No longer a ClientSuccess user, but liked the product overall
June 19, 2017
No longer a ClientSuccess user, but liked the product overall
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with ClientSuccess
We utilized ClientSuccess on our customer success team. Ultimately, we stopped using ClientSuccess because we weren't able to get it completely integrated with Salesforce and needed the functionality that provided. I did not personally make that choice. Overall, my experience using ClientSuccess was pretty good. I wanted the search functionality to be improved, but it was easy to log calls and meetings. ClientSuccess was part of my regular day to day.
- Easy to use and intuitive.
- Support responded quickly to concerns or questions.
- Dashboard had a lot of options to get the information desired.
- For our team specifically, we had a hard time connecting with Salesforce for our renewal information.
- Searching for particular notes from a meeting or call could be improved. Usually ended up having to just scroll back to approximate dates and select each set of notes. Often there were so many emails mixed in as well that it became difficult and timely. So they may have had it, but I didn't know how to use it properly, but the ability to filter out types of interactions when searching.
- It was useful while we had the product, but moved away as we needed particular functionality with Salesforce that wasn't quite refined with ClientSuccess yet.
Taking notes/logging calls is much easier.