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Freshsuccess

Freshsuccess
Formerly Natero

Overview

What is Freshsuccess?

Freshsuccess (based on technology acquired by Natero by Freshworks in May 2019) is designed to help Customer Success Managers prevent churn, increase account expansion, and manage more customers with less effort.The vendor says features include:Customer 360 - See customer emails,…

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Recent Reviews

It could be better

1 out of 10
June 19, 2017
Incentivized
Natero is currently being used within my customer success department at a software as a service company. It is not being used at the whole …
Continue reading
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Popular Features

View all 18 features
  • Product usage (6)
    8.1
    81%
  • Customer health scoring (6)
    8.1
    81%
  • Automated workflow (6)
    8.0
    80%
  • Integration with Salesforce.com (6)
    7.2
    72%
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Pricing

View all pricing

Estate

$79 billed annually

Cloud
per month per user

Estate

$95 billed monthly

Cloud
per month per user

Forest

$129 billed annually

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.freshworks.com/customer…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $79 per month
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Product Demos

Freshsuccess Demo - What is Freshsuccess

YouTube
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Features

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

10
Avg 8.7

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

7.1
Avg 8.6

Customer Data Extraction / Integration

Customer data extraction / integration

8.6
Avg 8.7

Customer Success Management

Customer Success Management

7.1
Avg 8.3

CSM Reporting & Analytics

Reporting & Analytics specific to customer success management

7.4
Avg 8.2
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Product Details

What is Freshsuccess?

Freshsuccess (based on technology acquired by Natero by Freshworks in May 2019) is designed to help Customer Success Managers prevent churn, increase account expansion, and manage more customers with less effort.

The vendor says features include:
  • Customer 360 - See customer emails, chats, meetings, support tickets, billing history, and product usage, in one place.
  • Predictive Alerts - Predict which customers are likely to churn, convert, or expand their business.
  • Health Scores - Monitor customer health based on in-app usage, custom KPIs, CSM scores, support tickets, and NPS.
  • Workflows & Playbooks - Drive Customer Success processes for Onboarding, Business Reviews, Risk Mitigation, and Renewals.
  • Targeted Emails - Send timely and relevant emails to the right customers using automatic triggers or segmented lists.
  • Dashboards - See critical metrics like Churn, Lifetime Value (LTV), product adoption, financial health or create custom views.
  • Reporting - Explore customer data and spot trends over time using a point-and-click report builder.
  • Segmentation - Create dynamic lists of accounts and users for in-depth analysis, comparison, or customer outreach.
Freshsuccess combines predictive analytics, customer intelligence, and workflow management in a unified platform. The vendor says this data-driven approach enables B2B software providers to proactively manage Customer Success and maximize customer lifetime value.

Freshsuccess Features

Customer Data Extraction / Integration Features

  • Supported: Product usage
  • Supported: Help desk / support tickets
  • Supported: Billing
  • Supported: Marketing emails

Customer Success Management Features

  • Supported: Sponsor tracking
  • Supported: Customer profiles
  • Supported: Automated workflow
  • Supported: Internal collaboration
  • Supported: Customer health scoring
  • Supported: Customer segmentation

CSM Reporting & Analytics Features

  • Supported: Customer health trends
  • Supported: Engagement analytics
  • Supported: Dashboards
  • Supported: Customer lifetime value
  • Supported: Churn rate

Security Features

  • Supported: Role-based user permissions

Platform & Infrastructure Features

  • Supported: API
  • Supported: Integration with Salesforce.com

Additional Features

  • Supported: Machine Learning
  • Supported: Team Performance Analysis
  • Supported: Single Sign On (SSO)

Freshsuccess Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of

Freshsuccess Competitors

Freshsuccess Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Freshsuccess starts at $79.

Gainsight CS, Totango, and ClientSuccess are common alternatives for Freshsuccess.

Reviewers rate Role-based user permissions highest, with a score of 10.

