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We currently use Gainsight as a method to track customer engagement and identify risks as well as account health scoring. Using Gainsight …
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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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Popular Features
- Integration with Salesforce.com (204)7.979%
- Automated workflow (208)7.878%
- Customer health scoring (210)6.969%
- Dashboards (212)6.767%
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$2,500
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- Setup fee required
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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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
Gainsight CS Integrations
- HubSpot Marketing Hub
- Oracle CRM duplicate
- SAP CRM discontinued
- NetSuite ERP
- Zoho CRM
- Pipedrive
- Slack
- SurveyMonkey
- Twilio Segment
- Mixpanel
- Google Analytics
- Zendesk Suite
- G2 for Buyers
- Planview AdaptiveWork
- Influitive
- Learndot
- Boomi
- MindTouch
- Microsoft Dynamics 365
- CaliberMind
- Salesforce
- Infor
- Sugar CRM
- Tableau
- Outlook
- Gmail
- Azugua
- Point of Reference
- RO Innovation
- Salesforce Pardot
- HelpDocs
- Electron
Gainsight CS Competitors
Gainsight CS Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Security |
Gainsight CS Downloadables
Frequently Asked Questions
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
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 10% |
| Mid-Size Companies (51-500 employees) | 60% |
| Enterprises (more than 500 employees) | 30% |
Comparisons
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Reviews and Ratings
(447)Attribute Ratings
Reviews
(126-150 of 222)Companies can't remove reviews or game the system. Here's why
August 21, 2017
We can finally see with Gainsight
Gainsight was purchased for use by the customer success and growth & renewals account executive teams. Gainsight addressed several needs for our organization: 1. It serves as an information aggregator, pulling together key metrics from a variety of internal systems. 2. It provides proactive notification of actionable changes within our customer base. 3. It provides a framework for standardized messaging across the team. 4. It provides a platform to build automated outreach/NPS programs. 5. It helped us build customer scorecard/risk measures.
- Gainsight CTA (Calls to Action) are game changing. Having real-time notifications of actionable data is vital to our team's ability to service customers.
- The C360 Report provides a concise overview of each customer. This saves a lot of time in the meeting preparation phase.
- Gainsight CoPilot has allowed us to reach more customers with less effort.
- Dashboards & Reports are slightly hard to use. There is a steep learning curve to putting these together.
- CoPilot outreach cannot be scheduled to skip weekends.
- NPS functionality is great out of the box - CSAT is more manual to set up.
August 18, 2017
Early Use Gainsight Review
Currently used only by customer success organization.
Solves the problems of: hard to find data in SFDC; need for health information, both subjective and objective; need for efficient and automated workflow for customer contact; need for alerts and triggers for activities; real-time info visibility back into SFDC for the rest of the org.
Solves the problems of: hard to find data in SFDC; need for health information, both subjective and objective; need for efficient and automated workflow for customer contact; need for alerts and triggers for activities; real-time info visibility back into SFDC for the rest of the org.
- Automated workflow and activity creation, with a centralized dashboard for CSMs to manage their work, allows CSMs to spend their time on more valuable work
- Flexible health scoring based on many factors including quantifiable product use and subjective aspects like relationship status allows us to fine tune and focus our energy where it's needed most
- Ability to view rolled-up information on accounts that have multiple sub-accounts and see all relevant data within the 360 even for simple accounts, means less time searching and manually compiling data to get an overall view
- Every CTA requires a task to sync to SFDC, and sometimes the CTA and task are really the same thing (managing an escalation, for example)
- Reporting seems somewhat limited, including visualization - but could be our lack of maturity
- Logging activity from different places shows in different areas, tagged differently, and reported to SFDC differently. Means CSMs have to make a lot of decisions on where and how to log - leads to wasted time and inconsistency
August 16, 2017
Gainsight Feedback
Our Customer Success Management department leverages Gainsight on a daily basis to have key insights into our customers health, real-time notifications of customer behavior changes, and simplify workflows for all of our CSMs.
- Using rules to create trigger notification to our CSMs around customer behavior changes while associating it with actionable tasks is easy and straightforward.
- Combined information from a single source makes preparing for customer Business Reviews quick and scalable.
