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Gainsight CS

Gainsight CS

Overview

What is Gainsight CS?

Gainsight’s customer-centric technology aims to drive the future of customer success. The company’s Customer Cloud offers a set of solutions focused on customer success, product experience, revenue optimization, customer experience, and customer data, that together are designed to enable businesses…

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Recent Reviews
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 18 features
  • Integration with Salesforce.com (204)
    7.9
    79%
  • Automated workflow (208)
    7.8
    78%
  • Customer health scoring (210)
    6.9
    69%
  • Dashboards (212)
    6.7
    67%

Reviewer Pros & Cons

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Pricing

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Subscription

$2,500

Cloud
Per Company Per Month

Entry-level set up fee?

  • Setup fee required
For the latest information on pricing, visithttps://www.gainsight.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Features

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

7.1
Avg 8.7

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

7.7
Avg 8.6

Customer Data Extraction / Integration

Customer data extraction / integration

6.8
Avg 8.7

Customer Success Management

Customer Success Management

6.3
Avg 8.3

CSM Reporting & Analytics

Reporting & Analytics specific to customer success management

7.1
Avg 8.2
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Product Details

What is Gainsight CS?

Gainsight’s customer-centric technology aims to drive the future of customer success. The company’s Customer Cloud offers a set of solutions focused on customer success, product experience, revenue optimization, customer experience, and customer data, that together are designed to enable businesses to put the customer at the center of everything they do. The vendor states that companies that use Gainsight grow net retention by up to 33 percent. Learn how leading companies like Okta, SAP Concur, and Box use Gainsight at www.gainsight.com.

Gainsight CS Features

Customer Data Extraction / Integration Features

  • Supported: Product usage
  • Supported: Help desk / support tickets
  • Supported: Online customer community
  • Supported: Billing
  • Supported: Marketing emails

Customer Success Management Features

  • Supported: NPS surveys
  • Supported: Sponsor tracking
  • Supported: Customer profiles
  • Supported: Automated workflow
  • Supported: Internal collaboration
  • Supported: Customer health scoring
  • Supported: Customer segmentation

CSM Reporting & Analytics Features

  • Supported: Customer health trends
  • Supported: Engagement analytics
  • Supported: Revenue forecasting
  • Supported: Dashboards
  • Supported: Customer lifetime value
  • Supported: Churn rate

Security Features

  • Supported: Role-based user permissions

Platform & Infrastructure Features

  • Supported: API
  • Supported: Integration with Salesforce.com
  • Supported: Integration with Marketo
  • Supported: Integration with Eloqua

Additional Features

  • Supported: 360 Customer View
  • Supported: Cockpit
  • Supported: Timeline
  • Supported: Success Plan
  • Supported: In-product best practices library of resources

Gainsight CS Screenshots

Screenshot of Get notified when your sponsor moves with our social media tracker - Sponsor TrackingScreenshot of Get more face time with your customers with 60 second videos - GsnapScreenshot of Automate Calls-to-Action on customer risks, opportunities and lifecycle events, better prioritize tasks with AI-driven priority scoring and follow a step-by-step playbook to deliver a consistent, best-in-class customer experience.Screenshot of Our collection of best practice-based solutions can be deployed within your Gainsight instance to help you move quickly and realize value fasterScreenshot of Design dynamic, multi-step customer journeys that blend human and digital touchpoints to deliver personalized engagement at scale. Analyze data at every step and adjust to each customer's behavior to more effectively deliver the outcomes your customers desire.Screenshot of Organize your team’s activities around your customer's key objectives. Collaborate directly with customer stakeholders to realize their desired outcomes and demonstrate how your efforts translate to results.Screenshot of Empower your team with a single source of truth for every customer. Consolidate data from multiple sources and design tailored 360 layouts for every stakeholder to see relevant data quickly and take action.Screenshot of A central location to automatically log correspondence, capture contextual information on person-to-person interactions, and easily understand a customer’s history.

