ClientSuccess vs. Strikedeck (discontinued)

ClientSuccess is perfect for the growing small-to-medium business like ours. It's simple and easy enough to quickly implement as a starter solution, but also robust enough to support multiple Customer Success teams. It may fall a bit short in terms of an enterprise organization in scale, customization, and flexibility. However, I can see enterprise organizations using different instances of ClientSuccess, perhaps for different departments or sections, if those organizations didn't need overarching analytics

Incentivized

The system is good for Customer Success teams to get started and if all the users are updating it responsibly. There are not many checks and balances in the system so your team will have to be disciplined. The reason why I have not been generous with my rating is only because of the slow nature of support and upgrades to the product.

Incentivized

• Pulse - It is so nice to collect the pulses of my client to know if they are healthy or not. I base a lot of my interactions with clients off of pulse. It shows me how many days it's been since I last had a pulse check on someone and from there I can see if I need to reach out or not.
• Automated Emails - It's so comforting to know that my clients are being communicated to when I haven't thought to reach out to them. I have set up a lot of automated emails and rules for when they should go out and I've had a lot of clients get in touch with me from it that need.
• Success Cycles - It has allowed me to set up success cycles for the clients. Because of this, I know exactly how to train them and exactly where they're at in the training process.

• Pulls in Outlook information - this allows me to understand my calendar for a specific client in any given week.
• Pulls in JIRA information.
• Scores client health.

Incentivized

• 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

• Sending generic emails to the selective contacts and provide stats on when the email was read
• Difficult to create product specific relationships to capture additional details at the product level. This may be possible but it wasn't setup at my workplace.

Incentivized

Strikedeck is [an] easy system to use. We did not have to subject the team to detailed training to start using the product. Simple introduction session was good enough. The custom reporting module is something [that] needs some training to get used to but otherwise, the system is intuitive and easy to use.

Incentivized

They are SUPER responsive...even for late night inquiries.

Incentivized

The Customer Success support is outstanding. Regular meetings, responsive, knowledgeable, helpful, etc. Can't say enough!

Incentivized

Our team had previously been using HubSpot CRM as a way to manage client contracts in combination with Trello for simple client progress mapping, and Client Success has eliminated the need to use either of them for client management. HubSpot is designed more for sales processes and was missing a way for our team to get an accurate view of our clients and their details. In a similar manner, Trello is designed more for task and project management and didn't provide the detail orientation we needed.

Incentivized

The lower price was why we went with Strikedeck over Gainsight or Totango.

Incentivized

• 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.

• It has a return base on less wasted time tracking useful information on customers
• Reduces wasted time on tasks that can be automated

Incentivized