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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UserIQ
Score 8.0 out of 10
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UserIQ is a walkthrough tool that aims to empower SaaS companies to deliver what each user needs to be successful in every moment, starting with adoption. According to the vendor, key benefits include: effectively scale onboarding increase feature usage accelerate time-to-value ultimately drive more revenue throughout the customer journey
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Pricing
ClientSuccess
UserIQ
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ClientSuccess
UserIQ
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
ClientSuccess
UserIQ
Features
ClientSuccess
UserIQ
Security
Comparison of Security features of Product A and Product B
ClientSuccess
8.2
15 Ratings
7% below category average
UserIQ
10.0
3 Ratings
13% above category average
Role-based user permissions
8.215 Ratings
10.03 Ratings
Platform & Infrastructure
Comparison of Platform & Infrastructure features of Product A and Product B
ClientSuccess
8.4
13 Ratings
3% below category average
UserIQ
9.3
5 Ratings
7% above category average
API
10.010 Ratings
7.14 Ratings
Integration with Salesforce.com
9.012 Ratings
10.03 Ratings
Integration with Marketo
7.32 Ratings
9.01 Ratings
Integration with Eloqua
7.32 Ratings
10.01 Ratings
Customer Data Extraction / Integration
Comparison of Customer Data Extraction / Integration features of Product A and Product B
ClientSuccess
8.9
16 Ratings
1% above category average
UserIQ
7.8
4 Ratings
12% below category average
Product usage
8.414 Ratings
8.04 Ratings
Help desk / support tickets
9.412 Ratings
7.54 Ratings
Customer Success Management
Comparison of Customer Success Management features of Product A and Product B
ClientSuccess
8.6
17 Ratings
0% above category average
UserIQ
8.0
4 Ratings
7% below category average
NPS surveys
7.09 Ratings
7.14 Ratings
Sponsor tracking
9.411 Ratings
9.01 Ratings
Customer profiles
9.017 Ratings
8.53 Ratings
Automated workflow
8.917 Ratings
6.14 Ratings
Internal collaboration
7.716 Ratings
9.02 Ratings
Customer health scoring
9.017 Ratings
9.04 Ratings
Customer segmentation
9.016 Ratings
7.54 Ratings
CSM Reporting & Analytics
Comparison of CSM Reporting & Analytics features of Product A and Product B
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.
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.
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.
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.
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.
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.
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.
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.
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.