Customer Success3 workflowsCore in 3Enriched
Gainsight
Customer success platform for retention and expansion
Gainsight is a customer success platform used to manage account health, success plans, customer notes, renewals, and expansion workflows. Customer success and customer marketing teams can use it to support QBRs, advocacy, adoption reviews, and customer expansion plays.
Common uses
Customer-success handoff, outcomes, and expansion recordsHealth scores, CSM notes, and success plansCustomer health, notes, and success plans
Primary workflow links
Customer MarketingCore tool
Generate QBR decks from product usage, success notes, and business outcomes
Role: Customer health, notes, and success plans
RevOps & CRMCore tool
Turn closed-won deals into implementation handoffs and expansion seeds
Role: Customer-success handoff, outcomes, and expansion records
Customer MarketingCore tool
Turn customer expansion signals into coordinated CSM, AE, and marketing plays
Role: Health scores, CSM notes, and success plans
3 core usesView tool page ->