Gainsight CS Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Security

Frequently Asked Questions

Totango, ChurnZero, and Strikedeck (discontinued) are common alternatives for Gainsight CS.

Reviewers rate Product usage highest, with a score of 8.5.

The most common users of Gainsight CS are from Mid-sized Companies (51-1,000 employees).

Gainsight CS Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)10%
Mid-Size Companies (51-500 employees)60%
Enterprises (more than 500 employees)30%
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Comparisons

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Reviews and Ratings

(447)

Attribute Ratings

Reviews

(151-175 of 222)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
Gainsight is used by the client experience management team to alert and track client engagement. It also provides a client health score which we monitor to identify potential retention risk. We use the dashboard to quickly view key metrics related to overall client health. For team members who manage large portfolios of clients, Gainisight helps to insure that all clients receive a consistent level of engagement.
  • Dashboard provides a snapshot of key client metrics in one view.
  • Calls to Action (CTAs) allow us to track and measure client engagement across our entire client portfolio and quickly identify clients who may need attention.
  • Integration with SalesForce (SF) is key as SF is used throughout our organization.
  • We have been able to create CTAs that allow us to engage with clients at key times in their lifecycle such as prior to a software upgrade to determine their readiness. This has allowed us to better schedule our resources and prevent projects from being canceled at the last minute.
  • Flexibility around reporting.
  • Challenge with tracking CTAs based on due date versus closed date.
  • Not always intuitive so have to carefully manage how team is closing CTAs.
Well suited for consolidating client data into a single view. Well suited for organizations that use SalesForce due to deep integration. Licensing fees make it challenging to roll out across all the organization.
March 17, 2017

Gainsight Review

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Currently, Gainsight is only being used for our CSMs. However, we expect to expand that to sales (through the SFDC widget/limited licenses) and support. We are managing both our SaaS customers to reduce churn and starting to take on our on-premises customers.
  • Our customer outcome manager is amazing and he ensures we are strategically lined up to meet our goals.
  • Solutions architects are very knowledgeable and patient while working through the configuration.
  • Gainsight is a leader at promoting customer success.
  • We have been a customer for less than a year but pricing has changed multiple time during pre-sales, actual sale and now renewal making it more difficult to get the funding. I understand as a fairly new company there will be changes but hopefully not many more.
  • Gainsight is a great tool but I think there is room for improvement in the Admin U/I that could improve the configuring and testing time. Example: Email templates can be time-consuming to create and test. The text editor is somewhat limited and keeping consistent font has been a problem - often with tags. The test emails from the Email Template interface do not look the same as the live sent emails from Email Assist or CoPilot Outreaches.
Well suited for a CSM in a SaaS world but we are building out a process for On Premise and looks as if that will work well.
Cara Brill | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our customer success team uses Gainsight to measure our deployment health, project manage our deployments, and send customer emails.
  • Gainsight's rules engine is really straightforward to use and I love that someone with little programming knowledge can set up rules to fire Calls to Action and make sure project tasks are getting completed.
  • The ability to use the tool to look at customer usage and pull that data into emails is really huge. We haven't been able to use that feature just yet, but I'm looking forward to using it with our clients soon.
  • Measuring health of our deployments, in a standard fashion, across the team, is really important. It allows us to see and address risks before they become bigger issues.
  • We'd like to see the reports function become more useful. We want to be able to pull data from multiple objects without having to set up complex custom MDA tables and rules, and we should be able to include tables from the reports in emails.
  • I'd also like to see relationship health reporting become more robust. I currently have to export our relationship health scores every Monday morning to a customized google sheet in order to color the values and provide that as the executive report to our leadership team.
  • Setting up and testing outreaches could also be easier. It should be much more straightforward to put together test outreach lists.
  • Sending out reports from the dashboard function is fairly crude. The powerpoint formatting is not well done and as a result the reports don't look very professional and I think often get ignored when sent to our team. We should be able to export the dashboard in an email format to our internal team.
Well suited for measuring customer health, seeing user data, and sending customer emails, all in one place. It's less appropriate for complex customer engagement reporting.
Jenny Bolden | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Gainsight is utilized by our organization within our Relationship Management team, which is our more strategic client management group, as well as our Client Experience Managers (also known as CSMs in the Gainsight world). The Client Experience Managers are our heavy users of Gainsight and primarily use Gainsight to manage client lifecycle engagement. It helps ensure our CEMs are engaging on a regular cadence with our client base.
  • Visually engaging UI and ease of navigation.
  • Consolidation of client data in one view that is easy for our CEMs to navigate and review prior to clients' meetings and calls.
  • Seamless integration with SalesForce so our users really feel like they're in one application.
  • The rules engine! It's clearly built for technical resources. Not being able to utilize query functionality such as current quarter, prior quarter, this year, etc...instead of having to use what feels like a formula to calculate a date range can be frustrating. I have nightmares about # of N days from rule date.
  • Gainsight Dashboard stickiness. It often causes issues with our users. Would love to see a reset to default or something that easily resets to the default dashboard filters or clear filters. This would be a huge help.
  • Global Filters are the enemy....I hate having to always clone a report that really I have to rebuild just so I don't have to add all my global filters. It's just clunky.
Gainsight would be great for companies who have a small support team yet lots of clients to engage with. Gainsight provides multiple tools for one to many communications. Also, companies who are focused on renewals would benefit greatly in utilizing Gainsight's health score to aid in negotiating those renewals prior to contract end dates. I think smaller companies wouldn't see a high return on investment.
March 15, 2017

