CS Review
June 07, 2017

CS Review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with ClientSuccess

Over the past 2 yrs, our Client Strategy team has been using ClientSuccess help capture the health of our customers. I believe CS does a good job of reducing churn and help drive adoption/engagement.
  • Customer journey - ClientSuccess helps visualize where a customer is in the customer journey.
  • Very easy to use.
  • Good Salesforce integration.
  • Reporting limitations
  • Slow to update information from Salesforce.
ClientSuccess is a great product for Customer Success teams that are wanting to visualize and store customer data in one place.

ClientSuccess Feature Ratings

Product usage
5
Help desk / support tickets
9
NPS surveys
9
Sponsor tracking
9
Customer profiles
9
Automated workflow
3
Internal collaboration
6
Customer health scoring
10
Customer segmentation
7
Customer health trends
8
Engagement analytics
10
Revenue forecasting
9
Dashboards
4
Role-based user permissions
8
API
7
Integration with Salesforce.com
6
Integration with Marketo
Not Rated
Integration with Eloqua
Not Rated