ClientSuccess vs. UserIQ

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

User IQ is appropriate particularly for unlocking insights into information about the customer without any problems, like mentioned previously the health dashboard is particularly liked within the business. On the visual side, It is also strong as it is fairly simple to use. Perhaps one less suitable is to actually present this data informal settings, as the output isn't suited for this.

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.

• Customer service is excellent.
• Once you get the hang out using the walkthroughs, they are really beneficial.
• Running reports of users on surveys!

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

• Adding Heat mapping/Scroll tracking/Live user session viewing - I think this could give me further options for segmentation and give me higher visibility of where customers may be facing difficulties when creating further in-app messaging.

Incentivized

This rating is given as to a certain degree it is useful - as in the customer health dashboard and providing a very fast service which is easy to use for our users. However, as mentioned prior, the exportation of this data into presentable information (presentation style) is not really possible without doing yourself via screenshots and interpreting the data.

Incentivized

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

Incentivized

Customer service and support is one of the biggest strengths for UserIQ, whenever there has been any issues or confusion, the help service is very effective and friendly to support us and get to a conclusion within no time, hence why the ranking given is extremely high for this factor. I would not say any improvement is needed in terms of this aspect of the company.

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

When comparing with the other product of the market we realize UserIQ brings the best outcome beneath the price so we choose UserIQ apart from other products.

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.

• We've been able to identify clients who are missing value in our product based on health scores and usage.
• Expensive product for the value it's delivering to the Product Team but may make it back in ease of use over Google Analytics and other competitors.
• Often have spent resources trying to troubleshoot when something breaks. Would prefer a little more stability although some of that may be user error.

Incentivized