- Improved agility with product and bug releases would be huge.
- Better project management abilities for large scale projects with customers would be a big win.
August 16, 2017
Gainsight is on its way
It is being used primarily by our customer success department and gives us a better way to easily digest our customer data and keep up to date on items needed to be done to support our customers.
- Auto-trigger reminders for CSMs.
- Organize data in a visually pleasing way that is also easy to digest.
- Brings items to light that were previously slipping through the cracks.
- UI is not great, especially for admins.
- Doing anything at a relationship level is horrendous. We avoid it at all costs as it normally requires us to do everything 15 times to get the same result as doing it once at the account level.
August 16, 2017
Daily usage of Gainsight - The number 1 tool
I have been a frequent user of Gainsight since we implemented it within Planview (1.5 years ago, daily usage) It provides me with a great overview of my customers' health, creates call to actions for opps, events and risks. You can easily get useful and very valuable data from gainsight in prep for executive business reviews. Before we had gainsight, it was a struggle to find and put together usage information to present to the customer. Now it's done with a couple of clicks!
- Sponsor tracking
- Call to actions
- Usage data
August 11, 2017
Our gains from Gainsight.
We only use Gainsight within our Customer Success team to automate our processes. We send automated emails through out the customer lifecycle and notify CSM of accounts that need attention. We are also developing account health scores and tracking usage data within the application.
- The bionic rules in Gainsight allow us to overcome the separation between Salesforce objects. I don't have to worry about not being able to access both billing and contact data for our customers at the same time anymore.
- The automated email feature, known as Copilot, has saved us hundreds if not thousands of hours of work. All of our clients receive specific emails, and we can easily set up which email goes to which client then essentially forget about it.
- The C360 page lets us access almost any data we need about a client. We can customize what is shown and how the data is organized so our CSM's can quickly see the most important information about our specific clients.
- The Usage object within Gainsight could use a bit of TLC. We love the data it shows and the potential it has to become a major resource in knowing our customers, but the UI can be a bit clunky at times. The graphs aren't always the most readable or intuitive.
- The automated emails can only be triggered once a day. We can't send an email within a certain amount of time of an event happening within an account. We also can't easily schedule the same email to trigger multiple times in one day.
- Health scores are at a good starting point, but we could use a couple more improvements. The first would be to have more options of splitting score categories up into smaller scores (e.g. overall score - usage score - indiv. feature score). We also can't set a weight to diminish over time (e.g. the sales score will always affect the overall score the same amount even after two years)
August 11, 2017
The Power of Gainsight
- We have proactive insights into each of our customers accounts, for example when there are new enablement projects starting/finishing we are notified by Call To Actions (CTAs). A CTA can help our department to stay in front of any issues/changes the customer is facing.
- Another major feature is the ability to pull reports from that data flow between our customers and their trading partners. Our CSM team can use these insights and reports to provide powerful business impacting views into what is working for our customers and what areas can be improved.
- The final main feature of Gainsight is the ability to keep a log of all the interactions that happen between our customers and the CSM department, by updating the timeline we are able to understand what has happened with the customer as accounts change between CSMs.
- I would recommend that there are more ways for Gainsight to capture the communication between the CSM and our customers. Currently we have to manually track the communication and as a result things do get missed or are not deemed as "important". If we have an easy way to log a call, email, or presentation it would improve our teams insight into the customer journey.
- I think it would be great to have the communication within Gainsight to be visible to other departments that only use Salesforce. This would give our company more transparency between the departments and one central area of information.
- I would like to have an ability to work completely out of Gainsight and not have to jump back and forth into Salesforce. So if a case is updated it would be great to open that case in Gainsight and then if I need to send a message to the analyst I can do so with Gainsight.
August 11, 2017
Gainsight is my favorite "place" to work
We use Gainsight primarily in our Customer Success Team (CST), using it to manage onboarding and customer relationships, distribute and analyze NPS and CSAT surveys. The platform serves as the source of truth for tasks and timelines for our trainers and customer success advisors. We also make extensive use of the reporting and dashboards to monitor our customers' health and progress through their lifecycle. While the daily activity in Gainsight is driven by CST, the analytics are frequently shared with the entire company.
