Gainsight: A Robust and Customizable Platform & Great Partners to Help you Drive Success
September 26, 2023

Gainsight: A Robust and Customizable Platform & Great Partners to Help you Drive Success

Andor Fuhrer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • Gainsight CS

Overall Satisfaction with Gainsight CS

Benchling was building out their Customer Success org and needed a platform that can enable CSMs to manage their book of business, get fast insights on customers and a way to proactively alert CSMs on when to engage with customers. Additionally we also wanted to build a digital segment that would solely rely on 1:M email communications.

Retention was starting to rear its ugly head, so having a platform that can allow us to use a comprehensive health score to catch early signs or risk; best-in-class process on identifying, managing and mitigating risks and visibility to executive leadership and cross-collaborating teams was one of the reasons we went with Gainsight.

We (CS Ops) were also tasked to do more with less, which inspired us to create a digital segment that can be sustained off of digital 1:M engagements with Gainsight's Journey Orchestrator (JO). With JO, we can create year-long monthly product usage updates to customers, ensuring they are aware of all new product features that can assist them with reaching their business goals, as well as efficient CSM interventions when needed
  • Gainsight's Data Designer is a powerful tool that allows you to create new tables/data sets from different sources (Create a new table by merging Snowflake, SFDC and Gainsight data that you can use for reporting or be the engine of calls to actions)
  • The health score is great! with good data and the right workflows in place, you can easily create automated health scores by your desired segmentation
  • Journey Orchestrator is the best 1:M outreach tool I have seen from any CSP. Very flexible and comprehensive. Can also support surveys! JO can be used for all segments, not just your digital segments!
  • Gmail/Outlook integration - Our CSMs love that you can send an email and attach it to the gainsight account. You can also create a meeting note in Gainsight and email it to your customers!
  • Calls to Action/Playbooks are very customizable, interoperable with SFDC and a great way for CSMs to keep on top of their work and also a great tool for reporting outcomes and CSMs work throughout the year
  • Success Plans are good, but I think there can be some upgrades made that can make them more interoperable with other functions/workflows we establish within Gainsight
  • Reports/Dashboards are good and comprehensive, but some UI enhancements can be made that will fall in line with other reporting tools out there
  • No metrics yet, but we have improved our at-risk customers by identifying risks earlier via our automated health score and with our Gainsight approved mitigation workflow, CSMs and leaders have better discipline with mitigation efforts and sharing at-risk customers across the org so other teams can step in and assist

Do you think Gainsight CS delivers good value for the price?

Yes

Are you happy with Gainsight CS's feature set?

Yes

Did Gainsight CS live up to sales and marketing promises?

Yes

Did implementation of Gainsight CS go as expected?

Yes

Would you buy Gainsight CS again?

Yes

From a user/CSM perspective - very easy to use and pretty straightforward. Gainsight is continuously improving/addressing 'too many clicks' that annoy some CSMs.
From an admin perspective, fairly easy to use and setup. it would be ideal to have a very technical admin, and if that person has relational database experience, you will be golden!
Gainsight also has good support, Technical Account Managers available (at a cost) and they offer weekly office hours
Support is good - they usually provide videos that are super helpful when trying to resolve an issue
Gainsight is a fantastic, user friendly customer success platform that will work for companies starting up their Customer Success journey or well established enterprise customers with a mature CS program. From my experience, Gainsight has always been two steps ahead of where we want to drive our customer success team and never feel they have any product feature limitations, at least nothing major missing.

Their Journey Orchestrator is great for 1:M communications, creating customer surveys to collect value driving customer insights and allowing CSMs to take action if customers are not engaging with these comms.

It is also very interoperable with other major platforms, and with data designer, your admins have the ability to curate, clean up and design new data sets, which is so useful since we know our internal data is never that great :)

Gainsight isn't a magic wand and with any platform, organizations need to use the opportunity to re-imagine some legacy workflows and always have an appetite to innovate since Gainsight can definitely support those innovations!

Gainsight CS Feature Ratings

Product usage
10
Help desk / support tickets
9
NPS surveys
10
Customer profiles
10
Automated workflow
9
Internal collaboration
8
Customer health scoring
10
Customer segmentation
10
Customer health trends
9
Dashboards
8
Role-based user permissions
9
API
9
Integration with Salesforce.com
10