Likelihood to Recommend 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
Read full review One of the most significant benefits of using Sogolytics is its robust reporting capabilities. The platform allows us to generate comprehensive reports with clear visualizations, making communicating our results to funders easy. This has greatly enhanced our transparency and accountability, demonstrating the effectiveness and impact of our programs.As a nonprofit organization, we are incredibly grateful for Sogolytics' support to organizations like ours. The platform's accessibility and user-friendly interface have made it an indispensable tool in our efforts to provide quality programs to schools and students in need.
Read full review Pros 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 Read full review Easy to use - easy to create surveys, send to participants and review the results The library of ready to use templates is so helpful! The large variety of question types helps to keep the survey interesting for the participant. The "smart" question logic is amazing. I love having a follow up question appear depending on how the participant answers a previous question. Read full review Cons 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 ) Read full review Providing users the ability to follow along a specific question example (eg. placeholder text in questions that users can see what the answer might look like) Better media management and implementation (eg. placing images/videos/gifs/etc. as standalone assets in the survey) Making the images added into a survey responsive to the screen they are being viewed on (eg. any images added to a survey do not adjust to the size of the screen, consequently showing up very small on mobile/tablet view) Exporting the survey to Word looks horrible - we'd love if the survey could be exported the way it looks when live into a similar-looking Word document or template Read full review Likelihood to Renew 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.
Read full review Will definitely use the software again as soon as we need another survey to be conducted.
Read full review Usability 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.
Read full review Everything on the platform is laid out logically and in a manner that even our less technical administrators can go onto the system and create/manage any surveys or feedback questionnaires. The options for distribution of these surveys are also simple and straight forward with all available choices showing. Our users don't need to know the ins and outs of the system to be able to use it.
Read full review Performance 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
Read full review Support Rating 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.
Read full review I had an issue whereby I used a free trial that ended, locking me out of my account. I contacted their customer service to help with this issue, which they resolved in under half an hour. I was extremely impressed with their speed and quality of service, which led me to filling out this review!
Read full review Online Training 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
Read full review Implementation Rating 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.
Read full review Alternatives Considered 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 .
Read full review I evaluated several different products, including
SurveyMonkey . SoGoSurvey appeared to have the most features at the best value. Unfortunately, the "free" service didn't satisfy our needs and we had to upgrade during the first survey. I found
SurveyMonkey and SoGoSurvey to be very comparable.
Read full review Return on Investment 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. Read full review Cost. The software is very reasonably priced when judged against its functionality. The cost and risk of deploying paper surveys, coupled with the additional time it would take to input the data before analysis, means we have a lot less to worry about, have saved time and money. Data and reputation. Security of data is important to us. Using this software has enhanced our credibility with clients. We're serious about data security and this software shows that we are. Ethics and reputation. We are also serious about achieving the highest ethical standards in research, and nothing in this software impedes our ability to meet these standards. Speed. The online training, all of which has been 1-2-1, helped me get to grips with the software and deploy it quickly. The quality of training is very high indeed. Read full review ScreenShots