Certinia CS Cloud vs. ClientSuccess

ClientSuccess

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Certinia CS Cloud	Score 0.0 out of 10	N/A	Certinia Customer Success Cloud is a Salesforce-native platform designed to unify the customer journey by connecting delivery data to value realization. This solution moves customer success team from reactive problem-solving to proactive value orchestration by providing a single platform for planning, execution, and long-term retention. Powered by Veda AI, the platform transforms fragmented account data into actionable signals, ensuring that the promises made during the sales cycle are fully…	N/A
ClientSuccess	Score 6.0 out of 10	N/A	ClientSuccess, from the company of the same name in Lehi, is presented by the vendor as a simple yet sophisticated solution for CSMs, and the Executive team. For the CSMs, ClientSuccess brings together the tools, best practices, insights and analytics needed to proactively manage customers. For the Executives, they deliver analytics, metrics and reports to provide a comprehensive view of the health of a SaaS business.	N/A

Pricing

Certinia CS Cloud

ClientSuccess

Editions & Modules

No answers on this topic

Offerings

Pricing Offerings
Certinia CS Cloud	ClientSuccess
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

Required

No setup fee

Additional Details

Certinia Professional Services Cloud software follows a subscription-based pricing model that is typically structured according to the number of users and the level of features required. The software’s pricing may vary depending on the organization’s size and needs, with options to select modules or add-ons for additional functionality. Specific pricing details may require a consultation or quote from Certinia for tailored solutions

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More Pricing Information

Community Pulse
	Certinia CS Cloud	ClientSuccess
Considered Both Products	Certinia CS Cloud No answer on this topic	ClientSuccess Verified User Anonymous Chose ClientSuccess Hubspot is excellent as it was an easy expansion from the sales and marketing work we were using it for. It meets our needs but isn't entirely as geared towards customer success like ClientSuccess. ClientSuccess has more bells and whistles that are out of the box vs. Hubspot, … Incentivized Helpful? SB Samantha Berquist Senior Client Success Manager Chose ClientSuccess Overall, we chose ClientSuccess over others because of the easy to use interface, the ability to tie everything we need into one place and have real-time reporting to prevent churn. Incentivized Helpful? Matt ONeill Chief Experience Officer Chose ClientSuccess We looked at a number of CRM systems. A lot of them were pricey and not designed for membership style revenue models. That's the main reason why CS works so well within our company. Incentivized Helpful? Christian Kuehne Director of Customer Success Chose ClientSuccess It was the best solution for us at a small team/startup setting. Incentivized Helpful? Jesse Brightman Head of Customer Success Chose ClientSuccess ClientSuccess has less amount of features and less "horsepower," however that simplicity is something that has helped us in our early days. Incentivized Helpful? Adam Kuznia Chief Customer Officer Chose ClientSuccess Vs. Gainsight - I believe this solution is over-engineered and time to value is just too long for me. Incentivized Helpful? Ashley Correll, CMP Chief Operating Officer Chose ClientSuccess Have never used another product like this. We were documenting all this data internally. Incentivized Helpful? Cameron Kinney Director of Customer Success Chose ClientSuccess Our team had previously been using Hubspot CRM as a way to manage client contracts in combination with Trello for simple client progress mapping, and Client Success has eliminated the need to use either of them for client management. Hubspot is designed more for sales processes … Incentivized Helpful? Verified User Anonymous Chose ClientSuccess Taking notes/logging calls is much easier. Incentivized Helpful? Verified User Anonymous Chose ClientSuccess None Incentivized Helpful? Stephanie Walton Client Success Manager Chose ClientSuccess Haven't used or evaluated others Incentivized Helpful? Verified User Anonymous Chose ClientSuccess Before we evaluated ClientSuccess, we took a look at Gainsight. It is a power customer success tool and it definitely covered all the features a Customer Success team could need, but ultimately we selected ClientSuccess as a better fit for our company where we were at the … Incentivized Helpful? Verified User Anonymous Chose ClientSuccess Personally, I think I have a fondness for Woopra that isn't shared by my team. ClientSuccess is clean, efficient and easy to use, but I have love for Woopra that I can't shake. That being said, we are comparing diamonds to diamonds, and I think you should go with the one that … Incentivized Helpful? Cale Conry Director of Customer Success Chose ClientSuccess Honestly just saw product demos, didn't evaluate hands-on. For our use case, the price point was MUCH more accommodating. Incentivized Helpful?