Does not disappoint!

Domenic Armano | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our team uses Gainsight to manage customer success activities throughout the lifecycle of our software deployments. It allows our team to stay coordinated, identify and manage risks across our company and communicate with our customers. We also use Gainsight to standardize many of our internal and external processes through the use of playbooks. Our executives value the transparency that it provides for our portfolio.
  • Through use of the scorecard feature, Gainsight allows us to manage risk across many complex enterprise deployments.
  • Via playbooks, it has allowed us to standardize our processes and automate many key activities for the team.
  • With the integration into Salesforce it has allowed our customer success and sales teams to collaborate more effectively.
  • We're satisfied with our Gainsight purchase and don't see any areas for improvement worth noting. Our team frequently comments on the community and feel like we're being heard.
I would recommend Gainsight to a colleague who needs to manage many different customer deployments. It is well suited for aligning many CSMs around process standardization and it's a great tool for your team to track key activities within their accounts. As a leader, the flexibility of reporting and rules design is a huge plus.
March 15, 2017

Gainsight Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
We are currently using it in our sales department with the customer success team. It solves the problem of preventing things from falling through the cracks when it come to connecting with our clients.
  • It's great at holding CSMs accountable.
  • It is great at holding sales people accountable.
  • Great at tracking the success of our customers.
  • Implementation was too long, would have liked a more boot camp like training process.
  • The software is not intuitive to someone with little to no experience in programming.
  • It would be great to have an ongoing contact at Gainsight past implementation to help with rule writing and provide details about updates that were rolled out so that you can have a better understanding of how the updates fit into your organization.
Being in the financial industry, Gainsight community does not have as many resources for us that are relatable. However, it is great for tracking our customers which is needed in any industry, not just Saas companies. It has been a great tool for us to understand the health of our customers.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We've just recently (within the past 6 months) launched Gainsight within Skyword. We're currently using it across our entire services organization and will soon look to start providing reports to the executive team. For us, it solves several challenges:

