I like that we are learning more how to utilize the tool to its full functionality. We are planning on getting more involved in CS. I also like the Bootcamp videos we can watch to learn more. Review collected by and hosted on G2.com.

There are some features and functionality that I wish it had. More customization would be helpful, but I think that's feedback for a lot of the tools that are out there. Review collected by and hosted on G2.com.

CS is easy to use and to figure out without the helo of help desk articles. There never seem to be any bugs or time when its down or not usable. I haven't used other CSM tools prior to this position, so I can't speak to how it compares. Review collected by and hosted on G2.com.

I wish it had integrations with Gong and Zoom so that calls and texts are automatically uploaded to CS. It can be time consuming and tedious to make additional notes after a zoom call into CS. It would also be helpful to be able to export account lists into an excel sheet Review collected by and hosted on G2.com.

ClientSuccess helps bring visibility to the health of our customers into SFDC, which is a platform which everyone can see, report on. It takes the burden of having to use the SFDC connector in our email client off of me and captures and attaches all engagements into the Account record, for ease of visibility company-wide. It allows us to gain visibility into metrics that matter, such as engagement, tenure, escalations, etc. The reporting features help to slice and dice the data on churn, risk factors, etc. Review collected by and hosted on G2.com.

Right now, the widget is a bit glitchy which is what we were using to drive adoption outside of the Customer Success team. Review collected by and hosted on G2.com.

I like the Success Cycles most of all. I like the fact that I can select the success cycle and see right away what the playbook is for that cycle. I have not used any competitors, but our company has considered Salesforce in the past and I do not believe they have that functionality. Review collected by and hosted on G2.com.

The only downside I have notices is our integration with Salesforce does not always update back to Client Cusccess. This could also be an internal issue, but I'm not sure. Review collected by and hosted on G2.com.

I like how clientsuccess makes all client communication, status updates, and client information like ARR, POC, description and segment information available in one place. Review collected by and hosted on G2.com.

No apparent downsides for me, other than it's not free, but that's understandable. Review collected by and hosted on G2.com.

I really enjoy the features which syncs all account emails, meeting notes, and account status all on one page Review collected by and hosted on G2.com.

I wish the meeting notes were more easily shareable! Sometimes I'm documenting calls that require me to share notes to multiple external sources. It would be nice to have a quick download or share option from the toolbar in the notes tab! Review collected by and hosted on G2.com.

The ease of use - you can run reports, search for relevant information, and record ongoing interactions with customers all in one place. The different tools within the system are strong, from recording meeting notes, interactions, and their pulse. Also fabulous to have the integration with Jira! Review collected by and hosted on G2.com.

It would be great to have a means of adding documents related to a customer against their profile. Could store customer success-related documents right to their profile for ease of finding info. Review collected by and hosted on G2.com.

The user interface -- very simple to navigate and know where everything is. I always know where I'm going in a minimal amount of clicks. Everything is easy to understand and doesn't require much time to get up-to-speed. Review collected by and hosted on G2.com.

The backend integrations -- they are robust, but a little difficult to set up and test. I would recommend making the debug error logs more reader-friendly, like "The Product record is missing a value for the field "Product Code" so the admins know where the problem lies. Review collected by and hosted on G2.com.

Management by Pulses and the reasons make it easy to track the progress of each client. The reports issued are rich and guide the necessary action plans at each stage of the customer journey. Review collected by and hosted on G2.com.

Possibility of having more customization of some reports like Customer Success. Only management can extract some data in CSV or Excel. Review collected by and hosted on G2.com.

Data is easily available on the dashboard. You can get a wide view of the client's health without having to dig into the reports more. It also saves our CSMs time by making data readily available to them. Review collected by and hosted on G2.com.

Integrations could be better. We have also dealt with subpar CSM's from client success in the past. Review collected by and hosted on G2.com.