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JF

Jack F.

Account Manager

Mid-Market (51-1000 emp.)

10/8/2021

"Helpful to have all client history in one place"

4.5/5

What do you like best about ClientSuccess?

The engagement section on the client record is really useful for tracking meeting history. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

Searching for clients can be difficult. When I type in the full name of the client in the search bar, I expect the most relevant search to be at the top. However, I often find myself scrolling down a long list of clients to find the one I need, which is not terribly useful. Review collected by and hosted on G2.com.

What problems is ClientSuccess solving and how is that benefiting you?

My memory is terrible and I often can't remember what was discussed in previous meetings with clients. I can see when I last spoke with my customer, what the nature of the engagement was, whether it was a meeting/telephone call/email etc. as well as what was discussed (providing I have written notes).

It's really useful to be able to search keywords in the engagement history as well (e.g. If I'm wondering whether we've discussed Karbon I can search 'Karbon' and it will filter all of my meeting notes that contain that word.) I can also see when my colleagues have contacted my customers over email which is useful for handovers etc. Review collected by and hosted on G2.com.

Response from Kristen Gray Psychas of ClientSuccess

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Thanks for taking the time to let us know how ClientSuccess is helping you manage your clients, Jack! It sounds like you are making excellent use of the engagement module. Searching for relevant keywords to show up prepared and professional for a client meeting or research details about a customer escalation on the fly is game-changing.

I reached out via email to learn a bit more about your desired functionality for client search and hope we can chat more on that topic soon. Thank you again for taking the time to let us know your thoughts!

Sincerely yours,

KGP

JO

Julie O.

VP Customer Success

Small-Business (50 or fewer emp.)

2/15/2022

"We've been very pleased with Client Success."

4.5/5

What do you like best about ClientSuccess?

We were able to implement fairly quickly and get the data we need internally. This allows us to have visibility into client data at both a micro and macro view. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

We would like some additional reports (specific to the overall Success Score) and integrations. Review collected by and hosted on G2.com.

Recommendations to others considering ClientSuccess:

Understand what you want to do and start with implementing those pieces. Many of the other bells and whistles can come later. Getting solid data in the platform is the key. Our dashboards now are "demo" worthy! Review collected by and hosted on G2.com.

What problems is ClientSuccess solving and how is that benefiting you?

Visibility and customer tracking. Review collected by and hosted on G2.com.

UE

Verified User in Education Management

Small-Business (50 or fewer emp.)

2/10/2022

"Client Success has great webinars and support. Very useful tool!"

4.5/5

What do you like best about ClientSuccess?

The webinars and help that is readily available. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

Sometimes it is not completely intuitive to use. Review collected by and hosted on G2.com.

NN

Nani N.

Staff Manager

Small-Business (50 or fewer emp.)

8/11/2022

"Customer tracking and managing tool"

5/5

What do you like best about ClientSuccess?

Customer detailing about golive, revenue, other information

customer pulse

To-do list

direct email to customer Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

All good no issue found so far based on my usage Review collected by and hosted on G2.com.

AC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

7/28/2022

"A good way to keep in touch"

5/5

What do you like best about ClientSuccess?

The interface is very easy to navigate. I have no issues locating the info I need and have not experienced any bugs or problems that hinder my workflow. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

I wish there was more customization so I could remove parts of the software I don't utilize. Review collected by and hosted on G2.com.

AI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

2/18/2022

"ClientSuccess solves for many challenges in managing Enterprise SaaS customers"

5/5

What do you like best about ClientSuccess?

The best feature of ClientSuccess is the health scoring and the ability to customize the inputs that make up the health score. Compared to other systems I have used, it is the easiest. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

Setting up the initial synchronization with your CRM does take some effort, but once that is done the synchronization options allow you to push and pull data as desired to have either ClientSuccess or your CRM by the system of record. Review collected by and hosted on G2.com.

UC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

8/2/2022

"Client success allows me to find info efficiently and in an organized way."

5/5

What do you like best about ClientSuccess?

I enjoy how simple it is to find information. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

Nothing at the moment stands out to me about what I dislike. Review collected by and hosted on G2.com.

UC

Verified User in Computer & Network Security

Mid-Market (51-1000 emp.)

7/29/2022

"Great tool!"

5/5

What do you like best about ClientSuccess?

ClientSuccess is a great tool for tracking and improving your customer relationships. The visual pulse works effectively when needing an overview of your clients. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

Nothing stands out as a dislike right now. Review collected by and hosted on G2.com.

HR

Hannah R.

Senior Customer Success Manager

Small-Business (50 or fewer emp.)

2/15/2022

"Client Success is an awesome resource and tool to have"

5/5

What do you like best about ClientSuccess?

Client Success allows me to manage my accounts and data cleanly and concisely. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

I have not seen any downsides to the version of Client Success our company has access to, but there are a few features that we could use Review collected by and hosted on G2.com.

CE

Verified User in E-Learning

Mid-Market (51-1000 emp.)

7/31/2022

"Very much concise and experienced prompt response and detailed solution from the support team."

4.5/5

What do you like best about ClientSuccess?

Email integration, as it reduces the load of maintaining separate notes. Review collected by and hosted on G2.com.

What do you dislike about ClientSuccess?

Nothing as such! Could improve onboarding NPS Review collected by and hosted on G2.com.