ClientSuccess Is Great for Out of the Box Customer Success Management
November 21, 2019
ClientSuccess Is Great for Out of the Box Customer Success Management
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with ClientSuccess
Our customer experience team used ClientSuccess and supporting team members. We leveraged the platform to keep track of onboarding, ongoing value stream, and renewals. It allowed us to get on paper the specific steps needed to manage a client from onboard to renewal successfully. Besides, it allowed us to prioritize our work in identifying healthy clients with various health metrics.
- Out of the box phases of client management.
- Client support and guidance.
- Easy to use interface.
- Easy to track the progress of clients.
- Easy integration with other systems.
- ClientSuccess gave us the foundation we needed to take our customer experience team to the next level
- It served as a central repository for all truth around clients
HubSpot is excellent as it was an easy expansion from the sales and marketing work we were using it for. It meets our needs but isn't entirely as geared towards customer success like ClientSuccess. ClientSuccess has more bells and whistles that are out of the box vs. HubSpot, where the capabilities may exist but require a little more leg work.