ClientSuccess vs. SalesDirector.ai

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ClientSuccess
Score 8.4 out of 10
N/A
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.N/A
SalesDirector.ai
Score 10.0 out of 10
N/A
SalesDirector.ai is a sales forecasting and coaching tool that uses artificial intelligence to make predictions and recommendations based on combined CRM, Email, Calendaring and call log data.N/A
Pricing
ClientSuccessSalesDirector.ai
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ClientSuccessSalesDirector.ai
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
ClientSuccessSalesDirector.ai
Security
Comparison of Security features of Product A and Product B
ClientSuccess
8.2
15 Ratings
5% below category average
SalesDirector.ai
-
Ratings
Role-based user permissions8.215 Ratings00 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
ClientSuccess
8.4
13 Ratings
1% below category average
SalesDirector.ai
-
Ratings
API10.010 Ratings00 Ratings
Integration with Salesforce.com9.012 Ratings00 Ratings
Integration with Marketo7.32 Ratings00 Ratings
Integration with Eloqua7.32 Ratings00 Ratings
Customer Data Extraction / Integration
Comparison of Customer Data Extraction / Integration features of Product A and Product B
ClientSuccess
8.9
16 Ratings
4% above category average
SalesDirector.ai
-
Ratings
Product usage8.414 Ratings00 Ratings
Help desk / support tickets9.412 Ratings00 Ratings
Customer Success Management
Comparison of Customer Success Management features of Product A and Product B
ClientSuccess
8.6
17 Ratings
5% above category average
SalesDirector.ai
-
Ratings
NPS surveys7.09 Ratings00 Ratings
Sponsor tracking9.411 Ratings00 Ratings
Customer profiles9.017 Ratings00 Ratings
Automated workflow8.917 Ratings00 Ratings
Internal collaboration7.716 Ratings00 Ratings
Customer health scoring9.017 Ratings00 Ratings
Customer segmentation9.016 Ratings00 Ratings
CSM Reporting & Analytics
Comparison of CSM Reporting & Analytics features of Product A and Product B
ClientSuccess
8.4
17 Ratings
3% above category average
SalesDirector.ai
-
Ratings
Customer health trends9.015 Ratings00 Ratings
Engagement analytics8.113 Ratings00 Ratings
Revenue forecasting7.614 Ratings00 Ratings
Dashboards9.017 Ratings00 Ratings
Best Alternatives
ClientSuccessSalesDirector.ai
Small Businesses
Intercom
Intercom
Score 8.7 out of 10
Mediafly Intelligence360
Mediafly Intelligence360
Score 7.8 out of 10
Medium-sized Companies
CustomerSuccessBox
CustomerSuccessBox
Score 9.5 out of 10
Clari
Clari
Score 8.3 out of 10
Enterprises
Cisco Webex Experience Management (discontinued)
Cisco Webex Experience Management (discontinued)
Score 8.9 out of 10
Clari
Clari
Score 8.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ClientSuccessSalesDirector.ai
Likelihood to Recommend
7.6
(18 ratings)
10.0
(3 ratings)
Support Rating
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
ClientSuccessSalesDirector.ai
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.
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SalesDirector.ai, Inc.
It is well suited for any sales organization that is trying to mature its sales process, and continually improve its execution.
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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.
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SalesDirector.ai, Inc.
  • I can easily see if there is communication occurring between the sales rep and the appropriate contacts at the prospect company. I can quickly see if the communication stream is a mutual back and forth conversation or if it is mostly a one-way stream from the rep to the prospect. If it is mostly a one-way conversation, this tells me something isn't right about this opportunity.
  • The system looks at this communication and using AI, it highlights if it interprets any negative sentiment from the prospect allowing the rep or the sales manager to dig deeper into the opportunity and see if they can discover the reason for this negative response and correct it if possible.
  • The software "learns" from previous successful deals we have closed and uses this information to alert us if a deal has been in a particular sales stage for longer than similar deals. And it learns who is the business decision maker or technical decision maker is for previously closed deals and points it out to the rep that they should make contact with this same position in the target company.
  • The software coaches sales reps on actions that should be taken, based on our sales process, at each stage of the sales cycle. And it does so without feeling like its looking over your shoulder, by recommending the rep send a "confirmation of needs" email once the deal is moved into the 30% stage.
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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.
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SalesDirector.ai, Inc.
  • More built in reports and trends
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Support Rating
ClientSuccess
They are SUPER responsive...even for late night inquiries.
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SalesDirector.ai, Inc.
No answers on this topic
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.
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SalesDirector.ai, Inc.
SalesDirector is more comprehensive and advanced than the add-ins I've tried.
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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.
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SalesDirector.ai, Inc.
  • Positive. We have better insights into our deals. We can see when deals are getting bogged down, or when a deal may not close, even before the sales rep recognizes this.
  • It makes it much easier to accurately call your monthly and quarterly forecasts.
  • Our sales managers use it for their weekly one-on-one meetings with their rep and virtually no additional work is required of the rep or manager.
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ScreenShots