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 has saved us a lot of time, and being able to track what is happening with our clients is extremely helpful.
  • Being able to push data back into salesforce in terms of engagements is helpful so the sales team can stay informed.
Garrett Genest | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Once you have some data behind you, you can get a real-time health score of your accounts, giving you great insights into which accounts need a little extra TLC and which ones are your champion users.
  • Consolidation of all CES software and processes into a single platform to save time and provide additional efficiencies.
  • Automation of playbooks, emails, and workflows save the support team tons of time and prevents things from falling in the cracks. We've set up quarterly reminders to follow-up with accounts which no longer needs to be manually set up.
Score 6 out of 10
Vetted Review
Verified User
Review Source
  • Account health is easy for leadership to review and get details on, without having to reach out to each CSM.
  • Natero leaves a lot to be desired from a project management perspective. It's difficult to know where a customer stands and can feel overwhelming to set up a new customer.
  • Customer usage data is very helpful to provide in Business Reviews to customers. Charts are clear and easy to understand!
Ewen Fortune | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • 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