Pros y Contras de ClientSuccess

Responsive UI, good content, salesforce integration. Helps you track your customer journeys & health. Reseña recopilada por y alojada en G2.com.

It is from a small company, so they don't do *everything* however if it is in line with their product direction, they are quick to support you. Would like reports for BOD presentations, but they dont plan on doing that soon. Reseña recopilada por y alojada en G2.com.

La interfaz es agradable y fácil de usar y entender. Reseña recopilada por y alojada en G2.com.

Las integraciones han sido desafiantes para que las configuremos y funcionen correctamente. Reseña recopilada por y alojada en G2.com.

I like having everything relevant for a customer profile on one page without needing to access multiple tabs or screens. On the client grid view, I can customize which columns I want to see and then sort by those various columns in order to identify opportunities for engagement. Reseña recopilada por y alojada en G2.com.

Managing subscriptions is not something that our CS team really does as part of our day-to-day; meaning, as revenue increases/decreases, those changes are handled by our accounting team. It would be super if all of that was integrated so we didn't need to keep the MRR/ARR updated. I know some work on their side has been started in this area, but the only integration so far is Salesforce - possibly HubSpot. Reseña recopilada por y alojada en G2.com.

La interfaz de usuario es mejor que cualquier otro sistema que he utilizado, como Gainsight o ChurnZero. Es un software muy intuitivo y hace que aprenderlo sea muy sencillo. Además de la interfaz de usuario, los ciclos de éxito son flexibles e impactantes. La función de pulso combinada con la puntuación de éxito es útil porque combinan la opinión personal del CSM sobre la salud de un cliente con la evaluación analítica de la salud del cliente. Reseña recopilada por y alojada en G2.com.

El producto carece un poco de automatización, pero me han dicho que el éxito del cliente está trabajando en mejoras en esa área en este momento. Reseña recopilada por y alojada en G2.com.

ClientSuccess is easy to learn and navigate because the UX is intuitive and easy on the eyes. It also allows for integrating with many different products and customizing it to your liking. For our CX team it serves as one central point of information for Salesforce, Zendesk, our own platform information such as usage data, and email between CX and the customer. We will soon also be taking advantage of an integration to enhance our the usage data that feeds into our SuccessScore. SuccessScore is highly configurable and offers a lot of benefits, but there are also some caveats, as outlined below. Their support and customer success teams are attentive and responsive. Reseña recopilada por y alojada en G2.com.

There are some processes to synch data with Salesforce that are still a bit manual on our part. Also, when you get into the nitty gritty of the success score calculations, I haven't yet found reliable calculations of usage data that feed into the score. For example, if you are looking at the % change in logins over a certain time period, you have to decide whether you care more about the score dropping or going up. If a customer's usage drops over one period they loose points, but if it stays low over the next period, they would get full points because the points awarded are relative to the prior period. Also, if you want to track usage of a product that only some customers use, then any customers who don't use that product may still get points which could be confusing to some who look at it. These are just some really specific examples, but Success Score is highly specific to your company and ClientSuccess does allow a lot of flexibility for what goes into the calculations, which is nice. Reseña recopilada por y alojada en G2.com.

I love how user-friendly it is. My experience using client success has been amazing. I was working on integrating client success and zendesk, and really apprecaited how our CSM was always answering any questions we ran into. Our company is very happy with Client Success. Reseña recopilada por y alojada en G2.com.

Client success has alot of documentation on their support site which can be overwhelming. Reseña recopilada por y alojada en G2.com.

Realmente amo al equipo de ClientSuccess. Son muy divertidos para trabajar. Ya hemos visto un valor tremendo al usar CS durante solo unos meses y solo vemos más valor en el horizonte. Reseña recopilada por y alojada en G2.com.

ClientSuccess no tiene todas las campanas y silbatos como algunas de las herramientas más grandes. Pero están enfocados en el éxito del cliente relacional y eso funciona muy bien para nosotros. Reseña recopilada por y alojada en G2.com.

The ability to add custom data was helpful. Reseña recopilada por y alojada en G2.com.

The lack of error mesages in APIs made it tricky to debug. Reseña recopilada por y alojada en G2.com.

Idea of the tool and capacilities including success cycles and pulse. Reseña recopilada por y alojada en G2.com.

Support to set up and learn best practices Reseña recopilada por y alojada en G2.com.

the client's management and visualization of the active client's Reseña recopilada por y alojada en G2.com.

integration with other platforms, data visualization, reports, and support team Reseña recopilada por y alojada en G2.com.