My learning curve with Gainsight
November 02, 2017
My learning curve with Gainsight
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with Gainsight
It is being used by the Customer Success Management team.
It helps us to scale in a way processes are robust. We are utilizing same methodology to manage all accounts, get us aware of customers at risk, get the work of the CSM day to day much more organized, provide the manager the needed visibility of customer tied to a team/ region/ other specific metrics.
It helps us to scale in a way processes are robust. We are utilizing same methodology to manage all accounts, get us aware of customers at risk, get the work of the CSM day to day much more organized, provide the manager the needed visibility of customer tied to a team/ region/ other specific metrics.
- Views of accounts that it makes it easy to track - for example - manage accounts to be renewed this quarter/ accounts to be renewed next quarter/ New customers that are on boarding etc.
- Account 360 - detailed area where I can view all information required per account.
- Timeline - capability that you can utilize to log in quickly any type of activity done with the customer - so you can track history.
- Views are not always adjusting to screens - makes it super not user friendly to use it.
- When view is even smaller than the screen, you get the view on 2/3 of the screen rather than adjusting for full screen.
- You are not being able to add comments to a specific account, when you are on one of the views.
- You must go into the account 360 and add your comments.
- Very time consuming.
- Too many clicks when you deal with CTA - makes it unusable.
Not utilizing at the moment as they have not adopted the tool as of yet.
It is important and it will be a key piece of us continuing using GS.
It is important and it will be a key piece of us continuing using GS.
- Improve retention
- Employee efficiency
- Improve OBP flow with new customers