Great solution for a growing company/team
July 20, 2019

Great solution for a growing company/team

Christian Kuehne | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ClientSuccess

At Game Plan we use Client Success to streamline out entire Customer Success efforts. We used client success to keep track of customer activities, set and track KPI's for each account, flag potential issues with accounts, measure account success, and the management of the entire renewal process.

It has helped us streamline and evaluate our efforts throughout the customer lifecycle and effectively management their renewal process all while evaluating CS data for our internal processes and meetings.
  • Renewal management and forecasting.
  • Reporting.
  • Measurement of success.
  • Measuring KPIs and key steps in the customer lifecycle.
  • On- management.
  • As a director, it helps me oversee my team more efficiently.
  • Plug-ins to measure cash/payment cycles.
  • Reporting that goes year-over-year.
  • Customer health scores.
  • Customer lifecycle management.
  • Reporting.
  • Management of renewal.
It was the best solution for us at a small team/startup setting.
Well suited for:
  • Onboarding management.
  • Team management for directors.
  • KPI setting and evaluation.
  • The setting of key steps needed to be performed in each stage of the customer lifecycle.
  • Success evaluation of accounts.
  • Measurement of activities for each customer.
  • Reporting.

ClientSuccess Feature Ratings

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

Using ClientSuccess

5 - 
CEO
Director of Customer Success
CSMs