ClientSuccess vs. Userlane

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.

Incentivized

Well suited:

• Web-based software with many users, complex processes (or both) --> Easy to fix a lot of common support / training issues very fast
• Software rollouts with high costs associated to ensure user acceptance is great --> Great feedback from users
• Multiple applications where processes are adjusted regularly --> Fast to roll out across many apps and easy to maintain

Not so well suited:

• Desktop apps -- > Doesn't really work for desktop
• Mobile apps --> Limited support, only works for web-based mobile apps
• Small user base (less than 50 users) --> Not required when there are only a few users

• 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.

Incentivized

• Unbiased people and company.
• Professional team.
• Solution oriented team.

Incentivized

• 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.

Incentivized

• Need to Improve User level analytics
• Need to Improve UX/UI
• Need to improve reporting
• More option to export the analytics report ,Currently you can export in PDF.

Incentivized

• Easy to use content editor, no specific knowledge needed
• Super fast to create interactive guides, went live within days
• Clean and actionable analytics, not too bloated

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

Incentivized

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.

Incentivized

I haven't used any other to much extent.

Incentivized

• 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.

• Higher conversion rate.
• Less support needed.
• Proactive communication solves the most user questions.

Incentivized