education.gainsight.comGainsight University

Back Sign In Back to Catalog View Results Searching... Plans Paths Courses Lessons Reset Available Courses Certification Class Schedule Request a Training Org Customer Success Training Welcome to Explore our free online training, register for premium virtual instructor led courses, or earn professional certifications. Don’t know where to start? Watch the overview Watch the Video Admin: Data Designer Prepares you to use Data Designer to discover richer, more meaningful insights from your customer data. 25 min data-designer Admin-NXT CC: Customizing the Design of Your Customer Community You will explore how to customize the layout and branding of your Customer Community. 15 min insided 管理者-ユーザ管理-NXT (Admin: User Management) このコースでは、Gainsightでユーザを管理する方法の概要を説明します。 japanese 管理者 - タイムラインの設定 (Admin: Timeline) 「管理者向けのタイムラインの設定」 コースへようこそ。このコースでは、タイムラインとアクティビティの設定方法について説明します。 japanese 管理者: コックピットとプレイブック (Admin: Cockpit) このコースでは、コックピット の概要を説明します。コックピット は、CSMおよびAMの主要なGainsightワークスペースとして機能し、組織に合わせてコックピット を設定する方法を説明します。 japanese CS Admin: User Management LEVEL 1 PREP - Teaches you how to add and manage users in Gainsight. 30 min user-management foundations User-Management Admin-NXT CS Admin: Redesigned Advanced Program This course explains how admins can build and manage the Advanced Program in Journey Orchestrator. 15 min journey-orchestrator foundations Admin-NXT CS End User: Foundations of Gainsight If you're a new Gainsight end user, please start here! This short course provides a foundation for understanding what Gainsight is and how you'll use it in your daily work. 10 min getting-started End-User-NXT CS End User: Using Email Templates Across Gainsight Learn how to use Email Templates to communicate with your customers. 02:30 getting-more journey-orchestrator CS End User: Team View This course provides an overview of Team View, and explains how to use Team View to access customer information in Gainsight from the Salesforce Account or Opportunity pages. 11 min Limited License Viewer License getting-started End-User-NXT CS End User: Day in the Life of How a CSM Uses Gainsight You'll see how a CSM uses Gainsight on a daily basis to manage their workload. You'll explore tips and best practices for maximizing the value of Gainsight Home, Cockpit, C360, Timeline, and integrations with tools like Zoom and Gong. 12 min getting-started CS End User: Timeline This course provides an overview of Timeline, which serves as a centralized record of all customer interactions. 10 min working-in-gainsight End-User-NXT CS End User: Intro to Gainsight Assist Chrome Plugin This 4 minute video focuses on how a Gainsight template can be used while composing emails in Gmail and how the emails can be logged to Timeline, along with some common business use cases. 4 min working-in-gainsight End-User-NXT End-User-SFDC Admin: Gainsight Home This course explains how to configure the Gainsight Home feature. 15 min gainsight-home Rules Engine: Use Cases Tutorials and Walkthroughs Here you will find a collection of Rules Engine Use Cases, each with a demo video or a step-by-step tutorial. 5 Resources rules-engine Admin: Scorecards LEVEL 1 PREP - Prepares you to work with Gainsight's Scorecard feature. 20 mins foundations scorecards Admin-NXT Rules Engine: TipsTricks Here you will find a collection of resources containing tips and best practices for using Rules Engine. 1 Resource rules-engine Admin: Data Management LEVEL 1 PREP - Teaches you how to load and manage your data in Gainsight. 30 min data-management foundations Gainsight Administrator Practice Exercises It’s time to take the next step in your learning journey. These practice exercises will help you apply what you’ve learned so far, and take your Gainsight administration skills further. They will also help prepare you for the Level 2 and Level 3 Gainsight certification exams. foundations Admin-NXT new-admin admins CS Admin: 360 This course provides an overview of the Customer 360 and the steps to configure C360 layouts. The course also provides and overview of the steps to configure important sections in C360. 