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Gainsight/CustomerNotes/H1/H1.md
2022-09-16 15:43:56 -04:00

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# H1
- Open Access might solve some of their issues
- Reconsidering their relationship with Okta
- Okta tripled their cost and doubled the per person cost
- Okta authenticates their entire application and for internal use
- This change will be the most pressing for when they decide
- Should be decided on within 6 weeks
- CSM team uses Catalyst
- Sales team uses Salesforce
* Haven't really used Northpass reporting
* They contractually provide a training system
* They need to figure out how to get the right training to the right people at the right time
* Smaller clients get 1 in person training, the rest via Northpass
* QBR show utilization or change - increase enrollments and actually starting the course
* They need to track if no one is logging in and how to reach out
Within a month Marceline will have some additional information and it seems like good news for her (a promotion?)
Next meeting: September 2, 2022