Case Study: FloQast achieves secure, scalable customer success with Gainsight

Through-Partner Customer Success Helped FloQast Scale Customer Success, Securely and Efficiently

FloQast needed a way to scale customer success with its implementation partners, while ensuring those partners had access to the same customer information as the internal CS team. The company turned to Gainsight, including Through-Partner Customer Success, because it wanted secure partner access, better visibility, and tighter control over data and workflows.

Gainsight helped FloQast configure time-bound, permission-based partner access, automate onboarding Success Plans with Rules Engine, and connect learning progress through Skilljar by Gainsight. As a result, FloQast gained real-time visibility into partner onboarding and training status, reduced manual follow-up, improved data consistency with Salesforce, and enabled a more scalable, secure, and repeatable customer success process.

FloQast

Jonathan Grabis

Operations Analyst