Gainsight — Makes My OCD SO Happy
November 07, 2017
Gainsight — Makes My OCD SO Happy
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Gainsight
Gainsight is used by the customer success arm of our sales team exclusively.
It solves account tracking, account related to-dos, and helps us be uber organized about client success functions and follow up.
It solves account tracking, account related to-dos, and helps us be uber organized about client success functions and follow up.
- Action Items — Makes it really clear which accounts have to-do's, let's you set due dates on these, allows organization to push standard CTAs associated with account on-boarding, check-ins, etc.
- Note taking! I am obsessed with Timeline. Allows me to log account updates, important email exchanges, call notes and other general account good-to knows and also create tasks based on each.
- There may be something in our team's instance of GS that auto prompts 'Closed as Incomplete' at the main CTA level when you close too many playbook tasks and then the main CTA at the same time. Again, this may be settings.
- As much as I love Timeline, the formatting can sometimes be very off. Especially if you're copying and pasting content into Timeline.
- It would be great to be able to co-create Timeline entries. Myself and my CSM partner will often times take notes on the same call, so its duplication.
- Would be great to be able to @mention someone in Timeline.
Executives use Gainsight to track account health and team usage pretty closely.
- Employee Efficiency
- Improve Retention
- Wunderlist and Evernote
The aforementioned tools are great but very segmented. Gainsight allows you to leverage info from Salesforce while creating account based tasks for yourself and keeping all of your information relevant to the account in one place.