Pros y Contras de ClientSuccess

Clientsuccess makes it super easy to organize all of my client's data, from ARR to pulse. The dashboard is customizable and gives us lots of difference ways to splice the information to make it simple for our team to understand. Reseña recopilada por y alojada en G2.com.

We have had a few tiny bugs in the system that have caused some minor issues on our end, such as ARR and renewal dates deleting. All bugs have been addressed quickly by the dev team at ClientSuccess which has been awesome! Reseña recopilada por y alojada en G2.com.

capacidad para calificar y explicar por qué el informe está donde está Reseña recopilada por y alojada en G2.com.

los recordatorios de tareas pendientes no activan alertas para el usuario Reseña recopilada por y alojada en G2.com.

The enablement for our team to have all the information that we need in 1 place is beyond useful. It has streamlined things before client meetings and saved time across our team! Reseña recopilada por y alojada en G2.com.

There are some additional capabilities in the integrations that would be very useful, such as the ability to respond to an email from inside the platform itself. Reseña recopilada por y alojada en G2.com.

I love how easy it is to set up Renewals Reseña recopilada por y alojada en G2.com.

I wish that everything in CS transferred into SalesForce Reseña recopilada por y alojada en G2.com.

Era una gran herramienta que ofrecía todas las funciones básicas esperadas de un CRM. Reseña recopilada por y alojada en G2.com.

El conjunto de características era limitado. Por eso terminamos cambiando a Gainsight. Reseña recopilada por y alojada en G2.com.

The platform is intuitive. No clunky work flows that you have to go back through and do the work 13 different ways to get it submitted. Reseña recopilada por y alojada en G2.com.

Literally there is nothing to dislike for me when it comes to CS Reseña recopilada por y alojada en G2.com.

The summary at the top of the Client page gives you a quick overview of most of the information you need to get a sense of the customer's size, environment, and other key details. It integrates well with Hubspot, our CRM. Reseña recopilada por y alojada en G2.com.

There are too many scores - Scorecard, Pulse and overall Success Score. It's too cumbersome for a CSM to keep up with . There are also stages and phases - too complicated. Other tools I've used also allow you to create Segments then mass email from the segment, with an email from each individual CSM. We have had to go to other tools that are not integrated, to manage other documents and content. They were slow to integrate several fields with Hubspot. Reseña recopilada por y alojada en G2.com.

Customer information like environments, revenue, and point of contact at one place along with a brief description.

Customer pulse tracking with risk and success factors.

Major project activities tracking, and mail through the portal itself is a great feature. Reseña recopilada por y alojada en G2.com.

Didn't find any issue so far , great product Reseña recopilada por y alojada en G2.com.

Centralized place to store notes and track tasks Reseña recopilada por y alojada en G2.com.

Sometimes your email sync can break and your emails won't show under an account. Reseña recopilada por y alojada en G2.com.

The platform it's lot easy to use it, I love that Reseña recopilada por y alojada en G2.com.

The customer Score and the engagement metric Reseña recopilada por y alojada en G2.com.