ClientSuccess vs. SAP CPQ

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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I would recommend SAP CPQ because it is powerful and works really well for handling complex pricing quotes and approvals. It save time and keep everything in one systems.

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• 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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Independently Invited by TrustRadius

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• Simple order entry
• Fast order entry
• Quick contracts creations and pricings

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• 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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Independently Invited by TrustRadius

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• It is a complex solution and could do better on ease of use
• Perhaps give mini explainer tutorials as you begin using it

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Independently Invited by TrustRadius

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We definitely want to renew based on the functionality and the use we give to it. However you never know 100% so that's why it is not a 10. Let's imagine if pricing changed significantly or they made sudden changes to the product which we considered negative... Then we would move elsewhere. This is highly unlikely though

it make the pricing and quoting part easier and able to integrate with other sap products easily but the ui could have been better and the customizations is not straight forward, requires deep expertise. which make the work more difficult. but instead of custom designing. this way we can reduce the coding and can go straight ahead with custom pricing part

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They are SUPER responsive...even for late night inquiries.

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Not used

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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Independently Invited by TrustRadius

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It connect much better with our existing SAP system like ERP and S/4HANA. keeping everything in sync automatically. Approval processes and automation are faster. reducing email and manual work.

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Invited by TrustRadius (TR) on Vendor's Behalf

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• 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.

• Helped us make a lot of sales easier and quicker
• More revenue we have made since doing this
• Only negative is sometimes can be slow or want to attach custom email templates for send outs

Incentivized

Independently Invited by TrustRadius

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