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Gainsight Customer Success

Gainsight customer intelligence and workflows, directly in Salesforce

Overview

Access Gainsight Customer Success directly within Salesforce. Give customer-facing teams a shared view of customer health, relationships, activity, and more, so they can understand customer context and take action from the tools they already use.

Built for Salesforce Lightning: Bring Gainsight into Salesforce with Lightning Web Components (LWCs), including the full Gainsight CS app and configurable Customer 360 and Relationship 360 views.
Lightweight by design: Deploy a lightweight managed package designed to minimize impact on your Salesforce org, with one custom object, minimal Apex classes, and no triggers on standard Salesforce objects.
Controlled access and secure LWC configuration: Manage user access through Salesforce package licenses and permission sets, with Lightning Web Security and trusted URL configuration for Gainsight LWCs.
Configurable 360 experiences: Embed complete C360 or R360 views, or select the individual Gainsight sections teams need, directly within Salesforce record layouts.
Gainsight where Salesforce teams work: Give Account Management, Customer Success, and other customer-facing teams access to Gainsight customer insights directly within their Salesforce workflows.
Turn customer insight into action: Access the complete Gainsight CS application within Salesforce to manage customer priorities, CTAs, tasks, Success Plans, Timeline activities, and other CS workflows from where your teams already work.

Give customer-facing teams access to Gainsight customer context directly within Salesforce. The Gainsight Customer Success app brings the Gainsight experience into Salesforce through Lightning Web Components, including the Gainsight CS App and configurable Customer 360 and Relationship 360 views. Teams can access customer health, activity, relationships, and other Gainsight insights within the Salesforce workflows they already use. With Gainsight Customer Success in Salesforce, teams can: – Access the Gainsight CS application from within Salesforce – Embed Customer 360 or Relationship 360 views on Salesforce record pages – Surface relevant Gainsight 360 sections based on your team's needs – Give Sales, Customer Success, and other teams shared customer context – View customer health, relationship information, activity, and other Gainsight insights without constantly switching between platforms Getting Started An active Gainsight Customer Success tenant and configured Salesforce connection are required. Customers using the Salesforce Connector must also install the appropriate Gainsight CS Data Connector package for their region.

Gainsight, Inc's Achievements

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Headless 360

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