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Best Practices for Using Success Snapshots July 12, 2016 Carissa Aiello

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Best Practices for Using Success Snapshots July 12, 2016 Carissa Aiello

Housekeeping •  Audio / visual check – please “raise your hand” if you can see my

screen and hear me

•  Please post your questions in the Q&A section of the GoToWebinar widget

•  If you encounter any issues during the webinar, please send a message via chat

•  This webinar is being recorded and will be shared with you

Agenda

• Review Business Use Cases for Success Snapshots • Success Snapshots Workflow • PPTX File Requirements • SFDC Permissions Required • Show Example Success Snapshot (Final Product)

©2015 Gainsight. All Rights Reserved.

©2015 Gainsight. All Rights Reserved.

©2015 Gainsight. All Rights Reserved.

©2015 Gainsight. All Rights Reserved.

©2015 Gainsight. All Rights Reserved.

©2015 Gainsight. All Rights Reserved.

©2015 Gainsight. All Rights Reserved.

Example Success Snapshot

(Final Product)

Child-like Joy

©2015 Gainsight. All Rights Reserved.

Q & A

©2015 Gainsight. All Rights Reserved.

Join the Conversation on Community •  Link: https://community.gainsight.com/gainsight/topics/cs-knowledge-drop-success-snapshots •  You can find best practices from previous webinars by visiting community.Gainsight.com

•  Keyword: CS Knowledge Drop