Steerco
vs Gainsight Runs Your CS Workflows. Steerco Turns That Data Into Executive Intelligence.
Two platforms. One mission. Better customer outcomes.
Gainsight is exceptional at CS operations — health scores, playbooks, lifecycle management, customer surveys, risk tracking. It's where your team lives daily. But converting that operational intelligence into executive presentations, strategic success plans, and board-ready intelligence still requires manual work. Steerco connects to Gainsight's live data and automates that entire layer. Your health scores become QBR slides. Your risk indicators become board narratives. Your success data becomes strategic planning. Together, they close the gap between operations and executive communication.
Companies running on Steerco















Steerco vs. Gainsight at a Glance
Gainsight and Steerco both produce presentations. The difference is what goes into them — and who they're built for.
| Feature |
Steerco
| |
|---|---|---|
| Core Purpose | ||
| Built for | Executive presentations and strategic intelligence — QBRs, board decks, success plans | CS operations and customer data — health scores, playbooks, lifecycle management |
| Primary workflow | Presentation generation from live customer data | Daily CS operations — health tracking, team workflows, customer engagement |
| Data sources connected | 600+ revenue systems — pulls from Gainsight, Salesforce, Stripe, Amplitude, Gong, etc. | Native integrations — Salesforce, Slack, Zendesk, HubSpot, data warehouse |
| Presentation & Executive Outputs | ||
| Automated QBR generation | Full QBRs from live Gainsight data in minutes | Provides data — no native presentation automation |
| Board deck automation | Purpose-built board reporting with metrics and narrative | Provides metrics — no presentation layer |
| Success plan generation | Living success plans auto-updated from customer data | Playbooks and workflows — not executive success plans |
| Customer intelligence | Internal + external market signals combined | Internal health scores and health indicators |
| CS Operations | ||
| Health scoring system | Reads from Gainsight — doesn't own the score | Industry-leading, highly configurable health models |
| Playbooks & workflows | Not in scope — refers to Gainsight | Full playbook builder and execution engine |
| Customer surveys | Not in scope — reads Gainsight feedback data | Native survey builder and sentiment tracking |
| Lifecycle management | Not in scope — understands customer journey | Full lifecycle stage management and automation |
| Data & Integration | ||
| Gainsight integration | Native API connection — real-time data pull | Data source |
| Salesforce integration | Direct + via Gainsight — pipeline and account data | Deep native integration |
| Revenue data (Stripe, etc.) | 600+ sources via HotGlue | Via native integrations — limited to direct connectors |
| Conversation intelligence (Gong) | Call themes and outcomes pulled into presentations | Can ingest data — not primary use case |
| Enterprise & Security | ||
| SOC 2 Type II | Strategic & Executive tiers | Enterprise |
| SSO / SAML | Strategic & Executive tiers | Enterprise |
| Role-based access | Granular permissions for presentations | Team and account-level permissions |
The Same Output. Completely Different Problems.
Both produce presentations. The question is which problem is actually costing your organization time.
CS Operations vs. Customer Intelligence
01 / 05
Steerco
Intelligence Layer. Strategic Narratives.
Steerco reads your Gainsight health scores, risk indicators, and usage metrics and converts them into executive-ready narratives. QBRs that tell the customer's story, board decks that show the portfolio picture, success plans that guide growth. It's the intelligence layer on top of operational data.
Operations Layer. Daily Workflows.
Gainsight is where your CS team lives — tracking health scores, running playbooks, engaging customers, managing lifecycle stages. It's the system of record for customer state and engagement. Operational data that Steerco reads and transforms into executive intelligence.
Health Scores vs. Executive Presentations
02 / 05
Steerco
Converts health data into board narratives.
Gainsight gives you a health score. Steerco takes that score, the context behind it, the risk indicators, the expansion opportunities, and the customer history, and generates a complete QBR or board deck that tells the executive story. The data is Gainsight's. The narrative is Steerco's.
Creates and tracks health data.
Gainsight's health scoring engine pulls from customer data, usage metrics, engagement signals, and sentiment to create a comprehensive health model. This is the foundation. Steerco reads this foundation and builds the executive layer on top of it.
Playbooks vs. Strategic Success Plans
03 / 05
Steerco
Living success plans. Strategic recommendations.
Steerco generates success plans tied directly to each customer's health data, expansion opportunities, and risk profile. These are strategic, executive-facing documents that guide growth and align on mutual success criteria. Updated automatically as customer data changes.
Playbooks. Team workflows.
Gainsight playbooks are team-facing — actions the CS team should take to move a customer through a desired journey. Gainsight automates the execution. Steerco turns the outcomes into customer-facing strategic plans.
Internal Signals vs. Internal + External Intelligence
04 / 05
Steerco
Combines Gainsight data with market context.
