Natero has many benefits, but may not be the best project management solution
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June 15, 2017

Natero has many benefits, but may not be the best project management solution

Score 6 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Natero

We utilize Natero in the customer success department in for CSMs to see the health of their accounts and provide status updates to leadership and CSMs set up accounts, which are assigned in SFDC, to link to relevant documentation and create project plans. We also leverage the charting that's available for enhancing business reviews for customers.
  • Love the accounts view to see all my accounts, their health and some helpful stats!
  • The charting is relevant and detailed for customers to understand their usage of our product. The look and feel is very clean and easy to understand.
  • In the account, you can link to other documentation, which is great!
  • Workflows are easy to set up, however, there is not a good visual, like a Gantt chart. This would help everyone see the status more clearly.
  • When you go into an account, it's hard to go back to the page you were on previously.
  • My dashboard does not provide particularly helpful information.
  • SFDC cannot be updated via Natero. So I have to make updates in multiple places. This is the biggest gripe I have with Natero.
  • Account health is easy for leadership to review and get details on, without having to reach out to each CSM.
  • Natero leaves a lot to be desired from a project management perspective. It's difficult to know where a customer stands and can feel overwhelming to set up a new customer.
  • Customer usage data is very helpful to provide in Business Reviews to customers. Charts are clear and easy to understand!
I was not a part of the Natero selection group. In the past, I've used more project management focused tools that have much more detailed options for workflows, tasks and visualizations of those pieces. This is a large gap for me. Natero has an integration to pull from SFDC, but does not post to SFDC, which means we often have to make updates in multiple locations. This adds many clicks and can be frustrating!
Natero is great for businesses that need to view the health and status of 5-20 accounts. You can certainly see more, however, it's paginated, which makes it more cumbersome. And harder to see in a snapshot. Natero is not as well suited for businesses that need to view the health of over 20 accounts. Nor if they have a heavy focus on project management and visuals for workflows.

Natero Feature Ratings

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