Per-account EBR / QBR decks
Generate a tailored review deck per account from health scores, adoption metrics, and success plans.
Gainsight integration
Connect Gainsight to Google Slides and PowerPoint
Slideform turns Gainsight health, adoption, and renewal data into client-ready EBRs and QBRs — refreshed on schedule for every account.
Customer success
Gainsight → Slideform
- Companies, Relationships, and Users
- Customer health scores and trend history
- Success plans, objectives, and milestones
- NPS, surveys, and adoption metrics
- Custom objects and fields
- Lifecycle stage and segmentation data
What teams build with Gainsight + Slideform
Per-account EBRs and QBRs, health-score reviews, and renewal decks driven by Gainsight data.
Renewal cycle automation
Refresh renewal-cycle reporting on schedule so CSMs spend time with customers, not in slides.
Analyst-written commentary
Let the Analyst draft narrative from health-score trends and adoption changes for every review.
Ready to automate Gainsight reporting?
Ship EBRs and QBRs from Gainsight data — refreshed on schedule for every account.