- Automated process management: We continually refine our Gainsight Rules Engine, Success Plans and Playbooks. Having plans of action ready to auto-assign to the right resources when the situation arises is a HUGE time saver and provides consistency.
- Customer Support: The support team at Gainsight is always friendly, responsive and have resolved any questions or issues in good time. The only time that an issue wasn't resolved quickly, it was highly complex and fairly unique to our environment. Support still remembered to keep us updated and kept at the problem with devs until all was fixed.
- Reporting: I'm a big fan of dashboards and reports! Data Spaces and the Report Builder allow for great power and versatility to show execs, managers and folks on the front lines what is happening with our customers and our own processes. They look good, too--I could stare at usage data charts all day. ;)
- Basic UX - I find that each "area" of Gainsight is fairly intuitive to use with a little learning, but there are basic interactions which are quite inconsistent. My primary example of this would be "Save". Sometimes there's a button labeled Save at the bottom of a page or widget. Sometimes there's a similar button at the top. Sometimes it's an icon shaped like a disk to the right of an item...or the top of a page. And there seem to be times where simply clicking out of a field "saves" a change. This has caused confusion for us at times. I would love to see some work to take the fundamentals of user interaction and make them more consistent across the platform.
- More Basic UX - Where are permissions configured? Just like with the Save button: "it depends". Some portions of Gainsight have permissions above and beyond what is granted via Salesforce. Sometimes you go to Administration to configure permissions in a designated space, but for other parts of the tool, you configure them in the same space where you do your work. As an admin, I just tell new users to let me know when they get a permissions error and I'll figure it out.
August 11, 2017
Great customer success platform!
It is being used by our Customer Success team to manage our customer base to access risk and opportunity with our customer base. We use various data sources to evaluate our customers and decide what response we should take for a number of different scenarios. We use Gainsight for reporting, our day to day work, and everything in between.
- Valuable rule driven CTAs
- Ability to communicate with customers
- Easy
- Great reporting features
- Data import must be planned and strategic
- UI can lag from time to time
August 11, 2017
Gainsight is Powerful
We use Gainsight for Client Health scoring, Renewal Tracking, Churn Risk Mitigation, NPS Scoring, and Release Note Communications
- Great visualization of Client Health across the entire customer base
- Highly flexible in Rule definition and customer segmentation
- Constant product innovation
- Requires a good amount of administration to take full advantage of all the capabilities
- Pricing model
August 09, 2017
Gainsight will change the way you see customers.
GainSight is a fantastic tool that allows your engagement team to see the life cycle of a customer. From the first day they sign up to the day they leave (which hopefully will never happen). GainSight will trigger tasks for you team to follow up with customers that show symptoms of churning so that you can head it off long before it happens.
- Customer Tracking is accurate and easy to read!
- They have a fantastic and helpful team. They are responsive and knowledgeable. You will never be left out in the cold.
- Easy to set up (at least in comparison to other internal tech we've used).
- These are all knit picks, loading can be slowish, but I would say that is industry wide. There's a lot of data to sort through.
- There has been syncing issues in the past with Salesforce (But I would assume that it is partly SF's fault).
August 01, 2017
Feel the Pulse of your Clients
We are currently really focused on using Gainsight within our Client Success division, they are our power users. However, since we are getting a lot of data ingested into data we push a lot of it back to the Account level of Saleforce (SFDC) as well for other users who have a SFDC license but not a Gainsight one can see daily usage data. This give a lot more visibility into the overall health of a client by the usage of the tool rather then pulse checking between the CSM and client.
- Great way to really see if your clients are using the service you provide them.
- Easily able to formalize an action plan to follow up with at risk clients before its too late to save them.
- Just as easy to set up a thank campaign for clients who are using your service as intended and showing them value.
- Access to their Vault to pull in already created templates to customize to our company liking.
- It took a bit of time to figure out how to get our data out of our tool and then into Gainsight. But once we did it was very repeatable to get all the data we wanted. We just struggled with prioritizing developer hours to get this data push into Gainsight.
July 25, 2017
Love GainSight!
