For companies that are using Salesforce they sometimes question whether they need to invest in a Customer Success platform like ClientSuccess. Scroll through below to understand why the most customer-centric companies are using BOTH ClientSuccess and Salesforce.
CSMs need to manage multiple customers as they move through the stages of the customer journey from onboarding to renewal. ClientSuccess gives your CSMs the ability to great tailored playbooks that equip CSMs with all they knowledge necessary to know what do and when. With Salesforce this requires custom objects that need you need to build, train your team on, and then maintain.
ClientSuccess combines all your customer data to generate impactful reports that show you revenue, health, and forecast trends with a focus on delivering unique insights about your existing customers. While Salesforce has very powerful reporting capabilities, it mainly reports on the data in the system which leads to reporting that is heavily weighted to your sales and marketing team, but perhaps not as insightful for your customer success team.