Unify all stakeholders with a shared understanding of the customer
Gainsight Sharing enables your customer-facing teams, partners, and vendors to coordinate and prioritize their actions around a unified understanding of customer health. Share a consolidated view of multiple sources of data such as your CRM, support system, financial system, survey tool or custom database to provide a one-stop data shop for your customer-facing teams.
Share a 360 degree view of one customer or a Dashboard of an entire customer portfolio via a simple web page for easy access outside Gainsight. Organizations can empower every stakeholder with the data, workflow, and collaboration tools needed to effectively coordinate action for optimal customer outcomes.
- Collaborate with Internal Teammates: Use Shared360 to share important customer or partner information such as customer health, open risk or opportunity alerts, survey responses, or account metrics with your cross-functional teams to align on desired customer outcomes.
- Better Enable Channel Partners: Share a customer dashboard with Channel Partners to enable them to better manage their portfolio by mitigating risks, executing strategic goals, and capitalizing on expansion opportunities.
- Keep Executives Informed: Use Shared360 to brief executives on important customer metrics and goal progress before they meet with your strategic customers.
Configure granular settings for secure access
Don’t sacrifice information security for the sake of easy access across teams, partners, and executives. With Shared360, Gainsight Admins can choose to add:
- A One Time Password (OTP)
- An expiration date for shared links
- Restrict to certain IP Addresses