Love the dashboard capability
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 …
Starting at $79 per month
View PricingOverview
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,…
Recent Reviews
Popular Features
- Product usage (6)8.181%
- Customer health scoring (6)8.181%
- Automated workflow (6)8.080%
- Integration with Salesforce.com (6)7.272%
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
Product Demos
Freshsuccess Demo - What is Freshsuccess
YouTube
Features
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Product Details
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- Competitors
- Tech Details
- FAQs
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:
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 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
Freshsuccess Competitors
Freshsuccess Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Frequently Asked Questions
Freshsuccess starts at $79.
Reviewers rate Role-based user permissions highest, with a score of 10.
The most common users of Freshsuccess are from Mid-sized Companies (51-1,000 employees).
Comparisons
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Reviews and Ratings
(14)Reviews
(1-6 of 6)Companies can't remove reviews or game the system. Here's why
January 23, 2020
Love the dashboard capability
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 used by the customer success managers in our company, and we have view licenses for our sales team that is dealing with upsells in our organization.
May 24, 2019
Awesome Platform for Customer Success
We use Natero to track the health of our clients' accounts. In addition to health tracking, Natero also provides our client support team with real-time notifications on user overages, churn, and acts as a platform for communications. Our CES team can communicate directly with clients using the email functionality. Next steps will include automating some emails based on certain triggers as well as potentially implementing the product tour feature.
June 19, 2017
It could be better
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 organization. It is addressing our health check of our customers and providing the latest updates to all of our companies. We go in it once a week.
We utilize Natero in the customer success department in for CSMs to see the health of their accounts and provide status updates to leadership and CSMs set up accounts, which are assigned in SFDC, to link to relevant documentation and create project plans. We also leverage the charting that's available for enhancing business reviews for customers.
May 11, 2017
Customer success made easy
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.
June 27, 2016
Weaknesses to Strengths - the Natero way !!
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.