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Staircase AI by Gainsight

Score8 out of 10

1 Reviews and Ratings

What is Staircase AI by Gainsight?

Staircase AI is a business analytics platform that, according to the vendor, leverages artificial intelligence and machine learning to provide actionable insights and recommendations to businesses. The platform is designed to cater to organizations of all sizes, ranging from small startups to large enterprises. It is utilized by professionals in various industries and roles, including marketing and advertising, sales and business development, finance and accounting, operations and supply chain, and human resources.

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Categories & Use Cases

Product Demos

Top Performing Features

  • API

    An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

    Category average: 8

  • Integration with Salesforce.com

    The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

    Category average: 9.1

  • Customer profiles

    The software unifies and presents all customer data in one place, so customer success managers can track the health of each of their customers.

    Category average: 8.7

Areas for Improvement

  • Dashboards

    Users can create, customize and share dashboards, which provide an overview of the most important metrics.

    Category average: 8.5

  • Automated workflow

    The software allows you to set up automated actions, alerts or tasks to be triggered by particular changes in customer data.

    Category average: 8.9

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8.3

Who Buys & Uses Staircase AI by Gainsight

Most Frequent Users

Top 1 industries using Staircase AI by Gainsight.

Based on HG Insights installation data
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Staircase AI by Gainsight provides quality and actionable insights

Use Cases and Deployment Scope

Staircase is a key part of our early warning system using it's triggers to identify accounts at risk as early as possible for action. The Expansion Agent is also front and center in our daily workflows to help drive additional business. The pre and post meeting summaries help our teams be more effective and save time by presenting the information directly to them without the work of hunting it down. Meeting prep and meeting follow up are easy now. The Hand Off Agent has also become a nice add-on for us in helping teams get up to speed on details about an account without needing to wait for a download from an AE.

Pros

  • Call transcripts
  • Risk alerting
  • Expansion opportunity identification
  • Stakeholder mapping

Cons

  • Customers working with partners can be challenging to appropriate attribute to the right account
  • Integration with Gainsight helps connect actions with insights, but more out of the box options would be great!

Return on Investment

  • Hours saved by account teams by presenting details and insights in an easy to read and ingest way
  • Ability to push notifications enables quicker action for risk or advocacy

Usability