Client Success Solved So Many Problems.
April 18, 2018
Client Success Solved So Many Problems.
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with ClientSuccess
For our organization, we utilize Client Success across our entire Customer Success team. We use it to manage all of our current client relationships, as well as our it's analytics tools to produce documentation and reports for our investment board.
The biggest problems that Client Success solves for us is that it provides a clean, streamlined, and efficient client management system. We are able to house everything from our client contracts to their weekly or daily usage of our products.
The biggest problems that Client Success solves for us is that it provides a clean, streamlined, and efficient client management system. We are able to house everything from our client contracts to their weekly or daily usage of our products.
- Client Success allows our team to create the custom variables that we need to accurately describe and categorize our clients. This was something that was missing in our past tools, and it is extremely helpful for our team.
- Their notification and alert system help both myself and my team stay on top of meaningful triggers and tasks. The great thing is that you are able to customize when you receive a notification, as well as who else on your team should be included.
- Our company utilizes multiple contract types and income models, and Client Success has allowed us to track all of them in one location while also producing valuable reports based on each category.
- There are limitations on their suite of integrations. Currently, the support channel that we use (Groove) is not an available integration, so it limits our team's ability to gain insight into support tickets without channel switching.
- The reporting in Client Success is robust, but fairly rigid and doesn't allow for fully custom reporting based on certain custom variables.
- There is not the ability to produce a report based on client forecasting which makes certain board facing reports more manual.
- It has greatly reduced my required time to manage a client efficiently.
- It has removed the need for three other previously used tools, in turn reducing our overhead cost.
- It has allowed multiple members of our organization detailed views of client progress through the allowance of multiple users.
- HubSpot CRM and Trello
Our team had previously been using HubSpot CRM as a way to manage client contracts in combination with Trello for simple client progress mapping, and Client Success has eliminated the need to use either of them for client management. HubSpot is designed more for sales processes and was missing a way for our team to get an accurate view of our clients and their details. In a similar manner, Trello is designed more for task and project management and didn't provide the detail orientation we needed.