Effortless EBRs: How CS Ops Powers Standardization & Scale with Success Snapshots

Session Abstract

CS Operations is the key to eliminating manual work and scaling impact. Without automation, preparation for EBRs can feel manual and time-consuming, but it doesn’t have to be. Learn how Flexential’s Ops team leveraged Gainsight’s Success Snapshots to automate, standardize, and scale customer reporting, ensuring every EBR is seamless and data-driven. Walk away with strategies to streamline prep, improve reporting, and free CSMs to focus on strategic conversations—not slide creation. Key learnings: How to automate customer-specific decks while maintaining consistency and accuracy. Leveraging dashboards and recap slides to track and communicate outcomes. How to reduce admin work so teams can prioritize high-value customer engagements.