The most common users of Freshsuccess are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(14)

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
Ewen Fortune | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Natero allows VividCortex to see a complete view of customer health, allowing account managers, success managers, and support to intervene before problems occur and ensure our users get the maximum value from our own productivity. The same data enables engineering and product management to make intelligent data based decisions, improving and optimizing our application.
  • Intelligent health scoring
  • Data analysis
  • Productive one stop account view
  • Some of the integration could be more automated
  • More out of the box charts would be useful
Customer Success - If you want to measure your customers success and your own efforts to improve it, Natero gives you all the data necessary to build a data driven success operation. Natero is especially well suited to products which have a medium touch rate where blending behavioral data from click tracking and relationship data such as email, chat and phone call can be combined to create a bespoke portrait of the customer is appropriate. Situations such as massive mobile application deployment to near anonymous users would be better using something else.
Customer Data Extraction / Integration (2)
100%
10.0
Product usage
100%
10.0
Help desk / support tickets
100%
10.0
Customer Success Management (7)
81.42857142857142%
8.1
NPS surveys
70%
7.0
Sponsor tracking
N/A
N/A
Customer profiles
100%
10.0
Automated workflow
100%
10.0
Internal collaboration
100%
10.0
Customer health scoring
100%
10.0
Customer segmentation
100%
10.0
CSM Reporting & Analytics (4)
85%
8.5
Customer health trends
100%
10.0
Engagement analytics
100%
10.0
Revenue forecasting
70%
7.0
Dashboards
70%
7.0
Security (1)
70%
7.0
Role-based user permissions
70%
7.0
Platform & Infrastructure (4)
50%
5.0
API
100%
10.0
Integration with Salesforce.com
100%
10.0
Integration with Marketo
N/A
N/A
Integration with Eloqua
N/A
N/A
  • 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
Natero is specifically built for customer success, other tools are merely capable of some of its functions. A tool like Pendo does a great job at aiding the product manager and helps to identify features and modules that are popular, but this doesn't translate into customer health. Salesforce is the gorilla, which attempts to do everything, but is really best at its original job of CRM.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
It was being used by the department initially as it was on a test run basis. Problem wise Natero aims to empower customer success in terms of predicting churns, expected sales, and in relation to marketing teams to become data-driven, without having to rely on data experts. It automatically aggregates and mines all sources of customer data to uncover actionable insights which is a very useful feature. On the whole I would say a very decent service that helps with data analysis It is streamlined in such a manner and with a friendly user interface so that it is easy to understand data without any complications at all.
  • Task Alerts
  • Configure Account Health Score
  • Predictive Analytics
  • Filter, Sort and Text Search
  • Aggregation & Segmentation Analysis
  • Task Alerts vs. Todos
  • Customer Email Summaries do not exist
  • Survey Management
  • Text Analysis
Delivering a positive customer experience allows companies to differentiate themselves and stay competitive. So to stay well-suited I would want to see constant new changes and updates in terms of interface, services etc.
Customer Data Extraction / Integration (2)
75%
7.5
Product usage
80%
8.0
Help desk / support tickets
70%
7.0
Customer Success Management (7)
77.14285714285714%
7.7
NPS surveys
80%
8.0
Sponsor tracking
70%
7.0
Customer profiles
90%
9.0
Automated workflow
80%
8.0
Internal collaboration
80%
8.0
Customer health scoring
70%
7.0
Customer segmentation
70%
7.0
CSM Reporting & Analytics (4)
77.5%
7.8
Customer health trends
70%
7.0
Engagement analytics
80%
8.0
Revenue forecasting
80%
8.0
Dashboards
80%
8.0
Security (1)
80%
8.0
Role-based user permissions
80%
8.0
Platform & Infrastructure (4)
72.5%
7.3
API
70%
7.0
Integration with Salesforce.com
80%
8.0
Integration with Marketo
70%
7.0
Integration with Eloqua
70%
7.0
  • In the long run it sure did have a positive ROI
  • But for small spans it's not a good investment
Can't really say that, at the time I had natero I was evaluating [other] options.
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