Coveo is an enterprise search technology which can index data on disparate cloud systems making it easier to retrieve. It has integrated plug-ins for Salesforce.com, Sitecore CEP, and Microsoft Outlook and SharePoint.
$600
per month
Gainsight CS
Score 8.4 out of 10
Mid-Size Companies (51-1,000 employees)
Gainsight’s customer-centric technology aims to drive the future of customer success. The company’s Customer Cloud offers a set of solutions focused on customer success, product experience, revenue optimization, customer experience, and customer data, that together are designed to enable businesses to put the customer at the center of everything they do. The vendor states that companies that use Gainsight grow net retention by up to 33 percent. Learn how leading companies like Okta, SAP Concur,…
Coveo Relevance Cloud is a great solution to implement into Salesforce to provide Knowledge-Centered Support, Enhancements to a Customer Community, to provide sales aids, or to complement your customized app in Salesforce.
Well suited for: consolidated and organized note taking tracking stakeholders contact information if properly configured - identifying and categorizing risk categories less appropriate setting up customer journey takes quite a bit of work to implement and make use of - want best practices baked into the product - "customer journey wizard" reporting is robust but clunky to set up reports and get meaningful data
Gainsight's Data Designer is a powerful tool that allows you to create new tables/data sets from different sources (Create a new table by merging Snowflake, SFDC and Gainsight data that you can use for reporting or be the engine of calls to actions)
The health score is great! with good data and the right workflows in place, you can easily create automated health scores by your desired segmentation
Journey Orchestrator is the best 1:M outreach tool I have seen from any CSP. Very flexible and comprehensive. Can also support surveys! JO can be used for all segments, not just your digital segments!
Gmail/Outlook integration - Our CSMs love that you can send an email and attach it to the gainsight account. You can also create a meeting note in Gainsight and email it to your customers!
Calls to Action/Playbooks are very customizable, interoperable with SFDC and a great way for CSMs to keep on top of their work and also a great tool for reporting outcomes and CSMs work throughout the year
It would be great if Coveo 6 allowed you to rebuild indexes from a certain subtree instead of needing to rebuild the entire tree to see changes. This functionality was added in Coveo 7 and is very useful.
In Coveo 6, integration with Sitecore is more difficult than one would expect. This integration is much improved in Coveo 7.
I have seen cases where an exception thrown when crawling a specific document will cause the indexing to stop completely. I believe this only happens in implementations using custom faceting but it could be handled more efficiently if the trouble document was skipped and the indexing could continue.
Relevancy ranking editor is good but not as powerful as GSA. GSA offers a self-learning scorer which automatically analyzes user behavior and the specific links that users click on for specific queries to fine tune relevance and scoring.
We've ran into issues on multiple clients with Sitecore items being indexed multiple times in Sitecore 7 and Coveo 7. The fix Coveo suggested was to upgrade our Sitecore version and Coveo but unfortunately this didn't resolve our issue. After months of testing we were finally able to resolve this by implementing our own CoveoItemCrawler to get around the issue (based on https://developers.coveo.com/display/public/SC201404/Items+in+the+Same+Language+Gets+Indexed+Multiple+Times;jsessionid=3C1A2AE33540E0A0B8BB52BA3A64AF70).
Integration with RabbitMQ in Coveo 7 seems error prone. We often see the error "The AMQP operation was interrupted" and on occasion, need to restart the Coveo service to get this operating again. In some extreme cases, we have also had to restart the server because of issues when attempting to restart the Coveo service.
Sometimes tying Salesforce Data into Gainsight objects can be challenging. (I don't believe this is a true Gainsight limitation)
I would love to see the ability to create a dashboard directly from JO Analytics, to help save time recreating measure the program analytics already provide. (Since the JO program analytics aren't extensible to everyone, a dashboard needs to be created )
Gainsight offers a level of support that I've not experience before. They will work with you to come up with a solution to a problem - or help match you with another client that has a similar setup as you to get their feedback. Also the functionality that we have built within the software works for us. It's 'easy' to use (once you get the hang of it) and our users rather enjoy working in the software.
I give it this score based on the implementation at my current employer. I don't know if it could be higher based on if the implementation went better, or if there is something on the vendor side that could help. If this were asked at my previous employer, I would have given it a score of 9 or 10.
There are some times when it can take almost a minute to load some of our reports or the rules engine. Within a rule it can also take time to load the actions as they each load one at a time when scrolling. The ability to scroll without waiting would be ideal
The CSMs are very hands-on and helpful, both Elaine and Lane have provided a lot of guidance and value over the years. Support is responsive and will jump on things as needed. The thought leadership and community is probably the most valuable part of our support from Gainsight.
The online videos are very good for basic tasks in the platform, but it isn't very descriptive or helpful trying to make your own specific variables fit the simple example that is typically used. Typically, I'll watch a video, try on my own and still have to get help from support or Customer Success team
I was not part of the implantation (I took over later). However, based on what was passed to me, the tool was not well implemented at our org. I think this had to do with complexity, wrong person assigned in our org, and org buy-in. I think it would have been very successful if we had a better assignment process internally.
Our Salesforce admin is constantly pushing us to adopt more of the features of Salesforce. However, we find that Gainsight is a stronger tool for customization and enhanced interdepartmental communications. Timeline makes it easy to understand where we stand in a customer lifecycle, which is far superior to reviewing an activity history related list in Salesforce.
Quick to find things in a massive database when needed.
Results need to be more concise - sometimes we spend more time looking for the right file than if we were to just search amongst our own networks instead.
Coveo is not always the most useful but does its job when general information is needed.
We increase account coverage by more than 20% through the tools within Gainsight CS to generate actions for our CSMs to prioritize accounts.
Now that we are using Success Plans, we are seeing 65-75% of customer outcomes realized within a 12-month period. This was something we weren't able to track before.
