Scorecards_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Scorecards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Lifecycle Engagements:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Identify touchpoints, such as onboarding or QBRs, that ensure consistent customer engagement across lifecycle stages.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 2: Map Workflow Steps&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Document each step of the workflow to ensure clarity and consistency.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Define Key Actions:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Break down each workflow into detailed actions, specifying task owners and deadlines. For example, outline the steps for setting up Success Plans during onboarding.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Visualize Dependencies:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use tools like\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/About\/Rules_Engine_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Rules Engine&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to map dependencies between actions, ensuring smooth task transitions.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Capture Workflow Metrics:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Identify performance metrics, such as time-to-completion or customer engagement rates, to evaluate the efficiency of each workflow.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 3: Validate Workflow Alignment&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Ensure workflows align with both team objectives and customer goals.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Collaborate Across Teams:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Gather input from Sales, CS, and Support to ensure workflows address cross-functional needs. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/06Surveys\/01About\/Surveys_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Surveys&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to collect structured feedback on workflow effectiveness.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Test Workflows in Real-World Scenarios:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Pilot workflows with select customers to identify any gaps or redundancies. Refine steps based on outcomes.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Adjust Workflows as Needed:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Regularly review and update workflows to accommodate new tools, processes, or customer needs.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Next Steps for Success&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;With standardized workflows identified and mapped, focus on automating these processes to ensure consistency and scalability. Refer to the article &lt;\/span&gt;&lt;a href=\&quot;https:\/\/communities.gainsight.com\/standardize-and-automate-workflows-263\/design-playbooks-for-consistent-workflow-execution-26604\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Design Playbooks for Consistent Workflow Execution&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to learn how to implement and execute these workflows effectively.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Explore More:&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/building-the-foundation-for-customer-visibility-with-usage-data-and-health-scoring\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Building a Foundation for Customer Visibility with Gainsight&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/why-scale-and-efficiency-are-important-for-your-business\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Why Scale and Efficiency Are Important for Your Business&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/enhancing-customer-lifecycle-management-through-automation\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Enhancing Customer Lifecycle Management Through Automation&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&quot;,&quot;categoryName&quot;:&quot;Standardize and automate workflows&quot;,&quot;categoryId&quot;:&quot;263&quot;,&quot;contentType&quot;:&quot;article&quot;,&quot;featuredImage&quot;:&quot;&quot;,&quot;likes&quot;:0,&quot;views&quot;:6,&quot;votes&quot;:0,&quot;replyCount&quot;:0,&quot;publishedAt&quot;:&quot;2024-12-09T12:05:05+01:00&quot;,&quot;lastActivityAt&quot;:&quot;2024-12-09T12:05:05+01:00&quot;,&quot;lastContributor&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;lastPostId&quot;:0,&quot;author&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;sticky&quot;:false,&quot;publicLabel&quot;:&quot;CRAWL&quot;,&quot;ideaStatus&quot;:{&quot;name&quot;:&quot;&quot;,&quot;textColor&quot;:&quot;&quot;,&quot;backgroundColor&quot;:&quot;&quot;},&quot;hasBestAnswer&quot;:false,&quot;likedOrVotedByCurrentUser&quot;:false},{&quot;categoryUrl&quot;:&quot;https:\/\/communities.gainsight.com\/standardize-and-automate-workflows-263&quot;,&quot;topicUrl&quot;:{&quot;destination&quot;:&quot;https:\/\/communities.gainsight.com\/standardize-and-automate-workflows-263\/design-playbooks-for-consistent-workflow-execution-26604&quot;},&quot;id&quot;:&quot;3134&quot;,&quot;publicId&quot;:&quot;26604&quot;,&quot;title&quot;:&quot;Design playbooks for consistent workflow execution&quot;,&quot;content&quot;:&quot;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Introduction&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Consistency in customer success workflows is essential for achieving predictable and scalable outcomes. Playbooks provide a structured way for your team to handle recurring processes such as onboarding, renewals, and risk mitigation. By designing effective playbooks, you ensure that every team member follows best practices tailored to specific scenarios. This article will guide you through creating playbooks in Gainsight to drive consistency and efficiency across your workflows.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 1: Identify Key Scenarios for Playbooks&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Start by identifying the processes and scenarios where structured playbooks can have the most impact.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Onboarding Processes:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Design playbooks to guide CSMs through onboarding tasks such as setting up\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Success_Plans\/Success_Plans\/User_Guides\/Create_Success_Plan\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Success Plans&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;, configuring product usage, and ensuring initial milestones are met.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Renewal Tracking:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Standardize renewal workflows by building playbooks for customer outreach, contract discussions, and follow-ups. Incorporate automated\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/User_Guides\/Create_Manual_Call_to_Action_(CTAs)_and_Tasks\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;CTAs&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to remind teams of important renewal activities.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Risk Mitigation:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Develop playbooks for addressing risks such as declining health scores or unresolved support tickets. Monitor customer health metrics with\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/05Scorecards\/02Admin_Guides\/Configure_Scorecards\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Scorecards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to identify and prioritize accounts needing intervention.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 2: Structure Playbook Steps for Consistency&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;A well-designed playbook breaks down each process into actionable steps that guide your team from start to finish.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Define Clear Actions:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Outline each step in the workflow, such as conducting QBRs, following up on customer feedback, or resolving specific support issues.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Provide Resources for Execution:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Embed relevant resources like templates, guides, or best practices into playbook steps using\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/Admin_Guides\/How_to_Create_Playbooks\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Playbook Configuration&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Assign Deadlines and Responsibilities:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Clearly specify task owners and deadlines for each playbook step to ensure accountability and timely execution.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 3: Automate Playbook Deployment&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Automating the deployment of playbooks ensures they are triggered at the right time without manual intervention.