ClientSuccess is a must see tool
May 18, 2017

ClientSuccess is a must see tool

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ClientSuccess

We mostly use Client Success for our CSM team, and I'm sure who else would be interested... Maybe marketing or sales... ClientSuccess keeps all our CSMs on the same page. It keeps our team focused and our customers engaged. ClientSuccess keeps our CSMs focused and our customers engaged with our product. Growth can cause a company to lose sight of its customers' needs, Client Success puts a cork in that leak.
  • Everything you need in one convenient Dashboard. Something I wish SalesForce would learn.
  • Being able to see upsell opportunities gives our department a clear value and goal.
  • Simple to use, easy to explain.
  • More integrations. We do a lot of copying and pasting to various task managers, CRMs, emails, and marketing platforms.
  • Reporting can feel limited at times, but we make up for it using other tools and spreadsheets in office.
  • Seems a little slow at times, but it could be our customer volume.
  • Has increased upsells by a huge amount (I don't know the % off hand).
  • Churn was reduced by about 5%.
  • Customer satisfaction is through the roof.
Personally, I think I have a fondness for Woopra that isn't shared by my team. ClientSuccess is clean, efficient and easy to use, but I have love for Woopra that I can't shake. That being said, we are comparing diamonds to diamonds, and I think you should go with the one that works best for you and your team.
Perfect for any growing business that is in need of a way to track customer engagement, retention, upsell opportunities, customer satisfaction, and where your PMs need to focus more attention. If this isn't you, you're either already using ClientSuccess, or you're on a sinking ship. This tool will bring light to cracks in your process that you didn't even know were there. You'll begin to see these cracks within a couple of quarters after setting it up.

ClientSuccess Feature Ratings

Product usage
9
Help desk / support tickets
9
NPS surveys
9
Sponsor tracking
Not Rated
Customer profiles
10
Automated workflow
10
Internal collaboration
6
Customer health scoring
7
Customer segmentation
8
Customer health trends
9
Engagement analytics
9
Revenue forecasting
7
Dashboards
10
Not Rated
Role-based user permissions
Not Rated
API
7
Integration with Salesforce.com
5
Integration with Marketo
Not Rated
Integration with Eloqua
Not Rated