1. It helps us understand how users actually use our software ...where they spend time...where they get stuck, etc.
2. It allows us to communicate with them according to #1 above.
3. It allows us to more robustly keep tracking of the health of our clients and inform those that need to take action.
  • Gainsight allows great visibility into the ways our users interact with our software. Specifically, Gainsight does a great job making this information digestable and actionable.
  • Gainsight has a rules engine that allows for the automation of communication based on certain criteria that is highly flexible.
  • Despite the incredibly robust onboarding, training and available materials there are moments where the Gainsight platform feels overwhelming and where it offers too much flexibility and functionality.
Gainsight is well suited for a company who is looking to better understand customers in an effort to improve retention and communication.
Joe Breed | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Gainsight is a customer success department's best friend. It really has the power to transform an organization and lives up to its promise as a way to get a 360 view of a customer list. Gainsight is used daily by the customer success manager at Skyword as a way to understand customer risk, identify product adoption trends, conduct research and ensure that all assigned tasks are being completed. Gainsight helps us ensure there are no surprises when it comes to customer churn.
  • Gainsight works incredibly well with SFDC so it makes data integrity something you can count on.
  • Gainsight is extremely customizable so you can really use it in a way that works best for your organization.
  • Gainsight has a very active user community and knowledgeable support desk that makes it easy to find answers to the questions that come up.
  • Gainsight is what you make of it. It's such a robust software that you need to dedicate significant time to making it valuable for your organization.
  • Gainsight's isn't the most user-friendly software. I find it takes time before a CSM fully understands how it can help their day to day. Admins have an even harder job of learning the ins and outs of rule creation, dashboard building, and troubleshooting.
  • Gainsight is built on top of SFDC, so you really need to ensure that your SFDC is set up in a way that will work with Gainsight.
Gainisight is perfect for a company that is already on SFDC and uses SFDC in a "standard" way. Gainsight works well for companies that don't have visibility into how their customers are using their product, get surprise cancellations and use different spreadsheets to collect customer data. Gainsight is also best for companies that have enough CSMs that they can take full advantage of the cockpit and robust rule engine. Gainsight isn't a good fit for companies that don't use SFDC or have just a few CSMs.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It is used by the Customer Success Organization (CSMs). Operations which is my department supports the onboarding and ongoing activities for the sales team. It addresses the adoption issue of giving the CSMs data on how their customers are using the software and what they can do to better the customer's adoption towards the product they purchased.
  • Health Score - It is the most unique feature of gainsight, on giving a health score customized to industry and product based on data.
  • Relationship 360 - Able to customize data for individual products is huge to support a company as big as ours that has over 200+ products in their SAS portfolio.
  • Access Controls
  • Partner Visibility
  • Reporting Functionality is only available to admins, CSMs should have the power to create reports they would like to use and that shouldn't clutter anyone else's view.
  • Calls to Action - Really need a feature to alert CSMs of events, risk, opportunities, etc.
[For] many products that are very different in nature - Gainsight can do the job. If data isn't consistent, or the product isn't mature [enough] to have sophisticated data on a consistent basis, then it is harder to take advantage.

