Gainsight Optimization Services

Maximize Your Gainsight Investment

Do you sometimes feel that Gainsight could be better fine-tuned with your current business needs? Are there new features you haven’t had a chance to implement yet?

We offer Gainsight optimization services designed to ensure you receive optimal value from your investment. Over the past few years CSM Practice has delivered Gainsight Optimization services, where our consultants identify ways you can unlock Gainsight’s full potential. Optimization can range from small modifications to full re-configuration and right through to complex custom development to further automate business processes.


Our optimization services are specifically designed to provide you with:

Gainsight Optimization Benefits

Customer Success Process Review

To ensure a rapid timeline, we begin with a well thought-out knowledge transfer framework, which includes:

  • An on-line pre-kick off questionnaire
  • A one-hour project kickoff call to coordinate project logistics for the optimization project
  • A knowledge transfer workshop (maximum of four hours)
  • Independent review of the Gainsight system and any business or design documents/wish-lists, if such exist
  • Post-review interview session and finalize requirements

Optimization Work

Once we understand your customer success needs and Gainsight goals, we quickly begin on implementing them. The basket of the technical services typically included in an optimization project are:

1) Building new or re-configuring existing business rules
2) Data load (Usage Object/MDA)
3) Configuring additional features
4) Creating advanced graphs, reports and dashboard layouts
5) Surveys configuration


CSM Practice has been a Gainsight consulting partner since 2014. The firm was established by one of the earlier employees at Gainsight, Irit Eizips, who had been an influencer in the evolution of customer success and the decisions related to Gainsight’s product roadmap from its very early phases. As such, CSM Practice is committed with genuine passion to the success of every Gainsight customer. Our mission is to ensure our clients gain the most of their Gainsight investment by providing high quality consulting services.

With CSM Practice services, your company can take advantage of a unique blend of customer success management focus, technical expertise, and experience in change management. We leverage cross-industry best practices in every project with which we are involved. Our Gainsight optimization methodologies are internally developed, proprietary to CSM Practice and based on 20 years of software and management consulting experience.

In addition, we provide deep, cross-functional training for our consultants on our methodologies prior to staffing them on our client engagements. We staff your projects with the right resources and expertise in every facet of any Gainsight development work. Our average consultant has at least 10 years of domain expertise. The majority of our consultants have an SFDC administration certificate, have past experience implementing or configuring the platform and have all been fully trained as Gainsight Administrators.


The CSM Bootcamp was very valuable for us in reviewing our current customer journey and playbooks. The group discussions were great! Everyone learned something new and it gave us a chance to see different approaches to similar customer success situations.

Andrew Kane, VP of Customer Success


Read Our Other Testimonials

CSM Practice is an official Gainsight Consulting Partner providing professional