TrustRadius Insights for Gainsight CS are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Data Designer Customization: Users have appreciated the ability to create new tables and data sets from various sources using Gainsight's Data Designer, allowing for customized reporting and actionable insights. This functionality empowers users to tailor their reports to specific needs, enhancing decision-making processes within their organizations.
Automated Health Scoring: Some users have found the automated health scoring feature valuable when combined with accurate data and well-defined workflows. This combination enables users to create automated health scores based on segmentation preferences, streamlining the process of assessing customer health and prioritizing actions accordingly.
Journey Orchestrator Flexibility: The Journey Orchestrator tool has been highlighted by users for its flexibility, comprehensiveness, and ability to support surveys. Users appreciate its versatility as an outreach tool across all segments, facilitating seamless communication and engagement strategies.
We use Gainsight CS for global collaboration and leadership visibility. We log our activities into Gainsight CS and also build out bespoke dashboards to monitor our core KPIs such as activation, adoption, churn, and key customer moments. We also leverage CTAs to help with our account planning motions. This helps move us off spreadsheets and into a technology first motion with updates in real time. It helps us solve problems of global account collaboration, account transitions, and leadership visibility.
Pros
Gainsight CS's dashboards are a core use case. These help me stay on top of my account's health and where I may need to focus to mitigate churn signals.
Gainsight CS's ability to upload documents and have a running activity log for members across a global account team is a huge value add.
Integrations with CRM and other sales intelligence tools such as Gong are a huge help.
The AI overview on an account page has been a strong value add.
Cons
There is a lot of data but not enough insights on "what do i do now?"
Exec visibility still leaves a lot up to interpretation.
Seems very admin intensive for us to be able to implement updates or enhancements.
Likelihood to Recommend
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.
We use Gainsight CS to track our accounts overall health in terms of business growth, contact, certification. It helps us in tracking various tasks given for our accounts and automated those gainsight. For example, accounts who are at churn risk, we get automated alerts in the form of CTA and we can prioritize those accordingly. As a salesperson it's extremely important to get a dashboard to have a bird's eye view of your accounts and do a quick health check and prepare the action plan based on those information. Gainsight CS make this happen for me - I can have a glance at what I need to take care of on an urgent basis and plan my day. I can create a custom CTA as per my own requirement. This also applicable for roles with people management who can pull reports for the entire team on a similar matrix and set the agenda of the week or month. Auto logging calls, meetings and emails are another important aspect of CRM hygiene. Gainsight CS allows us to do these menial tasks automatically and keep tracking our work.
Pros
Dashboard view of all the accounts
CTA - reminders for tasks which are automatics as well as manual
Call, meeting and email logging
Cons
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.
Likelihood to Recommend
Gainsight CS gives on shot view of our accounts with most of the important information and tasks as designed by the management. This helps a lot to align users to focus on the important task at hand and reduce internal cascading of information in terms of reminders. For example of organization wants to focus on everyone on certain set of accounts for a day or week, it can be easily done in Gainsight CS through CTAs. I think this is very useful from a user point of view, just open the Gainsight CS Dashboard and work on your CTAs.
In [...], we are using Gainsight CS by integrating with Salesforce for tracking the Customer Journey,Customer satisfaction scorecords, healthchecks, large customers contract related information like renewals, risks, timelines, track customer feedback, no of Transactions each customer is entitled for the respective Supply chain management solution module.
Pros
Cusomter Scorecards
Customer Feedback
Customer Health status
Great in-app survey along with email communication tools
Cons
Support timelines could be improved
Renewal costs are bit High
More integrations with multiple SaaS cloud platforms
Need to improve on Data Security
customization flexibility
Likelihood to Recommend
Excellent Tool to track E2E customer journey, customer satisfaction levels , track customer feedback for global enterprise customers running their business across multiple regions
We primarily use Gainsight CS to get better visibility into potential risk. However, there are so many customizable fields that we use to track customer usage, keep renewal reps accountable for what we have asked of them and so much more.
It's really been amazing to implement a tools that give us so much data in a single pane of glass.
Pros
Track product usage
Visibility into as risk accounts
Tracks health metrics for accounts
Alerts us to possible service extensions if a client is running late on a renewal
Cons
Interface for the cockpit could be more user friendly
Likelihood to Recommend
The platform is best leveraged by organizations that have moved past the "reactive" stage of customer success like we did last year. One of the biggest benefits for us, is that it acts as a data aggregator, pulling in disparate signals to create a single source of truth in a single pane of glass.
The tool really allows us to codify our "Gold Standard" process. When a specific trigger occurs (e.g., a low usage alert or a new stakeholder joins), Gainsight CS automatically fires a CTA with a step-by-step playbook for our CSM's to follow.
Customer Account Contract details, call/cadence information, archive notes, attachments, success plans, and contact information for marketing and tracking purposes. This allows us to keep things uniform across a global staff and a global customer base. With success plans and contact information, we are able to assess customer situations and market to all in a uniform way.
Pros
Customer Tracking.
Success Plans.
Integrations.
Cons
Bulk upload.
Auto-added contacts for Google Email.
Likelihood to Recommend
Gainsight is CS's best practice in the SaaS community and has made my job much easier.
We've improved accounts transitions drastically compared to the past, where former CSMs used to log notes in Google Docs and store emails in customer-named folders. Now everything is logged in one place, creating transparency, and the AI Account Summarizations for Risk, Renewals, and Strategy are super helpful for stakeholders getting a high-level update on an account.
Pros
Meeting and Email historical log of activity.
AI Summarized overviews.
Overall health scores.
tagging team members for collaboration.
CTAs for CSMs and Onboarding teams.
Cons
Dashboards for Reporting are limited to certain widgets.
Not good for renewal forecasting.
Form field updates don't save automatically.
Likelihood to Recommend
There are a couple of tedious areas that can give CSMs double work, like when they fill out details in a text form field, but if they don't click save for each form field, they have to retype everything. Overall, I think this is one of the better CRMs to use for companies that are enterprise. It's fast, intuitive, and easy to use.
Gainsight is crucial for our companies organization and management of our clients. The new AI features are great and there’s many different use cases for the platform. I especially love the revenue forecast and workflow processes
Pros
Ease of use with workflows
Revenue projection
Customer database
Cons
Implementation
Learning the tool
Likelihood to Recommend
Gainsight is well suited for companies who have complex client databases or client relationships that need management. It provides different tools for various teams!
We ultimately chose to abandon Gainsight due to it being overly complicated to manage and not worth the time needed for maintenance vs. the actual business outputs. particularly the customer success team deemed it to be too static and not dynamic enough to suit their day-to-day needs, ultimately just being another tool they were forced to use.
Pros
Health score.
Contact management.
Account management.
Cons
Too expensive Vs the immediate value needed.
Hard to maintain.
Unless you have a CS Ops manager, you'll lose momentum.
Likelihood to Recommend
It is, after all, one of the legacy tools that are up there as a major player. It is also a robust tool that can support your business and drive positive customer outcomes. But competition is fierce these days, and I believe Gainsight has struggled to keep up with the tempo. Don't be afraid to benchmark.