ClientSuccess vs. Jeeva AI

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.

Incentivized

Jeeva AI is particularly good in finding qualified leads for sales efforts. One is able to even find emails and phone numbers, but the viability of these varies, and it all comes at a pretty significant cost. I wouldn't recommend it for its email marketing capability as it is very costly and hard to set up.

Incentivized

• 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.

Incentivized

• Contact Enrichment
• Automated Outreach
• Lead Generation

Incentivized

• 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

• Sometimes emails forget company names
• When I change the email in a campaign it sometimes doesn't work
• There are some campaigns that I can't edit after published

Incentivized

In our use cases, we're finding exactly what we need often with our first search. Because they pull from so many resources, and due to their parameters built in, finding current information is simple,. This is a well designed platform and is very user friendly. I've used dozens of resources similar to Jeeva AI and this by far is the best in use, and in value.

Incentivized

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

Incentivized

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.

Incentivized

ChatGPT doesn't find leads. It only gives you direction on how to find leads. So, Jeeva skips that and just finds the leads for you, which is huge. Omnisend does a great job of generating emails and email campaigns. Jeeva implements the lead list that it generated and enters it directly into the campaign, so you don't have to do extra steps

Incentivized

• 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.

• helping me send email campaigns better than any other software has
• finally helped me understand how to do outreach properly by breaking each step down when it comes to building campaigns.