Learn how Gainsight identifies business need during the sales cycle, delivers business value throughout the customer lifecycle, and demonstrates value to drive retention, expansion, and advocacy. Along the way, see how you can adapt the Value3D framework to drive customer success in your organization.
5. Value Discovery, Delivery, and Demonstration
A cross-functional initiative to:
1. Discover Value levers during the sales cycle
2. Deliver Value throughout the customer lifecycle
3. Demonstrate Value to drive expansion and advocacy
6. Value3D – Cross-Functional Impact
Enable customer to
roll out
recommended
business processes
Demonstrate ROI
and capture as
advocacy/expansion
Sell value over
features
Solidify and
consistently
message our value
proposition
Identify key business
challenges during
sales cycle
DeliveryDiscovery Demonstration
7. Value3D – Cross-Functional Impact
Enable customer to
roll out
recommended
business processes
Sales
Demonstrate ROI
and capture as
advocacy/expansion
Sell value over
features
Solidify and
consistently
message our value
proposition
Marketing/PMM Services + CSM
Identify key business
challenges during
sales cycle
DeliveryDiscovery Demonstration
12. Value3D – Cross-functional Impact
Discovery Delivery Demonstration
Teams
Tools
● Sales
● Marketing, PMM
● Adjust positioning
● Sell business value
● 5 Pillars of CS
● Discovery guide
● Business
challenges slides
● ROI estimator
Impact
13. Value3D – Cross-functional Impact
Discovery Delivery Demonstration
Teams
Tools
● Sales
● Marketing, PMM
● Services
● CSMs, CSAs
● Adjust positioning
● Sell business value
● Adjust onboarding
● Develop content
● 5 Pillars of CS
● Discovery guide
● Business
challenges slides
● ROI estimator
● Business process
mapping
● Configuration
documentation
● SFDC Field
● Success Plans
Impact
14. Value3D – Cross-functional Impact
Discovery Delivery Demonstration
Teams
Tools
● Sales
● Marketing, PMM
● Services
● CSMs, CSAs
● CSMs, R&E, Sales
● Marketing
● Adjust positioning
● Sell business value
● Adjust onboarding
● Develop content
● Track progress
● Prep for value
discussions
● 5 Pillars of CS
● Discovery guide
● Business
challenges slides
● ROI estimator
● Business process
mapping
● Configuration
documentation
● SFDC Field
● Success Plans
● Success Plans
● Reporting
● Updated QBR deck
Impact
15. Company-wide Engagement
Marketing: Website content and structure; ROI case studies
Product Marketing: Positioning, Sales collateral, and training
Sales: Value selling strategy and business challenge tracking
CSM: Business process roll-out documentation + Success Plans
Services: Implementation implications of business process focus
Product Management: Building out Gainsight Vault to help scale