A great product for memberships and networks
July 21, 2019
A great product for memberships and networks
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with ClientSuccess
The platform is being used across the organization. We oversee a network of insurance agencies and this platform has really helped us maintain accountability, systematize processes, and foresee any risks impacting our network's membership. We've also used it internally as a training tool for new hires who need to quickly understand who our key clients are and how our relationship is structured with each firm.
- The Pulse Score is probably my favorite tool. We use that tool monthly to update key client relationships allowing us to quickly save any at-risk accounts.
- Tracking emails is small but efficient resource. We don't duplicate our work with this feature.
- The customer service is also really great. Their team has been very quick to respond to questions or challenges we've faced early on as we became comfortable with their product.
- The only update I would like to see is the ability to reuse success cycles. Once you use a success cycle, you must remove it from the account and apply it again. It would be great to reuse the cycle so we can maintain all of our notes while clients go through the same account management process each year.
- Retention rate has increased to 98%.
- NPS has increased to 80+ and continuing to grow.
We looked at a number of CRM systems. A lot of them were pricey and not designed for membership style revenue models. That's the main reason why CS works so well within our company.