AMA: Gainsight Senior Director - Client Outcomes, Kiran Panigrahi on Establishing the Customer Success Function
March 20 @ 10:00AM PT
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Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y
My focus is on learning, optimising, and driving impact. Here’s my structured 30-60-90 day approach:30 Days – Learn & AlignDeep dive into company goals, customers, an...
1307 Views
3 requests
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y
When setting up Customer Success from scratch or the base, the focus is on foundations, processes, team culture, and hiring the right people, all while staying agile and ...
1004 Views
1 request
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y
Before implementing a Customer Success platform, renewals, expansion, and customer health can be tracked manually using spreadsheets, CRM reports, and regular check-ins. ...
462 Views
1 request
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y
My focus is on learning, optimising, and driving impact. Here’s my structured 30-60-90 day approach:30 Days – Learn & AlignDeep dive into company goals, customers, an...
575 Views
1 request
What is your advice for creating and/or improving the customer success process when joining a small but growing team?
Particularly for a small company with no or little structure?
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y
Sure thing! Start by deeply understanding the customer journey...Identify: identify gaps in onboarding, adoption, and renewals. Define: List out clear processes and playb...
437 Views
2 requests
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y
Customer Success and Sales should align on shared metrics like customer retention, growth, and satisfaction.To be able to come up with common KPIs such as renewal rates, ...
430 Views
2 requests
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y
A Customer Success team org structure depends on the company's size, business model, and customer segmentation. In my experience managing large CS teams, a structure that...
745 Views
1 request
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y
While the mission of CS in any org, irrespective of small and large company, needs to be "Client Needs = CS = Business Outcomes"In a small or early startup culture, Custo...
466 Views
2 requests
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y
As per me, a startup should hire its first Customer Success Manager when it secures recurring revenue and has at least a few paying or subscribed customers. This is typic...
499 Views
1 request
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y
Transitioning from a company where Customer Success is well-established to one where you have to build it from scratch comes with a mix of challenges and unexpected reali...
494 Views
1 request
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y
CS is always the growth driver for the company!When I was the first Customer Success Manager back in those days, establishing the function, prioritisation is key to creat...
930 Views
1 request
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y
Retaining good Customer Success talent requires a mix of growth opportunities, strong culture, and meaningful work. Here’s how to keep your best people engaged and motiva...
768 Views
1 request
Where do you see the future of customer success heading?
What skills will a future customer success manager need that he/she doesn't have today?
Salesforce Director - Customer Success | Formerly HSBC, DELL, DELOITTE, AGILECRM, GAINSIGHT • 1y
The future of Customer Success is evolving beyond traditional retention-focused roles into a strategic, revenue-driving function with deep technical expertise. Based on m...
785 Views
1 request