G2 reviewers report that ClientSuccess excels in user-friendliness, with many users highlighting its intuitive design and ease of use. One user mentioned, "ClientSuccess doesn't take a degree to use," which suggests that even those new to customer success software can quickly adapt and benefit from its features.
Users say that Catalyst stands out for its robust modularity, allowing teams to customize their experience based on specific needs. Reviewers appreciate how this flexibility enhances their workflow, with one stating, "Catalyst's modularity is a strength against other comparable CS platforms."
According to verified reviews, ClientSuccess is praised for its strong customer support, with users noting that the team is flexible and genuinely cares about customer needs. This level of support can be crucial for companies looking to maximize their use of the platform.
Reviewers mention that Catalyst offers a superior user interface, making it easy to view and manage customer health metrics on a single page. This feature is particularly beneficial for teams that need to monitor multiple aspects of customer engagement efficiently.
G2 reviewers highlight that both platforms provide valuable insights into customer health, but Catalyst users specifically appreciate its ability to track renewal and expansion opportunities seamlessly. One user described it as "our bible," indicating its central role in their daily operations.
Users report that while ClientSuccess has a strong focus on engagement, with features like Outlook integration for tracking interactions, Catalyst's reporting and dashboard capabilities are more advanced, allowing for deeper analysis and better decision-making based on customer data.
Is there a way to mass upload Zendesk Company IDs so we don't have to manual input them in each client in CS?
5 Comments
JW
Yes. The ClientSuccess Support team is amazingly helpful and can upload those changes for you. Read more
Is there a way view clients that I am a CSM #2 on within my client list?
3 Comments
JW
Yes. You can add a custom field that identifies the 2nd CSM and then pull a list by that custom field.Read more
Does ClientSuccess support B2C subscription companies?
2 Comments
BF
You can leverage multiple customer types within ClientSuccess (CS). While it was not designed for B2C, you can definitely use CS to manage your B2C...Read more
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