A great foundation for your Customer Success department
April 18, 2016

A great foundation for your Customer Success department

Seth Wylie | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Gainsight

Our Customer Success Team uses Gainsight to keep track of their to dos, essentially. The greatest value in that respect is that Gainsight is able to automatically generate to dos based on any data that's available in Salesforce, or that can be pulled into Gainsight in another way (for example, through their Google Analytics connector, or through a direct upload). Additionally, the customer health is not just visible to our Customer Success Managers based on these individual to dos that they have in their "Cockpit", but via a customer health scorecard that gives an overview to management. Additional functionality, like automated emails to customers and surveys, round out the feature set.
  • Gainsight does a great job at getting you access to the data that you care about. As long as it's in Salesforce, or you're willing to implement a data uploading process using one of Gainsight's data integrations, then the sky is really the limit as far as which data should have what impact in Gainsight.
  • Gainsight's online community provides exceptional access to the product team, who pay close attention to the posts and conversations there, and give thoughtful and earnest replies.
  • Gainsight understands the importance of implementation, given that they live and breathe customer success all day every day. They are dedicated to solving any problems that you encounter, and make sure that you have a positive and productive experience.
  • The interface needs improvement -- it has a clunky feel -- but they're in the midst of a redesign.
  • Gainsight does one major release a month, and I haven't yet seen an example of bug fixes being pushed outside of this schedule, which can be irritating in those few situations where there is a bug standing in your way. However, they do a great job of reaching out once that bug *is* fixed.
  • Our CSMs could use more comprehensive "how to use Gainsight" content. Since we didn't purchase access to a dedicated Customer Success Manager at Gainsight, there's no one to 'invent the wheel' for how our team should be using Gainsight. We're doing a reasonably good job on our own, but more support is always welcome.
  • Management awareness, oversight, and confidence in customer health.
  • Continues to prompt important internal discussions about how we want our CSMs to be interacting with, and prioritizing, their customers.
  • CSM awareness of customer health 'red flags' that they wouldn't have otherwise noticed.
We used Totango for a while, and I was not involved in administering it, but my understanding is that we couldn't get the data to be quite right. Gainsight provides extensive additional functionality, not just on identifying customer health, but on enabling our Customer Success team to *act* on that information.
In short, we're buyin' what they're sellin'. Gainsight will work exceptionally well for you if you're working to develop customer success processes and tracking. It may be more difficult to use if you've already established those things fairly extensively internally, and need to twist and turn them to get them to fit into Gainsight's infrastructure.

Gainsight CS Feature Ratings

Product usage
8
Help desk / support tickets
8
NPS surveys
9
Sponsor tracking
5
Customer profiles
9
Automated workflow
9
Internal collaboration
9
Customer health scoring
9
Customer segmentation
Not Rated
Customer health trends
7
Engagement analytics
7
Revenue forecasting
Not Rated
Dashboards
6
Not Rated
Role-based user permissions
Not Rated
API
Not Rated
Integration with Salesforce.com
8
Integration with Marketo
6
Integration with Eloqua
Not Rated