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

948 B

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