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Set Up Rules for Triggering Playbooks:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use the\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/Admin_Guides\/02Rules_Engine_-_Task_Creation\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Rules Engine&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to configure triggers based on key events such as health score drops or renewal deadlines.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Customize Playbooks by Scenario:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Tailor playbooks for different scenarios like onboarding, escalations, or risks, ensuring each one aligns with specific customer needs.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Track Playbook Performance:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Monitor playbook usage and outcomes through\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/User_Guides\/Custom_Views_in_Cockpit\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Cockpit Dashboards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to identify areas for improvement and measure success.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Next Steps for Success&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Once your playbooks are designed and automated, focus on refining them based on team feedback and performance metrics. Refer to the article &lt;\/span&gt;&lt;a href=\&quot;https:\/\/communities.gainsight.com\/standardize-and-automate-workflows-263\/automate-workflow-triggers-with-the-rules-engine-26603\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Automate Workflow Triggers with the Rules Engine&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to expand automation across your workflows.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Explore More:&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/Admin_Guides\/How_to_Create_Playbooks\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;How to Create Playbooks&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/why-scale-and-efficiency-are-important-for-your-business\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Why Scale and Efficiency Are Important for Your Business&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/enhancing-customer-lifecycle-management-through-automation\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Enhancing Customer Lifecycle Management Through Automation&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&quot;,&quot;categoryName&quot;:&quot;Standardize and automate workflows&quot;,&quot;categoryId&quot;:&quot;263&quot;,&quot;contentType&quot;:&quot;article&quot;,&quot;featuredImage&quot;:&quot;&quot;,&quot;likes&quot;:0,&quot;views&quot;:24,&quot;votes&quot;:0,&quot;replyCount&quot;:0,&quot;publishedAt&quot;:&quot;2024-12-09T12:03:35+01:00&quot;,&quot;lastActivityAt&quot;:&quot;2024-12-09T12:03:35+01:00&quot;,&quot;lastContributor&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;lastPostId&quot;:0,&quot;author&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;sticky&quot;:false,&quot;publicLabel&quot;:&quot;CRAWL&quot;,&quot;ideaStatus&quot;:{&quot;name&quot;:&quot;&quot;,&quot;textColor&quot;:&quot;&quot;,&quot;backgroundColor&quot;:&quot;&quot;},&quot;hasBestAnswer&quot;:false,&quot;likedOrVotedByCurrentUser&quot;:false},{&quot;categoryUrl&quot;:&quot;https:\/\/communities.gainsight.com\/standardize-and-automate-workflows-263&quot;,&quot;topicUrl&quot;:{&quot;destination&quot;:&quot;https:\/\/communities.gainsight.com\/standardize-and-automate-workflows-263\/automate-workflow-triggers-with-the-rules-engine-26603&quot;},&quot;id&quot;:&quot;3133&quot;,&quot;publicId&quot;:&quot;26603&quot;,&quot;title&quot;:&quot;Automate workflow triggers with the rules engine&quot;,&quot;content&quot;:&quot;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Introduction&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Automation plays a critical role in ensuring consistent and timely execution of customer success workflows. By using Gainsight\u2019s Rules Engine, you can automate the triggering of workflows for scenarios like onboarding tasks, risk alerts, and renewal reminders. This article will guide you through configuring the Rules Engine to automate these workflows, reducing manual effort and improving team efficiency.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 1: Identify Key Events to Automate&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Determine the scenarios and triggers that benefit most from automation.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Onboarding Milestones:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Automate workflows to notify CSMs when key onboarding steps, such as completing\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Success_Plans\/Success_Plans\/User_Guides\/Create_Success_Plan\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Success Plans&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;, are overdue.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Risk Alerts:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Configure triggers for accounts with declining health scores or unresolved support tickets to ensure timely intervention.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Renewal Management:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Automate renewal workflows by setting up triggers for upcoming contract renewal dates or significant changes in account metrics, such as\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/User_Guides\/Create_Manual_Call_to_Action_(CTAs)_and_Tasks\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;creating renewal-focused CTAs&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 2: Configure Rules in the Rules Engine&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Set up automation rules to streamline task assignments and notifications.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Define Rule Logic:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use the\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/Admin_Guides\/02Rules_Engine_-_Task_Creation\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Rules Engine&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to create conditions that trigger workflows. For instance, configure a rule to trigger a CTA when a customer\u2019s health score drops below a certain threshold.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Assign Playbooks to CTAs:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Link playbooks to CTAs automatically, ensuring that team members follow predefined actions for scenarios like onboarding, risk management, or renewals. Learn more in\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/Admin_Guides\/How_to_Create_Playbooks\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;\u00a0&lt;\/span&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;How to Create Playbooks&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Schedule Rule Execution:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Configure rules to run at regular intervals\u2014daily, weekly, or as required\u2014to ensure workflows are updated in real-time.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 3: Monitor and Refine Automation Rules&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Continuously evaluate and improve your rules to ensure they deliver the desired outcomes.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Track Rule Performance:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use the Rules Engine\u2019s analytics to monitor rule execution success rates, failures, and impacts on workflows.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Gather Feedback from Teams:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Collect input from CSMs and managers on the effectiveness of automation in streamlining their workflows. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/06Surveys\/01About\/Surveys_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Surveys&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to gather structured feedback.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Refine Rule Logic:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Adjust rule conditions or thresholds based on team feedback or evolving customer needs. For instance, modify the health score thresholds used to trigger risk alerts.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Next Steps for Success&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;With workflows automated using the Rules Engine, focus on enabling deeper engagement with your customers.