Gainsight Customer Success Features

Provides users a customer-specific score to determine the overall satisfaction of each customer.

Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team

Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software.

Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.

Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention.

Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training.

Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.

Calculate NPS of customers

Initiate interactions with customers by proactively starting conversations or providing informational content

Calculates the risk that your customers will not renew or continue using your product or service.

Discovers and highlights factors that lead to upsell opportunities.

Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.

Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.

Service quality is measured in real time to provide alerts to case managers on opportunities for improvement

Predict future data based on historical data sets

Measures the business value of each customer and their contribution to the company bottom line.

AI technologies like NLP, NLU, and/or NLG are used to analyze and process text provided by customer interactions.

The product automatically discerns customer sentiment from text and/or calls for proactive action.

Calculates the likelihood of your customers continuing to use your product or leaving.

Track and analyze user behavior within a system or network

Track and interpret metrics on the usage of company resources

Access pre-built and custom reports and dashboards for viewing

Set up connections to third-party platforms to improve business processes

Ability to input, modify, and extract data from the application in bulk through a structured file.

Automates everday customer success functions for more efficient and effective day-to-day processes.

Set alerts for customer actions in order to respond quickly and proactively.

Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.

The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Provides a channel for team members to share media files, communicate, and work together

Receive data and information in real time

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Identify customers at risk of migration and activate strategies to retain them

Create and administer polls and surveys

Manage and track all internal and external communication conducted via calls, email, text, or chat

Create, manage and track all task activities and progression

Store and organize information about customers and previous interactions

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Monitor sales and make necessary adjustment in order to increase demand and revenue

Create, design and manage workflows for repetitive tasks

Manage, organize, and store contact information

Manage, store and organize emails within the system or via third-party apps

Configure existing workflows to meet your organization's needs

Generates a score that represents the likelihood of customer churn and customer satisfaction.

Catalogues and organizes a profile for each customer where every data point is attributed to.

Set alerts for customer profiles in need of urgent attention and resolution.

Calculate NPS of customers

Can operate under at least two distinct sales methodologies

Creates and stores multiple playbooks for sales

Highlights cross-sell, upsell, and white space opportunities

Can fully automate the deal renewal process

Suggests content appropriate to stage and tone of the deal

Allows multiple relationship maps for each account and opportunity

Includes explicit definitions of stakeholder roles

Calculates net promoter score (NPS) using customer feedback data.

Calculates customer satisfaction (CSAT) score using customer feedback data.

Calculates customer effort score (CES) using customer feedback data.

Provides gamification tools to incentivize employees to leverage customer feedback insights.

Provides insight concerning engagement with various stakeholders in regards to customer feedback and experience.

Allow users to create surveys and repond to customer feedback in a variety of languages.

Allows users to deploy surveys and intake feedback data for multiple brands.

Vendor provides industry- or role-specific experience management solutions.

Add customized logos and colors to align with company branding

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Create, design and manage workflows for repetitive tasks

Manage, store and organize emails within the system or via third-party apps

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Create and administer polls and surveys

Identify, track, and respond to negative feedback

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Active reporting of data and metrics

Assemble applications and processes by dragging over and arranging pre-built components

Gauge satisfaction and receive information for improvement and success

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels

Customize contracts and forms to collect specific information

Interact with data visualization elements, such as charts and graphs, to drill down into data

Graphical representation of data

Process of dividing customers into groups based on common characteristics

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Visualize and analyze customer experience across all touchpoints and channels

Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc

Alter the layout and content of reports

Notifications that are delivered to users as soon as an event occurs

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Define levels of authorization for access to specific files or systems

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Collect information from multiple sources

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Customize data fields to support various needs and use cases

Analyze and gain insights into data in real-time

Predict future data based on historical data sets

Provides a channel for team members to share media files, communicate, and work together

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Review data from past periods to reveal recurring tendencies and predict future performance

Application programming interface that allows for integration with other systems/databases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Tracks metrics that provide insight into how a user interacts with any interface or product

Pre-designed layouts that can be customized to match preferences and requirements

View and track pertinent metrics to find patterns and gain insights from data

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Adjust communications based on previous interactions or personal preferences

Plan, execute, and analyze email marketing campaigns

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Create, design and manage workflows for repetitive tasks

Display advertising and marketing messages to users based on their browsing history and preferences

Initiate interactions with customers by proactively starting conversations or providing informational content

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Tracks metrics that provide insight into how a user interacts with any interface or product

Create, manage and track all task activities and progression

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Track visitors'/audience's responses across web pages and other optimized content

Measures the retention rate and satisfaction of customers.

Allow customers/users to submit support queries and service requests

Guide new users to understand and become proficient in using a product or service

Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance

Tool to send questionnaires to customers to gauge feedback

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Receive notification of issues as soon as they occur

Visualize and analyze customer experience across all touchpoints and channels

Allow customers to cancel their subscription remotely.

Set up connections to third-party platforms to improve business processes

Automatically monitor and receive alerts for any new online reviews

Searchable repository of information about clients

Log and store the source of contacts/leads

Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media.

Identify customers at risk of migration and activate strategies to retain them

Automate workflows and trigger campaigns based on customer actions

Log and store the source of contacts/leads

Process of dividing customers into groups based on common characteristics

Communicate using messages within the system

Streamlining repetitive tasks and activities through automated and predefined workflows

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Communicate using direct chat or messages within the system

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track and document all activities across devices, networks, and other systems

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Application programming interface that allows for integration with other systems/databases

A collection of customer information such as contact details, demographics, previous interactions, etc.

Pre-designed layouts that can be customized to match preferences and requirements

An extended application or connector that enables users to perform additional services with their current set of tools

Analyze lost and won opportunities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Predefined actions automatically performed on the occurance of specific events

Gauge satisfaction and receive information for improvement and success

Tracks metrics that provide insight into how a user interacts with any interface or product

Process of dividing customers into groups based on common characteristics

Alter the layout and content of reports

Assemble applications and processes by dragging over and arranging pre-built components

Access previous interactions or concerns to maintain customer relationships

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Customize contracts and forms to collect specific information

Add customized logos and colors to align with company branding

Track and interpret metrics on the usage of company resources

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Informs of any account changes and notifications