Overall Satisfaction with ClientSuccess
ClientSuccess is being used by our Client Success and leadership team to keep track of all moving pieces of our client relationships. We use this daily to track client lifecycle and health leading to a more proactive team.
- Ties together different pieces of information such as usage, costs, tasks, and health all into one place for easy comprehension.
- Helps me manage the ClientSuccess team and see what needs to be done client by client before churn.
- Provides an opportunity to scale our processes by applying playbooks (SuccessCycles) to each client.
- More flexibility on the usage that is shared to the platform without having to manipulate anything on our end first.
- Great reporting on Client Pulse (a manually set health metric per client) and would love to see even more reporting on overall health scores (success scores) that tie in additional information.
- Within the first week, leadership was able to have more visibility into the lifestage and health score of each client
- We needed to become more proactive as an organization and this platform has allowed us to do so with real-time metrics and reporting.
- We needed to find a way to scale our approach, especially as our Client Success organization continues to grow, and this is already helping.
Overall, we chose ClientSuccess over others because of the easy to use interface, the ability to tie everything we need into one place and have real-time reporting to prevent churn.
This platform is extremely useful in creating customer playbooks and allowing our team to scale! Before we were using manually updated excel documents that lived all across our company's drive folder. By centralizing client-specific details the entire company can be on the same page. This is also great at creating a client health score that is updated each morning when I log in to see how our clients are doing and help identify areas that need my attention before it's too late.