A CSM's dream tool
October 27, 2017
A CSM's dream tool
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Gainsight
Gainsight is used across business units. It helps the CSMs be proactive and manage their accounts.
- Continually improves the platform.
- Energy flowing conferences.
- Services team really helped with setup and issues.
- Better high-level reporting for Directors. We have a lot of relationship offerings and there are limits.
- Expensive for licenses.
- Dashboard permissions are tough. Need to have them in groups so I don't have to add each person to each dashboard. We have a lot of dashboards.
Visibility is very important. Executives look at usage reports and will target those accounts for certain communications. It helps them understand upcoming renewals and an account's overall status.
- Boost employee efficiency
Salesforce has more sections for customer notes, use cases, etc.