Likelihood to Recommend 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.
Read full review In UserIQ campaigns, you can probably create whatever content you have in mind for your campaigns using IFrames. You can probably implement whatever content you have in mind for your campaigns using IFrames in UserIQ campaigns.
Read full review Pros 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. Read full review Have a really easy way to tag features and know what you're tracking. Great, simple user walkthroughs that you can plug into your app to improve onboarding or increase feature adoption. Some interesting dashboard views and you can slice users/accounts many different ways. Pretty user-friendly interface. Easy to collect qualitative data (nps, survey, etc.). Read full review Cons 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. Read full review Getting the hang of the walkthroughs took me awhile and was hard for me to understand, but now I understand and love them! Read full review Usability This rating is given as to a certain degree it is useful - as in the customer health dashboard and providing a very fast service which is easy to use for our users. However, as mentioned prior, the exportation of this data into presentable information (presentation style) is not really possible without doing yourself via screenshots and interpreting the data.
Read full review Support Rating They are SUPER responsive...even for late night inquiries.
Read full review Customer service and support is one of the biggest strengths for UserIQ, whenever there has been any issues or confusion, the help service is very effective and friendly to support us and get to a conclusion within no time, hence why the ranking given is extremely high for this factor. I would not say any improvement is needed in terms of this aspect of the company.
Read full review Alternatives Considered 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.
Read full review When comparing with the other product of the market we realize UserIQ brings the best outcome beneath the price so we choose UserIQ apart from other products.
Read full review Return on Investment 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. Read full review UserIQ has let us communicate more effectively with our customers. We have seen a reduction in calls to customer service on how to utilize and update items on our SaaS UI. Read full review ScreenShots