Score 4 out of 10
Vetted Review
Verified User
Incentivized
Gainsight is currently being used by our account management department. It was purchased to provide a tool for programmatic outreach and risk assessment for low touch accounts.
  • Gainsight seems to excel in thought leadership for the CSM space and has a dynamic, articulate executive team.
  • Gainsight displays customer information in a user-friendly format that is easily exportable.
  • Tools such as CoPilot and Gsnap are helpful in creating a touch points for low touch customers.
  • Health score cards are too simplistic in order for us to rely on them as a means of measuring customer health.
  • It has been difficult to get meaningful customer data into Gainsight.
  • The Sponsor Tracking functionality frequently turns up false positives and also fails to properly link contacts even when the correct URL is provided.
Gainsight seems to be well suited for companies who can dedicate a resource solely to the administration of Gainsight. For more resource-constrained companies, it is difficult to make progress with the tool. Additionally, in order to be successful with Gainsight, you need to have a clear vision for what to prioritize in terms of features and functionality and need significant IT resources, or funds to hire Gainsight, to do the data work necessary to see an ROI.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Account Management uses Gainsight. It's intended to help us scale our business.
  • They seem to have a lot of resources directed to product development and can respond to feature requests with more flexibility than other companies.
  • The tool is ideal if you have established dashboards and practices. We have more autonomy in our positions. I rely a lot on my administrator and wish there were more access levels for much of the functionality - something more dynamic between administrator and user.
You need to be able to feed data into Gainsight in a meaningful way. This generally requires APIs or a dedicated resource to administer the tool. It's best to consider this when determining whether to purchase the tool. If you are unable to feed appropriate data to Gainsight you are likely not getting the most value out of the tool.
Brittany Habel | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Currently, only our Customer Success department is using Gainsight. We are slowly growing a success operations team, and as we do, they are starting to use the software more and more. We use it to track overall happiness with our product and healthiness with our company and adoption of our product.
  • Easy to use interface
  • Love the timeline feature to easily see a history of interactions
  • Historical tracking of usage
  • Reporting across various data sources is limited
  • Their usage data is auto-aggregated and cannot be customized
  • Rules based logic is not often intuitive. You need to learn to think in "gainsight" ways
I would recommend only adding Gainsight after having a thorough setup and understanding Salesforce. We implemented both simultaneously which led to a lot correcting as we learned our errors down the road. This led to duplicative work and also needs to re-train the team several times as our workflows changed and evolved. Also, ensure that CS managers are directly involved in the implementation and not just leave it to an admin. This way when it comes to enforcing usage among the CSMs later down the road the managers have a more knowledgeable and vested interest in doing so. Once you have clearly defined processes, Gainsight is wonderful for tracking.
Gordon Kaywin | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
I recently worked for a social media marketing SaaS company with several software products available to large enterprise customers and Gainsight was implemented across the Customer Success organization, specifically the Customer Partner group. Prior to Gainsight, the Customer Partnerships team had no direct line of sight into the usage data of our customers. During any given period of time, we were unable to understand if our customers were successfully using the software they had subscribed to. Gainsight was able to address this gap by providing valuable usage data and insights critical to helping the Customer Partner group clearly understand which specific customers were in need of deeper servicing and support.
  • Automatic recurring usage reports: This is a nice feature that takes the burden off of the user having to manually pull reports. Reports can be set up to be delivered via email, at a specific cadence, and provided an at-a-glance overview of customer usage data for a specific time period.
  • Customer360: Gainsight does a good job of providing a centralized area of their product where users can see an up-to-date view of their entire customer portfolio and then drill down into specific accounts to better understand overall customer heath, contract value, contract duration, and important account notes.
  • Gainsight excels at integrating with other systems, for example our Client Success team needed to be able to hook into our training groups management tool and quickly see how many existing training credits a customer might have and when they were expiring. Having this information available inside Gainsight saved us valuable time by providing us with information that was historically hard to obtain.
  • Using Gainsight for any kind of substantial "task management" seemed to fall short. The result was having to use several additional tools outside of Gainsight. For example, it would be nice to have a Gmail integration where emails could be turned into tasks within Gainsight.
  • One area where there is room for more improvement is reporting. The UI still seems clunky and not as intuitive as it could be. This area of the product could benefit from an overhaul focused on both UI/ease of use and data access.
  • Integration with Linkedin is a feature that could add a ton of value for customer success teams, however, it was never reliable and often fired off alerts about org changes that were false.
Gainsight is well suited for large customer success organizations where team members are responsible for managing medium to large account portfolios. Teams with smaller portfolios and companies without access to SalesForce are not likely a great fit for Gainsight. Gainsight is also a platform that needs an "internal champion" or "power-user" who can make sure teams are adopting and understanding the product, without that, adoption is likely to be low over time.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It is mainly being implemented by the marketing team, but it is widely used across the company and outside of the company, with our client advocates being our number one supporters. We started just with just external advocates but we thought it would be good to open it up to our internal advocates within the company to help with social promotion across all devices.
  • Create great challenges
  • Help educate us on their motives
  • Help us in our marketing goals
  • Point system could be better
I think that Gainsight has a great management team, in front of and behind the scenes. They have good members who help you goal set, and also help you with the back end work as well. If we ever have any issues maneuvering through the site, they are always happy to help.
Rasha Proctor | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
While our customer success and account management teams use Gainsight solutions to help manage our accounts, other departments and our executives access it to get status updates. The solution is definitely a must for managing accounts as it provides visibility of important data points to the team. The Gainsight team has been great in providing guidance to help us manage the process. We are constantly challenged to reconsider our way of approaching the clients in order to become trust advisors and build long lasting partnerships.

