Staircase AI by Gainsight Features
Customer Information (6)
Customer Health Scores
As reported in 22 Staircase AI by Gainsight reviews. Provides users a customer-specific score to determine the overall satisfaction of each customer.
Customer Monitoring
Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team 22 reviewers of Staircase AI by Gainsight have provided feedback on this feature.
Customer Profiles
Based on 22 Staircase AI by Gainsight reviews. 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.
Playbooks
As reported in 15 Staircase AI by Gainsight reviews. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.
Customer Segments
As reported in 21 Staircase AI by Gainsight reviews. 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.
Product Engagement
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. This feature was mentioned in 19 Staircase AI by Gainsight reviews.
Predictions (10)
Churn Risk
Calculates the risk that your customers will not renew or continue using your product or service. This feature was mentioned in 22 Staircase AI by Gainsight reviews.
Upsell Opportunities
As reported in 18 Staircase AI by Gainsight reviews. Discovers and highlights factors that lead to upsell opportunities.
Custom Triggers
Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. This feature was mentioned in 18 Staircase AI by Gainsight reviews.
Machine Learning
As reported in 22 Staircase AI by Gainsight reviews. Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.
Service Quality Assurance
Service quality is measured in real time to provide alerts to case managers on opportunities for improvement 16 reviewers of Staircase AI by Gainsight have provided feedback on this feature.
Analytics
Provides dashboards and reports to describe profiles and trends. This feature was mentioned in 17 Staircase AI by Gainsight reviews.
Revenue Impact
Measures the business value of each customer and their contribution to the company bottom line. 15 reviewers of Staircase AI by Gainsight have provided feedback on this feature.
Artificial Intelligence
AI technologies like NLP, NLU, and/or NLG are used to analyze and process text provided by customer interactions. This feature was mentioned in 17 Staircase AI by Gainsight reviews.
Sentiment
The product automatically discerns customer sentiment from text and/or calls for proactive action. 16 reviewers of Staircase AI by Gainsight have provided feedback on this feature.
Retention
Based on 17 Staircase AI by Gainsight reviews. Calculates the likelihood of your customers continuing to use your product or leaving.
Platform (12)
Reporting & Dashboards
Access pre-built and custom reports and dashboards for viewing This feature was mentioned in 21 Staircase AI by Gainsight reviews.
API & Integrations
The number of sources from which the platform can pull customer data and how well those integrations are supported. 21 reviewers of Staircase AI by Gainsight have provided feedback on this feature.
Data Import & Export Tools
As reported in 21 Staircase AI by Gainsight reviews. Ability to input, modify, and extract data from the application in bulk through a structured file.
Workflow Capability
Automates everday customer success functions for more efficient and effective day-to-day processes. 16 reviewers of Staircase AI by Gainsight have provided feedback on this feature.
Notifications
As reported in 21 Staircase AI by Gainsight reviews. Set alerts for customer actions in order to respond quickly and proactively.
Customization
Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 19 Staircase AI by Gainsight reviews.
Scalability
As reported in 21 Staircase AI by Gainsight reviews. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.
Data Security
As reported in 20 Staircase AI by Gainsight reviews. 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.
Performance & Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. 21 reviewers of Staircase AI by Gainsight have provided feedback on this feature.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 17 Staircase AI by Gainsight reviews.
Health Score
As reported in 17 Staircase AI by Gainsight reviews. Generates a score that represents the likelihood of customer churn and customer satisfaction.
Notifications
As reported in 17 Staircase AI by Gainsight reviews. Set alerts for customer profiles in need of urgent attention and resolution.
Sales Team (3)
Flexible Sales Process
Can operate under at least two distinct sales methodologies
Training Mode
Includes recording and review capabilities to train new salespeople or review old deals
Playbooks
Creates and stores multiple playbooks for sales
Intelligence (3)
Opportunity Identification
Highlights cross-sell, upsell, and white space opportunities
Zero-touch Renewals
Can fully automate the deal renewal process
Smart Content
Suggests content appropriate to stage and tone of the deal
Mapping (2)
Multiple Org Charts
Allows multiple relationship maps for each account and opportunity
Stakeholder Roles
Includes explicit definitions of stakeholder roles
Revenue Sourcing and Forecasting (7)
Revenue History
Allows users to track how previous revenue forecasts have developed over time
Pipeline Management
Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities
Dashboard Analytics
Reports results on revenue attainment, conversion rate, and overall revenue analytics
Multi-Device Data Visualization
Allows users to view data visualizations on several devices
Data Segmentation
Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.
Predictive Forecasting
Provides users with ability to predict upcoming forecast based on AI insights and deal health
Revenue Operations Cadence
Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success
CRM Data Enrichment (5)
Calendar Sync
Automatically associates calendar invites to update deal progress in a CRM
Email Activity Capture
Automatically associates sales activities within emails to the relevant accounts in your CRM
Conversation Intelligence
Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM
Marketing Leads
Automatically links marketing leads to sales generated opportunities in your CRM
Contact Capture
Automatically captures contacts engaged with and associates to relevant accounts in a CRM
Account Management (6)
Nonengaged Accounts
Identifies accounts that sales reps aren't engaging with
Account optimization
Maximizes account coverage by determining the optimal number of accounts per rep
Historical Patterns
Identifies common themes among historical deals that are won or lost
Rep Performance
Identifies common themes and actions amongst reps that close the most deals
Account Engagement
Allows users to track the level of engagement with each account and provides insights on frequency of engagement
Historical Win/Loss Patterns
Identifies common themes among historical deals that are won or lost to provide insights into successful strategies
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Revenue Operations & Intelligence (RO&I) (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Customer Success (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Customer Revenue Optimization (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives

