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Client Success a go!
April 24, 2018

Client Success a go!

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

Overall Satisfaction with ClientSuccess

ClientSuccess is leveraged by not only multiple layers within the Customer Success team, but used by product and sales teams as well. From a business perspective, it allows us to have a single snapshot of our accounts from renewals, to usage, to contacts, to Zendesk tickets, etc.
  • Top line account usage
  • Customer engagement / communication tracking
  • Account health
  • Renewal management
  • Clarity on the commercial business
  • Automation of low touch customer renewal.
Vs. Gainsight - I believe this solution is over-engineered and time to value is just too long for me.
It's well suited as a mechanism to assist in operationalizing Customer Success within a team. It gives you the tools / modules to ensure you're properly set up for success with your customers.

ClientSuccess Feature Ratings

7.0
Product usage
7
Help desk / support tickets
7
5.0
NPS surveys
Not Rated
Sponsor tracking
6
Customer profiles
6
Automated workflow
6
Internal collaboration
5
Customer health scoring
3
Customer segmentation
4
4.3
Customer health trends
6
Engagement analytics
6
Revenue forecasting
1
Dashboards
4
6.0
Role-based user permissions
6
3.5
API
6
Integration with Salesforce.com
1
Integration with Marketo
Not Rated
Integration with Eloqua
Not Rated