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Explore More:&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/Admin_Guides\/01Getting_Started_with_Rules_Engine\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Getting Started with Rules Engine&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/why-scale-and-efficiency-are-important-for-your-business\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Why Scale and Efficiency Are Important for Your Business&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/turbocharging-growth-the-power-of-partnership-between-cs-and-sales-across-the-customer-lifecycle\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Turbocharging Growth: The Power of Partnership Between CS and Sales&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/Admin_Guides\/02Rules_Engine_-_Task_Creation\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Create Tasks in Rules Engine&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&quot;,&quot;categoryName&quot;:&quot;Standardize and automate workflows&quot;,&quot;categoryId&quot;:&quot;263&quot;,&quot;contentType&quot;:&quot;article&quot;,&quot;featuredImage&quot;:&quot;&quot;,&quot;likes&quot;:0,&quot;views&quot;:27,&quot;votes&quot;:0,&quot;replyCount&quot;:0,&quot;publishedAt&quot;:&quot;2024-12-09T12:01:25+01:00&quot;,&quot;lastActivityAt&quot;:&quot;2024-12-09T12:01:25+01:00&quot;,&quot;lastContributor&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;lastPostId&quot;:0,&quot;author&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;sticky&quot;:false,&quot;publicLabel&quot;:&quot;WALK&quot;,&quot;ideaStatus&quot;:{&quot;name&quot;:&quot;&quot;,&quot;textColor&quot;:&quot;&quot;,&quot;backgroundColor&quot;:&quot;&quot;},&quot;hasBestAnswer&quot;:false,&quot;likedOrVotedByCurrentUser&quot;:false},{&quot;categoryUrl&quot;:&quot;https:\/\/communities.gainsight.com\/standardize-and-automate-workflows-263&quot;,&quot;topicUrl&quot;:{&quot;destination&quot;:&quot;https:\/\/communities.gainsight.com\/standardize-and-automate-workflows-263\/streamline-internal-handoffs-with-automated-workflows-26602&quot;},&quot;id&quot;:&quot;3132&quot;,&quot;publicId&quot;:&quot;26602&quot;,&quot;title&quot;:&quot;Streamline internal handoffs with automated workflows&quot;,&quot;content&quot;:&quot;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Introduction&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Inefficient handoffs between teams\u2014such as Sales to Customer Success or Support escalations\u2014can lead to misaligned priorities, incomplete knowledge transfer, and delays in customer engagement. Automating these transitions with workflows in Gainsight ensures that critical tasks are assigned, notifications are sent, and relevant customer details are shared seamlessly. This article will guide you through setting up automated workflows to streamline internal handoffs, improving team efficiency and customer outcomes.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 1: Map Key Internal Handoff Scenarios&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Start by identifying and documenting the most critical handoff scenarios that require streamlined workflows.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Sales-to-CS Transitions:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Ensure smooth transitions by capturing customer objectives, metrics, and commitments from Sales teams. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Timeline\/02User_Guides\/Log_Activities_to_Timeline\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Timeline&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to log critical details during handoff meetings.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Support Escalations to CS:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Standardize processes for escalating unresolved customer issues to the Customer Success team. Include key details such as unresolved tickets or recent customer interactions.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Internal Transfers:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Map workflows for internal team transitions, such as reassigning accounts when a CSM moves teams or roles.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 2: Automate Task Assignments and Notifications&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Use Gainsight\u2019s tools to automate the assignment of tasks and the delivery of real-time notifications.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Configure Rules for Automated CTAs:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use the\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/Admin_Guides\/02Rules_Engine_-_Task_Creation\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Rules Engine&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to trigger CTAs when handoff conditions are met, such as a new account assigned to CS or unresolved escalations.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Send Notifications to Stakeholders:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Leverage Gainsight\u2019s\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Sally_AI_Bot\/Sally_for_Slack\/User_Guides\/Using_Gainsight_Sally_in_Slack_(For_End-user)\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Slack Integration&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to notify relevant team members in real time, ensuring everyone is aligned on their responsibilities.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Assign Ownership:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Automatically assign tasks to the appropriate team members (e.g., CSMs or account managers), ensuring clear accountability for follow-ups.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 3: Standardize Knowledge Transfer with Playbooks&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Create playbooks to ensure every handoff includes consistent steps and thorough knowledge transfer.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Document Handoff Requirements:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Build playbooks that specify actions like documenting customer goals, reviewing health metrics, or scheduling kickoff calls. Refer to\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/Admin_Guides\/How_to_Create_Playbooks\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;How to Create Playbooks&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Embed Customer Data:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Ensure all relevant customer data, such as ARR, health scores, and support history, is included in the handoff process. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/07360\/User_Guides\/Overview_of_C360%2F%2FR360_Sections_and_Widgets\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;C360 Layouts&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to centralize and share these details seamlessly.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Track Completion:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Monitor progress using\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/User_Guides\/Custom_Views_in_Cockpit\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Cockpit Dashboards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to ensure all playbook steps are completed during handoff.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Next Steps for Success&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;With automated workflows for internal handoffs in place, focus on gathering feedback from teams to refine and optimize these processes. Refer to the article &lt;\/span&gt;&lt;a href=\&quot;https:\/\/communities.gainsight.com\/standardize-and-automate-workflows-263\/monitor-and-refine-workflow-effectiveness-26601\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Monitor and Refine Workflow Effectiveness&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to track and improve the performance of your workflows.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Explore More:&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/Admin_Guides\/How_to_Create_Playbooks\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;How to Create Playbooks&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/why-scale-and-efficiency-are-important-for-your-business\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Why Scale and Efficiency Are Important for Your Business&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/defragmenting-your-customer-experience-across-teams\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Defragmenting Your Customer Experience Across Teams&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&quot;,&quot;categoryName&quot;:&quot;Standardize and automate workflows&quot;,&quot;categoryId&quot;:&quot;263&quot;,&quot;contentType&quot;:&quot;article&quot;,&quot;featuredImage&quot;:&quot;&quot;,&quot;likes&quot;:0,&quot;views&quot;:6,&quot;votes&quot;:0,&quot;replyCount&quot;:0,&quot;publishedAt&quot;:&quot;2024-12-09T11:58:34+01:00&quot;,&quot;lastActivityAt&quot;:&quot;2024-12-09T11:58:34+01:00&quot;,&quot;lastContributor&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;lastPostId&quot;:0,&quot;author&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;sticky&quot;:false,&quot;publicLabel&quot;:&quot;WALK&quot;,&quot;ideaStatus&quot;:{&quot;name&quot;:&quot;&quot;,&quot;textColor&quot;:&quot;&quot;,&quot;backgroundColor&quot;:&quot;&quot;},&quot;hasBestAnswer&quot;:false,&quot;likedOrVotedByCurrentUser&quot;:false},{&quot;categoryUrl&quot;:&quot;https:\/\/communities.gainsight.com\/standardize-and-automate-workflows-263&quot;,&quot;topicUrl&quot;:{&quot;destination&quot;:&quot;https:\/\/communities.gainsight.com\/standardize-and-automate-workflows-263\/monitor-and-refine-workflow-effectiveness-26601&quot;},&quot;id&quot;:&quot;3131&quot;,&quot;publicId&quot;:&quot;26601&quot;,&quot;title&quot;:&quot;Monitor and refine workflow effectiveness&quot;,&quot;content&quot;:&quot;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Introduction&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Efficient workflows drive consistency and scalability, but their effectiveness must be regularly monitored and refined to ensure they meet evolving team and customer needs. By tracking workflow performance, gathering feedback, and making iterative improvements, your team can continuously optimize processes for better outcomes. This article will guide you through evaluating and enhancing workflow effectiveness in Gainsight.