ClientSuccess vs. Microsoft Dynamics 365 Marketing

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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Having used both Salesforce and Microsoft Marketing, the integration is much tighter and the automation and workflow is much tighter using PowerAutomate. Reporting on tasks is better in Salesforce, but the ability to fully and quickly integrate into the Microsoft Azure stack is well worth the hassle of quickly generating reports.

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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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• Builds dynamic audiences using real-time CRM and behavioral data without manual list maintenance.
• Triggers communications based on actions such as purchase, visit date, or post-visit timing.
• Manages high-volume transactional and lifecycle emails with consistent governance and compliance.

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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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• Currently marketing is more contact centric, should add the flexibility of doing segmentation as well as customer journey on leads without associating with contact
• Pricing is based on number of contact, even if you are not marketing all of them.
• Cannot reuse the existing marketing lists created in CRM for marketing as seamlessly as in ClickDimensions, even though both uses the same Dataverse

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I wouldn't even think of renewing our use of Marketing 365. It's worthless

Microsoft Dynamics 365 Marketing is extremely usable in order to manage all of my organization's customer information across the organization. Further we use Microsoft Dynamics 365 Marketing to manage all of our marketing campaigns from beginning to end. Microsoft Dynamics 365 Marketing makes my organization more able to run a professional marketing strategy.

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

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Like all Microsoft corporation products, Microsoft Dynamics 365 Marketing comes with the extremely high-quality customer support that Microsoft corporation has become well known for. Whether it is the availability of twenty-four/seven customer support or the highly-trained, very friendly customer support personnel, Microsoft Dynamics 365 Marketing has the support you are looking for.

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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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While the cost was significantly more than other vendors we looked at, the tools are similar to our previous tool so conversion would be (somewhat) easy. We chose it because it directly integrates with Microsoft Dynamics CRM - which we integrated at the same time.

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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.

• It took a few months to get things in order and I believe I could’ve gotten started sooner, but I had to learn about it first

Incentivized

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