What is ClientSuccess?
ClientSuccess is a simple yet sophisticated solution that both the front-line CSMs and the Executive team will love. For the CSMs, we bring together the tools, best practices, insights and analytics they need to proactively manage their customers. For the Executives, we deliver the deep analytics, metric and reports to provide a comprehensive view of the health of their SaaS business.
Company Details
Need Assistance?
We're here to help you with understanding our reports and the data inside to help you make decisions.
Get AssistanceClientSuccess Ratings
Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard
to access more information on ClientSuccess.
Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
84 Likeliness to Recommend
100 Plan to Renew
81 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
+96 Net Emotional Footprint
The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.
How much do users love ClientSuccess?
Pros
- Helps Innovate
- Continually Improving Product
- Performance Enhancing
- Enables Productivity
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Account Health Tracking
Customer Scorecards
Centralized Note Taking
Onboarding Collateral Management
CRM Integration
Onboarding Portal
Onboarding Workflow Management
Surveys and Polling
Reporting and Analytics
Vendor Capability Ratings
Breadth of Features
Vendor Support
Ease of Implementation
Usability and Intuitiveness
Business Value Created
Product Strategy and Rate of Improvement
Ease of IT Administration
Availability and Quality of Training
Quality of Features
Ease of Customization
Ease of Data Integration
ClientSuccess Reviews
Santos E.
- Role: Operations
- Industry: Consulting
- Involvement: End User of Application
Submitted Sep 2022
Realistic Customer Communications Platform.
Likeliness to Recommend
What differentiates ClientSuccess from other similar products?
ClientSuccess foster solid communications with clients and proper direct marketing mechanisms for business progress.
What is your favorite aspect of this product?
ClientSuccess is a competent platform that ensure there is proper coordination between employees and clients for business success.
What do you dislike most about this product?
ClientSuccess has captured solid customer support through authentic communications.
What recommendations would you give to someone considering this product?
ClientSuccess is a distinguished customer success program, and this improve the progress of the business operations.
Pros
- Helps Innovate
- Reliable
- Performance Enhancing
- Trustworthy
Ellie B.
- Role: Information Technology
- Industry: Technology
- Involvement: End User of Application
Submitted Sep 2022
Client Success is a straightforward success tool.
Likeliness to Recommend
What differentiates ClientSuccess from other similar products?
I prefer that you will set up cycles for various forms of projects and onboarding. I like that you can integrate your emails so that you’ve got the communication threads within the client’s dashboard. It makes it very easy to stay up with communication.
What is your favorite aspect of this product?
Client Success helps me keep my purchasers in order, and reminds me of what I want to do, what I talked to them and when, it's additionally very useful to possess the emails logged, which means I don’t need to return to my Gmail and search for the last conversation. It additionally helps my managers to stay track of my work and the clients. I prefer that it can integrate with Zendesk, Gmail, and with app surveys to see their general pulse.
What do you dislike most about this product?
The reminder options don’t work. If you set a reminder, ClientSuccess sends you the notification the day when your reminder was due. It’s not useful when it causes you to miss deadlines. I reached out to the support team on many occasions about this feature not working. The support team rarely responds; if they do, it’s a week or so later, and they offer extremely generic responses like “we’re working on it, will have it fixed soon”.
What recommendations would you give to someone considering this product?
We had been looking for a long time for a tool that might effectively capture varied details regarding our customers, contracts, outreach, and projects. ClientSuccess has met probably 90% of our desires for this tool. Its simple use is probably the highest marketing point, and we additionally appreciate how they continue to grow and evolve, taking feedback on the way to create the merchandise that their purchasers would like it to be.
Pros
- Unique Features
- Efficient Service
- Caring
- Fair