10 min foundations 360 Admin-NXT Admin - Reports and Dashboards (Horizon Analytics) LEVEL 1 PREP - Learn how to create and save reports and dashboards. 25 min foundations reports-and-dashboards Admin: CockpitPlaybooks LEVEL 1 PREP - Prepares you to configure Cockpit, CTAs, and Playbooks. 40 min foundations cockpit-and-playbooks Admin-NXT PX TipsTricks: Retention Analysis In this course, you will explore tips and tricks of Retention Analysis that increases the retention of your users. PX TipsTricks: Segments In this course, you will explore tips and tricks for using PX Segments. PX TipsTricks: Reporting In this course, you will explore tips and tricks for using reports in Gainsight PX.. Introduction to Sightline Vault Gainsight’s Sightline Vault provides access to pre-configured solutions built by Gainsight and the broader Gainsight community that help you effectively utilize Gainsight features and incorporate best practices into your Gainsight instance with the click of a button. sightline-vault CS End User: 360 This course provides a detailed overview of the Customer 360, which contains all data related to a customer in one centralized location, and briefly covers the Relationship 360. 15 min working-in-gainsight End-User-NXT Data Designer: TipsTricks Here you will find a collection of resources containing tips and best practices for working in Data Designer. 1 Resource data-designer CS Admin: Surveys Prepares you to use the basic functions and analytics features of Gainsight's Surveys feature. 17 min surveys Admin-NXT NXT - Gainsightホーム (NXT - Gainsight Home) このコースではGainsightホームの概要と、Gainsightホームを使って顧客に関する洞察を得る方法について解説します。 japanese NXT - エンドユーザー向け基礎 (NXT - End User: Foundations) このコースはGainsightを使い始める際に必要となる基本的な情報を提供します。 japanese NXT - ホライゾンレポートとダッシュボード (NXT - Horizon Reports and Dashboards) メモ：このコースは、レポートダッシュボードの ホライゾンバージョンに焦点を当てています。 これは、2021年前半から段階的に顧客にリリースされています。あなたの組織が以前のバージョンのレポートダッシュボードをまだ使っている場合は、 このコースを 代わりに受講してください。 japanese チームビュー (End User: Team View) このコースでは、チームビューの概要およびチームビューを利用してSalesforceのアカウントページやオポチュニティページからGainsightにおける顧客情報へのアクセス方法について説明します。 japanese Chrome プラグイン (End User: Intro to Gainsight Assist Chrome Plugin) この 4 分間のビデオでは、Gmail でメールを作成する際に Gainsight テンプレートを使用する方法と、メールをタイムラインに記録する方法、およびいくつかの一般的なビジネス ユースケースに焦点を当てています。 japanese エンドユーザー: 顧客目標 (End User: Customer Goals) このコースでは、Gainsightの 顧客目標では、部門横断的なチームがどのようにして、顧客目標を総合的に把握、追跡、レポートし、コラボレーションを促進し、価値をアピールすることができるかを探索します。 japanese Configuring Adoption Explorer to Support Your PX + CS Integration Explore how to configure Adoption Explorer to make PX data palpable (and actionable) in CS. 15 min 360-NXT このコースでは、カスタマー360 の概要を説明します。カスタマー360には、顧客に関連する全てのデータが1か所に集約されています。 PX TipsTricks: Tracking User Activity In this course, you will explore tips and tricks for Tracking User Activity in Gainsight PX. Reports and Dashboards: TipsTricks Here you will find a collection of resources containing tips and best practices for building Reports and Dashboards. 1 Resource reports-and-dashboards Reports and Dashboards: Use Case Tutorials and Walkthroughs Here you will find a collection of Reports and Dashboards Use Cases, each with a demo video or a step-by-step tutorial. 3 Resources reports-and-dashboards Data Designer: Use Case Tutorials and Walkthroughs Here you will find a collection of Data Designer Use Cases, each with a demo video or a step-by-step tutorial. 5 Resources data-designer Adoption Champion Training - SFDCNXT This short course explains the Adoption Champion role and responsibilities in Gainsight implementations. 15 min Admin-NXT End-User-NXT Admin-SFDC End-User-SFDC Overview of Business Modeler/Relationships This is a quick walk-through of Business Modeler functionality. 7 min business-modeler PX TipsTricks: Feature Adoption In this course, you'll explore tips and...