What users are saying about
28 Ratings
122 Ratings
28 Ratings
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Score 7.4 out of 100
122 Ratings
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Score 8.7 out of 100

Likelihood to Recommend

ClientSuccess

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.
Cameron Kinney | TrustRadius Reviewer

Pendo.io

[Pendo.io] is great to get insights on where and how users use your site. [Pendo.io] is great because it's easy to use and is always tracking everything, even if you haven't tagged something specifically. If you are trying to do step by step guides for training on how to use a site, I have used more robust tools for that. It also doesn't record user sessions like others, if you're wanting to actually watch a recording of someone using your site.
Myles Pickett | TrustRadius Reviewer

Feature Rating Comparison

Security

ClientSuccess
8.2
Pendo.io
Role-based user permissions
ClientSuccess
8.2
Pendo.io

Platform & Infrastructure

ClientSuccess
8.4
Pendo.io
API
ClientSuccess
10.0
Pendo.io
Integration with Salesforce.com
ClientSuccess
9.0
Pendo.io
Integration with Marketo
ClientSuccess
7.3
Pendo.io
Integration with Eloqua
ClientSuccess
7.3
Pendo.io

Customer Data Extraction / Integration

ClientSuccess
8.9
Pendo.io
Product usage
ClientSuccess
8.5
Pendo.io
Help desk / support tickets
ClientSuccess
9.4
Pendo.io

Customer Success Management

ClientSuccess
8.6
Pendo.io
NPS surveys
ClientSuccess
7.0
Pendo.io
Sponsor tracking
ClientSuccess
9.4
Pendo.io
Customer profiles
ClientSuccess
9.0
Pendo.io
Automated workflow
ClientSuccess
8.9
Pendo.io
Internal collaboration
ClientSuccess
7.6
Pendo.io
Customer health scoring
ClientSuccess
9.0
Pendo.io
Customer segmentation
ClientSuccess
9.0
Pendo.io

CSM Reporting & Analytics

ClientSuccess
8.4
Pendo.io
Customer health trends
ClientSuccess
9.0
Pendo.io
Engagement analytics
ClientSuccess
8.1
Pendo.io
Revenue forecasting
ClientSuccess
7.5
Pendo.io
Dashboards
ClientSuccess
9.0
Pendo.io

Pros

ClientSuccess

  • 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.
Anonymous | TrustRadius Reviewer

Pendo.io

  • Pendo.io is very user-friendly, designed for users (like me) without a technology background, to easily set up and navigate the tool.
  • In-app guides and walk thru's are very easy to set up and customize.
  • Customized Dashboards are excellent for our different teams, they can focus on exactly what they need, and adjust their dashboard widgets easily as needed.
  • NPS tool basically runs itself.
  • Pendo.io staff is always helpful and available to answer questions. They are always willing listeners when we have suggestions or a unique problem to solve.
  • Pendo.io Slack channel is very helpful! lots of sharing of best practices between all kinds of Pendo.io users.
Jennifer Gray | TrustRadius Reviewer

Cons

ClientSuccess

  • 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.
Vincent Springer | TrustRadius Reviewer

Pendo.io

  • As they are continuing to grow, and working to get users to the new Visual Design Studio, I think the biggest overhaul is to Guides specific to the What's New portion, and making this available sooner than later in the new Visual Design Studio will make transitioning easy, and make it stickier in orgs.
  • Improved workflow in the designers, whether Classic Designer or Visual Design Studio, I don't always want to edit the default components of the item I am creating, but I have to click Apply to escape it.
  • A little more clarity around use cases - when I took on my role currently, I was tasked with taking over Pendo.io management. Having used it in my previous role was helpful, but I still had plenty of questions from a backend administration and implementation stance, but I was more directed to hobble along. I've made great strides, and the Pendo.io Slack channels and user community are quite helpful.
Jeremy Robinson | TrustRadius Reviewer

