Setting my sights on a long future with Gainsight!
August 22, 2018

Setting my sights on a long future with Gainsight!

Katie Baker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Gainsight

We are currently utilizing Gainsight for our Customer Success team and looking to expand into other teams with a long term goal of company wide use. It serves as our main CRM database and is quickly growing into our primary communication tool with our customers (email templates, surveys, etc.). Gainsight helps us keep communication flowing between the CSM and management, and has been an invaluable tool to keep all of our customer notes and details in one place to streamline internal transitions.
  • Pushing 'to do' items out to our CSM team both by rules/filtering customer criteria or by uploading hand-picked lists of customers for special projects. Their Cockpit gives our CSMs a single place to go to see all of the action items for the day, week, etc. They can be grouped by type, due date or priority which allows each of our CSMs to customize their view and work how they work and prioritize best.
  • Dashboards are incredibly easy to build and allow management a visual insight into our customer data. Any data we can create a report on we can add to a dashboard. Global filters have been a HUGE addition, allowing us to quickly filter an entire dashboard by CSM or Team Manager with very little effort.
  • Gainsight's Timeline feature is a key component of our Gainsight usage. It was incredibly easy to roll out to our team initially and adoption has been great. The new Global timeline was a much needed addition which now allows us to see all timeline entries in one place and filter by CSM or account very easily.
  • Customer support is top notch! Their support platform allows us to very easily submit requests, track its status and email communication back and forth with the support team is quick and easy.
  • Workflow from an admin perspective leaves something to be desired. For example, creating a CTA for our CSMs so send to their customers requires access to 3 completely separate admin areas of Gainsight. 1. Journey Orchestrator to create the email template 2. Cockpit to create the playbook and 3. Rules Engine to actually create/send the CTA. This is a fairly simple task and one we do often, but the whole process seems disconnected.
  • Reporting on admin related data could also be a big improvement. The dashboards and tools to report on our customer data is great, but finding information to help me better manage/update our ongoing templates, rules, etc. is difficult.
Support platform is incredibly easy to use and track all previously submitted requests. Their team is knowledgeable but also not afraid to escalate an issue to their upper tier support team when needed. Their support team is also very active/vocal on their community platform, supporting customer idea requests and serving as a liaison between the customer and product teams.
Currently, our executive team is primarily leveraging Gainsight through Dashboards. We do have future plans to expand on this usage, but have not implemented anything yet. Visibility is increasingly important to our executive team to ensure the happiness and continued product adoption of our customers.
  • So far, our primary outcome has really been improving employee efficiency. We have gone through a pretty major reorganization of our customer success team and are pushing our CSMs to support more customers than ever. Gainsight has been an essential tool to allow them to support more customers without losing the high level of support our customers have come to expect. Many of our CSMs went from supporting 40-45 customers to now supporting 60+ with minimal effort.
All of our Gainsight data current flows through Salesforce or is uploaded data from our software on customer usage, licenses, etc. We are also in the process of implementing Kimble (on the SFDC platform) for our time/services tracking so once that implementation is complete that data will be pulled in as well. It is nice to have a 'single source of truth' for most of our data so we can spend more time analyzing instead of fact checking to make sure what we are looking at is even accurate.
Great for managing customer communication (emails, phone calls, trainings) and just general 'need to know' notes between internal teams, particularly for those companies with lots of CSM transitions. We just made a pretty major reorganization and having this information in Gainsight helped us tremendously!

The only scenario where I would hesitate to recommend Gainsight is if a company had a very unique/complicated customer or CSM structure. Gainsight is really designed for the bulk of information to live on the account level and our company has a lot of data/different CSMs on a relationship level. It is doable, but makes simple tasks that much more difficult to configure.

Gainsight CS Feature Ratings

Product usage
Help desk / support tickets
NPS surveys
Customer profiles
Automated workflow
Internal collaboration
Customer health scoring
Customer segmentation
Customer health trends
Engagement analytics
Revenue forecasting
Role-based user permissions
Integration with