ClientSuccess

Manger of Customer Success

What do you like best? Engagements in the platform are easy to track and manage. What do you dislike? Lack of automation, it would be nice to trigger events based on actions that occur in ClientSuccess What problems are you solving with the product? What benefits have you realized? Building a database of engagements to understand customer trends. With ClientSuccess we have been able to identify when a customer is primed for an upsell as well as when they are at risk of churn ...

Meets our needs, good for tracking customer health over time

What do you like best? The Pulse and the reason codes Customizable Success Score Integration with Gmail Reporting Good support from the team What do you dislike? Not a lot of automation - cannot send an email in bulk to a list of contacts - you can send an NPS survey though. The Case view (in our instance Salesforce) is not particularly helpful or well sync'ed. Currently cannot re-use success cycles multiple times - I heard it's on track for implementation ...