Steerco pulls Gainsight's internal health scores and adds external market signals — company news, funding changes, leadership movements, industry trends — to give executives a full picture. Your customer's health combined with the market forces acting on them.
Deep internal customer intelligence.
Gainsight's strength is internal — health scores based on usage, engagement, support sentiment, product adoption. It knows what's happening inside your customer relationship. Steerco adds what's happening outside.
Together: The Complete Customer Success Stack
05 / 05
Steerco
Extends Gainsight's impact.
Steerco isn't a Gainsight replacement. It's a Gainsight extension — taking the operational intelligence your team creates in Gainsight and automating the entire executive and strategic layer. Your daily operations in Gainsight inform your quarterly presentations in Steerco. Together, operations drives strategy, and strategy drives operations.
Powers Steerco's intelligence.
Every presentation Steerco generates is built on Gainsight data. The health scores, the risk indicators, the customer engagement metrics, the lifecycle stage — all from Gainsight. Steerco is only as smart as the operational data it reads from Gainsight.
Six Reasons for Better Together
Gainsight is excellent at operations. Here's why smart teams add Steerco for the executive layer.
QBRs stop being manual
Instead of exporting Gainsight metrics, formatting slides, and building narratives, your QBRs are generated automatically from live Gainsight health scores. Your team spends the time on the conversation, not the preparation.
Health scores become board decks
Your Gainsight health model is sophisticated. Steerco translates it into executive language — risk, opportunity, growth. Board members understand the customer picture without needing to learn Gainsight.
Strategic planning is always current
Gainsight data changes constantly — health scores update, expansion signals emerge, risk changes. Steerco automatically regenerates success plans and forecasts every time Gainsight data updates. Your strategy always reflects your current state.
Executives finally understand customer health
Your team understands Gainsight's health model deeply. Executives often don't. Steerco translates that health into executive language — risk, opportunity, growth potential, strategic fit. Same data, better audience.
External signals fill the gaps
Gainsight shows internal health. Steerco adds external context — company news, funding changes, market movements. Your customer's internal health plus the market forces acting on them gives executives a complete picture.
Portfolio visibility for leaders
Gainsight shows individual customer detail. Steerco shows portfolio strategy — which customers drive growth, which need intervention, where expansion lives, what total portfolio health is. Leadership needs both. Gainsight provides one. Steerco provides the other.
What Happens When Operations Drives Strategy
Hear from leaders who use Gainsight for operations and Steerco for executive intelligence.
"Steerco has completely changed how Branch49 interacts with our clients. We moved our dedicated presentation person off the sidelines and onto the sales floor. The result? Our clients achieved a 300% increase in pipeline."
"I used to walk into board meetings with a forecast built on hope. With Steerco reading our Gainsight health scores, I have a defensible map of customer health and growth. We aren't just guessing anymore. We're orchestrating."
"Gainsight is how our team works. Steerco is how our executives understand what we're doing. Every QBR is current, every metric is live, every narrative is automatic. The strategic conversations changed completely."
"We had Gainsight working perfectly. But turning health scores into board decks was still manual. Adding Steerco automated that entire layer. Now our executives see the strategic picture. Same data. Better intelligence."
When to Add Steerco to Gainsight
Gainsight runs CS operations. Steerco adds the executive intelligence layer. Here's how to know if you need both.
Your executives need QBRs from live health data
If quarterly presentations require current Gainsight metrics, Steerco generates them automatically. Your health scores become slides. No manual work.
Board decks take 40 hours to build
If quarterly prep involves extracting metrics from Gainsight, formatting slides, and building narratives, Steerco compresses all of it into a few minutes. The data comes from Gainsight. The presentation is automatic.
You need executives to understand customer health
Gainsight's health model is sophisticated. Steerco translates it into executive language — risk, opportunity, growth. Board members understand the customer picture without needing to learn Gainsight.
Your success plans are still manual
If you're building customer success plans manually, Steerco automates them from Gainsight data. Updated every time Gainsight changes. Living plans, always current.
You need portfolio visibility for leadership
Gainsight shows customer detail. Steerco shows portfolio strategy — growth customers, at-risk accounts, expansion opportunities, strategic fit. Leadership needs both views.
You only need operational health tracking
If Gainsight's health scores and playbooks are sufficient for your current needs and you don't need executive presentations, Gainsight alone covers your use case. Add Steerco when you need the strategic layer.
Common Questions About Steerco vs. Gainsight
How do Gainsight and Steerco work together?
Does Steerco replace Gainsight?
Can Steerco pull data directly from Gainsight?
What does Steerco add that Gainsight doesn't provide?
Can we generate QBRs from Gainsight health scores automatically?
Is Steerco enterprise-grade with SSO and SOC 2?
What is Steerco's pricing?
Gainsight Runs Your CS. Steerco Tells The Strategic Story.
Two platforms. One mission. Better customer outcomes, better executive visibility, better strategy. See how Steerco and Gainsight work together.