What is Cockpit?
Cockpit is the day to day workspace for Customer Success Managers (CSMs) and account managers, and helps users drive revenue and mitigate risks faster from a centralized location.
Cockpit is used as a default landing page for action-oriented CSM teams so that they are able to more effectively address all current and potential issues and opportunities (Calls to Action) in their customer base, and as a result, are able to scale their operations easily.
CTAs can be created manually, but more often are triggered by business rules that analyze usage data and Salesforce native data. For each CTA that appears in the CSM's Cockpit, a prescribed playbook of best practice tasks can help guide the CSM through the right steps.
Calls to actions (CTAs) are tied to customers and are the backbone of Cockpit. CSMs can group and sort CTAs by due date, types and reasons, and more, in the Cockpit List View.
Click here to watch the overview of Cockpit.
How a Gainsight CSM uses Cockpit?
Click on the image to watch a video on how a Gainsight CSM uses Cockpit.
Choose the most appropriate answer
Match the items in the left column with the answers in the right column.
List ViewList view of all CTAs and tasks with group and sort options
PlaybooksSetup and view playbooks
CoPilotEmail tool for success communications