  • Gainsight is all about customer success. The application is versatile to work with most internal processes and use cases.
  • The deployment team is very helpful in educating us during the implementation process as well as providing insights and suggestions to help enhance our customer success approach.
  • Gainsight also provides great community discussions for all types of users and they are always open for feedback to improve the solutions.
  • The dashboard needs some improvement in terms of usability. It is a bit clunky and not intuitive.
  • Roll-up reporting needs some enhancements.
Gainsight is a great tool for businesses with complex solutions that focus on building deep partnerships with their clients.
Shuang Stoppe | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Gainsight is used by our account management team currently, but other departments have a lot of interest in adopting it as well. The solution has been a game changer in how we manage our client accounts, by providing visibility of important data points to the team. The Gainsight team has been excellent at providing thought leadership in customer success and helping us revolutionize both our mindset and process. They continue to make us look further, think deeper, with the goal of being more successful at partnering with our clients.
  • Gainsight is the leading voice in customer success. They facilitate and nurture the community discussion on everything customer success.
  • Gainsight's deployment team was incredible in educating and guiding us in the implementation process, when our understanding was very fuzzy about how we wanted to manage our clients. Through working with them, we gained a great deal of insight, and things came into focus. They are still doing it today, providing new ideas on how we enhance our customer success practice.
  • Gainsight listens to its customer community, taking input from users and incorporating their ideas into product development.
  • Gainsight's dashboard needs improvement. It's limited and not intuitive enough.
  • Roll-up reporting also needs enhancement.
Gainsight is well suited for most business environments where customer success is important. It wouldn't be a good fit for a retail business where usage data collection is not consistent.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Gainsight was something a few of us in the team decided to try out and see what would work best with out team and how soon could we infuse it . The problems we wanted addressed were to make our Customer Success and Sales departments more efficient, and to help reduce our high retention rate by keeping track of all the nitty gritty when it came to a customer. We also wanted it to help us assemble data that we use in our daily work with customers and point out whether they are utilizing the platform fully or not and where they could get more value for their investment in Practo.
  • Customer health score cards are nice and easy to track
  • NPS surveys
  • Task and call-to-action analysis acts as a reminder and helps intervene in the life cycle of a customer
  • There isn't a quick save feature for most commonly used filters
  • Some of the usability can certainly be improved
  • Hard to implement if you don't have clean, accessible data
  • There are a few bugs and page load speed becomes an issue sometimes
  • The UI could use improvement
We are trying to maintain our customer health and find correlations between usage/support/outreach and customer retention/churn and for this part of it Gainsight does help serve the purpose. With a few tweaks it would be a notch too much for competitors, but at the moment there is a lot of space for improvement.
Ray Lau | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Gainsight to monitor the customer's use of the application and measure their health score in relation to our app. We also use it to drive communication to customers. It is currently being used by the Customer Success team. Gainsight gives us the visibility we need as a company to know how customers are doing. I love the NPS Survey feature and how that helps identify advocates.
