ClientSuccess is a must see tool
May 18, 2017
ClientSuccess is a must see tool
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.