Natero has many benefits, but may not be the best project management solution
June 15, 2017
Natero has many benefits, but may not be the best project management solution
Score 6 out of 10
Vetted Review
Verified User
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!