LB
Louise B.
"Awesome Customer Engagement and Support, But Takes Some Getting Used To"
5/5
What do you like best about Gainsight Customer Success?

What I love most about Gainsight is how customizable it is and how impactful it’s been for managing customer journeys. The ability to personalize journeys and create dynamic email flows based on customer data has been a game changer. Features like Journey Orchestrator, despite having a learning curve, are super powerful once you get the hang of them. I also appreciate the detailed configurations available like using calculated fields, branching for different customer types, and setting up conditional steps. Having these tools lets us craft unique experiences that match specific use cases, and the flexibility is absolutely worth it.

Another standout is Gainsight's customer support team—they’re incredibly helpful and patient. Anytime I’ve hit a roadblock, like figuring out joins or creating data sets, their team has walked me through it or even provided recordings for reference. Even as a smaller customer, we’ve always felt valued. Plus, the platform integrates well with Salesforce, which is critical for our data needs. The support and resources have made it easier to get ROI even with limited in-house expertise. Review collected by and hosted on G2.com.

What do you dislike about Gainsight Customer Success?

One challenge we’ve faced with Gainsight is the complexity of setting up new programs, especially when working with intricate data sets or trying to merge multiple objects. For someone without deep technical knowledge, it can take time to get comfortable with features like joins or building advanced workflows. While the flexibility is great, it’s not always intuitive.

Additionally, transitioning older programs to the newer Journey Orchestrator version has been tricky. It requires more effort than expected, and some processes could benefit from clearer guidance. That said, the support team has been amazing at helping bridge these gaps and make learning manageable. Review collected by and hosted on G2.com.

Daniel B.
DB
Daniel B.
Senior Operations Representative
"Best in class company and offering"
4.5/5
What do you like best about Gainsight Customer Success?

In addition to the subject matter expertise from the Gainsight employees, there is a robust community of experts willing to inspire you to do more. The product is built for purpose and capable of being configured to meet your companies needs. What I really appreciate about Gainsight is how it's helped us centralize and standardize the way we view and manage customer health and engagement across teams. The ability to build executive dashboards and create reports tailored to different roles—from CSMs to leadership—has been a game changer. For example, I’ve been able to track engagement levels, identify at-risk accounts, and hold my team accountable with real-time data at their fingertips. It’s become a vital tool for driving adoption and ensuring everyone is aligned on processes and priorities.

Additionally, the support from the Gainsight team has been outstanding. From onboarding to troubleshooting, they’ve been there to help us configure the platform to meet our unique needs—even when we ran into challenges with integration. Their insights and guidance have made it easier to navigate complexities and get real value out of the platform. It’s clear they’re invested in our success, and that level of partnership has been hugely beneficial. Review collected by and hosted on G2.com.

What do you dislike about Gainsight Customer Success?

The product has many features and capabilities that we under utilize, but one area that would require a product enhancement is the functionality of the R360 record. We have found a solution and have benefited overall from the solution. One area where Gainsight could improve is in the complexity of initial setup and integration, especially for organizations with complicated systems like ours. We faced challenges aligning across multiple Salesforce instances and ensuring data accuracy, which required significant internal coordination and adjustments. While Gainsight’s team has been very supportive, some of the setup has been more time-intensive than expected.

Additionally, certain features, like reporting and filtering logic, can feel a bit nuanced and require a deeper learning curve. That said, Gainsight offers robust support and training resources, which have helped us work past these hurdles and continue improving our processes. Review collected by and hosted on G2.com.

Matthew S.
MS
Matthew S.
Trading Support Analyst
Information Technology and Services
Mid-Market (51-1000 emp.)
"Powerful CS platform that centralizes customer health and drives proactive engagement"
4/5
What do you like best about Gainsight Customer Success?

Gainsight's 360-degree customer view and health scoring are standout features. The ability to consolidate data from multiple sources into a single customer timeline makes it easy for CSMs to stay on top of their accounts. Automated playbooks and calls-to-action help the team be proactive rather than reactive, and the reporting/ dashboards give leadership strong visibility into churn risk and expansion opportunities. Review collected by and hosted on G2.com.

What do you dislike about Gainsight Customer Success?

The platform has a steep learning curve and can feel overwhelming for new users due to its breadth of features. Initial configuration and ongoing administration require significant time investment and often dedicated Gainsight admin resources. The UI, while improving, can sometimes feel complex, and some reporting workflows are less intuitive than expected. Review collected by and hosted on G2.com.

Blake S.
BS
Blake S.
VP customer success
Enterprise (> 1000 emp.)
"Powerful tool from strategy to execution."
5/5
What do you like best about Gainsight Customer Success?

What I like best about Gainsight is how it brings together all the critical data and tools we need into one platform, saving time and making our jobs so much easier. Before, our CSMs had to dig through multiple systems to get a complete picture of a customer, but with Gainsight, the 360 view consolidates everything—usage data, health scores, support tickets, and more—onto one page. This not only gives us clear visibility into our accounts but has significantly reduced the time we spend preparing for QBRs or executive updates. The customization options, like dashboards and scorecards, make it adaptable to our specific needs too.

