ClientSuccess - Easy to use app to track happiness of many customers
June 05, 2017
ClientSuccess - Easy to use app to track happiness of many customers
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with ClientSuccess
ClientSuccess is being used by our Customer Success team. We use it to track our customers on many levels including contract size, perceived happiness, key contacts, and renewal dates. Senior management reviews and provides assistance for customers that need help. We are asked to update information about our customers at least once a month.
- The product is easy to use with only a small amount of training
- I like the "My Clients" view that gives a quick snapshot of all of the important information about my clients
- I like how the "Pulse" functionality guides the user to give a status of the customer happiness and key reasons for that status
- The Success Cycle functionality is a little cumbersome and difficult to use
- The integration with Salesforce needs work. Not sure if this is a product issue or the way we implemented the product
- ClientSuccess has given our team an easy to use tool to highlight potential churn. Our management team takes this seriously and helps out on high-risk accounts