Streamline your day to day as a CSM!
May 12, 2016
Streamline your day to day as a CSM!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Gainsight
Gainsight is primarily used by the customer success team. The executive team and sales team have access to the iFrame within Salesforce, and have the ability to look into the metrics of each account. It addresses visibility into the health of each customer, and allows the sales and executive team to fish for information about the account without having to reach out to the customer success team.
- Gainsight has a great user interface. It is easy to navigate and is very intuitive.
- Gainsight is a customer success tool made by CSMs for CSMs. The tools and workflow it offers are very much inline with what a customer success manager needs for their day to day life.
- Gainsight's cockpit is a great tool for CSMs to stay on track of their every day tasks. It give managers visibility into what their CSMs are doing on a regular basis.
- Creating tasks and switching dates in cockpit can be difficult.
- The customer's dashboard should be customizable for the individual CSM.
- Positive Impact: Helps track tasks.
- Overdue tasks can be overwhelming.
- The scorecards help alert which customers I need to spend more time on.
6 to 10 people
Gainsight CS Feature Ratings
Using Gainsight
20 - Customer Success Managers, Sales, Executives.
3 - Salesforce Admin and a few CSMs
- Allowing executives to fish for their own information
- Help manage CSMs day to day
- Gives account executives insights into the health of the accounts
- Using dashboards in EBRs
- Scorecard architecture
- More dashboards
- Automated playbooks