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Conference Presentation

Leveraging Gainsight at Tableau for CSM Efficiency and Automation

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Tableau, a global leader in visual analytics, is on a mission to help people see and understand their data. In early 2017, Tableau expanded licensing options to include subscription offerings on all products, resulting in heightened focus on customer success. The global team, led by Chris Bates, refined the strategy to develop a true cross-functional “Customers-for-Life” approach. 2018 heralded significant investment in Field and Inside CSMs and Engagement Marketing. Gainsight was selected as the platform to manage CSM activities and over the course of the following year we fine-tuned our implementation to operate efficiently using technology and automation, including the evolution of a healthscore. Focus is on helping customers with adoption and maximizing business value.  Join Chris Bates, VP of global customer success at Tableau, and Jenny Beazley, senior director of customer solutions at Tableau, as they share learnings on effective strategies and tactics for those working to define and operationalize a differentiated experience for their customers. 

Presented By:

Jenny Beazley

Sr. Director, Customer Solutions Programs & Operations, Tableau

Publish Date: May 8, 2019

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Peg Rodarmel, SVP, Subscription Services, Infor

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