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01.25.2017
RingCentral’s Path to
Customer Success
Agenda
1.  Introductions
2.  Why Gainsight
3.  Challenges
4.  Future Plans
5.  Q&A
Today’s Presenters
Tim Wilbourn
Customer Retention &
Strategy Director,
RingCentral
Chris Beaven
Enterprise Customer
Success Manager,
Gainsight
Global coverage
80+ COUNTRIES Magic Quadrant
Worldwide Leader
2,600+
team members
67% customer-facing
365,000+
business customers
13+ years of
INNOVATION
18%
Revenue
committed
to R&D
Worldwide Leader in Cloud Communications &
Collaboration
500 – 1,000
Employees
100 – 500
Employees
Less than 100
Employees
1,000+
Employees
Carriers
Selected by Leading Organizations
Why did we buy?
What we were looking to do?
Drive Consistency Across the Team
Increase user adoption
Scale Existing Operations
1
2
3
Scope of the RFP
•  Drive Consistency Across the Team
•  Team had expanded to 200 Signature Account Managers
•  5 Offices World Wide
•  Scale Existing Operations
•  Transition the strategy from reactive towards proactive approach
•  Internal Security and CPNI requirements
•  Increase Customer Adoption
•  Needed a single source of usage information for customer
What challenges did
you face?
Implementation was not simple
Implementation Crawl Walk Run
Data Source
$$$
What does the future
hold?
Gainsight will act as the system of
record providing the ‘single pane of
glass’ for customer data
•  SFDC standard and custom objects
•  Lifecycle CTAs
•  Lifecycle CoPilot Outreaches
•  Success Plans
Crawl
Game Planning the Future
Phase 1
Enable customer success playbooks
to catch risks early and minimize
escalations
•  Automated Health Scorecards
•  Engagement-driven CTAs
•  Data Integration
Walk
Phase 2
Cross-functional collaboration
•  Migrate existing processes into a
single system
•  Dashboards and Reports for full
visibility
•  Engagement-driven CoPilot
Outreaches
•  Engagement-driven CTAs
Run
Phase 3
Q&AQ&AQ&A
Thank YouThank YouThank You

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RingCentral's Path to Customer Sucess

  • 2. Agenda 1.  Introductions 2.  Why Gainsight 3.  Challenges 4.  Future Plans 5.  Q&A
  • 3. Today’s Presenters Tim Wilbourn Customer Retention & Strategy Director, RingCentral Chris Beaven Enterprise Customer Success Manager, Gainsight
  • 4. Global coverage 80+ COUNTRIES Magic Quadrant Worldwide Leader 2,600+ team members 67% customer-facing 365,000+ business customers 13+ years of INNOVATION 18% Revenue committed to R&D Worldwide Leader in Cloud Communications & Collaboration
  • 5. 500 – 1,000 Employees 100 – 500 Employees Less than 100 Employees 1,000+ Employees Carriers Selected by Leading Organizations
  • 6. Why did we buy?
  • 7. What we were looking to do? Drive Consistency Across the Team Increase user adoption Scale Existing Operations 1 2 3
  • 8. Scope of the RFP •  Drive Consistency Across the Team •  Team had expanded to 200 Signature Account Managers •  5 Offices World Wide •  Scale Existing Operations •  Transition the strategy from reactive towards proactive approach •  Internal Security and CPNI requirements •  Increase Customer Adoption •  Needed a single source of usage information for customer
  • 10. Implementation was not simple Implementation Crawl Walk Run Data Source $$$
  • 11. What does the future hold?
  • 12. Gainsight will act as the system of record providing the ‘single pane of glass’ for customer data •  SFDC standard and custom objects •  Lifecycle CTAs •  Lifecycle CoPilot Outreaches •  Success Plans Crawl Game Planning the Future Phase 1 Enable customer success playbooks to catch risks early and minimize escalations •  Automated Health Scorecards •  Engagement-driven CTAs •  Data Integration Walk Phase 2 Cross-functional collaboration •  Migrate existing processes into a single system •  Dashboards and Reports for full visibility •  Engagement-driven CoPilot Outreaches •  Engagement-driven CTAs Run Phase 3