Proposify Confidently Moves Upmarket By Replacing ClientSuccess with Gainsight

Proposify’s online business proposal software makes it easier and faster for sales teams to create winning proposals, and most importantly, close more deals.

The SaaS company found early success with small businesses like freelancers and marketing, helping it quickly build a base of 8,500 customers worldwide. With plans to move upmarket, the company needed to equip its customer success team to grow and succeed.

After struggling to get ClientSuccess integrated with key internal systems, Proposify turned its sights to Gainsight.

Using the powerful Gainsight platform, Proposify is able to:

  • Centralize the voice of the customer, making it easily digestible by the entire organization
  • Efficiently prepare for client interactions and identify lookalike customers
  • Take an orchestrated, cross-departmental approach to mitigating risk

Read the case study to learn more about the company’s success with Gainsight.