Chameleon vs. ClientSuccess

Seems like a great solution for web-based apps and sites when you want to communicate with your users in a fairly lightweight way. Users can "escape" from your guided tours relatively easily. Not sure how it would work for a combined web and mobile experience. Also, if you have a responsive layout, the layout of the guide sometimes breaks - you have to be careful

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Client Success is well suited to both growing and established companies who know what they want and need to track for their clients. With the broad ability to support numerous accounts, have multiple users, and its custom success cycles to map a clients progress, it would be a great solution for any Client Success team. I think that teams that are unaware of what they need to track wouldn't find Client Success as useful, and organizations that require a large number of custom client descriptions and variables would find certain limitations a barrier to successfully using this tool.

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• Super easy installation/setup particularly if you use Segment.
• Improved and relatively easy to learn UI.
• Great minimal/elegant design of the elements that get displayed to your users.

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• ClientSuccess makes it easy for our customer success managers to manage their workflows and provides excellent visibility into our company's customer activity and engagement. We're able to log into CS and regularly check segments of our customers that need to be engaged with on a daily basis, log customer health, and be aware of approaching subscription renewals in order to pay appropriate attention to the right customers.
• The user interface is easy to use, friendly in design, and quick to learn. They make it look attractive with bright color schemes without overdoing it too much.
• As a customer success manager myself, I am appreciative of how this tool has kickstarted our fairly-new Customer Success department and made us much more organized and knowledgeable as a customer-facing entity.
• Their customer success/support teams are excellent as well - which is to be expected. We've felt very well taken care of since we became customers of ClientSuccess.

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Independently Invited by TrustRadius

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• There are not quite as many interactive elements as I'd like to see, but enough to get the job done.
• The general editing UI is good, but some of the elements could be easier to discover. You sort of have to trial-and-error your way to success.
• Documentation is fairly light. If you really want to dig in, you'll find it lacking. Luckily support was awesome and fast.

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Independently Invited by TrustRadius

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• 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.

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Independently Invited by TrustRadius

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They are SUPER responsive...even for late night inquiries.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We had some colleagues try to implement WalkMe with their Single page app and it was a disaster getting it to work (it eventually did, mostly). Because we already use Segment, we thought we'd give Chameleon a try and it was very easy. I built my first tour in an hour or two.

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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, where the capabilities may exist but require a little more leg work.

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Independently Invited by TrustRadius

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• Saved us time/money building extensive documentation.
• Quicker to implement a few other solutions. We have access to an enterprise product for FREE, but we chose not to use it because implementation was too cumbersome.

Incentivized

Independently Invited by TrustRadius

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• 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.