ClientSuccess vs. Nextech EMR

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

I have and will continue to recommend MDI (a Nextech EMR system) to other ophthalmology/retina practices through the AAOE etalk. MDI was developed by an ophthalmologist specific for ophthalmologists and the specific needs they have which makes it very easy to use. Uploading the images is easy. We are also able to share information with other practices on the system.

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

• Integration with our PM system was done in 2009 and they built the bridge between the two companies.
• Drawings and testing images are uploaded easily.
• The ability to keep track of reporting for CMS is very helpful.

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

• I would like to be able to close charts correctly for staff who are no longer with us as an administrator

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

CUSTOMER SERVICE is above par where NexGen had what we called no-customer service. Ease of use without having the make our own templates constantly. Upgrades are seamless and no added cost.

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.

• Being able to fax notes immediately to referring doctors and PCPs is very important. It saves on time and paper/toner not having to print out and then fax.
• Not having to develop and/or print out the pictures/FAs and having them upload immediately so doctor can treat at the same visit.

Incentivized