Name: Successeve
Author: Successeve

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Attendance Tracking

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Document Generation

File Sync

Enterprise

Accounting

CTRM

Cryptocurrency Mining

Financial Research

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Compliance

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Cloud Data Warehouse

Cloud Storage

Container Management

DevOps

Fraud Detection

Hadoop-Related

IT Alert Management

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Mobile Data Security

Network Access Control (NAC)

Network Performance Monitoring

Phishing Detection and Response

Relational Database Management Systems

Requirements Management

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Automotive

Geographic Information

Hotel Management

Insurance Claims Management

Law Practice Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Telemedicine

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Gainsight CS

Gainsight

ClientSuccess

HubSpot CRM

HubSpot

Salesforce Sales Cloud

Salesforce

Zoho CRM

Zoho

Microsoft Dynamics 365

Microsoft

Insightly

Unbounce

Pipedrive

Pipedrive Inc.

SAP Sales Cloud

Sugar Sell (SugarCRM)

SugarCRM

Bigin by Zoho CRM

Successeve is a Customer Lifecycle Management (CLM) solution offered by Successeve Inc. According to the vendor, it is designed to assist B2B SaaS companies in driving growth and maximizing customer success. The product claims to provide actionable scores, analytics, and automation at each stage of the customer journey. Successeve is said to be suitable for companies of all sizes, from startups to enterprise-level organizations. It is targeted towards professionals and industries such as Customer Success Managers, Sales Teams, Marketing Teams, Product Managers, and SaaS Companies.

## Key Features

**Customer Data Platform**: According to the vendor, Successeve offers a customer data platform that synchronizes multiple data sources to build a single source of truth for customer data. The product claims to combine and enrich customer profiles to provide a complete view of customers. It also allows users to push enriched scores and metrics to their entire tech stack.

**Lead and Customer Scoring**: Successeve claims to surface insights and patterns from customer data using powerful scores. It is said to help identify product-qualified leads and convert them into paying customers. Users can also build custom metrics and scores to track customer usage, engagement, and satisfaction.

**Customer Management**: According to the vendor, Successeve enables users to map customers into lifecycle stages to understand their expectations and desires. It offers customizable pipelines to streamline sales, onboarding, and renewals processes. Users can also create custom segments to group customers based on specific conditions.

**Productivity & Automation**: Successeve claims to ensure consistent service with playbooks that guide team actions. It offers automation workflows to send targeted campaigns and messages to customers. The product also provides reminders and task management features to help users stay on top of follow-ups.

**Team Collaboration**: According to the vendor, Successeve centralizes customer updates and next actions in a collaborative inbox. It fosters collaboration with discussion and chat feeds for teams. Users can receive notifications for important customer events and actions.

**Custom Scores and Metrics**: Successeve allows users to keep track of important customer metrics in real-time. It claims to enrich customer profiles with custom scorecards and metrics. The product also claims to help identify risks and opportunities within the customer base.

**Product and Behavioral Analytics**: Successeve claims to provide real-time insights into product usage data. It allows users to build custom dashboards to align teams around critical Key Performance Indicators (KPIs). The product also claims to provide a live view of end-users' actions within the app.

**Integration**: According to the vendor, Successeve offers native integrations to connect with users' favorite applications. It claims to seamlessly sync customer data across the tech stack in real-time. Users can benefit from real-time data processing and event streams.

**Email Tracker**: Successeve claims to provide the ability to measure the effectiveness of campaigns. Users can optimize their engagement by tracking email open and click rates.

**Dashboards**: According to the vendor, Successeve allows users to share their performance with their team. It claims to offer the ability to build custom dashboards to align teams around critical KPIs and share success with the entire company.

Subscription

Free Forever

CRM Bundle

Successeve

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

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.

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.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Successeve

Overview

What is Successeve?