
TRUSTED BY THE TOP CUSTOMER SUCCESS TEAMS WORLDWIDE






360 View
Empower your team with a single source of truth for every customer.
- Consolidate data from multiple sources into a central view, enabling your teams to quickly and easily access a holistic view of their customer
- Design multiple 360 layouts to show the right view depending on the customer’s attributes or the user’s role
- Enable your cross-functional team to deliver the outcomes customers desire with insights in a convenient location


Scorecards
Capture customer health with a comprehensive, accurate framework.
- Create a holistic assessment of health across all types of interactions and data, from CSM Assessments to Product Usage trends and more
- Reflect the scoring dimensions that are most important and impactful to your business
- Use customer health as your early warning system, and drive targeted playbooks and automated outreaches when changes occur
NEW!
New Feature Name
Consolidate data from multiple sources to make it easy and efficient to gain a holistic understanding of your customer.

Timeline
Equip customer-facing teams with context and alignment.
- View a customer’s entire chronological history, including notes, updates, and touchpoints to better understand their unique journey
- Log notes and emails, and manage tasks within Gainsight or through convenient integrations with your productivity tools
- Find the right information whenever you need it and holistically analyze your company’s activity with a customer


Playbooks
Boost efficiency with 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 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

Success Plans
Stay organized with 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

Deliver the Outcomes Your Customers Desire

Customer 360
Enable your team with a single source of truth for essential information about every customer

Scorecards
Create a robust framework to capture every dimension of your customer health

Playbooks
Scale your team’s actions with proactive alerts and proven workflows and templates

Timeline
Align and drive next steps with a chronological, easy-to-update view of every customer interaction

Success Planning
Help your team guide customers to desired outcomes and easily share updates

Reporting & Dashboards
Explore trends and share critical insight with industry-leading reporting and dashboards
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