Launched: Bitesize Briefs

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AnnaJ
AnnaJ Member, ALL USERS, Employee Posts: 5 Contributor

 

 The impact of missing and incorrect data can have a significant effect on the conclusions that can be drawn from the information. Part of the Business Partner role is to keep data accurate and relevant to assist with analysis and action. Bitesize Briefs are here to help! These short, concise decks are aimed to support you with the various data related processes and procedures that you come across every day that impacts the information you see in Customer & Pod Health, Gainsight and Salesforce. Click on an image below to view the deck via Box.

 

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Why is Account Management important? How can Business Partners help with validating accounts? What is the impact if data is missing? Find answers and more in this 4 page deck.
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This short, 2 pager will explain how to qualify an expand and gives you helpful tips to assist in your expand journey.
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Find out more about the tools we use to gather customer data, how data flows and frequency of updates. 
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Which areas of Gainsight require updates? How does data in Gainsight impact the business? This 3 page guide will answer some common Gainsight questions and point you in the right direction for Gainsight collateral.
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This condensed guide covers topics on Workspace GUIDs, provisioning process and how to create and track workspace requests. 
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Want a really quick refresher on renewals. This handy guide encompasses most common topics associated with renewals.
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 This deck encompasses all things related to Account Use Cases.

 

Do reach out to customer.operations@anaplan.com if you are interested in seeing further topics in this series or have questions.