Gainsight CS vs. Heap

I really enjoy using Gainsight CS because we can track our customers through their life cycles through our CSM/Implementation teams, Customer Community, and even our Academy! All of the information is in one spot for us to use and see. I would recommend this product (as well as CC & CE) for any SaaS company that needs visibility across all products and teams.

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Scenarios when Heap was well suited: It is when a user claims that he encountered a bug without giving us the details of the error message. Scenarios where it is less appropriate: Its when we try to capture user interaction in our mobile app

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• One source of truth for all things CS - managing day-to-day tasks.
• Getting ahead of the risk by having a very detailed and evolving health score system. Gainsight's CSM was incredibly helpful in building our risk mitigation plan using the health score, sharing their best practices.
• Having a mutually agreed upon Success Plan that you can share with the customer. It was also incredibly helpful with assigning other parties to take actions, along with due dates and reminders

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• Realtime interactions which are captured automatically is a unique feature which no other product offers.
• Low code implementation is a big plus for marketing teams, as there is less dependency on engineering
• Detailed customer behaviours can be studied with captured replay sessions
• Due to all the above points - it helped to improve customer experience

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• Outlook integration could be better as within Outlook we do not get much insight of the account. While contacting a contact from Outlook, it will be great if the Outlook -Gainsight CS tool can show certain important information, like any pending CTAs, the latest billing amount, and pending certifications, etc. This will improve the communications and make it more aligned with the company and account perspectives.
• Limitations of report creation are user level - As a user I can not create report as per my wish on my set of accounts. Only the admin user has access to that, and also it's very intuitive compared to Salesforce.
• Dashboard customization - as a user I have very much limited options to put in my dashboard. It's all about CTA all the time.

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• I think Heap can improve its onboarding; I would love to see some info that is helpful for someone who isn't in Heap every single day.
• Sharing dashboards can be tricky, it feels like a huge learning curve that I already have forgotten how to do.

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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.

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It's a great platform. I'm glad that one of our product managers introduced it because it has allowed us to create all kinds of new functionality. We're not only able to create a better product experience from our communications because of Heap, but we're also able to generate all kinds of helpful analysis.

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Gainsight CSGainsight's usability is extremely intuitive. The dashboards are modular and the ability to click into each to learn more is helpful to gain visibility and strategizing where to prioritize time as a CSM. Logging activities is also extremely intuitive as is the CTA function. There is some confusion on "Where can I find..." if there are multiple dashboards so an internal AI tool to ask would be helpful as well.

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On a scale from 1-10, I find Heap to be incredibly user-friendly and easy to use. I enjoyed the training videos available and was quickly able to pick up how to create events and reports to track user interactions on our product. I would recommend Heap for its usability first and foremost.

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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

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I've never run into any issues with Heap's availability, Heap is always there when I need it. I haven't run into any issues like application errors or unplanned outages during my 2+ years of using Heap. Each and every time I log in to Heap I have a completely functional experience

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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

Heap doesn't affect page load times considerably nor has a large impact [on] our overall score, as far as page loading times inside of the tool its pretty reliable to retrieve data as much as "instant" that it can be the delay seems to be on data getting tracked into the servers to be read but it's not significant.

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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.

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Heap support has allowed us to troubleshoot and test a lot of different items. Their support team is always helpful and friendly, even when we come to them with the most complicated questions. I think this greatly improves the value proposition of the product because their support team is knowledgable and friendly.

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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.

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The implementation was smooth and easy. The Heap team helped us with implementation and it went great! Within a few weeks, we were fully up and running and utilizing the platform to its full capability. This is an additional thing that has made this platform so great and we couldn't recommend it enough.

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Gainsight CS and Vitally offer distinct strategic advantages depending on organizational maturity. We used Vitally for a year and it is pretty decent for mid-market teams requiring immediate agility. We just had a hard time getting our CSM's to adopt the tool. In contrast, Gainsight CS serves as a comprehensive System built for enterprise complexity. Its architectural depth allows for intricate data modeling and parent-child hierarchies, while its Bionic Rules engine provides professional-grade automation that handles nuanced triggers far beyond the capabilities of standard, trait-based systems.

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Heap offers a ton of functionality on a single platform.It also has an smart data science layer to offers suggestions for next steps in the analysis, allowing us to explore alternative paths we may not think to take. The low-code option for updating data is appealing, and there is a lot of automation with minimal engineering effort.

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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.

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The most challenging part of using Heap in a growing organization is the naming and structure in which reports and dashboards are organized. I work within the marketing department and our Heap leader internally works within the IT/Product department, which makes it challenging because we often don't speak the same language, so the learning curve has been steep without any specific use-case examples to leverage online.

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• No metrics yet, but we have improved our at-risk customers by identifying risks earlier via our automated health score and with our Gainsight approved mitigation workflow, CSMs and leaders have better discipline with mitigation efforts and sharing at-risk customers across the org so other teams can step in and assist

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• It has helped us make decisions on what products to scope for our MVP based on the usage data.
• It's allowed us to measure success with our beta product.
• It's helped us view our conversion rates in an easy and usable manner.

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