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Solutions by Role

CSM | CS Leader | CEO | OTHER TEAMS

Sales

Drive additional revenue through upsells, cross-sells, and increased renewal rates.  ClientSuccess collects and sends your most important customer data into your CRM so your sales and customer success teams are always in sync.  

CRM Integration
Data Driven Decisions
Product

Make informed roadmap decisions rooted in customer feedback. ClientSuccess shows where customers get stuck, why they leave, and what parts of your product they love.  

Armed with this data, you can make sure you’re building the right products for the right audience.

Marketing

Enhance your customer marketing efforts with complete visibility into the customer base.  Make sure you are sending the right content, to the right customer, at the right time so that your happiest customers become advocates, and your unhappy customers get the resources they need to turn things around.  

ClientSuccess Marketing
Technology Stack
Operations

Keep your technology stack clean and enhance your customer data to make sure you are delivering informed insights. 

ClientSuccess has deep integration with the top CRM platforms (SFDC, HubSpot, Pipedrive, Zoho, etc) so data easily flows to the right parts of your organization.  

Security

Be comfortable that you are protecting your company from IT risk. ClientSuccess has invested heavily in its security infrastructure, from maintaining SOC 2 / Type 2 attestation, to OAuth 2.0 protocol, to fully encrypted data transmissions, know that your customer data is safe.  

Security
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Support

Turn your support team into value drivers by identifying the most important support tickets.  Ensure your high-priority customers get the right amount of attention across your entire company.  

CSM | CS Leader | CEO | OTHER TEAMS

Case Study:

beyond-insurance-logo-white

Beyond Insurance leverages ClientSuccess to decrease time to adoption from 1.5 years to 6 months.

  • Decreases time to adoption from 1.5 years to 6 months
  • Consolidated customer data into a single location
  • Leverages  PulseTM and SuccessScoreTM to provide a consistent customer experience

Announcing ClientSuccess Goals: Deliver Measurable Results for Your Customers

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