Freshsuccess vs. Wealth EOffice

Any SaaS company that needs to measure and track the health of client and user accounts will find the data provided by Natero extremely useful. If you have a support team that is tracking tickets, to-do-lists, etc. across different platforms, you'll be happy to know that you can consolidate most of those existing workflows into Natero, making this a single platform for your CES team to keep things running smoothly.

Incentivized

• Love the accounts view to see all my accounts, their health and some helpful stats!
• The charting is relevant and detailed for customers to understand their usage of our product. The look and feel is very clean and easy to understand.
• In the account, you can link to other documentation, which is great!

Incentivized

• Make set up more self-service. We are changing a lot of systems, and it was challenging to have to coordinate every item with Natero.
• Automatically triggered emails based on certain usage.

Incentivized

I highly recommend and prefer using Salesforce over Natero. Salesforce allows me to pull in as many fields into a report as I would like, compared to 14 different fields into Natero. I am able to view and make changes to information much quicker than Natero. I like Salesforce much more.

Incentivized

• Visibility - We can now see in one place the many dimensions of customer health
• Focus - Knowing who is in trouble and how that affects the business means teams can focus on key accounts
• Insight - Natero shows the effectiveness of common actions, therefore we can improve processes over time

Incentivized