Pros y Contras de ClientSuccess

The user interface is very modern and easy to use, the filters are practical and easy to setup. the way the client page is organized is very structured and easy to naviagate Reseña recopilada por y alojada en G2.com.

I won't say I dislike; however, the reporting needs a bit more improvement and customization to fit the individual organization's requirements. Many of the available reports are on a global level and can't be broken down based on a filter field like region or a csm ...etc

also, many of the dropdown menus are based on a CSM, while we are focused in OpenText on Service managers Reseña recopilada por y alojada en G2.com.

Easy to use and very configurable. Happy with the new Teams integration Reseña recopilada por y alojada en G2.com.

Lack of integrations with NPS and specially not able to manage those in the app Reseña recopilada por y alojada en G2.com.

The many functions that allow efficiency Reseña recopilada por y alojada en G2.com.

That if a date changes for a task the sub-task doesn't change to match the new task date it was changed to Reseña recopilada por y alojada en G2.com.

I love the pulse feature. That is my fav feature. I also love the email synce that stores messages sent to your contacts. Reseña recopilada por y alojada en G2.com.

Nothing off the top comes to mind. I have worked across many different crm platforms and this is my fav. Reseña recopilada por y alojada en G2.com.

Mi panel para ver mi BoB y cada uno de mis objetivos que necesito lograr cada trimestre. Reseña recopilada por y alojada en G2.com.

Es difícil seguir con mis tareas, para mí no es fácil tener diferentes perspectivas. Reseña recopilada por y alojada en G2.com.

Every team member I spoke to was super-friendly, very willing to listen to my needs, and showed me clearly how ClientSuccess could work. I loved that they were upfront about things they couldn't do. I also appreciated how the software seems to be customizable to any specific use case we had. Every call has a clear agenda and I was walked through every detail. Reseña recopilada por y alojada en G2.com.

Nothing! Every experience from initial sales calls to onboarding has been so smooth. I can't think of anything I dislike about ClientSuccess. Neither can I think of any improvements Reseña recopilada por y alojada en G2.com.

Me gusta poder tener visibilidad de mis cuentas. Reseña recopilada por y alojada en G2.com.

No me encanta que la integración con Salesforce sea bastante débil. Reseña recopilada por y alojada en G2.com.

I really like the pulse score, and I haven't seen that in another platform before. Reseña recopilada por y alojada en G2.com.

I wish there were more customizable automations/triggers. For example, I'd like to trigger a success cycle based on a specific calendar date. Reseña recopilada por y alojada en G2.com.

ClientSuccess has a clean design. I find the client pulse scores very helpful for our Product Team to drive decisions. Those scores are an early indicator of churn. Reseña recopilada por y alojada en G2.com.

We need more customizable and thorough reporting. Data is great, but it is only useful if it exists outside of the silo. We'd also like to see better product usage analytics inside ClientSuccess. Reseña recopilada por y alojada en G2.com.

Me encanta el contenido útil. El hecho de que tengas tu propia biblioteca de artículos y videos para ayudarme a comenzar en la plataforma es fantástico. ¡Estos no eran tus típicas preguntas frecuentes con respuestas! Reseña recopilada por y alojada en G2.com.

no he sido cargado aún con contenido de parte de nuestro equipo, así que por ahora, no tengo disgustos. Reseña recopilada por y alojada en G2.com.