  • Visibility to health of customers
  • Communication with customers
  • Feedback on product
  • Reporting
It is great for SaaS applications to know how customers are doing.
Amy Lipsius | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Gainsight is primarily used by the CSMs in our greater Global Client Success org, but it goes beyond that and is an indispensable tool for our executive team as well. We use Gainsight primarily for insight and visibility into client health. We also use it to drive call-to-actions.
  • Call-to-Actions
  • 360 Client Health
  • Annual Pulse Conference
  • Nurturing Email Campaign based on unique metrics or lifecycle of our clients
  • Product Roundtables or local networking events
Our Client Success team has been relying on Gainsight for over three years (it was in place before I came on board at our company). It provides invaluable insight and visibility into client health for our CSMs and greater organization, creating actionable results. CTAs and reporting enable our CS team to be proactive and not reactive with their book of business. Gainsight has been very receptive to our product feedback. They've also sent our Gainsight CSM on site several times for review of the product, features, etc. with our greater team as well as help develop our long-term strategy with our executive team. Their annual conference, Pulse, in San Francisco each year, has been a real boost to my professional knowledge and networking. Highly recommend Gainsight.
Alexandra Gold | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
The ways in which we use and plan to use Gainsight include implementing and tracking training survey responses, tracking our product's API data (usage data), incorporating with the sales process in Salesforce (onboarding, training, stage changes and providing insight on those stages to the sales team), tracking sponsors within our client organizations, integrating with Zendesk and viewing customers' tickets, utilizing Google analytics, and more.
  • Integrations with current systems such as Zendesk, Google Analytics, Salesforce as well as our product's API. Incorporating data from our product's API into Gainsight's MDA has been crucial for our one-to-one success outreaches.
  • Easily allows the sales team and engineering team to view (in a very simple interface) the stage of a customer, their requests, and their interactions with our customer success team.
  • Gainsight has a wealth of community support and support mechanisms in their organization. I particularly believe that their community site, in which customers and employees can interact based on feature requests or bugs/issues is perfect for an organization in its Gainsight implementation phase that needs direction on certain aspects regarding attaining optimal value from purchasing Gainsight.
  • Some functionality is missing such as customization in surveys - this is a big one for us. We may have to use another service in order to compensate for the lack of html and css formatting/styling that Gainsight doesn't yet allow in their surveys.
  • There should be additional administrative privileges within Gainsight so that certain people can't access whole pages of the interface such as playbooks or surveys, etc.
Gainsight is well suited for organizations that have larger customer bases or rapidly growing customer bases. The product aggregates all of the data from a ton of customers at once. Gainsight is not as appropriate to implement in an organization without a dedicated Gainsight or Salesforce administrator who learns quickly and is relatively technical. Things move faster after I've learned quickly when it comes to data customization (through Gainsight's MDA and incorporating our product's API data into Gainsight).
Scott Superko | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Our Customer Success Group uses Gainsight to support the day to day of our CSMs and automate our 1:many approach of driving adoption. Other departments have visibility into Gainsight activities.

