Gainsight - A great way to see ALL of your clients
August 22, 2018
Gainsight - A great way to see ALL of your clients
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Gainsight
We use Gainsight as a way to manage our customer accounts. The entire customer success department uses the software. Gainsight allows us to track a client's progression. We are able to create a timeline of all interactions with each client. As such, we are able to easily determine the health and engagement of each one of our clients.
- Timeline -- allows accounts managers to record events. You can detail date, time, who was involved, how long it lasted, and an open notes section. You can also log clients missing/skipping interactions
- Calls to Action (CTAs) -- can set up one-time or recurring CTAs across the entire organization. Helps to prioritize actions and work collaboratively across teams.
- Recording Scores -- the ability to record customer health scores. Allows for a quick summary view of health that can be expanded on in the notes/timeline
- CTAs are are used rather broadly, would like a specific recurring accounts update section
- Would love an integration with Google calendar to automatically log my calls
- Requires a high degree of training to know the ins and outs. A more robust knowledge base with training videos would be awesome!
Our exec team loves Gainsight. They have quick and seamless visibility into all of our clients. The dashboards give a sniff test into overall health, and can easily be expanded upon in the account level updates. As long as each user is updating their respective accounts, there are no surprises that arise due to Gainsight's ability to make data actionable.
- Increased visibility into all accounts
- Boosted employee engagement into overall customer health
- Gave a 360 degree of accounts from sales through renewal