About the CS App Enablement for CSM/TAM training

The CS App Enablement for CSM/TAM course provides an overview of the migration to the Customer Success App in Salesforce and how this change reshapes Customer Success execution. As Customer Success work moves out of Gainsight and into Salesforce, the CS App creates a single, shared system for managing customer outcomes, risks, and engagement across the account team.

In this course you’ll explore why this migration matters, what is changing, and what is staying the same. You’ll gain visibility into how the Customer Success App brings consistency and transparency to customer work by centralizing success plans, objectives, risks, and execution directly within Salesforce.

Audience

This course is intended for Customer Success Managers (CSMs) and Technical Account Managers (TAMs) who need to understand the transition to the Customer Success App and how Customer Success work is managed in Salesforce.

Agenda

This course covers key topics such as:

• Why Customer Success is migrating from Gainsight to Salesforce.

• What is changing and what is staying the same.

• The structure of the Customer Success App and its core components.

• How success plans, objectives, risks, and execution are managed in the CS App.

• Where to find workflow demos, job aids, and ongoing enablement in Highspot.

Learning objectives

By the end of this course, you should be able to:

• Explain why the Customer Success App migration matters.

• Identify the core components of the Customer Success App.

• Explain how customer success, risks, and execution are tracked in Salesforce.

• Locate additional CS App enablement resources in Highspot.