Gainsight CS vs. Gainsight PX

I love using Gainsight CS for global collaboration, monitoring account health, digging into potential churn risks, summarizing account activity, logging account activity and having an overall historic record of account activity across multiple account teams, especially in my segment on a global account team.

Incentivized

It’s a robust tool that allows you to easily map and track key features and actions within your products. It also allows for in app communications to help guide the user through the path you want them to follow. The ability to connect with Gainsight CS also allows you to leverage that data to drive actions for the account team, incorporate it in health scoring, and use it to trigger digital programs. You do need a well thought out strategy for management of the platform, the data and how you will use it.

• Ability to capture all customer information in one spot
• Gantt charts for overall success plans to map out TAM deliverables
• Automatically integrate feeds from sources to build reports as needed
• Ability to capture customer follow-up tasks so I'm not trying to capture the list of actions too repetitively (e.g. using the "Tasks" section of an entry)
• Ability to use the plugin to automatically add emails to timeline; ability to use calendar integration to automatically add meeting minutes that will sync up to Gong notes

Incentivized

• Mapping your product is easier with PX than with Google Analytics (mapping your product makes usage data appear as hits on mapped URLs, buttons, etc)
• PX is good at showing simple messaging popups to customers.
• PX Badge functionality—a persistent hover- and click-enabled popup launcher, positioned on select pages and attached to select elements—works well as a self-serve resource for users. It can be unobtrusive yet right there when needed.
• PX modal content is fully editable HTML with plenty of flexibility.
• Audience filters are really powerful. You can target users by many built-in and dev-configurable attributes, like device-type (which helped me work with mobile web users), browser, account, parts of the application visited/used in the last day, and many more.

Incentivized

• Quite time consuming from a system admin perspective. It can do almost anything but does nothing without a system admin building it. Example, I wanted to identify accounts in Gainsight that didn't have any contacts (people) records. It's possible, but requires creating a custom field and a rule in the Rules Engine, and then a report.
• Customer Goals and Success Plans feel like they should be tightly connected but aren't. My impression is that these were two separate features developed at different times that have never been properly reconciled.
• Need better customer facing features. Hoping that the new Spaces functionality is a good answer to this.
• Connection between CTAs and Tasks can get confusing. Some follow up items are so simple that I want to just create a CTA without any tasks, but the flaw with that approach is that it won't show up if I have any views that are based on Tasks. So I have to toggle between views of CTAs and Tasks and understand them as sometimes the same thing and sometimes different things.
• It's nice to be able to send a Timeline entry via email, which we WANT to use for sending meeting recaps, but there isn't a way to have an email template in this area. Our CSMs send many, many meeting recaps via email and we haven't been able to identify a good approach that gives us both a fast process for CSMs and a professional customer facing email.

Incentivized

• Generate reports based on predefined segments is not possible. This is essential for us for creating an onboarding workflow.
• On-screen guides randomly lose their mapping and need re-calibration. This might be due to our application responsive technology.
• Missing customization on certain engagements - Creating a delay is not possible for all types which is needed.

Incentivized

Great tool and we've spent a lot of time getting it up and running. Unless something else comes a long that does a similar function for less money we will consider jumping cause we are always looking to save budget where we can. Till then I think we are satisfied with Gainsight at the moment.

Incentivized

I like the product, find it pretty easy to use. As we move forward, looking forward to using more of the functionality.

Incentivized

Gainsight CS earns a 10/10 usability rating for me by prioritizing strategic power and deep configurability over simplistic, rigid design. Instead of forcing users into a generic workflow, the platform allows us to build bespoke health scores and playbooks that align perfectly with our unique business model. This high degree of customization ensures that the tool acts as a tailored workspace that meets the needs of mature CS organization like ours. By leveraging the proactive CTA triggers, Gainsight CS reduces the manual burden on our CSMs, allowing them to focus on high-value customer interactions rather than administrative data hunting. It ultimately functions as a professional grade cockpit that empowers our team to manage complex revenue lifecycles with precision and repeatability.

Incentivized

It is a good product, but like with every product, there is room for improvement or even just things I, as a user, would prefer, such as the ability to click on a company and have it go to Salesforce instead of Insight. It can also be difficult to find certain reports.

Incentivized

Rarely any issues with availability or outages. When they do occur, there is excellent communication and consistent updates. Bugs are usually addressed in a timely manner, and communication around those issues is also extremely good

Incentivized

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.

Incentivized

I have not had to contact support frequently but when I have I used the chat and my questions were answered immediately. I've also used their knowledge center, help documentation and training videos which are all very thorough. The support we've received from our Customer Success Manager has been helpful as well.

Incentivized

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.

Incentivized

Gainsight is catered towards CS, while the others cover a broader range of roles. Because Gainsight is designed for CS, it is the gold standard and enables the CS team to work like a well-oiled machine. Other tools tend not to have as efficient a system for task tracking and risk mitigation.

Incentivized

I have used and evaluated a few similar products to Gainsight PX, including Appcues, WalkMe, and Pendo. I found that Gainsight PX was the most comprehensive and user-friendly platform, offering features such as customizable onboarding flows, product usage tracking, and automated customer success workflows.

Incentivized

It can lean a little heavily toward Customer Success, but the ability to customize many areas based on specific user or account characteristics allows you to make it work across many different roles. This also makes collaboration within the tool across teams possible. It a flexible tool if you have a skilled admin to help guide your process building.

Incentivized

• The timeline features - tracking interactions in a log manner is the greatest impact compared to vanilla Salesforce.
• Dashboard View - As good as the timeline features, getting everyone in one view really helps in planning.
• CTA - Task automation helps a lot as it is part of the dashboard. We can make sure by focusing on the most critical task at hand.

Incentivized

• Customer Sentiment. Customers have been excited when we can show them data around usage and where we can improve.
• Deciding to remove features. We have used PX to identify features that have little to no usage which allows us to get rid of unnecessary process and maintenance.
• Identifying areas of improvement. We are able to find areas of our product that we need to focus on improving where previously we would have missed or had a tough time justifying spending time and resources.

Incentivized