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 1: Track Key Workflow Metrics&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Monitoring relevant metrics helps identify bottlenecks and areas for improvement.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;CTA Completion Rates:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/User_Guides\/Custom_Views_in_Cockpit\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Cockpit Dashboards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to track how often CTAs are completed and whether playbook tasks are followed through.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Workflow Efficiency:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Monitor metrics such as time-to-completion for key tasks or the number of overdue CTAs. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/Admin_Guides\/02Rules_Engine_-_Task_Creation\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Rules Engine Analytics&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to evaluate workflow triggers and performance.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Customer Engagement Impact:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Analyze the effect of workflows on customer engagement metrics like health score improvements or usage trends. Leverage\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Adoption_Explorer\/Admin_Guides\/Adoption_Explorer_Functions\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Adoption Explorer&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to track feature usage or activity patterns.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 2: Collect Feedback from Teams and Customers&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Input from users provides insights into workflow usability and impact.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Gather Team Feedback:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Conduct regular sessions with CSMs and managers to identify challenges and opportunities for improvement in workflows. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/06Surveys\/02Admin_Guides\/Create_a_Survey\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Surveys&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to collect structured feedback.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Incorporate Customer Feedback:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Evaluate customer responses to workflows like onboarding or renewal processes. Use feedback from\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Timeline\/02User_Guides\/Log_Activities_to_Timeline\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Timeline&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; or customer satisfaction surveys to understand their experience.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Identify Gaps in Workflow Steps:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use feedback to pinpoint missing or redundant steps in workflows, ensuring they remain aligned with team goals and customer expectations.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 3: Refine Workflows Based on Insights&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Implement changes to improve workflow efficiency and effectiveness.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Adjust Workflow Triggers:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Modify rule logic or thresholds in the\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/Admin_Guides\/01Getting_Started_with_Rules_Engine\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Rules Engine&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to ensure workflows are triggered appropriately, avoiding unnecessary or missed tasks.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Update Playbooks:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Refine playbook steps based on team and customer feedback. For example, add steps to address recurring customer concerns or streamline redundant actions. Refer to\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/Admin_Guides\/How_to_Create_Playbooks\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;How to Create Playbooks&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; for guidance.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Streamline Cross-Team Collaboration:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; If workflows involve multiple teams (e.g., Sales-to-CS handoffs), ensure steps are clear, responsibilities are defined, and tools like\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Sally_AI_Bot\/Sally_for_Slack\/User_Guides\/Using_Gainsight_Sally_in_Slack_(For_End-user)\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Slack Integration&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; are leveraged for seamless communication.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Next Steps for Success&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;With workflows refined for effectiveness, focus on scaling automation to additional processes.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Explore More:&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/Admin_Guides\/How_to_Create_Playbooks\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;How to Create Playbooks&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/why-scale-and-efficiency-are-important-for-your-business\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Why Scale and Efficiency Are Important for Your Business&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/enhancing-customer-lifecycle-management-through-automation\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Enhancing Customer Lifecycle Management Through Automation&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&quot;,&quot;categoryName&quot;:&quot;Standardize and automate workflows&quot;,&quot;categoryId&quot;:&quot;263&quot;,&quot;contentType&quot;:&quot;article&quot;,&quot;featuredImage&quot;:&quot;&quot;,&quot;likes&quot;:0,&quot;views&quot;:4,&quot;votes&quot;:0,&quot;replyCount&quot;:0,&quot;publishedAt&quot;:&quot;2024-12-09T11:56:07+01:00&quot;,&quot;lastActivityAt&quot;:&quot;2024-12-09T11:56:07+01:00&quot;,&quot;lastContributor&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;lastPostId&quot;:0,&quot;author&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;sticky&quot;:false,&quot;publicLabel&quot;:&quot;RUN&quot;,&quot;ideaStatus&quot;:{&quot;name&quot;:&quot;&quot;,&quot;textColor&quot;:&quot;&quot;,&quot;backgroundColor&quot;:&quot;&quot;},&quot;hasBestAnswer&quot;:false,&quot;likedOrVotedByCurrentUser&quot;:false}],&quot;265&quot;:[{&quot;categoryUrl&quot;:&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265&quot;,&quot;topicUrl&quot;:{&quot;destination&quot;:&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265\/build-role-specific-dashboards-to-drive-visibility-26610&quot;},&quot;id&quot;:&quot;3140&quot;,&quot;publicId&quot;:&quot;26610&quot;,&quot;title&quot;:&quot;Build role-specific dashboards to drive visibility&quot;,&quot;content&quot;:&quot;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Introduction&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Customer Success teams handle vast amounts of data, but its value depends on how effectively it\u2019s presented and consumed. Tailored dashboards empower CSMs, managers, and executives with the insights they need to make informed decisions quickly. By creating role-specific dashboards in Gainsight, you can prioritize the metrics that matter most, enhance decision-making, and improve team efficiency. This article will guide you through building actionable dashboards tailored to each role\u2019s unique responsibilities.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 1: Identify Role-Specific Insights&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Determine the key metrics and data that are most relevant to each role.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;CSMs:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Focus on portfolio health metrics such as open CTAs, health scores, and recent customer interactions. Use data from\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/User_Guides\/Call_to_Action_(CTA)_Detail_View\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Cockpit&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; and\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Timeline\/02User_Guides\/Log_Activities_to_Timeline\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Timeline&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to provide actionable insights.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Managers:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Aggregate team performance metrics like health score trends, customer segmentation, and overdue tasks. Build filters for managers to drill into specific CSM portfolios.