Pros y Contras de ClientSuccess

I like the board that allows you to see all the client in one space, including their important details (company name, APR, contract term), broken out like an excel table. Reseña recopilada por y alojada en G2.com.

Sometimes it can be a little difficult to search for clients in the search bar. I'm not sure how the SEO works, but I feel like sometimes I search for stuff and it doesn't come up for silly reasons, like spelling Reseña recopilada por y alojada en G2.com.

Tener la mayor parte de la información que necesito de mis clientes en el mismo lugar. Reseña recopilada por y alojada en G2.com.

La mirada sobre cómo veo las cosas. A veces necesito algunas características ocultas o más pequeñas de lo habitual para dar más importancia a otras cosas. Reseña recopilada por y alojada en G2.com.

I like the integration feature across Client Success and our chosen CRM, Salesforce, as well as our ticketing system, JIRA. Integrating both of these tools creates a true 'one-stop shop for all client data. Reseña recopilada por y alojada en G2.com.

Some changes in Client Success take longer to go into effect than others. Our system relies on communicating Account Manager changes, and sometimes this change is not populated in real-time or even on the same day. Reseña recopilada por y alojada en G2.com.

La flexibilidad proporcionada por CS para adaptarse a tus necesidades es increíble, todos tienen un KPI o punto de datos único y pude mapear todos ellos a CS sin ningún desafío. El soporte proporcionado por el equipo de CS fue de primera categoría y nos ayudaron en cada paso del viaje desde la incorporación hasta el MVP y hasta pasar a producción. Reseña recopilada por y alojada en G2.com.

No mucho, como siempre no obtendrás una coincidencia del 100% para ningún producto y tenemos solicitudes de características en fila para llenar el vacío. Reseña recopilada por y alojada en G2.com.

ClientSuccess is easy to navigate, and once set up, it is simple to customize each dashboard. Customizing reports is a significant benefit, especially for a small company. Reseña recopilada por y alojada en G2.com.

The setup and implementation took longer than expected. We ran into a lot of issues with linking Salesforce integration. I recommend setting assigned time to dedicate to the ClientSuccess implementation process. Reseña recopilada por y alojada en G2.com.

Ease of use, 0 learning curve, UX. compared to other solution is is cost effective.

CSM team are helpful

filters and segment are clear and useful

customer 360 dashboard Reseña recopilada por y alojada en G2.com.

API and marketplace are not rich enough .

ARR renewall wizard not flexible .

export import utils Reseña recopilada por y alojada en G2.com.

Customizable and ease of use. Love all the features offered. Reseña recopilada por y alojada en G2.com.

Nothing comes to mind - haven't had any issues! Reseña recopilada por y alojada en G2.com.

I like that ClientSuccess has figured out a way to easily consolidate account health across. The UX is extremely intuitive, and the email reminders serve as important best practices for our Customer Success team. Reseña recopilada por y alojada en G2.com.

I'm not sure if this is internal or ClientSuccess, but the limitation on Pulse updates does sometimes seem redundant, particularly with clients that have lengthier sales cycles or are low-touch. Reseña recopilada por y alojada en G2.com.

1) We can integrate it with our software to track usage

2) We can create custom metrics to keep track of (success factors, risk factors, feature usage)

3) Reports are easy to run! Reseña recopilada por y alojada en G2.com.

We've encountered a couple of bugs where our notes sometimes wouldn't save, or there was a lag in syncing with emails. Reseña recopilada por y alojada en G2.com.

Client Success is helping me to gain the best approach and understanding of my Book of Bussiness in order to ensure the highest level of customer satisfaction, also they provide great Webinars with industry trends & best practices Reseña recopilada por y alojada en G2.com.

Lack of automatic alerts when you sign-up Client Success, the notifications come by emails Reseña recopilada por y alojada en G2.com.