Love the dashboard capability
January 23, 2020

Love the dashboard capability

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Natero

We are using Natero to keep track of our customers and make sure that we are staying ahead of any clients that will churn. It is being used by the customer success managers in our company, and we have view licenses for our sales team that is dealing with upsells in our organization.
  • Reporting and dashboards. We like they started out as a BI tool.
  • Health Scores are flexible.
  • Make set up more self-service. We are changing a lot of systems, and it was challenging to have to coordinate every item with Natero.
  • Automatically triggered emails based on certain usage.
  • Natero has saved us a lot of time, and being able to track what is happening with our clients is extremely helpful.
  • Being able to push data back into salesforce in terms of engagements is helpful so the sales team can stay informed.
Gainsight had all of the functionality but had the price tag to match. ChurnZero and ClientSuccess were also very close, and we nearly chose one of those. We didn't love the UI of ChurnZero and ClientSuccess had the best UI by far but was lacking in some of the functionality that was important to us.
  • Natero does an excellent job of reporting and having a lot of the data available. They don't do as well when you want to track specific metrics such as ARR. (Everything in the application is currently based in MRR)
  • Natero has done an excellent job for our smaller organization. I am not sure how it would work with a larger organization.

Freshsuccess (formerly Natero) Feature Ratings

Product usage
8
Help desk / support tickets
9
Customer profiles
7
Automated workflow
8
Internal collaboration
5
Customer health scoring
8
Customer segmentation
7
Customer health trends
9
Engagement analytics
7
Dashboards
9
Role-based user permissions
10
API
7
Integration with Salesforce.com
7