ClientSuccess Reviews & Product Details - Page 2

I enjoy that so much can be configured out of the box in CS. They have a great support team and a bunch of solid integration options. Review collected by and hosted on G2.com.

The only limiting factor in CS is that the out-of-the-box reporting is a bit of a double-edged sword. Yes, it's great to have, but customization of those reports would be even better. Review collected by and hosted on G2.com.

ClientSuccess (CS) was a gem I had not seen or heard of until I came to my current employer. I learned quickly CS was not overly complex in usage OR integration. User interface wise it's pretty straight forward and intuitive for our Technical Account Managers. Customer support has been exemplarary as I typically get a response within the first hour and it normally holds the piece of information I was either looking for OR a solution to my issue. Review collected by and hosted on G2.com.

Creating new objects in the platform can be a hassle - certain use cases as the business grow leads us to pivot these customer types but use the same metrics. A simple copy of the old would be great but we have to recreate from scratch and do the ole' stare and compare. Not great but would love to be able to have a copy feature there. Though if you aren't adjusting a great deal you wouldn't need to worry about this. Review collected by and hosted on G2.com.

I've used almost every customer success platform throughout my career. ClientSuccess has been refreshing its simple yet elegant approach.

Highlights:

• We were up and running in a few short weeks, with CSMs realizing time savings and better account management almost immediately.

• SuccessCycles substantially cut the time required to train CSMs on new processes. We just needed to teach them how to follow them—after which CSMs would just keep an eye out for new ones and follow along with the steps. (I think this is hyper-critical as many CS platforms focus more on how management/admins configure the system and less on creating a usable interface for the people working the accounts).

• At ClientSuccess we're not just a number. Beyond having a dedicated CSM (who I can reach at any time), the executive team meets with me periodically to hear my feedback and has even made enhancements to their product to better support me.

• They maintain an agressive roadmap with material updates released quarterly.

There's much more but I think these hit the key points. Review collected by and hosted on G2.com.

When I first signed on, I felt they were a little weak in digital touch—but speaking to the CEO, that was by design as they first wanted to focus on a high-touch solution and work backward from there. Since then, they've continually rolled out features that support digital touch. Review collected by and hosted on G2.com.

The menus are very simple to use and find at the customer details. It's possible to create custom fields for customers, contacts and contracts, which is very helpful to our internal controls.

The reports page is always adding new and good reports to support our managers. It's kind of easy navigate into them and edit the filters.

CSM's are so available and always trying to help us with the best practices. We don't feel alone along the journey, and this is fantastic. Review collected by and hosted on G2.com.

Client Success APIs need some improvements to use integrations on a great way. Resources like revenue metrics, Pulses, Engagements, Goals, SuccessCycles and so on could be more available or totally available via APIs. Our feeling is: Client Success APIs are a little basic.

Still talking about APIs, we have a 10 requests-second as a limit to use the APIs. It's a little low number. Increasing to 100 or more would be very nice to integrations and automations that we need. Review collected by and hosted on G2.com.

Ease-of-use. Those streamlined features that make updating tasks fast and one-click workflows. Review collected by and hosted on G2.com.

Some functionality isn't there when it comes to pre-assigning tasks that would make involving a whole team easier. A few oddities with integrations. Review collected by and hosted on G2.com.

ClientSuccess is easy to implement, does snot require an Administrator, and is easy to understand. It is robust enough to serve all our needs but no so overwhelming that we don't understand it. We LOVE having all our data in one place, giving us a holistic 360 degree view of our customers. Review collected by and hosted on G2.com.

I would love to see a Google calendar integration which I believe is coming. Once that's implemented I will have nothing left to complain about! Review collected by and hosted on G2.com.

I love the simplicity and overall user experience with CS. I've used it at several companies. From an end user, I enjoy the simple & thoughtful functionality. From the admin side, I enjoy the ability to measure the health scores and temperature of each client at a glance. The integrations with SFDC & SLACK are vital Review collected by and hosted on G2.com.

I wish the reporting had more customization.. IE set date terms instead of custom dates for each report. The sync between SFDC has broken a few times; luckily the team at CS has helped us fix this fairly quickly.. note that the break was the SFDC's fault, but a quick notification that this was down would have been excellent. Review collected by and hosted on G2.com.

ClientSuccess has the right balance of features combined with ease of use, and have excellent expertise from a customer success perspective. The tool is powerful yet still remains lightweight, and covers all the major bases needed in a Success Tool. In terms of value, I think ClientSuccess leads the pack. Review collected by and hosted on G2.com.

Very happy, don't have a lot to add here. Excited about further development to tasks/to-dos which seemingly is not too far off. Review collected by and hosted on G2.com.

They've build a solid platform which our very technical TAM team can update following calls in less than 15 minutes. We measure customer sentiment, track what value our customers are getting from our solutions, and easily report metrics to our executives. Review collected by and hosted on G2.com.

Our implementation of the salesforce integration should be improved; but that may be on us, rather than ClientSuccess. Review collected by and hosted on G2.com.

Email centralisation to improve comms across all stakeholders internally

Ability to sync with salesforce for finances

Custom fields to make it business specific Review collected by and hosted on G2.com.

Slow to load between different customer accounts / reports

Limited reporting means exporting to Excel a lot

Lack of integrations with project & task management software Review collected by and hosted on G2.com.