Staircase AI by Gainsight vs. WalkMe

It's a great resource to combine communication channels (Support, CRM, Call Recording, etc) all in one place for a holistic view of the customer. Your contact data can be a bit messy, but overall, shouldn't hamper your ability to get insights from the tool. Partners pose a challenge if you are communicating with them about a customer without a customer contact involved. The insights and the clarity with which they are surfaced really make for a quality overview for executives, and additional detail is definitely available for account teams if a deeper dive is needed

• New system implementation - if you're switching or upgrading systems, you can ease users through the transition by providing in-system contextual guidance, extra tips, and automating clicks they don't need to worry about.
• Data integrity - if you have users making mistakes in the system, you can add validation with WalkMe without the need for developer time and reduce those errors and upstream problems, and related costs
• Reducing support tickets - if you have support tickets coming through about how to do tasks in a system, you can reduce the time and cost of your support staff answering these tickets by addressing the queries with WalkMe content
• Change management - ease users through change with guidance and provide in-system surveys
• Onboarding - bring new users quickly up to speed with onboarding tasks
• Automation - automate your regular processes and cut system time, freeing users up for more important tasks
• Process/system analysis - use the analytics to track where users are dropping off in processes and making errors and address these with WalkMe content
• User experience - make your system more user friendly

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Ease of use and getting up-to-speed in a few days only. WalkMe can be used by new users easily and quickly, yet provides a many advance features for power users to keep exploring and creating innovative solutions--there are always some things that you have not used earlier
• Great analytics on our platform, usage and adoption by users, and surveys
• Very friendly community of users who help each other all the time and structured upskilling programs, weekly tips keep the learning going

• Firefox plugin: The only time I use Firefox is when building a walk-thru. I would like to be able to use Chrome to build the walk-thrus.
• Logic: Walk-thrus, Launchers, Shoutouts and walk-thru steps use different logic. I can't always fire something based on a click or URL when sometimes I would like to.
• Design: You can use CSS to customize the look of your walk-thrus, but there isn't a way to remove the sidebar color of the walk-thrus.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Overall, easy to navigate, configure, and customize. A better out of the box integration with Gainsight would be great - like the ability to create CTAs directly from Staircase or document actions on identified risks, etc. The Exec Dashboard gives a quick view of the state of the business and be easily filtered to tailor insights to leaders or account team members.

WalkMe has done a great job of making their tool easy to use. However because it is a Firefox plugin it causes me to need another browser and sacrifice the left 2 - 3 inches of my display, when working on a laptop this makes it a bit painful. Also when publishing you can organize your list of walk-thrus, the window size is small and limited to the constraints of the WalkMe tool.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The WalkMe Support Team was phenomenal. My support rep made a genuine effort to ensure my success with using the WalkMe Software. She was kind, patient, and very knowledgeable on the software. If there was a question she did not know the answer too, she would find the answer and get back to me as soon as possible

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

My understanding is that WalkMe was selected based on its capability to support our requirements for our enterprise software. We wanted a product that allows us to provide help at the point of need, provide as little or as much help to guide the user to successfully use the product, and a product that is scalable and can support our growing capabilities.

• With a promise to help onboard, we found that as people interacted with the walk throughs they didn't get any significant value. Self-service wasn't improved, in fact, we got more complaints from the walk throughs than help from them.
• NPS surveys were a nightmare to try and integrate with our CRM so we could action the results. Lost time and energy without much support from the WalkMe team
• No improvement to our Product Adoption, so all cost and time and energy spent on implementation was a loss.