A growing company with a desire to learn all that GS has to offer
March 08, 2017

A growing company with a desire to learn all that GS has to offer

Brittany Habel | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Gainsight

Currently, only our Customer Success department is using Gainsight. We are slowly growing a success operations team, and as we do, they are starting to use the software more and more. We use it to track overall happiness with our product and healthiness with our company and adoption of our product.
  • Easy to use interface
  • Love the timeline feature to easily see a history of interactions
  • Historical tracking of usage
  • Reporting across various data sources is limited
  • Their usage data is auto-aggregated and cannot be customized
  • Rules based logic is not often intuitive. You need to learn to think in "gainsight" ways
  • More accurate reporting and expanded capabilities
  • More accountability for CSM successes and failures
  • House various metrics and data sources under one roof which improves efficiency of the CSMs
I post on the community when I have product requests or ideas that support doesn't have solutions to and they send me there. The response rate there is hit and miss. Sometimes there is immediate follow through from the product teams but others are never responded to. We attended Pulse last year, but are sending more representatives this year as we found it very useful.
We switched to Gainsight only a month or so after I started with ServiceTitan. I was not involved in the decision-making process nor was I all that familiar with our previous software. We were using Close.io, and what I remembered most about their limitations was the lack of historical tracking. It was all stagnant.
I would recommend only adding Gainsight after having a thorough setup and understanding Salesforce. We implemented both simultaneously which led to a lot correcting as we learned our errors down the road. This led to duplicative work and also needs to re-train the team several times as our workflows changed and evolved. Also, ensure that CS managers are directly involved in the implementation and not just leave it to an admin. This way when it comes to enforcing usage among the CSMs later down the road the managers have a more knowledgeable and vested interest in doing so. Once you have clearly defined processes, Gainsight is wonderful for tracking.

Gainsight CS Feature Ratings

Product usage
8
Help desk / support tickets
9
NPS surveys
9
Sponsor tracking
2
Customer profiles
9
Automated workflow
8
Internal collaboration
3
Customer health scoring
9
Customer segmentation
9
Customer health trends
9
Engagement analytics
8
Revenue forecasting
Not Rated
Dashboards
8
Role-based user permissions
7
API
5
Integration with Salesforce.com
9
Integration with Marketo
Not Rated
Integration with Eloqua
Not Rated