Model and Manage Success of Real-World Customer Relationships

Enterprise-level customers have multiple deployments, multiple products, and multiple engagements. That means enterprise teams need to deliver outcomes across highly complex relationships. Gainsight's Relationships tool accurately models and manage outcomes in multi-variable ecosystems.


Drill-down into the divisions within one customer

Model the granularity that you need to successfully manage all entities within a customer

  • Create a centralized source of truth about the Relationship with a Relationship 360 (R360) page
  • Quickly access all R360 pages from the overall customer page

Extend Gainsight technology to the Relationship level

  • Track the movements of the Sponsors for each of your product lines within your customer and proactively identify potential risks and opportunities
  • Drive Surveys for each business unit, gathering feedback specific to your product or services within each
  • Design automated email outreaches via CoPilot to target your different client engagements at all the right points in their varying lifecycles
  • Generate pre-built PowerPoint presentations with Success Snapshots to quickly present Relationship-specific information
monitor health
roll up data

Roll-up information from Relationships to the Customer

Handle difficult roll-ups of information from Relationships to the Customer level for accurate and holistic reporting

  • Integrate external data to either/both the Relationship or Customer level
  • Perform complex aggregations from the Relationship to the Customer
  • Accurately reflect aggregate numbers in reporting and dashboards

For how we use Gainsight at my company, we call it “The Tool of Truth”. It holds all information about customers and accounts that we rely on it for almost everything.

Damon Wong

Customer Success