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Executives:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Highlight high-level metrics such as ARR growth, Net Revenue Retention (NRR), and churn risks. Incorporate data from\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Adoption_Explorer\/Admin_Guides\/Create_Usage_Report_in_a_Dashboard\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Adoption Explorer&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to visualize product usage trends.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 2: Design Dashboards with Relevant Widgets&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Organize dashboards to display key insights clearly and efficiently.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Add Visual Widgets for Metrics:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Reports_and_Dashboards\/User_Guides\/Dashboards_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Dashboards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to include visual widgets like bar graphs for ARR trends or pie charts for customer segmentation.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Embed Health Metrics in Dashboards:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Incorporate health scores directly into dashboards using data from\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/05Scorecards\/02Admin_Guides\/Create_Measures_and_Measure_Groups\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Scorecards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to track customer health at a glance. Use configured scorecard measures to ensure accurate visualizations of account status.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Customize Filters for Interactivity:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Enable filters to allow users to segment data by regions, customer tiers, or CSM assignments for deeper analysis.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 3: Share Dashboards for Collaborative Use&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Make dashboards accessible to the right stakeholders and ensure collaborative use.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Assign Role-Specific Dashboards:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Tailor dashboards for specific roles and assign access accordingly through Gainsight\u2019s\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Reports_and_Dashboards\/Admin_Guides\/02_Dashboard_Permissions\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Dashboard Permissions&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Embed Dashboards in Collaboration Tools:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use Gainsight\u2019s\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Sally_AI_Bot\/Sally_for_Slack\/User_Guides\/Using_Gainsight_Sally_in_Slack_(For_End-user)\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Slack Integration&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; or\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Connectors\/Basic_Configurations\/Data_Platform_and_Connectors_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Salesforce Integration&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to share dashboards seamlessly with cross-functional teams.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Automate Dashboard Updates:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Schedule automatic updates to ensure dashboards reflect the latest data without requiring manual effort.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Next Steps for Success&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Once role-specific dashboards are in place, focus on enabling collaboration through shared insights. Refer to the article &lt;\/span&gt;&lt;a href=\&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265\/integrate-insights-into-collaboration-tools-26609\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Integrate Insights into Collaboration Tools&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to learn how to align teams around actionable data.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Explore More:&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Reports_and_Dashboards\/Admin_Guides\/How_to_Build_Basic_Reports\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;How to Build Dashboards in Gainsight&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/8-dashboards-top-performing-customer-success-teams-cant-live-without\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;8 Dashboards Top-Performing Customer Success Teams Can\u2019t Live Without&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/defragmenting-your-customer-experience-across-teams\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Defragmenting Your Customer Experience Across Teams&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/structuring-your-customer-success-team\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Structuring Your Customer Success Team&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&quot;,&quot;categoryName&quot;:&quot;Enhance visibility and foster collaboration&quot;,&quot;categoryId&quot;:&quot;265&quot;,&quot;contentType&quot;:&quot;article&quot;,&quot;featuredImage&quot;:&quot;&quot;,&quot;likes&quot;:0,&quot;views&quot;:9,&quot;votes&quot;:0,&quot;replyCount&quot;:0,&quot;publishedAt&quot;:&quot;2024-12-09T13:07:24+01:00&quot;,&quot;lastActivityAt&quot;:&quot;2024-12-09T13:07:24+01:00&quot;,&quot;lastContributor&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;lastPostId&quot;:0,&quot;author&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;sticky&quot;:false,&quot;publicLabel&quot;:&quot;CRAWL&quot;,&quot;ideaStatus&quot;:{&quot;name&quot;:&quot;&quot;,&quot;textColor&quot;:&quot;&quot;,&quot;backgroundColor&quot;:&quot;&quot;},&quot;hasBestAnswer&quot;:false,&quot;likedOrVotedByCurrentUser&quot;:false},{&quot;categoryUrl&quot;:&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265&quot;,&quot;topicUrl&quot;:{&quot;destination&quot;:&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265\/integrate-insights-into-collaboration-tools-26609&quot;},&quot;id&quot;:&quot;3139&quot;,&quot;publicId&quot;:&quot;26609&quot;,&quot;title&quot;:&quot;Integrate insights into collaboration tools&quot;,&quot;content&quot;:&quot;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Introduction&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Customer Success thrives on collaboration, but disconnected tools and siloed data can hinder alignment across teams. Integrating Gainsight insights into tools like Slack, Salesforce, and Zendesk enables seamless collaboration, ensuring that every team member has access to actionable customer data in their preferred workspace. This article will guide you through embedding Gainsight insights into collaboration tools to improve communication and drive efficiency.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 1: Identify Insights to Share Across Teams&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Determine which insights are most valuable to share in real time with different teams.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Customer Health Metrics:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Share health scores and risk alerts to help Sales and Support prioritize at-risk accounts. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/05Scorecards\/02Admin_Guides\/Create_Measures_and_Measure_Groups\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Scorecards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to configure and track these metrics for actionable insights.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Upcoming Renewals and Opportunities:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Provide visibility into upcoming renewals, upsell opportunities, and ARR trends to align Sales with Customer Success goals.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Support Ticket Trends:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Share support-related insights, such as unresolved tickets or recurring issues, using\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Timeline\/02User_Guides\/Log_Activities_to_Timeline\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Timeline&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 2: Embed Insights in Collaboration Tools&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Integrate Gainsight data into tools your teams already use daily.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Slack Channels:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use the\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Sally_AI_Bot\/Sally_for_Slack\/User_Guides\/Using_Gainsight_Sally_in_Slack_(For_End-user)\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Slack Integration&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to send automated updates to relevant Slack channels. For example, notify teams when a customer\u2019s health score drops or a high-priority CTA is triggered.