Gainsight - The Best Way to Organize Customer Success Teams
January 08, 2020

Gainsight - The Best Way to Organize Customer Success Teams

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

Overall Satisfaction with Gainsight

Gainsight was being used by all of the customer success to log activities with customers on a daily basis. We also had very specific alerts related to usage and communication built in to make sure we were monitoring how our customers were doing with our product and how often we were speaking with them.
  • Customized alerts directly to your email
  • Incredible reporting/graphs to show customers usage breakdowns
  • Load time of reporting can be slow based on how large of a data set you are pulling
Overall most support tickets are resolved after back and forth. I would love to see more 1-1 solving via phone calls to knock out the robotic feeling of a queue. I feel like this would increase the speed of time to resolution.
My manager and VP monitored my team's activities and where our customers were at daily. We used our activity dashboard as the basis for our weekly 1-1s and also for calculating our quarterly bonuses.
  • Easier to present ROI to customer.
  • Helpful in building our business reviews (i.e. dashboards, graphs and overall reporting suite).
Best suited for users looking to organize a lot of different information about a lot of different customers. Less appropriate for a sales team from a day to day basis, but extremely useful for a customer success team.

As a CSM, you are constantly context switching between customers and it can become hard to keep track of your most recent interactions/where each customer stands in regards to product usage. Gainsight solves this problem. Both departments (sales & customer success) can benefit from the reporting suites and alerts in Gainsight.

Gainsight CS Feature Ratings

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