ClientSuccess, from the company of the same name in Lehi, is presented by the vendor as a simple yet sophisticated solution for CSMs, and the Executive team. For the CSMs, ClientSuccess brings together the tools, best practices, insights and analytics needed to proactively manage customers. For the Executives, they deliver analytics, metrics and reports to provide a comprehensive view of the health of a SaaS business.
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Blackbaud Education Management Solutions
Score7.1 out of 10
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Blackbaud Education Management Solutions is a unified student management system for K–12 private schools. Blackbaud Enrollment Management System™: Gives schools and families the ability to track admissions progress from first impressions all the way through the application process to acceptance, enrollment, and tuition payment. Blackbaud Learning Management System™: Track students' academic performance and progression…
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.
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
A good, and constantly improving solution for private schools. I don't know that a lot of its functionality would be well suited to public schools, but maybe? The integration with other Blackbaud software is a huge plus for us, as we have several of their other products including their flagship Raiser's Edge. Smaller schools may not need the sophistication of Blackbaud solutions, and it is not an inexpensive option.
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
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.
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
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
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.
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
Not being able to customize displays, for example, Grading tab - we just finished 1st semester and teachers could only see the current quarter but not the 1st one which is still part of the first semester. Lack of customization in assessments.
Scheduling- even though re-running generating schedules, we're still getting a high number of unscheduled students. Lack of being able to limit the number of scheduled classes in a row for teachers.
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
It is a solid product. We have some issues with the capabilities of the website building components and the out dated technology behind its communications software but overall Blackbaud Education Management Software services to combine numerous functions into one product.
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. TR verified that a representative sample of customers was invited. More Info
Blackbaud EMS is very usable from my perspective. I am a power user and get lots of valuable functionality. It is, however, a complex system. Sometimes necessarily complex to accommodate flexibility for diverse customer needs. Some complexity seems unnecessary and/or hold-over functionality from earlier versions; nice to see this type being evolved away from over time. It is valuable to receive regular updates to the system along with good release notes of what changed and notices of significant changes in advance.
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. TR verified that a representative sample of customers was invited. More Info
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
Decent support however the chat feature can take a great amount of time out of the workday. If for instance you are waiting for someone to respond in the chat and there is a fire drill, if you are not responding within a few minutes, you are disconnected and have to start all over again. It would be great if you could submit your problem and then whoever has the most experience, can respond. The training in the Blackbaud University is good but also time-consuming - a 3 hr training in the middle of a workday is a lot to ask. I like the 90-minute sessions. It would also be great to offer a shorter webinar to update on any changes implemented. Other than the email I subscribed to, there is no information on how these updates actually work.
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
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.
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
Blackbaud K-12 is very similar. I feel like I would be trading one set of issues for another so it's kind of a wash. We are very much hooked into the Blackbaud website with our Google SSO, SmartTuition, and Schooldoc integrations. It would be difficult for us to transition. That is the main reason I haven't really entertained other web firms.
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. TR verified that a representative sample of customers was invited. More Info
Negative - The rollout is brutal. Blackbaud said it could happen in 6 months, but that is definitely not a reality. It will take well over a year, and one complete school cycle to actually integrate everything correctly.
Positive - The amount of time saved in data processing has allowed our office to become more involved in other areas of the school.
Positive - The ease of having everything in [one] place, from inquiry to application to contracts and course registration, has been a HUGE benefit to our applicants and their families.
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