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Salesforce Dashboards:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Embed Gainsight dashboards into Salesforce to give Sales direct visibility into customer insights, such as account health and open CTAs. Refer to\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Connectors\/Basic_Configurations\/Data_Platform_and_Connectors_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Data Platform and Connectors&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; for setup guidance.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Zendesk Widgets:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Integrate customer health data into Zendesk using the\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Connectors\/Basic_Configurations\/Connections_List_Page\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Zendesk Integration&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;, allowing Support to align on escalations or unresolved issues.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 3: Enable Proactive Collaboration Through Notifications&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Ensure teams are alerted to critical updates in real time to drive action.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Automate Notifications for Key Events:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Configure notifications for changes in health scores, overdue CTAs, or upcoming renewals using the\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/Admin_Guides\/02Rules_Engine_-_Task_Creation\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Rules Engine&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Push Notifications to Tools:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Set up Slack and email notifications to alert teams about critical updates. Use Gainsight\u2019s integrations to keep teams informed and aligned.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Track Notification Impact:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/User_Guides\/Custom_Views_in_Cockpit\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Cockpit Analytics&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to monitor the effectiveness of notifications and adjust triggers as needed.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Next Steps for Success&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;With Gainsight insights embedded into collaboration tools, focus on aligning cross-functional efforts. Refer to the article &lt;\/span&gt;&lt;a href=\&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265\/promote-cross-team-collaboration-on-key-accounts-26607\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Promote Cross-Team Collaboration on Key Accounts&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to learn strategies for deeper collaboration on high-priority accounts.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Explore More:&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Sally_AI_Bot\/Sally_for_Slack\/User_Guides\/Using_Gainsight_Sally_in_Slack_(For_End-user)\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Using Gainsight Sally in Slack&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/10-ways-we-engage-with-execs-as-our-customers\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;10 Ways We Engage with Executives at Our Customers&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/driving-value-by-aligning-product-and-customer-success\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Driving Value by Aligning Product and Customer Success&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Connectors\/Basic_Configurations\/Connections_List_Page\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Configure Zendesk Widgets&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&quot;,&quot;categoryName&quot;:&quot;Enhance visibility and foster collaboration&quot;,&quot;categoryId&quot;:&quot;265&quot;,&quot;contentType&quot;:&quot;article&quot;,&quot;featuredImage&quot;:&quot;&quot;,&quot;likes&quot;:0,&quot;views&quot;:3,&quot;votes&quot;:0,&quot;replyCount&quot;:0,&quot;publishedAt&quot;:&quot;2024-12-09T13:04:49+01:00&quot;,&quot;lastActivityAt&quot;:&quot;2024-12-09T13:04:49+01:00&quot;,&quot;lastContributor&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;lastPostId&quot;:0,&quot;author&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;sticky&quot;:false,&quot;publicLabel&quot;:&quot;CRAWL&quot;,&quot;ideaStatus&quot;:{&quot;name&quot;:&quot;&quot;,&quot;textColor&quot;:&quot;&quot;,&quot;backgroundColor&quot;:&quot;&quot;},&quot;hasBestAnswer&quot;:false,&quot;likedOrVotedByCurrentUser&quot;:false},{&quot;categoryUrl&quot;:&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265&quot;,&quot;topicUrl&quot;:{&quot;destination&quot;:&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265\/automate-team-notifications-for-proactive-collaboration-26608&quot;},&quot;id&quot;:&quot;3138&quot;,&quot;publicId&quot;:&quot;26608&quot;,&quot;title&quot;:&quot;Automate team notifications for proactive collaboration&quot;,&quot;content&quot;:&quot;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Introduction&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Proactive communication is key to ensuring teams act quickly on critical updates. Automating team notifications in Gainsight helps your team stay aligned, respond to risks, and seize opportunities without manual intervention. By setting up automated notifications for key events, such as health score changes or upcoming renewals, your team can collaborate more effectively. This article will guide you through automating notifications to foster proactive collaboration.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 1: Identify Key Events for Notifications&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Determine the triggers for notifications to ensure teams act on the most critical updates.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Health Score Drops:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Notify relevant teams when a customer\u2019s health score falls below a defined threshold. Set up and manage these triggers using\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/05Scorecards\/02Admin_Guides\/Configure_Scorecards\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Scorecards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to automate risk alerts effectively.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Overdue CTAs:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Alert team members about overdue tasks using\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/User_Guides\/Call_to_Action_(CTA)_Detail_View\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Cockpit&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to ensure timely follow-ups.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Upcoming Renewals:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Automate notifications for contracts nearing their renewal date, integrating insights from\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/Admin_Guides\/02Rules_Engine_-_Task_Creation\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Rules Engine&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 2: Set Up Automated Notifications&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Automating notifications ensures real-time alerts without manual intervention.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Create Notification Rules in Rules Engine:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Set up rules to trigger email or Slack notifications for specific events, such as health score changes or overdue tasks. Learn how to configure notifications with the\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/Admin_Guides\/01Getting_Started_with_Rules_Engine\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Rules Engine&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Leverage Slack for Team Alerts:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use Gainsight\u2019s\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Sally_AI_Bot\/Sally_for_Slack\/User_Guides\/Using_Gainsight_Sally_in_Slack_(For_End-user)\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Slack Integration&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to deliver updates directly into team Slack channels for immediate visibility.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Enable Email Notifications:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Automate email alerts for stakeholders who need timely updates but do not use Slack. This ensures all teams are informed.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 3: Monitor and Refine Notification Effectiveness&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Continuously evaluate and adjust notifications to maximize their impact.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Track Engagement with Notifications:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/User_Guides\/Custom_Views_in_Cockpit\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Cockpit Analytics&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to monitor how teams interact with notifications, identifying areas for improvement.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Adjust Notification Triggers:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Refine rules to focus on the most impactful updates, ensuring that teams aren\u2019t overwhelmed by unnecessary alerts. For example, tweak thresholds for overdue tasks or health score changes.