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Gainsight's Buyer's Guide to Customer Success Solutions Companion Doc
Gainsight's Buyer's Guide to Customer Success Solutions Companion Doc
Key Steps & Business Challenges
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Key Steps & Business Challenges

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8/9. POC & Solution Design

Do we need a proof of concept?
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Copy this doc
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to use this template.
A Proof of Concept (POC) can be helpful in assessing technical fit. While not always necessary, you might consider it if you have:
Complex source data
Sophisticated customer hierarchies
Diverse user populations
Variable workflows
Desire to launch on a rapid schedule
POCs can help you see beyond the demos, delve into the platform details, and understand how the system works and can work best for you. If you conduct a POC, there are different levels of commitment depending on your needs.
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1️⃣ After copying this doc and sharing it with your team, have each team member add potential POC types to assess. Then have your team click Vote to vote for their favorite POC (most votes rises to the top).
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Add POC
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Proofs of Concept
0
Type
Need
Time Commitement
Considerations
Author
Vote
Upvoters
1
Product Experience
Simulate platform engagement
Access to real dev environment
Experience a full feature set of platform including multi-channel experience.
5-15 hours of POC participant’s time depending on data requirements
Who will run the process
Use cases to test
Chrome plug-in (engagement simulation only)
Tag installation: either on Dev/QA, Mobile, or Production applications
Success criteria
LT
Lola Tseudonym
👍
3
ED
Erin Dame
AC
Alan Chowansky
LT
Lola Tseudonym
2
Customer Success
Want to “click around”
See how your organization would leverage the platform
Understand user experience and functionality configuration.
3-15 hours of POC participant’s time depending on data requirements
Who will run the process
Use cases to test
Sample data needed
Success criteria
AD
Adam Davis
👍
1
ED
Erin Dame
There are no rows in this table
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2️⃣ Decide if you want to get POCs from your list of vendors and which POC to request:
Request POCs from vendor
4
Vendor Name
Who Added
Require POC?
POC Type
1
HubSpot Service Hub
AD
Adam Davis
Customer Success
2
Gainsight
LT
Lola Tseudonym
Product Experience
3
ChurnZero
BD
Buck Dubois
​
There are no rows in this table
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👉 Next:
10/11. Selection & Commercials
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