Gainsight is by far the BEST CSM solution out there!
September 04, 2018
Gainsight is by far the BEST CSM solution out there!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Gainsight
Currently Gainsight is being used only by the Customer Success department. The problem we had prior to having Gainsight is that we had way too many customers to discover all of their issues and make them better users of our platform. After we implemented Gainsight, we were able to locate specific gaps in customer performance that we wanted the CSM team to address, and we created CTA's to make it easier for a CSM to structure their day without having to research/find issues. We are also able to better track the last time we were in contact with our customers, so that we can ensure that each customer we have is being cared for.
- Easy to use UI. This makes it easy to onboard new CSM's to start using the tools and get them up to speed on their administrative processes
- Having a holistic view of the customer makes conversations much easier by outlining everything we need to know about the customer in one view. This alone eliminates a large amount of time for our CSM's by not having to load multiple objects in SFDC
- Rules engine/bionic rules. The possibilities are endless when you start diving into the power of bionic rules. Objects that were once unrelated can now have some sort of relation, and you can formulate extremely valuable data that used to take hours to pull into Excel.
- Admin tab has lots of tabs and sub categories in each tab. If you don't spend a whole lot of time in a certain category then it can take a while to find the info you're looking to update/change
- CTA updates. In our instance we use CTA's very heavily and we would like the ability to create rules that automatically update the status of a rule. Currently you can create rules to close a CTA but you cannot create a rule to change an open status to a different open status.
Reporting at my company is typically held within the operations and the VP levels. We are owned by a Private Equity and the Executive team doesn't have access into Gainsight but we do share our insights and current issues within the customer base. We use certain reports to display trends but that's as far as the executive team gets visibility.
- We've been able to reduce churn by over 10% by finding key issues for our CSM team address using Gainsight
- CSM's are able to address more accounts now because they no longer have to dig to discover customer issues.
We've evaluated Strikedeck and one of the main features we really like about Gainsight is that it is native within Salesforce. Strikedeck is an external program that reads into SFDC but it requires the user to jump from window to window.
Currently we only have Mixpanel connected to Gainsight. This has enabled us to capture data from how our customers are using our product and capture insights within SFDC/Gainsight to help empower the CSM team to better assist the customer. Mixpanel used to be used exclusively by our product team but now we have greater visibility.