Gainsight primarily solves the problems of prioritizing accounts, creating a health score, creating triggers and predicting churn.
  • A health score using various data sources.
  • Calls to Action when there are problems with accounts.
  • One-to-many email service.
  • Cross object reporting
  • Some UI issues
Gainsight is well suited if you have a dedicated customer success group and clean data sources.
Amy Niemann | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Coordinate data and customer info from many varied places into an easy to use platform, see transparent health of all customers in one place, and proactively and strategically work with customers for their success are three good reasons why Gainsight is a win.
  • Transparency for the whole company
  • Efficient aggregation of information
  • Meaningful management of customer success
  • Unique business structures can prove to be challenging but the Gainsight team is right there to help you
  • Continued improvements are important, it is not a set it once and leave it
Gainsight helps create a rich history of your customer's journey, marking important milestones that are important to remember.
Greg Haugen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Gainsight is being used to help us make our Customer Success and Support departments more efficient, and to help increase/maintain our high retention rate. We are using the survey functionality, as well as developing a customer Health Score that will help reduce the time to prepare for a call to the customer.
  • Their Pulse conference provides great information, while making it fun and allowing for time to network with peers.
  • The flexibility of the platform can make it a bit overwhelming at first, but as you learn more, the flexibility allows for customization to fit many different orgs.
  • The people at Gainsight are very helpful during the implementation process, and help hold you accountable to the goals that have been set during the sales process.
  • The support documentation is lacking in real-world examples, with enough data to help direct the user to the data in their own environment. It is sometimes very simplified and unhelpful.
  • The rules engine could use a little more simplicity for simple tasks, while still offering full functionality in another section/pane/option expansion.
  • We were not offered a demo of the product and when we inquired about that possibility, after we had purchased, we were told that requirement on our side would have needed to be addressed before the purchase. We are heavy Salesforce users and have many custom fields and workflows, that made this a bit concerning. Thankfully, we didn't run into any issues in the four months we have had the product.
Our company still has a large percentage of customers that have our software on-premise. It does make leveraging the Gainsight platform more difficult, but we are finding ways to overcome the challenges and will still see the value in the platform as we add more hosted customers and bring in more data that isn't necessarily usage data directly from the client.
Pat Kelly | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Gainsight is primarily used by the customer success team to help us manage existing customers. The CSMs use it on a daily basis for customer account management, CTAs, reporting, research, data storage, health checks and EBRs. We also have some members of the renewal sales team and pre-sales team that have access in order to see trending customer usage data and scorecard status. Gainsight has helped us address the issue of understanding usage trends across a customer or groups of customers in order to spot patterns that we can address before it becomes a fire. Gainsight also helps us assemble data that we use in our daily work with customers to show them where they are utilizing the platform fully and where they could get more value for their investment in Brainshark.
  • Scorecard is excellent. Very well conceived and easy to modify and maintain. This is critical in our efforts to identify churn risk before it happens.
  • Customer Service & Support is outstanding. I have found that they people at Gainsight are serious about customer service and act accordingly. This value is critical to us because we share the same value here at Brainshark and want to engage with vendors that are responsive, respectful and want us to be successful.
  • Customer 360 view has evolved beautifully. This is truly a 360 view of the customer and becomes the one stop shop for the CSM. In this age where data is all over the place - it is great to have an efficient alternative that helps the CSM do their job.
  • On-going development and thought leadership are incomparable. Gainsight is serious about its business and equally serious about its market/industry. I appreciate the leadership shown by them in the customer success space and frequently utilize the best practices and industry content that they put forward. This support goes well beyond the software and service and adds another layer of service and benefit to the customer community.
  • One area where there has been improvement and there is room for more is in the reporting area. We still tend to use Salesforce reports for many areas because it is easier to manage and maintain. They have made some gains in this area but reporting would be much more useful with an overhaul focused on both UI/ease of use and data access.
  • Gainsight has made tremendous gains in the area of usage data, graphs and exports. But there is still plenty of room for growth, sophistication, flexibility and UI in this area as well. It takes too long in some cases to get exactly the data set the CSM is looking for which decreases efficiency and satisfaction with this part of the service.
If you have customers and CSMs, then it is appropriate.
May 16, 2016

Gainsight Review

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Gainsight is currently used by our Customer Success, Customer Support, and Go-To-Market Operations team. We use the Playbooks and CTAs to drive new hire onboarding, customer onboarding, and issue resolution. We use the dashboards and score cards to drive customer health meetings and executive review meetings as well. We are looking forward to implementing CoPilot to begin automating aspects of the customer lifecycle and scale our Customer Success Team! Gainsight has been a great tool and I'm looking forward to leading the implementation!
  • Score cards--very organized and easy to manage
  • Automation
  • CTA & Playbooks
  • More flexibility on C360
  • Semi-automation with CoPilot
  • Dashboards
Gainsight has been great for new hire onboarding, we're excited to build this out further.
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