Likelihood to Renew

ClientSuccess

No score
No answers yet
No answers on this topic

Pendo.io

Pendo.io 9.1
Based on 2 answers
We have had an excellent experience with Pendo. When we've had questions or concerns, Pendo is very quick to respond and communicate with us. We have experienced top-notch customer support and customer engagement. We have actually modeled some of our implementation and product processes after Pendo's examples.
Jennifer Gray | TrustRadius Reviewer

Usability

ClientSuccess

No score
No answers yet
No answers on this topic

Pendo.io

Pendo.io 10.0
Based on 4 answers
Overall, Pendo provides a smooth interface, especially with the most recent update, and I couldn't imagine using or learning any other platform so product focused. From the moment I log into Pendo, I know where I'm going and what I'm looking for and I'm able to find that, through the interface, in as little time as possible. This helps keep me focused on doing other tasks at work so I'm not overburdened with hunting things down in the system
Aaron Beaty | TrustRadius Reviewer

Support Rating

ClientSuccess

ClientSuccess 10.0
Based on 2 answers
They are SUPER responsive...even for late night inquiries.
Cale Conry | TrustRadius Reviewer

Pendo.io

Pendo.io 7.7
Based on 7 answers
They've been great anytime that we have needed help with something. They also have some really great help articles. We're able to figure most things out through their articles, but when we've had to call in they've been very helpful and we haven't had any problems. I'd highly recommend working with them.
Anonymous | TrustRadius Reviewer

Online Training

ClientSuccess

No score
No answers yet
No answers on this topic

Pendo.io

Pendo.io 9.1
Based on 1 answer
The training schedule was well thought out and tailored to meet our needs. Chantelle stayed with us through the whole implementation and made sure that we were good to go.
Emily Hardin | TrustRadius Reviewer

Implementation Rating

ClientSuccess

No score
No answers yet
No answers on this topic

Pendo.io

Pendo.io 9.0
Based on 2 answers
Use Segment to install and cut developers out of the work cycle!
Anonymous | TrustRadius Reviewer

Alternatives Considered

ClientSuccess

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.
Anonymous | TrustRadius Reviewer

Pendo.io

Pendo.io far and away blows Totango out of the water. While Totango offers in depth usage tracking, it is far behind the experience Pendo provides. Pendo.io is more flexible in what it can track (customizable), offers a far better end user UI/experience, and provides additional features that Totango does not offer (Guides, NPS tracking, etc.). Even Pendo's customer service is better than Totango's. The only place where Totango might have an edge on Pendo.io is in their reporting structure/functionality, which I outlined earlier.
Anonymous | TrustRadius Reviewer

Return on Investment

ClientSuccess

  • 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.
Samantha Berquist | TrustRadius Reviewer

Pendo.io

  • 95% reduction in required dev resources, freeing them up for more product development
  • Roughly a 400% increase in effective customer messaging from 2017 (31 guides) to 2018 (currently, 141 guides), spurring all kinds of engagement from more feature usage & discovery to education & in-app training.
  • 100% of all new features and feature updates are now substantiated by quantitative and qualitative data, in-part sourced from Pendo.
Jonathan Slavuter | TrustRadius Reviewer

Pricing Details

ClientSuccess

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

ClientSuccess Editions & Modules

Additional Pricing Details

Pendo.io

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
No

Pendo.io Editions & Modules

Edition
FreeFree
TeamContact sales team
ProContact sales team
EnterpriseContact sales team
  1. none
Additional Pricing Details

Rating Summary

Likelihood to Recommend

ClientSuccess
7.6
Pendo.io
9.0

Likelihood to Renew

ClientSuccess
Pendo.io
9.1

Usability

ClientSuccess
Pendo.io
10.0

Support Rating

ClientSuccess
10.0
Pendo.io
7.7

Online Training

ClientSuccess
Pendo.io
9.1

Implementation Rating

ClientSuccess
Pendo.io
9.0

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