Gainsight is the Cadillac of CSM platforms, but still has work to do on its UI
October 22, 2019
Gainsight is the Cadillac of CSM platforms, but still has work to do on its UI
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Gainsight
We use Gainsight to manage our enterprise accounts. As a manager, I use it daily to understand the health of my portfolio of accounts and the status / progress of each customer's Success Plan. In addition, it serves as a critical 'single source of truth' if a CSM is on vacation / sabbatical or if we're transitioning the account to another CSM.
- Offers a single place for CSMs to enter all notes and success plans so that everyone across the organization can access that information - key for knowledge capture and transfer
- Allows leadership / management to roll up the health of their accounts / portfolios and sort by various health factors
- Timeline becomes a mass chaos especially for high engagement / touch accounts - it lacks the ability to reference various objectives / initiatives. A CSM will regularly talk to a customer on one status call about 4 objectives / initiatives, but we can't ask them to click between 4 objectives / initiatives while in one call.
- There's a lack of sufficient hierarchy in success plans for what we need to do in the high touch enterprise space.
- The user experience for Success Criteria is poor - the current functionality limits us from building a "value log" of the benefits a customer is receiving from our software and services.
- Cockpit is a nightmare - it's a massive list and not intuitive to search / filter / query.
Executives can see Account Health, but we limited it to one Health Factor (our fault because of lack of skill in our org), so there's a big lack of granularity into Account Health. And we still struggle with building dashboards because the user experience is tough for our team.
- All of our Customer Success Plans are now in Gainsight - no longer in Excel / tagged in SFDC and out of date.
- Transparency in account health
- Totango and ClientSuccess
Gainsight is more robust than the others - and its success plan is a big differentiator.
We're pumping in consumption analytics from PowerBI, account team info from SFDC, consulting info from Tenox. While we still need to go to those tools for details, at least CSMs have one place to start from.