What users are saying about
28 Ratings
1 Rating
28 Ratings
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Score 7.4 out of 100
1 Rating
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Score 10 out of 100

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.
Cameron Kinney | TrustRadius Reviewer

Vitally

  • Vitally is suitable for any software company that is looking to measure and report and action the health of their customers.
  • While you would get less value from the tool if you do not have a team in place to action the insights it generates, I would still recommend that smaller teams look at implementing health scores and setting up automated responses to bad health.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Security

ClientSuccess
8.2
Vitally
10.0
Role-based user permissions
ClientSuccess
8.2
Vitally
10.0

Platform & Infrastructure

ClientSuccess
8.4
Vitally
10.0
API
ClientSuccess
10.0
Vitally
10.0
Integration with Salesforce.com
ClientSuccess
9.0
Vitally
10.0
Integration with Marketo
ClientSuccess
7.3
Vitally
Integration with Eloqua
ClientSuccess
7.3
Vitally

Customer Data Extraction / Integration

ClientSuccess
8.9
Vitally
10.0
Product usage
ClientSuccess
8.4
Vitally
10.0
Help desk / support tickets
ClientSuccess
9.4
Vitally

Customer Success Management

ClientSuccess
8.6
Vitally
9.7
NPS surveys
ClientSuccess
7.0
Vitally
8.0
Sponsor tracking
ClientSuccess
9.4
Vitally
Customer profiles
ClientSuccess
9.0
Vitally
10.0
Automated workflow
ClientSuccess
8.9
Vitally
10.0
Internal collaboration
ClientSuccess
7.6
Vitally
10.0
Customer health scoring
ClientSuccess
9.0
Vitally
10.0
Customer segmentation
ClientSuccess
9.0
Vitally
10.0

CSM Reporting & Analytics

ClientSuccess
8.4
Vitally
9.8
Customer health trends
ClientSuccess
9.0
Vitally
10.0
Engagement analytics
ClientSuccess
8.1
Vitally
10.0
Revenue forecasting
ClientSuccess
7.5
Vitally
9.0
Dashboards
ClientSuccess
9.0
Vitally
10.0

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.
Anonymous | TrustRadius Reviewer

Vitally

  • Simple setup
  • Detailed reporting
  • Automates manual tasks
  • Excellent support
Anonymous | TrustRadius Reviewer

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.
Vincent Springer | TrustRadius Reviewer

Vitally

  • NPS measurement is not particularly customizable
Anonymous | TrustRadius Reviewer

Support Rating

ClientSuccess

ClientSuccess 10.0
Based on 2 answers
They are SUPER responsive...even for late night inquiries.
Cale Conry | TrustRadius Reviewer

Vitally

No score
No answers yet
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.
Anonymous | TrustRadius Reviewer

Vitally

  • Vitally was much easier to both set up and maintain than ChurnZero. The ongoing cost of keeping Churn Zero set up correctly was ultimately too much and caused us to look at other tools.
  • Vitally's user interface is much cleaner and easier to understand. While ChurnZero may have more customizations, we ultimately found we were not using large portions of their app.
  • Vitally worked out to be much cheaper for our needs.
Anonymous | TrustRadius Reviewer

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.
Samantha Berquist | TrustRadius Reviewer

Vitally

  • Increased renewal rates
  • Reduced overall time spent analyzing customer health
  • Reduces manual tasks for customer health
Anonymous | TrustRadius Reviewer

Pricing Details

ClientSuccess

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Vitally

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

ClientSuccess
7.6
Vitally
10.0

Support Rating

ClientSuccess
10.0
Vitally

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