Another standout is Gainsight's focus on automation. Features like the AI-powered cheat sheet, AI follow-ups, and the ability to log emails and meetings directly into the timeline have helped reduce admin workload for our CSMs. On top of that, the customer support has been excellent—always quick and helpful when we have questions. Overall, Gainsight has become a key tool for driving customer success and ultimately improving retention and growth. Review collected by and hosted on G2.com.

What do you dislike about Gainsight Customer Success?

One challenge we’ve faced with Gainsight is the learning curve for new users. With so many powerful features and customization options, it can initially feel overwhelming for teams who are just getting started. That said, once users get familiar with the platform, it becomes an incredibly valuable part of their workflow.

Another area for improvement is around dashboard and report requests. With so much data available, we often get numerous requests to create custom dashboards for different teams, which can lead to some complexity in managing them all. However, Gainsight’s team has been great about helping us streamline and optimize these processes. Review collected by and hosted on G2.com.

Austin B.
AB
Austin B.
Director of Technical Support
Mid-Market (51-1000 emp.)
"Big Win for Customer Success with Awesome Support and Insights"
5/5
What do you like best about Gainsight Customer Success?

What I like best about Gainsight is how it has helped us operationalize and elevate our CS motion. As a brand-new CS team, we had a lot of data floating around that we couldn’t fully leverage, and Gainsight has been the tool to bring it all together. The health scores have been a game-changer, giving us clear visibility into our customer personas and current status. The automated CTAs have enabled our team to engage with customers proactively and address potential risks, all within an intuitive, easy-to-navigate platform.

Another standout has been the support from Gainsight’s team. Whether it’s technical guidance from our TSM or strategic discussions with our CSM, the level of support has been awesome. The integration with Salesforce has also been smooth, and features like dashboards, reports, and Journey Orchestrator are proving impactful as we scale. It's clear they’ve designed Gainsight with customer success teams in mind, and it shows in how effectively it aligns with our goals. Review collected by and hosted on G2.com.

What do you dislike about Gainsight Customer Success?

The biggest challenge we've faced with Gainsight is the initial learning curve for some of our team members. As a brand-new CS team using Gainsight for the first time, it took some time to align our processes with the platform and fully understand how to configure and leverage its features.

Additionally, there have been moments where we realized certain fields or data weren’t set up from the start, requiring us to go back and update configurations. That said, the Gainsight team has been great at supporting us through these adjustments, and we’re steadily getting everything fine-tuned to meet our needs.

PS - Staircase will solve a lot of this. Review collected by and hosted on G2.com.

JB
Josh B.
"Great Tool for Understanding Customers, Keeping Them Around, and Reaching Out First"
5/5
What do you like best about Gainsight Customer Success?

What I love most about Gainsight is how it brings all our customer data together and gives us actionable insights. The health score feature is a standout—it helps us hyper-focus on yellow customers teetering on green so we can prioritize our efforts effectively. It’s also super customizable, which lets us tailor it to Omnicell’s unique needs, whether it's tracking sentiment or driving adoption. Plus, the AI functionalities like the follow-up notes and sentiment analysis have real potential to save time and improve consistency, though we’re still working on fully leveraging them.

The support we’ve received from Gainsight has been amazing too. Our CSM, Alexandra, has been great about giving us guidance and making sure we’re getting value out of the system. Gainsight has also integrated seamlessly with tools like Zoom/Teams and Slack, which makes it much easier for our team to manage customer interactions and access the info they need. It’s been a strong tool for helping us be more proactive and efficient to ensure we're driving customer value where it matters. Review collected by and hosted on G2.com.

What do you dislike about Gainsight Customer Success?

One challenge with Gainsight is that some features, like AI takeaways for timeline analysis, come with additional costs that weren’t immediately clear to us. It would be great if more of the AI capabilities were included upfront, as those have real potential to boost efficiency and insights across the team.

Also, while Gainsight is powerful, it can be a bit overwhelming for teams just starting out with tools like AI copilot and text analytics. There’s a learning curve, and it takes time to design the right strategy to fully leverage all the features. Some built-in education tools would be helpful. Review collected by and hosted on G2.com.

Mel D.
MD
Mel D.
Enterprise Partner Success Consultant
"Great Tool for Understanding Customers and Cutting Churn, But a Little Complicated"
4/5
What do you like best about Gainsight Customer Success?

One of the best things about Gainsight is how it consolidates all our customer data and activities into one place, giving us a much clearer, holistic view of our clients. It eliminates the scattered processes we previously had, where we’d have to look at multiple systems to track onboarding, notes, and engagement. The visibility we now have into customer health through the health score and the ability to track key metrics like MRR and ARR have been really beneficial for managing risk and focusing on at-risk accounts.

