ClientSuccess Reviews & Product Details - Page 3

The multivariate health scoring capability, build in NPS, and Pulse allow for a very complete view of client/customer health. Review collected by and hosted on G2.com.

There's no ability to do recurring, time-based NPS surveys. Fairly minor dislike but if I had to point to one that would be it. Review collected by and hosted on G2.com.

The functionality of the reporting feature is intuitive, user-friendly and professional - impressing even the harshest critics. Review collected by and hosted on G2.com.

The UI is fixed and not customizable...yet. Review collected by and hosted on G2.com.

Client Success helps me keep my clients in order, reminds me of what I need to do, what I talked to them and when, it's also very helpful to have the emails logged, that way I don't need to go back to my Gmail and search for the last conversation. It also helps for my managers to keep track of my work and on the clients. I like that it can integrate with Zendesk, with Gmail and with app surveys to see their general pulse. Review collected by and hosted on G2.com.

I dislike that it doesn't send me remidners messages for the task I have pending, that would be awesome, when using the cicles to be able to get a message reminding you about the next step or timeline Review collected by and hosted on G2.com.

I like that you can set up cycles for different types of projects and onboarding. I LOVE that you can integrate your emails so that you have the communication threads within the client's dashboard. It makes it really easy to keep up with communication. Review collected by and hosted on G2.com.

The reminder features don't work. If you set a reminder, ClientSuccess sends you the notification the day after your reminder was due. It's not helpful when it causes you to miss deadlines. I reached out to the support team on several occasions about this feature not working. The support team rarely responds back; if they do, it's a week or so later, and they give really generic responses like "we're working on it, will have it fixed soon". The glitches I've communicated to them about have been broken for over six months, and I continue to receive the same poorly canned response. For being a Client Success focused platform, I'd expect better communication and service. Review collected by and hosted on G2.com.

It is very user-friendly, it helps to keep all the client information organized, it helps you to create your won metrics and visualize them, I think it is a very good tool to track clients overall Review collected by and hosted on G2.com.

The way that ClientSuccess is connected with NPS (a third-party application) to send surveys is not that intuitive and it took me a while to figure out how to do it. After that, I have been able to do it without major problems Review collected by and hosted on G2.com.

UX/UI is simple and easy - but in a good way!

It's not clunky, you can customize the views (to some extent)

Last but not least - PRICE!

Price is the game changer here as considering all the features it has, its pricing point is amazing compared to the competition. Review collected by and hosted on G2.com.

All the "most common" integrations are there, but some others are only viable through Zapier or paid options (Please correct if I am wrong).

Report options are super simple and not customizable, this is something we could definitely use. Review collected by and hosted on G2.com.

The implementation was super-easy. Setting up our health score (SuccessScores) and playbooks (SuccessCycles) was a very easy process. It's also been very quick and easy to modify and tweak as we learn. Review collected by and hosted on G2.com.

Not a limitation of ClientSuccess per se...the most challenging part of the implementation was the Salesforce field mapping. We have a unique data model in Salesforce, so it took a lot of work from our SF admin to translate our model into ClientSuccess fields, etc. Once that was set up and finalized, everything was good. Review collected by and hosted on G2.com.

Updating the pulses by color and having a summary for each of my accounts. It is also good to have the NR in one place and I don;t need to use other platforms fo additional information. Review collected by and hosted on G2.com.

Sometimes the main menu , where all the accounts are, gets too close together and if I want to see certain information it takes me back to another page. Also, the integration with Zendesk for some accounts works and for some don't, Not sure if it has to do with the code. Review collected by and hosted on G2.com.

I really like that the system is simple, intuitive and efficient. Especially filters to organize customers help a lot in the daily routine. In addition, the look of the platform is very organized and pleasant. I confess that after you get used to using the tool, the competitors seem strange. Review collected by and hosted on G2.com.

sometimes the platform had instabilities that disrupt the routine, but I believe we all have bugs! LOL

In addition, data analysis is poor and can prevent the team from observing some indicators in detail. Review collected by and hosted on G2.com.

I use ClientSuccess to organize client contacts and set pulse scores for our teams evaluation. Review collected by and hosted on G2.com.

The only thing that could be improved is the connection to Salesforce. Additionally, creating a way to connect to Gong would also be helpful. Review collected by and hosted on G2.com.