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Strikedeck (discontinued)

Score4.3 out of 10

9 Reviews and Ratings

What is Strikedeck (discontinued)?

Strikedeck was a SaaS platform for Customer Success used to enable more efficiency in planning renewals, identifying upsell/cross-sell opportunities, and monitoring customer health, with out of the box playbooks and workflows for common events in the customer lifecycle. The platform was acquired by Medallia, and discontinued. Strikedeck is no longer available.

Categories & Use Cases

Media

Customer 360 with Customization
Cohort Analysis and Segmentation
Workflow Automation & Playbooks
Tasks
Calendar
Engagement & Usage
Cohort Analysis
One-click integrations

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Top Performing Features

  • Integration with Salesforce.com

    The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

    Category average: 9.1

  • Product usage

    The software integrates with your application to track how customers are using your product.

    Category average: 8.3

  • Customer health scoring

    The software allows you to build rules for scoring customer health based on customer data and actions, much like lead scoring for marketing.

    Category average: 8.6

Areas for Improvement

  • Engagement analytics

    The software allows you to track and report on how your customer base overall is using your product to surface insights such as how feature adoption correlates with customer retention.

    Category average: 8.8

  • API

    An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

    Category average: 8

  • Revenue forecasting

    Based on customer health trends, churn rates, etc., the software can predict revenue.

    Category average: 7.4

Single source for customer data

Use Cases and Deployment Scope

StrikeDeck is the repository for all customer information that is used by our Customer Success Directors. At a single glance, our CSDs can see all pertinent data on a customer (health score, NPS, outstanding support tickets, revenue, etc.) We use StrikeDeck to implement standard playbooks and manage tasks associated with those playbooks. It is also where we keep notes on customers and are able to share information with others within the organization even if they are not StrikeDeck seat holders. We use it to help maintain standards and create efficiencies.

Pros

  • Automating tasks within Playbooks
  • Combine multiple sources of customer data
  • Makes it easy to track and review customer status
  • The Customer Support is outstanding - knowledgeable, helpful, responsive

Cons

  • The interface is not always intuitive - It requires a fair amount of training to be proficient

Return on Investment

  • It has a return base on less wasted time tracking useful information on customers
  • Reduces wasted time on tasks that can be automated

Alternatives Considered

ChurnZero

Other Software Used

Jira Software

Usability

Recommend for basic things like standard health scores

Use Cases and Deployment Scope

Strikedeck was a customer success tool we used to track the health of our customers who use our services. Strikedeck pulled our data from Salesforce to provide a snapshot view of account health, log call notes, and perform playbooks.

Pros

  • Account snapshots.
  • Good integration with Salesforce.
  • Very customizable.

Cons

  • The knowledge base with content and videos is still work in progress.
  • The support team was very responsive, but not consultative. I had to create from scratch most of the time.
  • It was confusing to use.

Return on Investment

  • Basic standard health scores.

Alternatives Considered

Gainsight Customer Cloud and Totango

Usability

Strikedeck review

Pros

  • Pulls in Outlook information - this allows me to understand my calendar for a specific client in any given week.
  • Pulls in JIRA information.
  • Scores client health.

Cons

  • Next steps: I want one field where I can write myself a narrative of what's happening with a client and what my next steps are.
  • Integration seems janky... sometimes things get erased randomly or integration points on specific account seem to break down... big bummer when this happens

Return on Investment

  • It's helped us understand which clients are declining in health which has led to high client retention.

Alternatives Considered

Salesforce.com

Other Software Used

Microsoft Office 2016 (discontinued), Adobe Acrobat Reader DC, Tableau Online

Usability

Easy and Simple Dashboards to Monitor Customer Health

Pros

  • Account snapshot on a single page
  • Ability to run various play books
  • Good integration wth Salesforce and ZenDesk
  • Setting account health status manually based on customer sentiment

Cons

  • Sending generic emails to the selective contacts and provide stats on when the email was read
  • Difficult to create product specific relationships to capture additional details at the product level. This may be possible but it wasn't setup at my workplace.

Return on Investment

  • Customer health monitoring dashboards provide good information to the CSMs and management
  • Integration with Salesforce
  • Product specific relationships are not possible or not setup correctly by our local admin

Alternatives Considered

Gainsight Customer Cloud

Other Software Used

Gainsight Customer Cloud, Salesforce Lightning Platform (formerly Salesforce App Cloud), The Okta Identity Cloud

Usability

Success for the CS team using StrikeDeck

Pros

  • Easy to integrate to backend ERP or CRM system.
  • Light weight and easy to use.
  • No specific training required to use the product.
  • Can be customized to accommodate specific dashboard.

Cons

  • The support team is not very responsive
  • After initial deployment, making new changes to the product takes a long time
  • The look and feel of the system is little outdated
  • StrikeDeck is very compact, you need to have more systems to support requirements like project management or deployments

Return on Investment

  • Helps in better forecasting of revenue & customer retention.
  • Provides Customer Success specific MIS.
  • NPS survey help gauge customer pulse.

Other Software Used

Microsoft Teams, Basecamp, Freshdesk

Usability