TRUSTED BY THE TOP CUSTOMER SUCCESS TEAMS WORLDWIDE
Combine multiple sources
Get the most accurate customer health score with no detail left behind.
- Avoid missing key customer data by bringing in information from your CRM, support ticketing software, product usage data, and more
- Combine CSM assessments with objective trends in product usage for a holistic measure of your customer’s success
- Empower your CSMs with the ability to add sentiment data to customer scores
Customize your health score
Fully configurable means you don’t conform to us, we conform to you.
- Cut down on inaccuracies with multiple scorecard models for all of your different customer types
- Eliminate guesswork with a health score framework based on the signals and data that are important to you
- Create health scores that fit your customer base with unique control over the weight measures and other criteria
Never miss the chance to act on a critical customer moment.
- Drive targeted playbook and automated outreaches based on changes in customer health
- Prevent at-risk customers from falling through the cracks with proactive alerts that bring in the right team members for the job
- Increase efficiency with hundreds of pre-built playbook templates from successful Gainsight customers like Adobe, Box, and more
Boost efficiency with proven, prescriptive workflows and proactive alerts.
- Listen to trends in customer data to proactively automate alerts and next steps around customer risks, opportunities, or lifecycle events
- Drive consistency around what works with prescriptive step-by-step playbooks
- Save your team team with prioritized workflows, and pre-templated emails, tech-touch journeys, and surveys to scale their efforts
- Eliminate guesswork with detailed reports that show how teams spend their time and which activities have the greatest impact on Customer Success
Organize your team around a strategic plan to achieve customer outcomes.
- Work with your customers to define their desired outcomes, then develop a strategic plan of action to achieve them
- Track objectives, tasks, and milestones for every customer to help your team organize around and execute on the right actions
- Display project plans to keep your team on track, and export status updates in presentation-ready slides for your next customer meeting