gainsight-cs
Gainsight customer success platform for health monitoring
What this skill does
# Gainsight Customer Success ## Overview The Gainsight CS skill provides integration with Gainsight's customer success platform for health score retrieval, timeline activity access, success plan management, and risk/opportunity signal monitoring. This skill enables proactive customer management and expansion identification. ## Capabilities ### Health Score Access - Retrieve composite health scores - Access individual score components - Track health trends over time - Identify score threshold breaches ### Timeline Activity - Access customer timeline entries - Track touchpoints and interactions - Monitor milestone completions - Review historical engagement ### Success Plan Management - Create and manage success plans - Track objective completion - Monitor action item progress - Align stakeholder expectations ### Risk & Opportunity Signals - Identify at-risk accounts - Surface expansion opportunities - Track signal triggers - Prioritize intervention actions ## Usage ### Account Health Review ``` Pull comprehensive health data for an account including scores, trends, and recent activity. ``` ### Risk Identification ``` Identify accounts with declining health scores or triggered risk signals requiring attention. ``` ### Expansion Opportunity ``` Surface accounts with strong health and expansion signals for upsell outreach. ``` ## Enhances Processes - customer-health-monitoring - account-expansion-upsell - strategic-account-planning - qbr-process ## Dependencies - Gainsight subscription - Health score configuration - CRM and product usage integrations
Related in Sales & CRM
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customer-success-manager
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customer-success-manager
IncludedMonitors customer health, predicts churn risk, and identifies expansion opportunities using weighted scoring models for SaaS customer success
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IncludedAnalyzes RFP/RFI responses for coverage gaps, builds competitive feature comparison matrices, and plans proof-of-concept (POC) engagements for pre-sales engineering. Use when responding to RFPs, bids, or proposal requests; comparing product features against competitors; planning or scoring a customer POC or sales demo; preparing a technical proposal; or performing win/loss competitor analysis. Handles tasks described as 'RFP response', 'bid response', 'proposal response', 'competitor comparison', 'feature matrix', 'POC planning', 'sales demo prep', or 'pre-sales engineering'.