I also really appreciate the support team. There have been times when our setup got complex (like switching from Dynamics to Pipedrive!), but the team—especially Prachi—was fantastic at keeping us on track and guiding us through it all. While the system is quite powerful and takes time to learn, Gainsight's resources, like their university and community, along with hands-on guidance from our CSM, have been incredibly helpful in building confidence to get the most out of the platform. Review collected by and hosted on G2.com.

What do you dislike about Gainsight Customer Success?

The biggest challenge with Gainsight is its complexity. While it’s a powerful tool, it has a steep learning curve, and sometimes it’s hard to know how to get started or what’s possible. The help articles explain what features can do but often lack practical examples for businesses like ours, which can make implementation feel a bit overwhelming.

Additionally, there have been delays with integrations—like getting PX and CS working seamlessly—due to dependencies on internal projects or setup complexities. That said, the support from Gainsight’s team has been great, and they’ve helped us work through most of these roadblocks effectively. Review collected by and hosted on G2.com.

Joe L.
JL
Joe L.
Continuity Director
Broadcast Media
Mid-Market (51-1000 emp.)
"Take Charge of Customer Success with Gainsight's Trusted Tools and Support"
4/5
What do you like best about Gainsight Customer Success?

Gainsight has really become the backbone for our customer success operations at OneSpan. One of the standout aspects is how it serves as a one-stop shop for tracking customer engagement, health scores, and at-risk accounts. The ability to use tools like CTAs, success plans have been a big help in making sure our team stays on top of everything. Plus, features like the AI follow-up for Teams and integration with tools like Salesforce really streamline our workflow and give us a clear picture of customer activity and priorities without jumping between systems. Review collected by and hosted on G2.com.

What do you dislike about Gainsight Customer Success?

While Gainsight has been incredibly valuable, some aspects can feel more technical or less intuitive than expected. For example, setting up reports, dashboards, and rules can be a bit tricky compared to something like Salesforce. It takes time and effort to fully understand everything, which can be challenging without a dedicated admin role.

Another area that could improve is customization for AI-driven features like the AI follow-up notes. The formatting isn't as polished as we'd like—it would be great if it had more configurable options for a cleaner, easier-to-read output. That said, Gainsight's support team has been helpful in guiding us through these challenges. Review collected by and hosted on G2.com.

Ryan C.
RC
Ryan C.
Manager Customer Success
Mid-Market (51-1000 emp.)
"Great Tool for Understanding Customers, Managing Risks, and Keeping Teams on the Same Page"
3.5/5
What do you like best about Gainsight Customer Success?

What I like best about Gainsight is how it helps us make sense of a ton of customer data in one place. The integration with our other tools, like Hubspot and Zendesk, ensures we’re not wasting time jumping between systems, and it pulls in all the relevant customer interactions automatically. The health scoring and insights, especially through tools like Staircase, have been a game-changer. It's great for catching risks or upsell opportunities that might otherwise go unnoticed. Plus, the AI-driven summaries and sentiment analysis make it easier to stay on top of accounts without digging through emails or notes manually.

The platform's customization and ability to automate workflows have been huge for our small team. It gives us the ability to focus on high-value tasks instead of tracking down updates or following up on routine items. The level of actionable insights it provides—from stakeholder alignment to renewal risks—is incredibly useful. Overall, Gainsight has made it easier to keep our internal teams aligned and proactive in managing customer relationships. Review collected by and hosted on G2.com.

What do you dislike about Gainsight Customer Success?

One challenge with Gainsight is that it can take some time to fine-tune and configure the system to match our specific needs. While the customization options are powerful, it does require some upfront effort to set up workflows, health scores, and integrations exactly how we need them. This was especially noticeable as we had to align how our data flows in from Hubspot and Zendesk.

Another area for improvement might be the AI summaries, which occasionally pull less relevant details into the summaries, making them less useful. However, Gainsight's flexibility and support team have helped us work through these minor issues effectively. Review collected by and hosted on G2.com.

Verified User in Government Administration
CG
Verified User in Government Administration
Enterprise (> 1000 emp.)
"Centralized Customer Data and Health Scores That Scale Customer Success"
4.5/5
What do you like best about Gainsight Customer Success?

The ability to centralize customer data, automate customer success workflows, and provide actionable insights through health scores, CTAs, Salesforce Integration and reporting. The platform helps Customer Success teams proactively manage customer relationships at scale while improving collaboration across Sales, Support, and Operations teams. Review collected by and hosted on G2.com.

What do you dislike about Gainsight Customer Success?

One downside of Gainsight Customer Success is that some advanced configurations and reporting features have a steep learning curve and can be time-consuming to manage. Performance can also slow down with large datasets or complex rules. Improving UI responsiveness, simplifying administration, and enhancing deployment and debugging capabilities would make the platform more efficient for admins and CS teams. Review collected by and hosted on G2.com.