The ability to keep up with the story of the customer journey. Review collected by and hosted on G2.com.
Nothing I really dislike. A good idea could be to have a priority case queue Review collected by and hosted on G2.com.
ClientSuccess is an excellent tool for organizing all of our client information, all in one place. No more combing through dozens of tabs and google sheets. The price point for this product is unbeatable Review collected by and hosted on G2.com.
One downside of ClientSuccess is the usage data feature. There is minimal flexibility for Axis optionality. Ultimately, we decided to not use this feature because of the lack of flexibility. Review collected by and hosted on G2.com.
SF Integration is more robust than the previous solutions we have used. UI is great and load times are super quick. Review collected by and hosted on G2.com.
Lacking real ability to modify page layouts. Also, some data regarding pulse is hard to export from UI that said once you get the sync up and running with SFDC the data becomes more accessible. SF Reporting in many ways is easier to use than ClientSucess. ClientSuccess was sold to the team as having the ability to manage opportunities directly in their platform however their platform does not consider SFDC validation rules etc so if changes happen that are not in line with SFDC processes the sync between the record breaks. Review collected by and hosted on G2.com.
Allows me to keep all the data in one place. Review collected by and hosted on G2.com.
Does not give me a pictorial view of my accounts.
The account page is difficult to scroll through as there are so many widgets. I have to place my cursor in an area where there are no widgets and scroll to go to the bottom of the page.
More such functions. Needs a few UI/UX changes. Review collected by and hosted on G2.com.
client Pulse is good to track the client health periodically || Engagement section is also as it is seamlesly integrated with email to track the communication with the client Review collected by and hosted on G2.com.
reports are not effective for viewing for a team as per specific UDF Review collected by and hosted on G2.com.
The ability to have everything in one spot for a client. This platform allows my coworkers and me to have easy access to all of our clients. I never thought a platform could be so great until I started using Client Success. Review collected by and hosted on G2.com.
The only downfall is I don't like how the emails take a bit to sync to the platform. Update: I have noticed emails no longer take as long to sync to the platform. Review collected by and hosted on G2.com.
So many mutual feelings, Devan! We are a huge fan of yours, too!
Thanks for taking the time to share your experience. It means so much to my team and I to learn about the impact ClientSuccess has on great CSMs like you.
You know where to find us if you need anything. Thanks again for taking the time to leave a review!
Great variety of features and the possibility to integrate with different platforms. Review collected by and hosted on G2.com.
Even though the platform offers an amazing group of features, the system constantly runs slowly. Review collected by and hosted on G2.com.
I like being able to get a snapshot of a customer at any moment, the integrations make it a nice landing place for all of the data. I never approach a call unprepared now. Review collected by and hosted on G2.com.
There isn't out of the ordinary to dislike here. The reporting tool takes some massaging to get what I want but is still easy to use. Review collected by and hosted on G2.com.
The Success Cycles - easy to customize and to create different strategies for each of my clients depending on where they are in their journey with us Review collected by and hosted on G2.com.
The Subscriptions section can be clunky and hard to manage if there are changes to revenue or subscriptions. Sometimes it does not Auto renew even when you have indicated so Review collected by and hosted on G2.com.
It's a cohesive and useful tool to keep information about your clients in one place. It provides a great snapshot of their current performance, how they are engaging and also their temperature check. Review collected by and hosted on G2.com.
I think there are a few limitations of CS. Not autosaving pulses is one of the most frustrating, as I often lose my pulses in the process of updating these. Review collected by and hosted on G2.com.