There's a lot of functionality in Client Success that helps support our CS Team. Tracking contracts, contacts, emails, support tickets, and last touch...along with all the reporting functionality...keeps us in touch with our customer base at a granular...
There is no messaging feature, to-do's are cluttered and hard to manage, and the parent child relationship for accounts is a mess. The API is very weak and not able to handle a lot of customers. It takes forever to load our client list and seems to...
We’re getting the responses we need to ensure our clients are getting the best support possible. The assessment set up is very easy. Adding contacts and creating the email campaigns is also very simple. The system gets the job done without making the user...
Being the main administrator, I must create additional accounts within the system for my AMs and CSMs. I wish there was a way to mass create accounts for my team. Typically, I have to call my CSM.
There's a lot of functionality in Client Success that helps support our CS Team. Tracking contracts, contacts, emails, support tickets, and last touch...along with all the reporting functionality...keeps us in touch with our customer base at a granular...
We’re getting the responses we need to ensure our clients are getting the best support possible. The assessment set up is very easy. Adding contacts and creating the email campaigns is also very simple. The system gets the job done without making the user...
There is no messaging feature, to-do's are cluttered and hard to manage, and the parent child relationship for accounts is a mess. The API is very weak and not able to handle a lot of customers. It takes forever to load our client list and seems to...
Being the main administrator, I must create additional accounts within the system for my AMs and CSMs. I wish there was a way to mass create accounts for my team. Typically, I have to call my CSM.