Features

Certinia CS Cloud

ClientSuccess

Security

Comparison of Security features of Product A and Product B
	Certinia CS Cloud - Ratings	ClientSuccess 8.2 Ratings 6% below category average
Role-based user permissions	00 Ratings	8.20 Ratings

Platform & Infrastructure

Comparison of Platform & Infrastructure features of Product A and Product B
	Certinia CS Cloud - Ratings	ClientSuccess 8.4 Ratings 3% below category average
API	00 Ratings	10.00 Ratings
Integration with Salesforce.com	00 Ratings	9.00 Ratings
Integration with Marketo	00 Ratings	7.30 Ratings
Integration with Eloqua	00 Ratings	7.30 Ratings

Customer Data Extraction / Integration

Comparison of Customer Data Extraction / Integration features of Product A and Product B
	Certinia CS Cloud - Ratings	ClientSuccess 8.9 Ratings 1% above category average
Product usage	00 Ratings	8.40 Ratings
Help desk / support tickets	00 Ratings	9.40 Ratings

Customer Success Management

Comparison of Customer Success Management features of Product A and Product B
	Certinia CS Cloud - Ratings	ClientSuccess 8.6 Ratings 0% above category average
NPS surveys	00 Ratings	7.00 Ratings
Sponsor tracking	00 Ratings	9.40 Ratings
Customer profiles	00 Ratings	9.00 Ratings
Automated workflow	00 Ratings	8.90 Ratings
Internal collaboration	00 Ratings	7.70 Ratings
Customer health scoring	00 Ratings	9.00 Ratings
Customer segmentation	00 Ratings	9.00 Ratings

CSM Reporting & Analytics

Comparison of CSM Reporting & Analytics features of Product A and Product B
	Certinia CS Cloud - Ratings	ClientSuccess 8.4 Ratings 0% below category average
Customer health trends	00 Ratings	9.00 Ratings
Engagement analytics	00 Ratings	8.10 Ratings
Revenue forecasting	00 Ratings	7.60 Ratings
Dashboards	00 Ratings	9.00 Ratings

Best Alternatives
	Certinia CS Cloud	ClientSuccess
Small Businesses	ChurnZero Score 7.9 out of 10	ChurnZero Score 7.9 out of 10
Medium-sized Companies	CustomerSuccessBox Score 9.5 out of 10	CustomerSuccessBox Score 9.5 out of 10
Enterprises	Gainsight CS Score 8.8 out of 10	Gainsight CS Score 8.8 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Certinia CS Cloud	ClientSuccess
Likelihood to Recommend	- (0 ratings)	7.6 (0 ratings)
Support Rating	- (0 ratings)	10.0 (0 ratings)

User Testimonials
	Certinia CS Cloud	ClientSuccess
Likelihood to Recommend	No answers on this topic	ClientSuccess is perfect for the growing small-to-medium business like ours. It's simple and easy enough to quickly implement as a starter solution, but also robust enough to support multiple Customer Success teams. It may fall a bit short in terms of an enterprise organization in scale, customization, and flexibility. However, I can see enterprise organizations using different instances of ClientSuccess, perhaps for different departments or sections, if those organizations didn't need overarching analytics Incentivized Verified User Anonymous Read full review
Pros	No answers on this topic	Pulse - It is so nice to collect the pulses of my client to know if they are healthy or not. I base a lot of my interactions with clients off of pulse. It shows me how many days it's been since I last had a pulse check on someone and from there I can see if I need to reach out or not. Automated Emails - It's so comforting to know that my clients are being communicated to when I haven't thought to reach out to them. I have set up a lot of automated emails and rules for when they should go out and I've had a lot of clients get in touch with me from it that need. Success Cycles - It has allowed me to set up success cycles for the clients. Because of this, I know exactly how to train them and exactly where they're at in the training process. KM Kylie McDonald Customer Success Director Read full review
Cons	No answers on this topic	The support view takes a few steps to get to the meat and potatoes. The success score model can be improved to include smaller one-off campaigns. Success score is good for a campaign that has existed for a while but not for the one-off projects. Incentivized Vincent Springer Regional Director Read full review
Support Rating	No answers on this topic	They are SUPER responsive...even for late night inquiries. Incentivized Cale Conry Director of Customer Success Read full review
Alternatives Considered	No answers on this topic	Our team had previously been using HubSpot CRM as a way to manage client contracts in combination with Trello for simple client progress mapping, and Client Success has eliminated the need to use either of them for client management. HubSpot is designed more for sales processes and was missing a way for our team to get an accurate view of our clients and their details. In a similar manner, Trello is designed more for task and project management and didn't provide the detail orientation we needed. Incentivized Cameron Kinney Director of Customer Success Read full review
Return on Investment	No answers on this topic	Within the first week, leadership was able to have more visibility into the lifestage and health score of each client We needed to become more proactive as an organization and this platform has allowed us to do so with real-time metrics and reporting. We needed to find a way to scale our approach, especially as our Client Success organization continues to grow, and this is already helping. SB Samantha Berquist Senior Client Success Manager Read full review
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