ClientSuccess Reviews

What do you like best about ClientSuccess?Adding ClientSuccess to our process was a game-changer! I especially appreciate the flexibility we have with creating custom fields and then reporting off of them. It has created so much more efficiency in capturing the metrics that we need. I also love that it has given our teams the ability to see correspondence with the customer regardless of who within our team they were talking to.What do you dislike about ClientSuccess?We also use the Baton feature with CS and would appreciate more fluidity between the systems like shared custom fields or the ability to customize the Baton module view for easier access to informationWhat problems is ClientSuccess solving and how is that benefiting you?Our business requires our teams to know a lot about our customers without having to ask them the same questions over and over. Being able to document features that they use, experiences/engagements we have had with them, and the progress we've made helps us to serve them better and waste no time.

What do you like best about ClientSuccess?The team is flexible, really cares about its customers, and the product makes it easy to quickly determine the health and activity of your client base and CSMs. This is the 3rd consecutive company that I have chosen to use ClientSuccess at.What do you dislike about ClientSuccess?No significant downsides. The product team is always looking to continue to innovate and add new useful featuresRecommendations to others considering ClientSuccess?Don't be afraid to ask questions.. The team is great and provides great best practices on how to get the most out of your experience.What problems is ClientSuccess solving and how is that benefiting you?Quickly assess client health, help manage and create frequently used playbooks, and having a central place to see all customer engagements combined with internal notes.

What do you like best about ClientSuccess?I can best support my customers through their tools! I rely heavily on success cycles, pulses, custom tracking fields, and the calendar integration.What do you dislike about ClientSuccess?Nothing I can think of at this time, they are a joy to work with.What problems is ClientSuccess solving and how is that benefiting you?It is hard to stay on top of all the clients I manage, so it helps to see who needs to be contacted when. It also helps streamline onboarding and renewals.

What do you like best about ClientSuccess?ClientSuccess doesn't take a degree to use and their webinars are stellar! I'm in the product every day and rely heavily on it for my daily routine.What do you dislike about ClientSuccess?As with any technology there are glitches that need to be looked at. I also don't like that I have a limit on how many active goals I can have for a client.What problems is ClientSuccess solving and how is that benefiting you?Helps me maintain and track all of my 60+ accounts I'm working on. Keeps me on task and this helps keep relationships with the clients strong and in turn drives more revenue retention and growth possibilities.

What do you like best about ClientSuccess?I love the engagement integration with Outlook. I am able to scan before customer meetings and make sure I know what the latest interactions have been.What do you dislike about ClientSuccess?I would love to be able to connect to inforCRM.What problems is ClientSuccess solving and how is that benefiting you?Client Success allows me to see most of my customer data all in one place. I love the customizable fields so we can add in what is important to us.

What do you like best about ClientSuccess?I love the organization of this tool and the ability to manage client health so granularly.What do you dislike about ClientSuccess?The UI could be slightly more simple but overall it works well.What problems is ClientSuccess solving and how is that benefiting you?This tool is allowing me to monitor client health and renewal timeframes much easier than before.

What do you like best about ClientSuccess?ClientSuccess is user-friendly and configuration is relatively simple, so it's easy to get up and running quickly. Account details are laid out really well, which allows leadership teams to find what they need easily. The solution helps track and manage multiple facets of a client relationships including contract details, health, tasks, meeting notes, and risk. One-to-many communications are easy to configure and time-saving for our team. Beyond the solution, ClientSuccess sets the bar in client care. We're fully supported by the team, including our CSM, Support, Product, and Sales - they're always collaborative and eager to grow with us.What do you dislike about ClientSuccess?I wish the tool had more customization options. For example, the NPS survey is limited to a score and a comment, but we ask additional questions in our NPS survey program. It would be great to house all of that data within ClientSuccess instead of relying on other survey tools. Another example would be engagements - not a lot of options for adding fields to call notes, meetings, etc, which can be limiting in how we use them.What problems is ClientSuccess solving and how is that benefiting you?ClientSuccess provides a central location for our CSMs to manage their client base and more importantly, provides visibility for the business to understand the state of our clients. It's collaborative and simple to use, so the core functionality is easy to adopt.

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.What do you dislike about ClientSuccess?I wish there was more customization so I could remove parts of the software I don't utilize.What problems is ClientSuccess solving and how is that benefiting you?We have had some of our sales crew leave and had to hire new folks in.

What do you like best about ClientSuccess?I love the UI/UXWhat do you dislike about ClientSuccess?I love how the engagements come through client success via contactsRecommendations to others considering ClientSuccess?I like the revenue sectionWhat problems is ClientSuccess solving and how is that benefiting you?CX team is very helpful