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Incorporate Team Feedback:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Regularly gather input from teams to understand whether notifications are actionable and relevant. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/06Surveys\/02Admin_Guides\/Create_a_Survey\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Surveys&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to collect structured feedback.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Next Steps for Success&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Once notifications are automated, focus on aligning teams around shared insights. Refer to the article &lt;\/span&gt;&lt;a href=\&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265\/promote-cross-team-collaboration-on-key-accounts-26607\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Promote Cross-Team Collaboration on Key Accounts&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to learn how to engage cross-functional teams on high-priority accounts.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Explore More:&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/Admin_Guides\/01Getting_Started_with_Rules_Engine\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Getting Started with Rules Engine&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/why-scale-and-efficiency-are-important-for-your-business\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Why Scale and Efficiency Are Important for Your Business&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/defragmenting-your-customer-experience-across-teams\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Defragmenting Your Customer Experience Across Teams&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&quot;,&quot;categoryName&quot;:&quot;Enhance visibility and foster collaboration&quot;,&quot;categoryId&quot;:&quot;265&quot;,&quot;contentType&quot;:&quot;article&quot;,&quot;featuredImage&quot;:&quot;&quot;,&quot;likes&quot;:0,&quot;views&quot;:9,&quot;votes&quot;:0,&quot;replyCount&quot;:0,&quot;publishedAt&quot;:&quot;2024-12-09T13:03:08+01:00&quot;,&quot;lastActivityAt&quot;:&quot;2024-12-09T13:03:08+01:00&quot;,&quot;lastContributor&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;lastPostId&quot;:0,&quot;author&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;sticky&quot;:false,&quot;publicLabel&quot;:&quot;WALK&quot;,&quot;ideaStatus&quot;:{&quot;name&quot;:&quot;&quot;,&quot;textColor&quot;:&quot;&quot;,&quot;backgroundColor&quot;:&quot;&quot;},&quot;hasBestAnswer&quot;:false,&quot;likedOrVotedByCurrentUser&quot;:false},{&quot;categoryUrl&quot;:&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265&quot;,&quot;topicUrl&quot;:{&quot;destination&quot;:&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265\/promote-cross-team-collaboration-on-key-accounts-26607&quot;},&quot;id&quot;:&quot;3137&quot;,&quot;publicId&quot;:&quot;26607&quot;,&quot;title&quot;:&quot;Promote cross-team collaboration on key accounts&quot;,&quot;content&quot;:&quot;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Introduction&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Key accounts require strategic alignment across teams, including Customer Success, Sales, Support, and Product. By fostering collaboration around actionable insights, your team can improve retention, drive expansion, and deliver a seamless customer experience. This article will guide you through enabling cross-functional collaboration on key accounts using Gainsight\u2019s tools and best practices.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 1: Identify Key Accounts for Collaboration&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Focus collaboration efforts on high-value or high-priority accounts.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;High-ARR Accounts:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use Scorecards to flag accounts with high Annual Recurring Revenue (ARR) and track health metrics.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;High-ARR Accounts:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Configure &lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/05Scorecards\/02Admin_Guides\/Configure_Scorecards\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;scorecards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to flag accounts with high Annual Recurring Revenue (ARR) and track related health metrics effectively.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;At-Risk Accounts:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Identify accounts with declining health scores or unresolved support tickets. Monitor these risks through\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/User_Guides\/Call_to_Action_(CTA)_Detail_View\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Cockpit&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Strategic Growth Accounts:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Target accounts with upsell or cross-sell potential based on customer engagement data from\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Adoption_Explorer\/Admin_Guides\/Create_Usage_Report_in_a_Dashboard\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Adoption Explorer&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 2: Align Teams with Shared Dashboards and Reports&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Provide cross-functional teams with a unified view of customer insights.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Build Shared Dashboards:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Create dashboards in\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Reports_and_Dashboards\/User_Guides\/Dashboards_Overview\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Reports and Dashboards&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to display ARR, health scores, and product usage trends. Ensure dashboards are accessible to all relevant teams.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Enable Data Filters:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Add filters for specific teams, such as Sales focusing on ARR growth or Support prioritizing unresolved tickets, to tailor insights for different needs.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Share Real-Time Updates:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use Gainsight\u2019s\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Sally_AI_Bot\/Sally_for_Slack\/User_Guides\/Using_Gainsight_Sally_in_Slack_(For_End-user)\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Slack Integration&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; or email notifications to keep stakeholders informed about critical account updates.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 3: Facilitate Collaboration with Playbooks and Meetings&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Ensure collaboration is structured and actionable through predefined workflows and regular check-ins.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Deploy Playbooks for Key Accounts:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/Admin_Guides\/How_to_Create_Playbooks\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;How to Create Playbooks&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to guide teams through tasks like preparing for Executive Business Reviews (EBRs) or resolving escalated issues.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Schedule Regular Cross-Functional Meetings:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Host recurring syncs to align teams on key account goals, progress, and next steps. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Timeline\/02User_Guides\/Log_Activities_to_Timeline\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Timeline&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to log meeting notes and action items.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Track Collaborative Efforts:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Monitor the completion of playbook tasks and meeting follow-ups using\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/User_Guides\/Custom_Views_in_Cockpit\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Cockpit Analytics&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Next Steps for Success&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;With cross-team collaboration established, focus on refining processes for better outcomes. Refer to the article &lt;\/span&gt;&lt;a href=\&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265\/track-and-refine-collaboration-processes-26606\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Track and Refine Collaboration Processes&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to learn how to continuously improve collaborative efforts.