TRUSTED BY THE TOP CUSTOMER SUCCESS TEAMS WORLDWIDE
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
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
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
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
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