Gainsight: Making Customer Success More Manageable
February 20, 2017

Gainsight: Making Customer Success More Manageable

Gordon Kaywin | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Gainsight

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 had a very positive impact on the Customer Success Team's ability to have a clear line-of-sight and tracking around customer usage.
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.

Gainsight CS Feature Ratings

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