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Available Courses

ELearning

Admin - User Management - NXT

In this course you will learn how to add and manage users in Gainsight. Topics include loading users to User Management and setting up user permissions and access.

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Admin - Foundations - NXT

In this course, you will learn the basics of Gainsight from an Administrative perspective. The course covers the following topics:

  • Admin training overview
  • What is Gainsight?
  • Help tools
  • What is an Admin?
  • Vocabulary
  • Gainsight architecture

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Courses

Adoption Champion Training - NXT & SF

15 minute introduction to Gainsight training offering for insight into what's available to support your initial launch and ongoing training needs.

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Train The Trainer - NXT

18 minute presentation designed to provide guidance and best practices on how your trainer can train your end users on Gainsight.

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Train the Trainer - SF

18 minute presentation designed to provide guidance and best practices on how your trainer can train your end users on Gainsight.

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Admin - Foundations - SF

Learn the basics of Gainsight from an Administrative perspective. This course covers the following topics:
  • What is Gainsight, Help Tools, What is an Admin, Vocabulary, Gainsight Architecture, and What is Best Practice Library
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    Admin - Basic Data Management - NXT

    **UPGRADED PLATFORM** This 2 part course covers the following:
  • Data Spaces, Data Management, MDA, Key Concepts, MDA Interface, and Loading Data to MDA Objects
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    Admin - Basic Data Management - SF

    This 2 part course covers the following:
  • Data Spaces, Data Management, MDA, Key Concepts, MDA Interface, and Loading Data to MDA Objects
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    Admin - Basic Rules Engine - NXT

    **UPGRADED PLATFORM** This 2 part course prepares you to work with the Rules Engine and build Rules in Gainsight. This course covers the following topics:
  • Rules Engine Overview, Anatomy Of A Rule, Creating A Rule - Walk Thru, Best Practice Tips, and Troubleshooting
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    Admin - Basic Rules Engine - SF

    This 2 part course prepares you to work with the Rules Engine and build Rules in Gainsight. This course covers the following topics:
  • Rules Engine Overview, Anatomy Of A Rule, Creating A Rule - Walk Thru, Best Practice Tips, and Troubleshooting
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    Admin - Reports & Dashboards - SF & NXT

    This course will prepare you to design Reports and Dashboards. This course covers the following topics
  • Reports
  • Dashboards
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    Admin - Cockpit & Playbooks - SF & NXT

    This course will prepare you to work with Cockpit, CTAs and Playbooks. This course covers the following topics:
  • Understand Cockpit Functionality, Manual Creation and Editing of CTAs, Create and Manage Playbooks, and Leverage Best Practice Library for Playbooks
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    Admin - C360 & Timeline - SF & NXT

    This course will prepare you to work with the C360 and Timeline in Gainsight. This course covers the following topics:
  • Navigate C360, Understand How To Customize C360, Understand Timeline Features, and Understand G360 Features
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    Admin - Scorecards - SF & NXT

    This course will prepare you to work with Gainsight's Scorecard feature. This course covers the following topics:
  • Overview Scorecards, Review Best Practices, Scorecard Configuration, and Review Multiple Scorecard Use Cases
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    Admin - Surveys - SF

    This course will prepare you to work with Gainsight's Survey feature. This course covers the following topics:
  • Design and distribute surveys within Gainsight, Create branching and linked questions, Create CTAs based on Survey results, and Analyze Surveys and NPS results
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    Admin - Journey Orchestrator - SF & NXT

    This 2 part course will prepare you to work with Gainsight's Journey Orchestrator tools. This course covers the following topics:
  • Introduction to Journey Orchestrator, Program Models, Prep Steps, Creating an Outreach, Adding Participants, Building Your Model, Outreach Status, and Best Practice Tips
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    Admin - Business Modeler - SF

    This course will prepare you to use Gainsight's Business Modeler tools. This course covers the following topics:
  • Overview Of Relationships, Explore Use Cases, Relationship Configuration, and Configuring R360
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    Admin - Success Plans - SF & NXT

    This course will prepare you to use Gainsight's Success Plans. This course covers the following topics:
  • Overview of Success Plans, Use Case Examples, Anatomy Of A Success Plan, and Prep Work & Exercise
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    Admin - Advanced Data Management -SF

    This 2 part course will prepare you to work with Gainsight's Data Management tools including S3. This course covers the following topics:
  • MDA Deep Dive, Using S3 Connector, Core Concepts, and Exercises & Workshop
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    Admin - Advanced Bionic Rules - SF

    This 2 part course will prepare you to work with advanced features of Gainsight's Rules Engine. This course covers the following topics:
  • Using Merge, Pivot and Transformation Tasks, Sourcing Both Salesforce And MDA Data, and Creating Actions to Load Data, Set Scores, Create CTAs
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    Gainsight - Foundations - NXT (fka 101)

    (26 minutes - for Gainsight NXT edition only) If you're a new Gainsight end user, please start here! This short course provides a foundation for understanding Gainsight including a brief demo of key capabilities.