We have multiple reporting systems and it is difficult to consume all metrics for a customer from all these different sources. GainSight brings all that together and helps account managers manage their accounts more efficiently. GainSight is currently being used by account managers here, but we see opportunities where other teams can be benefitted too.
- Ease of integration with different sources of information.
- The C360 page is a charm! You can add multiple sections with dashboards on it. The Usage section is really powerful and helps combine metrics from different domains into one section, where it becomes very easy to track the trend of usage metrics. The 'normalize' option is an added advantage to track the percentage changes over time.
- The report builder is very easy to use.
- There are limitations on email outreaches like no support for tabular reports, limitation of 5 reports on an email template etc. Also, there is a lack of functionality to not trigger an email outreach if none of the reports on the email have data. There are times when the recipients get email that has nothing to track.
- Report builder is pretty simple to use but lacks the functionality to handle a bit complex computations.
- The reports don't allow end users to build aggregates on the fly. For example, a generic daily report needs to be seen rolled-up to monthly, quarterly or yearly views, based on a user's preference. The way it works today is that it requires the developers to design different aggregated views of the same report, so you end up cluttering the dashboard with just different views of the same data.
- The global dashboard doesn't allow adding reports that are built on data sources from different domains - meaning, you can add a MDA report and a SFDC report on the same dashboard.
July 25, 2017
The Joy of Working with Gainsight
We engaged with Gainsight about six months ago and signed a contract with them about two months ago. We launched our initial pilot group of a dozen users just this week and plan to roll out to another 150 users within the next 45 days. Our use is pretty broad-ranging as we employ the Gainsight platform to develop our 360-degree view of the customer including a focus on driving positive account heath scores and platform usage trends. We use the considerable insight Gainsight provides to set our strategic account development plans and customer success reviews as well as to apply the appropriate attention to customers in need of our support and engagement based on the "Calls to Action" that help guide our team as to the most critical tasks, events, alerts and issues to resolve.
- Pulls together customer information from Salesforce into an easily digestible format and enables you to analyze additional customer data that resides outside of the Salesforce environment.
- Creates a focus around automatically calculated objective and subjective account health score metrics for a quick and accurate read on the accounts that require attention and strategic prioritization.
- Focuses your teams on strategic account planning based on the customer's objectives, needs, and challenges.
- Provides "Calls to Action" (CTAs) that automatically bring to your attention issues, risks and challenges to enable better proactive resolution.
- Gainsight as a company lives, embodies and exemplifies the concept of customer success like very few companies in the world. Their level of support, engagement and absolute trusted partnership is unrivaled.
- Professional services that totally understand our needs and requirements and expertly guide us to success.
- The contacts in the Sponsor tracking tile should be able to be maneuvered into an org-chart configuration.
June 07, 2017
Great for new and growing CS teams!
We have Gainsight visible to all customer facing representatives at our organization but it is primarily used by our Customer Success and Technical Support teams. Gainsight helps to provide customer health, NPS, and sponsor tracking details for all of our accounts. It is also a one-to-many email platform for our CS to use without needing to work with Marketing on templates or campaigns.
- Sponsor Tracking - This is my favorite feature and keeps me in tune with organizational changes with my customers.
- NPS Surveys - This is vital for our support team.
- Customer Health - This is configurable to meet what measures health to us.
- Speed - Gainsight panels and data take a while to load.
- CTA based emails - Would love to be able to link CTAs to CoPilot to trigger emails or auto generate email lists based upon cta criteria such as usage drops or select user actions.
March 30, 2017
Gainsight - Customer Success Efficiency Tool
Gainsight is used in a few different groups in my organization from account management, to client success, and strategic account management. The tool is used to increase visibility on interaction with accounts, encourage collaboration, and increase time individual time efficiency. We had to do quite a bit of customization to take the existing functionality and make it our own, but it's been well worth it.
- Gainsight provides an aesthetically pleasing view of relevant information for all of my accounts. 360 pulls in data from salesforce that I can review quickly, and access easily.
- Timeline in particular has been very useful for my team. The ability to search, pull in contacts, and organize each client interaction has been very helpful. We are looking forward to the enhancement which includes task lists on timeline.
