Staircase AI by Gainsight Features

As reported in 22 Staircase AI by Gainsight reviews. 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 22 reviewers of Staircase AI by Gainsight have provided feedback on this feature.

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.

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.

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.

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.

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.

As reported in 18 Staircase AI by Gainsight reviews. 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. This feature was mentioned in 18 Staircase AI by Gainsight reviews.

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 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.

Provides dashboards and reports to describe profiles and trends. This feature was mentioned in 17 Staircase AI by Gainsight reviews.

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.

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.

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.

Based on 17 Staircase AI by Gainsight reviews. Calculates the likelihood of your customers continuing to use your product or leaving.

Access pre-built and custom reports and dashboards for viewing This feature was mentioned in 21 Staircase AI by Gainsight reviews.

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.

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.

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.

As reported in 21 Staircase AI by Gainsight reviews. 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. This feature was mentioned in 19 Staircase AI by Gainsight reviews.

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.

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.

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.

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.

As reported in 17 Staircase AI by Gainsight reviews. Generates a score that represents the likelihood of customer churn and customer satisfaction.

As reported in 17 Staircase AI by Gainsight reviews. Set alerts for customer profiles in need of urgent attention and resolution.

Can operate under at least two distinct sales methodologies

Includes recording and review capabilities to train new salespeople or review old deals

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

Allows users to track how previous revenue forecasts have developed over time

Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities

Reports results on revenue attainment, conversion rate, and overall revenue analytics

Allows users to view data visualizations on several devices

Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.

Provides users with ability to predict upcoming forecast based on AI insights and deal health

Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success

Automatically associates calendar invites to update deal progress in a CRM

Automatically associates sales activities within emails to the relevant accounts in your CRM

Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM

Automatically links marketing leads to sales generated opportunities in your CRM

Automatically captures contacts engaged with and associates to relevant accounts in a CRM

Identifies accounts that sales reps aren't engaging with

Maximizes account coverage by determining the optimal number of accounts per rep

Identifies common themes among historical deals that are won or lost

Identifies common themes and actions amongst reps that close the most deals

Allows users to track the level of engagement with each account and provides insights on frequency of engagement

Identifies common themes among historical deals that are won or lost to provide insights into successful strategies

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

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