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Explore More:&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/Admin_Guides\/How_to_Create_Playbooks\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;How to Create Playbooks&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/10-ways-we-engage-with-execs-as-our-customers\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;10 Ways We Engage with Executives at Our Customers&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/driving-value-by-aligning-product-and-customer-success\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Driving Value by Aligning Product and Customer Success&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&quot;,&quot;categoryName&quot;:&quot;Enhance visibility and foster collaboration&quot;,&quot;categoryId&quot;:&quot;265&quot;,&quot;contentType&quot;:&quot;article&quot;,&quot;featuredImage&quot;:&quot;&quot;,&quot;likes&quot;:0,&quot;views&quot;:5,&quot;votes&quot;:0,&quot;replyCount&quot;:0,&quot;publishedAt&quot;:&quot;2024-12-09T13:01:15+01:00&quot;,&quot;lastActivityAt&quot;:&quot;2024-12-09T13:01:15+01:00&quot;,&quot;lastContributor&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;lastPostId&quot;:0,&quot;author&quot;:{&quot;id&quot;:&quot;7806&quot;,&quot;username&quot;:&quot;smondreti&quot;,&quot;avatar&quot;:&quot;https:\/\/uploads-us-west-2.insided.com\/gainsight-us\/icon\/200x200\/067566f1-f2a5-4f5d-929f-c19447f6e37d.png&quot;},&quot;sticky&quot;:false,&quot;publicLabel&quot;:&quot;WALK&quot;,&quot;ideaStatus&quot;:{&quot;name&quot;:&quot;&quot;,&quot;textColor&quot;:&quot;&quot;,&quot;backgroundColor&quot;:&quot;&quot;},&quot;hasBestAnswer&quot;:false,&quot;likedOrVotedByCurrentUser&quot;:false},{&quot;categoryUrl&quot;:&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265&quot;,&quot;topicUrl&quot;:{&quot;destination&quot;:&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265\/track-and-refine-collaboration-processes-26606&quot;},&quot;id&quot;:&quot;3136&quot;,&quot;publicId&quot;:&quot;26606&quot;,&quot;title&quot;:&quot;Track and refine collaboration processes&quot;,&quot;content&quot;:&quot;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Introduction&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Effective collaboration processes require ongoing evaluation and refinement to ensure they deliver the desired outcomes. By monitoring collaboration metrics, gathering feedback from teams, and optimizing workflows, your organization can eliminate inefficiencies and improve alignment across departments. This article will guide you through tracking and refining collaboration processes using Gainsight\u2019s tools and best practices.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 1: Monitor Collaboration Metrics&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Measure the effectiveness of collaboration processes to identify areas for improvement.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Team Engagement Metrics:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/User_Guides\/Custom_Views_in_Cockpit\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Cockpit Analytics&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to track how frequently CTAs and playbook tasks are completed across teams.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Account Health Trends:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Monitor the impact of collaboration on account health scores. Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/05Scorecards\/02Admin_Guides\/Use_Scorecard_Data_in_Rules_and_Reports\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Scorecard Data in Rules and Reports&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to track and analyze changes related to collaborative efforts.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Customer Feedback Signals:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Leverage insights from\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/06Surveys\/02Admin_Guides\/Create_a_Survey\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Surveys&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; and\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Timeline\/02User_Guides\/Log_Activities_to_Timeline\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Timeline&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; entries to understand customer sentiment and the effectiveness of your collaborative initiatives.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 2: Gather and Evaluate Feedback&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Input from teams and customers helps uncover gaps and refine processes.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Solicit Team Feedback:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Use\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/06Surveys\/02Admin_Guides\/Create_a_Survey\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Surveys&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to collect structured feedback from team members on collaboration effectiveness and bottlenecks.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Conduct Post-Engagement Reviews:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Hold debrief sessions after critical account engagements (e.g., renewals or QBRs) to evaluate what worked and what didn\u2019t. Log insights in\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Timeline\/02User_Guides\/Log_Activities_to_Timeline\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Timeline&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; for future reference.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Analyze Customer Feedback:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Evaluate survey responses and customer interaction data to identify gaps in communication or alignment that need to be addressed.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Step 3: Optimize Collaboration Workflows&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Implement changes based on metrics and feedback to improve collaboration.&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Refine Workflow Triggers:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Adjust rule logic in the\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/03Rules_Engine\/Rules_Engine_(Bionic_Rules)\/Admin_Guides\/02Rules_Engine_-_Task_Creation\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Rules Engine&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to ensure that handoffs and collaboration points are triggered effectively.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Enhance Playbooks for Cross-Functional Use:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Update playbooks to include steps that address common collaboration challenges, such as sharing key data during handoffs or escalating unresolved issues. Learn more in\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/Admin_Guides\/How_to_Create_Playbooks\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;How to Create Playbooks&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Integrate New Tools or Features:&lt;\/strong&gt;&lt;\/span&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; Explore Gainsight integrations like\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/Sally_AI_Bot\/Sally_for_Slack\/User_Guides\/Using_Gainsight_Sally_in_Slack_(For_End-user)\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Slack&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; or Zendesk to improve cross-team visibility and responsiveness.&lt;\/span&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Next Steps for Success&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;With refined collaboration processes, focus on scaling these improvements to more teams and workflows. Refer to the article &lt;\/span&gt;&lt;a href=\&quot;https:\/\/communities.gainsight.com\/enhance-visibility-and-foster-collaboration-265\/build-role-specific-dashboards-to-drive-visibility-26610\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Build Role-Specific Dashboards to Drive Visibility&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt; to enhance alignment further with actionable insights.&lt;\/span&gt;&lt;\/p&gt;&lt;hr \/&gt;&lt;p style=\&quot;text-align:justify;\&quot;&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;&lt;strong&gt;Explore More:&lt;\/strong&gt;&lt;\/span&gt;&lt;\/p&gt;&lt;ul&gt;&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Guide:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/support.gainsight.com\/gainsight_nxt\/04Cockpit_and_Playbooks\/00Cockpit_Horizon_Experience\/Admin_Guides\/How_to_Create_Playbooks\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;How to Create Playbooks&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Blog:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/www.gainsight.com\/blog\/why-scale-and-efficiency-are-important-for-your-business\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Why Scale and Efficiency Are Important for Your Business&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;\t&lt;li&gt;\t&lt;p&gt;&lt;span style=\&quot;color:#000000;\&quot;&gt;Pulse Video:\u00a0&lt;\/span&gt;&lt;a href=\&quot;https:\/\/pulselibrary.gainsight.com\/video\/defragmenting-your-customer-experience-across-teams\/\&quot;&gt;&lt;span style=\&quot;color:#1155cc;\&quot;&gt;&lt;u&gt;Defragmenting Your Customer Experience Across Teams&lt;\/u&gt;&lt;\/span&gt;&lt;\/a&gt;&lt;\/p&gt;\t&lt;\/li&gt;&lt;\/ul&gt;&quot;,&quot;categoryName&quot;:&quot;Enhance visibility and foster 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