Freshsuccess (formerly Natero)

Freshsuccess (formerly Natero)

About TrustRadius Scoring
Score 6.5 out of 100
Freshsuccess (formerly Natero)

Overview

Recent Reviews

Love the dashboard capability

6
January 23, 2020
We are using Natero to keep track of our customers and make sure that we are staying ahead of any clients that will churn. It is being …
Read full review

It could be better

1
June 19, 2017
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 …
Read full review

Customer success made easy

10
May 11, 2017
Natero allows VividCortex to see a complete view of customer health, allowing account managers, success managers, and support to intervene …

Popular Features

View all 18 features

Customer health scoring (6)

8.1
81%

Product usage (6)

8.1
81%

Automated workflow (6)

8.0
80%

Integration with Salesforce.com (6)

7.2
72%

Video Reviews

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Pricing

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What is Freshsuccess (formerly Natero)?

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…

Entry-level set up fee?

  • No setup fee

Offerings

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

Would you like us to let the vendor know that you want pricing?

Alternatives Pricing

What is Totango?

Totango is a customer success platform that is designed to help recurring revenue businesses simplify the complexities of customer success by connecting the dots of customer data, actively monitoring customer health changes, and driving proactive engagements. According to the vendor, Totango is also…

What is Gainsight Customer Cloud?

Gainsight’s customer-centric technology aims to drive the future of customer success. The company’s Customer Cloud offers a set of solutions focused on customer success, product experience, revenue optimization, customer experience, and customer data, that together are designed to enable businesses…

Features Scorecard

Security

10.0
100%

Platform & Infrastructure

7.1
71%

Customer Data Extraction / Integration

8.6
86%

Customer Success Management

7.1
71%

CSM Reporting & Analytics

7.4
74%

Product Details

What is Freshsuccess (formerly Natero)?

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 (formerly Natero) 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 (formerly Natero) Screenshots

Freshsuccess (formerly Natero) Competitors

Freshsuccess (formerly Natero) Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Comparisons

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Frequently Asked Questions

What is Freshsuccess (formerly Natero)'s best feature?

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

Who uses Freshsuccess (formerly Natero)?

The most common users of Freshsuccess (formerly Natero) are from Mid-sized Companies (51-1,000 employees) and the Computer Software industry.

Reviews and Ratings

 (12)

Reviews

(1-6 of 6)
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Score 6 out of 10
Vetted Review
Verified User
Review Source
  • Natero does an excellent job of reporting and having a lot of the data available. They don't do as well when you want to track specific metrics such as ARR. (Everything in the application is currently based in MRR)
  • Natero has done an excellent job for our smaller organization. I am not sure how it would work with a larger organization.
Garrett Genest | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
June 19, 2017

It could be better

Score 1 out of 10
Vetted Review
Verified User
Review Source
Natero is great if you want to see a list of your customers if you are not familiar or do not have access to software like Salesforce. It provides you a quick snapshot of your customer's health. It also has some cool charts and graphs. It's not suited for heavy customization.
Score 6 out of 10
Vetted Review
Verified User
Review Source
Natero is great for businesses that need to view the health and status of 5-20 accounts. You can certainly see more, however, it's paginated, which makes it more cumbersome. And harder to see in a snapshot. Natero is not as well suited for businesses that need to view the health of over 20 accounts. Nor if they have a heavy focus on project management and visuals for workflows.
Ewen Fortune | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.