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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Oracle Marketing
Score7.5 out of 10
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Oracle CX Marketing (formerly Oracle Marketing Cloud) is a solution designed to enable marketers to plan and execute automated marketing campaigns via email, display search, video advertising, and mobile while delivering a personalized customer experience for their prospects.
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 duration of one and a half years is enough for us to recognize the capabilities of a tool and in my opinion, this one is just a great tool to manage marketing campaigns of even massive-sized firms. Its marketing automation tool and its way of managing campaign and the way it executes digital initiatives is enough to get an inkling of its abilities. Less favorable for the people who want to have something at a cheap price and are more dependent on the reports as its reports have nothing much in detail.
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
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. TR verified that a representative sample of customers was invited. 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
Integration options outside of auto-syncs. I am currently having an issue trying to find an adapter to use with Eloqua to API into our data warehouse but keep the functionality on the Eloqua side.
To provide more transparency and visual details of the syncs (integrations of outside data) from any other system that is feeding Eloqua, like what is being updated or changed, better explanations of errors, drill down to newly created records.
Custom Objects - Need to have a way to create CDOs outside of just form submissions and uploading of lists, like if you needed to import a file nightly to feed that CDO data but automate the import and make sure it maps to a contact record.
Import of data from a file on SFTP - There is no way to filter or create logic to control what is being fed into Eloqua. Currently, that manipulation has to be done by the IT side first. Less flexibility.
Better auditing capabilities within the canvas. meaning, sometimes if something is changed or not working the problem may not necessarily show up in immediately, the pattern could take a while to present itself. For example, the feeders into the program. If there is a problem, I don't know that maybe contacts are not entering the program until we do reporting that month and realize there was a lull of contacts going through. Then we have a whole month of missed records or other potential data issues. When you get do large and your Eloqua machine is very robust, the harder it is to see everything
Be able to add more than 250 custom contact records. That definitely inhibits my organization in how we need to use that record.
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
We have been able to automate so many marketing processes with Eloqua over the past 5 years that the only direction would be to adopt the latest and greatest features Eloqua adds. The alternative would be to go back to the marketing stone-age and start over again. And we would rather move forward with increased automation and efficiency.
Personally, I find it quite easy to use. But for those members of our team who have little or no testing experience, it's been a bit more difficult. There's also training required for development teams in order to have your campaigns coded and set up in the most efficient way. Our developers have been able to do basic and intermediate tests with no difficulty, and they find the interface itself quite intuitive... it's just the extremely complex tests that require a bit more understanding.
There are occasional complaints about slowness to refresh a screen or build a report. However, this is as much a factor of network access speeds as the system itself, since often the complaints occur when someone is accessing on a wireless network.
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
We found that we often were telling support people how the system worked. Because we were on E9 that created a lot of support issues as well since few people on the support team seemed to know how E9 worked. That was mostly okay except when we had major system issues (like SSO preventing us from logging in after an update), it became really hard to get answers that weren't vague. It was always the issues that had the highest visibility within the organization (like with Sales) that seemed to take forever to resolve and didn't have a clear escalation path. When Oracle switched Eloqua over to the Oracle support portal it just got worse
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
They offer very basic classes which are required for master certification.
After having been through it, I would not consider anyone with a master certification any more qualified, unlike Salesforce.com certification which is a more difficult thing to acquire. For example, one of the classes towards certification was around social media. I would have expected examples of how to incorporate into campaigns in the product, with a demo and hands-on test. Instead, it was a powerpoint slideshow that went on way too long and covered really basic stuff like “what is Facebook, what is Twitter”
Ok, so, this sounds like it could be horrible because it was all remote, but we loved it... the Adobe training environment was easy to use, and the trainers were engaging. It was simple to switch back and forth between the meeting and the hands-on exercises in their training instances. We took the fundamentals training early in our implementation-- before the consultants came onsite-- and I know this made a big difference in our implementation, because we were able to ask informed questions throughout
I give it a 10 because the only issue we had was a result of not following the guidance we were given. Maxymiser provided a customized implementation guide for each site where we were adding the code. On our site implementations when we followed that guide to the letter, it was extremely fast and easy and has worked very well.
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
It was quite complex to generate segments with Adobe analytics and I wasn’t personally satisfied with the overall performance of Adobe Analytics and wasn’t enough flexible in any way. So we decided to switch to something else better than Adobe Analytics and is available in the market at a cheap rate and we ended up doing our research for the most suitable tool at Oracle Infinity and we don’t regret our decision.
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
Eloqua is definitely good for larger companies that have 100,000+ contacts and complex marketing workflows and data. Personalization is fairly robust with Eloqua for larger campaigns with smart content and features. Scaling across channels is also seamless - as the platform has great options for non-email channels like SMS, Direct Mail, Chat, etc.
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
We are able to use it to help our clients scale through testing
We have been able to measure the impact of our events and sales events so we can determine which events to continue in the future and determine future investment
Launch a new brand out of Eloqua and measure awareness
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
