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Gainsight Inc.

Upsell Workflow for CSMs & Sales

Gainsight's product marketing team put together this detailed guide on Upsell Workflow. This document explains how the Customer Success and the Sales team can work together using Gainsight and Salesforce to generate, manage and capture Upsell Opportunities for your business. In addition, below is a 3-minute video on how Sales teams can use Gainsight and Salesforce workflow to increase pipeline.

The guide describes the end user’s workflow from the perspective of the CSM and Sales/Renewals Manager, and then it covers the configuration steps needed by the Administrator to enable the workflow.

Gainsight for Sales Pipeline Development

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