- Success Plans have been...HUGE. It's a way for account management & strategic accounts to work together on a client's success - and create a specific plan to get there.
- Gainsight in itself is glitchy. It has a general slowness which is frustrating, and a lot of times we have to use different browsers to access certain parts of it because they simply won't open or throws errors.
- While we love the success plans- we wish that the feature would be designed to be ever living (one success plan), and for the objectives in itself to be completed... the fact that success plans ideally should be completed doesn't really correlate with how strategic accounts manage their clients.
- I wish there was a way to limit certain playbooks by role. For example if I want to pull in a particular playbook for strategic accounts, I don't need to see playbooks that belong to account management... it just clutters up my view. I'd like to see playbooks that are approved for use in my particular role.
March 24, 2017
You Get What You Give
Gainsight is used primarily by our Customer Success & Services organization. However, we also have members of Marketing, Sales, Product, Business Operations, and even Engineering using Gainsight. And our executive team. We use it to asses health/risk, create automatic CTAs based on various events or changes, track CTAs, track Sponsors, and automate some communication.
- Provide a single place to visualize customer health/risk on an individual and macro basis.
- Provide a single place for CSMs to track work.
- Provide an effective executive dashboard for head of Success.
- Adoption has been rough at times due to over-complicated CTAs. The onboarding provided little guidance in that area.
- Sponsor Tracking is very buggy.
- Success Plans do not allow for effective measurement of progress.
- Admin interface is pretty clunky.
March 24, 2017
A review from an average user
Currently being used with our Sales & Churn organization. Its being used to understand future needs of companies and get consistency with different people for the same task.
- Great at surveys, great at combining information from different places in order to give a full view. Automated CTAs are great for telling people when to do a task and knowing when they're not doing it.
- integration from 3rd party tools is not great. If it doesn't come from salesforce its painful.
March 24, 2017
Success with Gainsight
Score 9 out of 10
Vetted Review
Verified User
Gainsight is used extensively across our Customer Success organization, but also by all other customer facing functions like Sales, Channel Management, Finance, etc. It is used to manage the health of our existing customers and to provide easy access to information, guidance on customer success processes, and general customer management for our CSMs.
- Health Scoring
- Proactive Health management
- Long term analytics
- health change tracking
March 24, 2017
Manual CTA Usage Review
Currently used by two departments, although our department has the heaviest usage of Gainsight in our org.
- Where Salesforce data is available to trigger CTAs from, it does a nice job of scheduling tasks
- The C360 provides valuable, at a glance information
- Logging manual CTAs is a valuable activity tracking mechanism for us
- Overall slowness
- Cockpit is difficult to filter and navigate
- Configurability has been a challenge in areas of the application - we use manual CTAs heavily and the only date field available to our users to manipulate is the due date. We use this date field to represent the date the activity actually occurred. The delta between due date meaning for a manual CTA and a triggered CTA has presented significant reporting challenges and confusion for upper management.
- Sometimes impactful bugs really hinder our reporting capabilities. My entire department's metrics are based on closed CTAs, and when the close dates suddenly stop populating it is a real problem for us.
Gainsight is used by our Customer Success team. It helps us operationalize our processes in a repeatable (scaleable) manner. We have a significant growth ramp ahead of us (in employees and customers). We chose to implement this mostly for its workflow capabilities.
- Workflow: Calls to actions and their rules engine allows us to build a lot of repeatable workflows. We can now trigger easily trigger workflows based on events and time.
- Single source of info: Our CSMs now can go to one screen to see their to-do's, customer info and product usage data.
- Charting: Their charting/reporting capabilities are pretty solid. It's no Tableau, but it covers most of the use cases of what a CSM needs to do their day-to-day work.
- Their self-help resources isn't very good at all. Their KB is out of date (old screenshots and inaccurate information).
- Their onboarding process is pretty bad too. The onboarding manager we got was excellent. She went above and beyond to help get us up and running. The collateral, process and tools that she has to work with are pretty poor though. I feel for her.
- Change management is pretty weak. The way they roll out new features make life very difficult for us. They'd deprecate features before the new features are ready for our workflows. Documentation and help materials for the new materials are not well done either.
