Tech to support the entire Revenue Org

Minna Vaisanene
Minna Vaisanene Member Posts: 2 Seeker
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in CS Technology

Hello folks, I wonder if you would recommend a tech platform to support the entire Rev Org (Sales, CS + Account management) - a single tool is preferred. I am sourcing options to review tools that can support the different use cases (sales pipeline, AM expansion, and CS folks work). Insights much appriciated.

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  • kmcmullen
    kmcmullen Member Posts: 14 Navigator
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    Commenting to also see others feedback!

    I have seen huge success in using Gainsight for client sales (assuming similar to your AM function) + CS functions both utilizing. For net-new sales, they were not on the platform but I can easily see how they could be. The timeline function can easily show high-level the client journey & all interactions, the dashboards + account view can be customized to have a view pertinent to each function & their goals/what they care about for the client, and the CTAs can be customized to each function as needed.

  • Minna Vaisanene
    Minna Vaisanene Member Posts: 2 Seeker
    First Comment Second Anniversary Photogenic

    Thanks Kristine for the comments. Gainsight is certainly a great tool.
    I am also interested to hear if anyone has used other platforms to solve the combination of all three areas working efficiently in one platform.

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