TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    ClientSuccess

    Score8.4 out of 10
    N/AClientSuccess, from the company of the same name in Lehi, is presented by the vendor as a simple yet sophisticated solution for CSMs, and the Executive team. For the CSMs, ClientSuccess brings together the tools, best practices, insights and analytics needed to proactively manage customers. For the Executives, they deliver analytics, metrics and reports to provide a comprehensive view of the health of a SaaS business.N/A

    Glance

    Score8 out of 10
    N/AGlance is a conferencing platform focused on customer engagement through visualization and collaboration.

    $19

    per month

    Pricing
    ClientSuccessGlance
    Editions & Modules
    No answers on this topic
    Lite
    $19.00
    per month
    Professional
    $35.00
    per month
    Offerings
    Pricing Offerings
    ClientSuccessGlance
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    Features
    ClientSuccessGlance
    Security
    Comparison of Security features of ClientSuccess and Glance
    Feature
    ClientSuccess
    8.2
    15 Ratings
    8% below category average
    Glance
    -
    Ratings
    Role-based user permissions8.215 Ratings00 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of ClientSuccess and Glance
    Feature
    ClientSuccess
    8.4
    13 Ratings
    3% below category average
    Glance
    -
    Ratings
    API10.010 Ratings00 Ratings
    Integration with Salesforce.com9.012 Ratings00 Ratings
    Integration with Marketo7.32 Ratings00 Ratings
    Integration with Eloqua7.32 Ratings00 Ratings
    Customer Data Extraction / Integration
    Comparison of Customer Data Extraction / Integration features of ClientSuccess and Glance
    Feature
    ClientSuccess
    8.9
    16 Ratings
    0% above category average
    Glance
    -
    Ratings
    Product usage8.414 Ratings00 Ratings
    Help desk / support tickets9.412 Ratings00 Ratings
    Customer Success Management
    Comparison of Customer Success Management features of ClientSuccess and Glance
    Feature
    ClientSuccess
    8.6
    17 Ratings
    1% below category average
    Glance
    -
    Ratings
    NPS surveys7.09 Ratings00 Ratings
    Sponsor tracking9.411 Ratings00 Ratings
    Customer profiles9.017 Ratings00 Ratings
    Automated workflow8.917 Ratings00 Ratings
    Internal collaboration7.716 Ratings00 Ratings
    Customer health scoring9.017 Ratings00 Ratings
    Customer segmentation9.016 Ratings00 Ratings
    CSM Reporting & Analytics
    Comparison of CSM Reporting & Analytics features of ClientSuccess and Glance
    Feature
    ClientSuccess
    8.4
    17 Ratings
    3% below category average
    Glance
    -
    Ratings
    Customer health trends9.015 Ratings00 Ratings
    Engagement analytics8.113 Ratings00 Ratings
    Revenue forecasting7.614 Ratings00 Ratings
    Dashboards9.017 Ratings00 Ratings
    User Ratings
    ClientSuccessGlance
    Likelihood to Recommend
    7.6
    (18 ratings)
    8.0
    (2 ratings)
    Support Rating
    10.0
    (1 ratings)
    10.0
    (1 ratings)
    User Testimonials
    ClientSuccessGlance
    Likelihood to Recommend
    ClientSuccess
    Client Success is well suited to both growing and established companies who know what they want and need to track for their clients. With the broad ability to support numerous accounts, have multiple users, and its custom success cycles to map a clients progress, it would be a great solution for any Client Success team. I think that teams that are unaware of what they need to track wouldn't find Client Success as useful, and organizations that require a large number of custom client descriptions and variables would find certain limitations a barrier to successfully using this tool.
    Incentivized
    Read full review
    Glance
    No answers on this topic
    Pros
    ClientSuccess
    No answers on this topic
    Glance
    No answers on this topic
    Cons
    ClientSuccess
    • The support view takes a few steps to get to the meat and potatoes.
    • The success score model can be improved to include smaller one-off campaigns. Success score is good for a campaign that has existed for a while but not for the one-off projects.
    Incentivized
    Read full review
    Glance
    No answers on this topic
    Support Rating
    ClientSuccess
    They are SUPER responsive...even for late night inquiries.
    Incentivized
    Read full review
    Glance
    No answers on this topic
    Alternatives Considered
    ClientSuccess
    No answers on this topic
    Glance
    No answers on this topic
    Return on Investment
    ClientSuccess
    • Within the first week, leadership was able to have more visibility into the lifestage and health score of each client
    • We needed to become more proactive as an organization and this platform has allowed us to do so with real-time metrics and reporting.
    • We needed to find a way to scale our approach, especially as our Client Success organization continues to grow, and this is already helping.
    Read full review
    Glance
    No answers on this topic
    ScreenShots