March 20, 2017
Gainsight - Our Journey to Visibility and Scalability
All of our CSMs worldwide use Gainsight (GS) as their primary tool for account management. This is where they view their daily tasks, alerts on their accounts, dashboard view of their current and upcoming activities.
Our CSM team leaders use GS as well for dashboards where they monitor CSM activity, and will soon have their own flow of managers' CTA with alerts, tasks, and more.
GS helps us with the following:
Our CSM team leaders use GS as well for dashboards where they monitor CSM activity, and will soon have their own flow of managers' CTA with alerts, tasks, and more.
GS helps us with the following:
- Measuring KPIs for our CSMs
- Scalability of our department and processes, creating standards and benchmarks for our department and the organization.
- Customer Service - weekly calls with our CSM, prompt support responses, email availability by our CSM at GS.
- Building flows in the form of CTAs and incorporation of elements from other systems.
- Ability to store data and create trends.
- Reporting - it has all the data, but the report builder section isn't so strong
- "One to Many" linkage isn't supported
- Some missing basic function like: creating mandatory fields in CTAs, permission levels amongst users (one user can switch into another user's cockpit).
Gainsight is being used within our customer success team. The business problem that it addresses is helping us scale our communications to our growing client base, including our tech-touch clients.
- Thought leadership
- Implementation Training
- Identifying strategic accounts and focusing on them
- Product stability. One example we have socialized with Gainsight is the sponsor tracking integration with LinkedIn. I believe they have a solution that will be deployed later this year, which we are looking forward to.
- My team does not have a good perception of our CSM based on lack of responsiveness and a training where she did not come across as very prepared or knowledgeable on the product.
- Really emphasize the importance of making a significant investment in this product in order to achieve desired results during the purchasing process. We need to be good buyers, but I did not fully appreciate the level of investment needed to make use of this product at the outset.
March 17, 2017
Gainsight Review
It is being used by our client success department to help standardize/uniform the calls and experience our clients are receiving.
- Call to actions functionality.
- Customer friendly user interface.
- Integration with Salesforce.
- Objective CTAs being removed from cockpit and only showing in Success Plans, this should be an admin's decision.
- Unable to do a formula in reporting/dashboards.
March 17, 2017
Great for making CSMs more proactive and getting insight into customer behavior, but you're in for a lot of work
We are using it primarily for our Customer Success team and to support our Sales Team during the trial process. Our Customer Success team uses Gainsight for CTAs (all events-based at the moment - new client onboard, QBR reminders - but also some performance CTAs, like an alert that their new account hasn't reached our designated "passing" onboarding score), the C360 page to support QBRs, and their client dashboard at times. Our Director of Customer Success has her own dashboard that she monitors for going over CTAs and keeping tabs on how our new clients are onboarding. We also use Copilot to send out trial nurture emails and to automate emails coming "from" our Account Executives and introducing them to our renewal managers (we automate these outreaches because lots of clients fit into this low-touch bucket).
- CTAs and other rules-based features: CTAs are great because you can query your customer data every day and be alerted if/when your customer is exhibiting specific behaviors. For instance, we have a CTA set up to alert our CSMs if their new customer is 2 weeks into onboarding and has not yet received a "passing" score for onboarding.
- CoPilot: Copilot has a lot of the same features of CTAs but you can easily automate sending emails to people who meet specified qualifications. For instance, we send an trial nurture emails from Gainsight to accounts in the trial process who are days 2, 5, and 7 into their trial.
- Usage data view on C360 page: Our team gets a lot of value out of seeing their client's usage activity over time via the C360 page.
- Too many features: I think Gainsight could benefit from focusing on a handful of key features v. trying to do everything. There are so many tabs and so many areas that I can adjust that it's often overwhelming.
- Releases: Honestly, I have to brace myself for Gainsight product releases because at least some process that I set-up which was largely "set it and forget it" stops working after a release. I lose a lot of time redoing rules I've made in the rules engine with startling frequency.
- Support responsiveness: this was exacerbated after the previous release which made sense, but support often takes a full 24 hours to get back to me and simply say they're reviewing my ticket. Whenever I have an issue with Gainsight I assume it'll take the entire week to resolve.