The interface is extremely visually satisfying... easy to find different elements of my clients and provides lots of options to segment my dashboard. The integration with gmail is exceptionally helpful. Review collected by and hosted on G2.com.

In our business each client has multiple products purchased from us. There is not a way to identify their pulse on each product and then evaluate trends over time. We have to create a different "client" for each product, which limits our ability to learn from the experience of our customers. Review collected by and hosted on G2.com.

Client Success is an excellent place to organize all of your client data in one interface. I find it extremely valuable to see all of my contacts, pulse scores, to-do lists, and client interactions all in one place - and be able to plan the next steps and renewals accordingly. Review collected by and hosted on G2.com.

Client Success could improve the Success Cycles functionality, as I don't find this section quite as helpful as other software features, as well as working to integrate seamlessly with seller tools would help Sales to CSM handoffs go more smoothly. Review collected by and hosted on G2.com.

I like being able to set the pulse for each client. It helps others in the org to know where we stand. Review collected by and hosted on G2.com.

My main pain point with the platform is that to-dos are kind of clunky. We do a lot of project management and have a lot of deadlines and reminders. Here's what I'd love that would make using tasks better:

- An easy way to add and organize tasks under the task tab - instead of having to go into each client

- Task Categories/Tags - for different projects, this would not be a success cyle

- Recurring Tasks - for reminders and tasks that happen weekly/monthly/quarterly

- Task portion for self tasks that are not client related Review collected by and hosted on G2.com.

I like how you can create a spreadsheet from notes with the same title. This gives your the ability to gather information from multiple team members and see a timeline of customer behavior. Review collected by and hosted on G2.com.

I dislike that CS can be unreliable with saving content. That is why I would recommend there be a button that you can also select to "Save" content. I would also like the option to force a reset of categories so that it will pull the latest information instead of needing to wait a day or make a request to CS. Review collected by and hosted on G2.com.

There are so many sections within CS that allow for a great way of strategically approaching customers. My top used features include summary section, segmentation reporting, pulses, integrations with SF to have a more holistic view of customer health. Review collected by and hosted on G2.com.

I would love to have the ability to communicate with customers right from the platform. Having everything in one place is more efficient when sharing important milestones to customers or simply when looking to re-engage them if they've been non-responsive. Review collected by and hosted on G2.com.

I love the user experience on ClientSuccess - it's quite intuitive and very easy to navigate. I can see account details at a glance and add updates with ease. There's nothing too complicated about it - the simplicity is the best part for me. Review collected by and hosted on G2.com.

There are little things about ClientSuccess that I wish I could amend - such as the Scorecard order. You should be able to edit and reorganize certain aspects of your account details. I've also run into a few bugs - this is normal of course, they get fixed pretty quick. But some of the bugs have prevented me from continuing on with my work. Review collected by and hosted on G2.com.

The new revenue reporting.

I like the idea of the successscore.

I like pulse Review collected by and hosted on G2.com.

CS has all of the items we need, but there are still some bog things missing for us. (Tasks have a limited number of characters)

-I wish I could add "don't forget" to accounts- so if anyone in my org clicks on that account, they see a list at the top of things the account needs. (or if I could move my 'tasks' areas to another place on the account home page.

Successscore is very complicated to set up Review collected by and hosted on G2.com.

Keeps me out of Salesforce :)

all my information needs are right there to use Review collected by and hosted on G2.com.

sync with SFDC sometimes is not as fast as I would like it Review collected by and hosted on G2.com.

Being able to track all correspondence with my clients and have all information we need at the same place. I connected CS with Gmail and it's easier to use compared to other platforms. Review collected by and hosted on G2.com.

For now, I don't have any complaints, but I'll observe and I'll reach out to you for sure. Currently, it's a good fit for my tasks. Maybe less notification emails would be good :) Review collected by and hosted on G2.com.

I like the range of features the tool has. This makes the tool very useful for a range of people in the team. Review collected by and hosted on G2.com.

Not much to dislike. I'd like to have more flexibility in terms of tweaking the UI etc. But that's not easy to build in. Review collected by and hosted on G2.com.