No Handoff Left Behind: Using CS Intelligence to Drive Renewals, Expansion, and Team Continuity
45 min.
2026
Event:
Pulse 2026
Speakers
Kelly Egan, Erica-Lynn Kolar (Gainsight)
Session Abstract
This session explores how Customer Success and Account Management teams can work together more effectively to drive renewals, expansions, and stronger customer relationships. Attendees will learn how to use Gainsight and Staircase AI to surface key stakeholders, relationship insights, and engagement signals, enabling smoother handoffs, better continuity during team transitions, and greater alignment around customer outcomes. The discussion will also cover practical frameworks for coordinating renewal and expansion strategies using shared account health and customer intelligence.