Finally a product built by company that understands CSMs
October 22, 2019

Finally a product built by company that understands CSMs

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

Overall Satisfaction with Gainsight

We use Gainsight to standardize our approach to client situations. Gainsight is our single data source regrouping all our customer data; this allows us to have a consolidated picture in a single environment and leverage that to build a success plan around that situation. It is also used to run automated NPS campaigns.
  • C360 - Account dashboard providing the complete health of a customer
  • CTAs - Call to action triggers on customers relevant to a particular situation during the lifecycle or a risk arising in the client journey.
  • Success Plans - Build a consolidated program based on tasks to make a clients journey successful
  • Configuration of the tool can be tricky and not so obvious.
Overall very good support experience, some tickets tend to take longer to resolve.
We have built in an automated reporting mechanism which provides C level executives with a weekly health status of the customer success organisation. We have also built dedicated reports per regions for the regional management.
  • Faster client Onboarding
  • Risk Mitigation
  • Standardized operations
Zendesk / Tableau / Litmos / Marketa / Google Analytics
Gainsight is well suited when a CSM is managing multiple accounts (higher than 10) and each requires a certain degree of personalized follow up. With its automation (rules engines) you can also build into the system automated responses and triggers for your customer and/or CSMs relevant to a particular situation. Reporting for management is also a key feature that Gainsight is well tooled for.

Gainsight CS Feature Ratings

Product usage
10
Help desk / support tickets
9
NPS surveys
10
Sponsor tracking
10
Customer profiles
10
Automated workflow
10
Internal collaboration
9
Customer health scoring
10
Customer segmentation
9
Customer health trends
9
Engagement analytics
10
Revenue forecasting
8
Dashboards
8
Role-based user permissions
7
API
10
Integration with Salesforce.com
10
Integration with Marketo
10
Integration with Eloqua
Not Rated