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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PerformYard
Score7.5 out of 10
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PerformYard, headquartered in Arlington, VA, providesperformance management software aimed at providing features for HR and a simple employee experience. It offers HR teams tools to build out any performance management strategy so employees get a streamlined experience so they can focus on quality feedback and effective performance discussions.
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
Perform Yard is best suited for business managers to monitor the performance of their employees, set and review goals as well as implement performance improvement plans. It’s not so ideal for small groups. The precise questions asked of the employees makes it perfect for the responses to paint the overall picture of the progress and production of the employee, and helps supervisors really gauge the output from their employees. Overall, it is a great tool to utilize for monitoring employees progress, as well as evaluate the employee at your end to assist with setting goals for the new year.
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
Customer Service! The service support is unmatched compared to other vendors! Our rep is nothing short of amazing with her timeliness, helpfulness, and ability to navigate the issues we encounter!
Streamlining automated reviews - Effortlessly send out a whole years reviews in one sitting!
Auto updating from our HRIS system - Automated SFTP integration with our HRIS system to auto update employee fields and keep the system up to date with less manual process!
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
Don't really need to have multiple team member selection options in the dashboard. Would be more efficient to drill down from the team member selected rather than have to scroll through the list amongst all other team members data files.
Would be nice if contributors could also opine as to the perceived level of performance for the person they are commenting on, i.e., unsat, sat, excellent.
It has been excellent among the employees. It is a great way to keep up with the tasks and goals throughout the year. Manager/employee communication can increase with this program. It is very easy to use and understand. Navigation can be a bit tricky but the overall ease of going through it is splendid.
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
Everything is very easy to understand except more training is needed on how to use the reporting feature. You are assigned an account manager who walks you through every step of the process when you sign on to use PerformYard.
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 from PerformYard is unmatched when compared to other systems I have worked with. Not to say that the support personnel always have an immediate answer, but they are so committed to solution and timeliness that it is not long before we are able to work through any issues. Emails are quickly returned for ease of access, and they never fail to offer to hop on a call and visually walk through something if that may help the issue!
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
Training for PerformYard was fantastic and very easy to understand! I highly recommend this product to any company. It is super helpful for communicating with staff, for keeping track of your goals, tasks and reviews for the current (or past) year. Definitely get online training for implementation. You won't regret it!
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
Our Human Resources department handled the implementation of PerformYard and they did a fantastic job. A tutorial was sent out via email to all employees with a requirement of viewing it. In additionto that, a ZOOM session was scheduled so that any questions or concerns could be answered after viewing the tutorial.
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
Well i cant really describe how PerformYard stacks up against them because there is no comparison here. PerformYard as blown these of the water no doubt about it. with everything from customer service to ease of use of the platforms. hands down PerformYard is the goto service for our company.
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 has encouraged me to actually complete goals rather than "almost" complete them because I want to be able to check off the box.
Sometimes it's difficult to track goals without clear metrics, however, this might be a positive thing because it encourages the user to create metric-based goals.
One positive impact is the impact this program has on extrinsically motivated employees.
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
