Our CSM platform of choice - Gainsight
June 05, 2015

Our CSM platform of choice - Gainsight

Chris Krystalowich | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Gainsight

Gainsight is being used by the Client Success team to manage our client base. We are monitoring simple usage metrics, but we have also implemented financial tracking to provide overall health scores for our clients.
  • Extremely robust platform
  • Integration into Salesforce.com allows for simple data sharing
  • Flexible to handle our outside of the box use cases
  • Nothing I can think of right now
  • Prior to Gainsight we managed all our clients via our own infrastructure and Excel spreadsheets. The ROI for managing metrics, overall health scores and playbooks in one platform is invaluable.
  • Totango,Bluenose Analytics
Gainsight was able to handle our use cases for tracking financial data, Bluenose and Totango were not. In addition, Totango is not a native Salesforce.com application.

The most important question for any company looking to implement Gainsight revolves around the data. We had issues with our data prior to implementing Gainsight, we needed to resolve these issues prior to implementing Gainsight or the issues would have been magnified.

I highly recommend the Success Express fast track session that Gainsight offers each month for new customers. This is the best way to understand how to map your business requirements to Gainsight's features/functions.

Gainsight CS Feature Ratings

Product usage
8
Help desk / support tickets
Not Rated
NPS surveys
8
Sponsor tracking
8
Customer profiles
9
Automated workflow
9
Internal collaboration
8
Customer health scoring
9
Customer segmentation
9
Customer health trends
9
Engagement analytics
9
Revenue forecasting
7
Dashboards
8
Role-based user permissions
8
API
8
Integration with Salesforce.com
9
Integration with Marketo
8
Integration with Eloqua
Not Rated