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    Gainsight - Reports & Dashboards - NXT (replaces 102)

    (19 minutes -- for Gainsight NXT edition only) Covers how to take advantage of Dashboards to manage the part of the business that matters most to you!

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    Gainsight - 360 & Timeline - NXT (replaces 102)

    (34 minutes - for Gainsight NXT edition only) Covers using the 360 screens for research & call prep, Timeline for centralized note-taking in Gainsight, and an overview of health scores including trends over time

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    Gainsight - Cockpit & Playbooks - NXT (replaces 102)

    (23 minutes - for Gainsight NXT edition only) Covers using Calls-to-Action (CTA) in Cockpit to manage which customers to reach out to when and why as well as Playbooks which are recommended tasks to complete a CTA -- some of those tasks may include prebuilt email templates to help save time!

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    Gainsight - Success Plans - NXT

    (10 minutes - for Gainsight NXT only) Covers how to take advantage of Success Plans to capture, track activity, and share progress on your customers’ key goals as well as other key moments of truth along the customer journey

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    Gainsight - Foundations - SF (replaces 101)

    (23 minutes - for Gainsight Salesforce edition only) If you're a new Gainsight end user, please start here! This short course provides a foundation for understanding Gainsight including a brief demo of key capabilities

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    Gainsight - Reports & Dashboards - SF (replaces 102)

    (12 minutes - for Gainsight Salesforce edition only) Covers how to take advantage of Dashboards to manage the part of the business that matters most to you!

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    Gainsight - 360 & Timeline - SF (replaces 102)

    (28 minutes - for Gainsight Salesforce edition only) Covers using the 360 screens for research & call prep, Timeline for centralized note-taking in Gainsight, and an overview of health scores including trends over time

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    Gainsight - Cockpit & Playbooks - SF (replaces 102)

    (20 minutes - for Gainsight Salesforce edition only) Covers using Calls-to-Action (CTA) in Cockpit to manage which customers to reach out to when and why as well as Playbooks which are recommended tasks to complete a CTA -- some of those tasks may include prebuilt email templates to help save time!

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    Gainsight - Success Plans - SF (replaced Gainsight 103)

    (10 minutes - for Gainsight Salesforce edition only) Covers how to take advantage of Success Plans to capture, track activity, and share progress on your customers’ key goals as well as other key moments of truth along the customer journey

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    Gainsight 101 (Starting Feb 2019 being replaced by Gainsight - Foundations)

    **Starting Feb 2019 being replaced by Gainsight - Foundations** Gainsight 101 provides an overview of Gainsight from an End User or a CSM's perspective. The series provides you with information on how to work efficiently in Gainsight, how to use its many different features, and how to get Gainsight to work for you to make your life easier instead of more difficult. This is the first of three parts.

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    Gainsight 102 (Starting Feb 2019 being replaced by Gainsight application-based trainings)

    **Starting Feb 2019 being replaced by Gainsight application-based trainings i.e. Cockpit & Playbooks, 360 & Timeline, Reports & Dashboards, etc...** Gainsight 102 is the second part of the Gainsight 100 series. This section will cover Cockpit, one of the two most used sections for a CSM, as well as CoPilot.

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    Gainsight 103 (Starrting Feb 2019 being replaced by Gainsight application-based trainings)

    **Starting Feb 2019 being replaced by Gainsight application-based trainings i.e. Cockpit & Playbooks, 360 & Timeline, Reports & Dashboards, etc...** Gainsight 103 is the final part of the Gainsight 100 series. This section covers the Customer 360 or C360, the other area that CSMs typically spend the rest of their time while in Gainsight. It also covers TImeline and its many different uses.

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    CSM 101

    This self-paced course, made up of 12 lessons developed by top Customer Success experts, provides you with the critical foundation for a career as a Customer Success Manager. CSM 101 is step one of three on the way to becoming a Certified Customer Success Manager. Time to complete all three courses is around 5 hours. Click on the course to get a full description of each lesson.

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    CSM 201

    This self-paced course, made up of 12 lessons developed by top Customer Success experts, provides you with the critical foundation for a career as a Customer Success Manager. CSM 201 is step two of three on the way to becoming a Certified Customer Success Manager. Time to complete all three courses is around 5 hours. Click on the course to get a full description of each lesson.

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    CSM 301

    This self-paced course, made up of 12 lessons developed by top Customer Success experts, provides you with the critical foundation for a career as a Customer Success Manager. CSM 301 is the final step of three on the way to becoming a Certified Customer Success Manager. Time to complete all three courses is around 5 hours. Click on the course to get a full description of each lesson.

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