ClientSuccess Reviews and Ratings

Use Cases and Deployment Scope

ClientSuccess is being used to increase production through email automation, alerts/actions, and increasing engagement. It is being used on a few of our inbound customer service clients with hopes of expanding to other clients within the organization. The platforms ability to engage employees has been the biggest surprise win.

Likelihood to Recommend

ClientSuccess suited us well for email automation. This saved loads of downtime for our agents. The automated system sends information to the customer recapping and telling the customer of action items. This cuts out time that the agent would have to send that themselves. The success score was less appropriate on smaller one-off campaigns. Sometime clients will ask us to try a pilot and it was hard to integrate the success score model there.

Use Cases and Deployment Scope

Our customer experience team used ClientSuccess and supporting team members. We leveraged the platform to keep track of onboarding, ongoing value stream, and renewals. It allowed us to get on paper the specific steps needed to manage a client from onboard to renewal successfully. Besides, it allowed us to prioritize our work in identifying healthy clients with various health metrics.

Likelihood to Recommend

For smaller companies, ClientSuccess is an excellent tool at a reasonable price to help maintain and manage client relationships and progress. For larger companies, if it doesn't seamlessly integrate with other systems, it can be challenging to use as a stand-alone product. It was helpful as we developed the foundation of our customer experience team.

Use Cases and Deployment Scope

ClientSuccess is being used by our Client Success and leadership team to keep track of all moving pieces of our client relationships. We use this daily to track client lifecycle and health leading to a more proactive team.

Likelihood to Recommend

This platform is extremely useful in creating customer playbooks and allowing our team to scale! Before we were using manually updated excel documents that lived all across our company's drive folder. By centralizing client-specific details the entire company can be on the same page. This is also great at creating a client health score that is updated each morning when I log in to see how our clients are doing and help identify areas that need my attention before it's too late.

Use Cases and Deployment Scope

It is being used by the Customer Success Team which is just me right now. It addresses concerns about clients. The health of the client, when we last talked to them, what their concerns are, when their contract is up, etc. It has helped me to manage and stay on top of the clients to reach out when needed.

Likelihood to Recommend

ClientSuccess has the best customer success/support I've ever come across. They are extremely attentive about our success and are willing to help with anything I need help with Sam Feil is exceptional at his job ad really takes his time to make sure you are successfully using the product. It is well suited as a CRM for Customer Success Roles- I wouldn't use it as the main CRM for everyone in the company because it's specific to the role of a CSM, not a sales rep.

Use Cases and Deployment Scope

The platform is being used across the organization. We oversee a network of insurance agencies and this platform has really helped us maintain accountability, systematize processes, and foresee any risks impacting our network's membership. We've also used it internally as a training tool for new hires who need to quickly understand who our key clients are and how our relationship is structured with each firm.

Likelihood to Recommend

I think this is a great tool for any organization that reoccurring revenue - ie. Memberships, Networks etc. If you have a number of one-off contracts, it may not be the best suited for your need but, you could still make do. It's also great for organizations who have clear consistent processes in place once you bring on a new account.

Use Cases and Deployment Scope

<div>At Game Plan we use Client Success to streamline out entire Customer Success efforts. We used client success to keep track of customer activities, set and track KPI's for each account, flag potential issues with accounts, measure account success, and the management of the entire renewal process.</div><div>

</div><div>It has helped us streamline and evaluate our efforts throughout the customer lifecycle and effectively management their renewal process all while evaluating CS data for our internal processes and meetings.

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Likelihood to Recommend

<div>Well suited for:</div><div><ul><li>Onboarding management.</li><li>Team management for directors.</li><li>KPI setting and evaluation.</li><li>The setting of key steps needed to be performed in each stage of the customer lifecycle.</li><li>Success evaluation of accounts.</li><li>Measurement of activities for each customer.</li><li>Reporting.

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Use Cases and Deployment Scope

ClientSuccess is the main software platform our Customer Success team utilizes. It has helped us to streamline so many of our previously inefficient account management tactics. It allows us to track our customer interactions (emails, calls, personal), renewal progress updates, understand the needs of our customers at a deeper level by using data to track our KPIs and create/keep track of to-dos to keep the customers on target.

ClientSuccess provides the tool necessary for our team to keep track of each of our accounts on an individual basis in a detailed way never before possible and allows us to stay focused and up-to-date on the over-arching customer outlook in terms of renewals and success cycles.

Likelihood to Recommend

It is extremely well suited for a company like ours where each Customer Success Manager manages a lot of different customers and even has the added difficulty of some workers working remotely. It keeps us on track and in sync for how we handle each phase of the customer journey.

Use Cases and Deployment Scope

Currently my team is using ClientSuccess to keep track of customer engagements, and get alerts based on actions/inactions, allowing us to:

<ul><li>1. Be more proactive in servicing our customers</li><li>2. Get a holistic picture of account health</li></ul>We are working on running our renewals process/playbooks through ClientSuccess, while also running forecasting out of the system, too.

Likelihood to Recommend

ClientSuccess is great for teams who need to standardize processes and need a high-level view of how a customer is performing, where they are in the lifecycle, and how a customer should be serviced. It's suitable for teams and leaders who want all access to all information.

Where it is less appropriate is for larger account management where you may have many business units under one larger account umbrella.

Use Cases and Deployment Scope

ClientSuccess is leveraged by not only multiple layers within the Customer Success team, but used by product and sales teams as well. From a business perspective, it allows us to have a single snapshot of our accounts from renewals, to usage, to contacts, to zendesk tickets, etc.

Likelihood to Recommend

It's well suited as a mechanism to assist in operationalizing Customer Success within a team. It gives you the tools / modules to ensure you're properly set up for success with your customers.

Use Cases and Deployment Scope

We currently use ClientSuccess to manage our private client network. We previously did not have a systematic way of tracking correspondence, engagement, or subscriptions and ClientSuccess solved all of those problems. I reached a number of products and found that this service was reasonable in cost and was very easy to implement. The whole process from introduction to up-and-running went very smoothly with the help of our efficient account manager.

Likelihood to Recommend

Great for accounts that go through a sales and then onboarding cycle. The best feature is how the account can be automatically updated to start the next phase of your engagement. It's also great for clients that are on a subscription basis. I really like that you can also denote who are "key contacts" so each team member knows who to reach out to.