Pros y Contras de ClientSuccess

It's easy to keep track of many different areas of information (ie. account info, contact info, status, expectations, etc). Reseña recopilada por y alojada en G2.com.

Like most tools, the challenge is making sure that client info is regularly updated. Reseña recopilada por y alojada en G2.com.

La capacidad de ver a todos tus clientes en un panel con puntuaciones de pulso, puntuaciones de salud y otros datos es realmente agradable. Reseña recopilada por y alojada en G2.com.

Algunos errores (como era de esperar) junto con ciclos de éxito que no son tan personalizables como me gustaría. Reseña recopilada por y alojada en G2.com.

Pulse scores are a very quick and visual way to see an overview Reseña recopilada por y alojada en G2.com.

not an everyday or primary user, but it seems a bit overwhelming with the number of modules that need to be updated Reseña recopilada por y alojada en G2.com.

-Very easy to use interface with a clean layout

- Easy integrations to sync with internal tools like email

- Easy sync with backend to obtain usage data

Overall a great CRM for Customer Success with alerts and usage monitors. Reseña recopilada por y alojada en G2.com.

Nothing in specific. Overall a great platform compared to other tools in the industry. Reseña recopilada por y alojada en G2.com.

This tool is easy to navigate and quick to use for CSM teams. Easier=more engagement from CSM teams. Like the integrations. Reseña recopilada por y alojada en G2.com.

Some of the reporting is not exactly what I'd like to see at my level. Ideally, I'd be able to customize and or build my own reports within the platform. Reseña recopilada por y alojada en G2.com.

Esta plataforma tiene un excelente sistema de puntuación y una interfaz sencilla para revisar toda la información del cliente en un solo lugar. Reseña recopilada por y alojada en G2.com.

La función de Tareas podría ser más robusta e integrada. Reseña recopilada por y alojada en G2.com.

The interface is great - keeps everything clean and easy to manage. The reporting features have consistently improved over time and are a great one-stop shop to pull up and review for escalation meetings, high-risk meetings, and looking at the progress of clients throughout the customer journey. Reseña recopilada por y alojada en G2.com.

The SuccessCycles are a little too manual to keep track of and up-to-date. ClientSuccess is great because it lends itself more to high-touch, non-automated relationships from CS reps, but the SuccessCycles could use some more triggering functions via integrations with milestones to automatically update. Reseña recopilada por y alojada en G2.com.

Pulse tracking, email connectivity, ability to log calls/high-value touchpoints. Track to-do's. Reseña recopilada por y alojada en G2.com.

Not always immediately updated (emails often take a while to appear). Reseña recopilada por y alojada en G2.com.

The metrics for successscore and pulse are really helpful for monitoring clients. Nice interface and good user experience. Reseña recopilada por y alojada en G2.com.

Our CRM implementation ended up being much more limited than what we were sold. We also had our implementation person leave in the middle of getting setup. It ended up taking an extra month to get our instance setup. Reseña recopilada por y alojada en G2.com.

ability to track renewals cycles, contact info, account meetings Reseña recopilada por y alojada en G2.com.

Emails syncing at times. I would say overall when it does work thoough you can keep track of the flow of communication Reseña recopilada por y alojada en G2.com.