Likelihood to Recommend 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.
Read full review Model N is well suited for large, global enterprises that need more global controls and consistency in the REV Mgmt processes. Model N might be "overkill" for a small, regional customer. It has many features designed for the global enterprise and some companies simply may not need this level of scale.
Read full review Pros 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. Read full review The Opportunity and Registration management module supports linkage to pricing, debiting and capturing POS to manage items progressing thru the process. The Price quoting module supports robust territory management and price security, ensuring that only authorized personnel can see assigned region / customer pricing. The workflow supports appropriate levels of price approvals. The contract management module supports a diverse library of contract types, including direct OEM, Distribution, pass-thru-pricing, reference contracts, multi-currency contracts and the price approval workflow is robust. Read full review Cons 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. Read full review Need to simplify data extraction and reporting to the daily users. Need to improve data visuals to management and to the daily user. Read full review Support Rating They are SUPER responsive...even for late night inquiries.
Read full review We've successfully used Model N for many, many years. It is the heartbeat of ON Semiconductor sales operations. I said that at a Rainmaker about 10 years ago and it's still true today. We continue to upgrade as new releases are available to maximize the benefits of Model N through-out our organization.
Read full review Alternatives Considered 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.
Read full review Model N is our legacy system and none of these other companies offer products that provide the holistic business processes and economic value like Model N. It's internal modules are well-integrated and various BI tools provide excellent presentation of data, both at the analyst and executive levels.
Read full review Return on Investment 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. Read full review Provides enterprise-wide transparency of data and system of record for critical operational data. Holistic price management tools enable us to align productivity goals for certain customers while maintaining desired overall margins. Read full review ScreenShots