ClientSuccess

SaaS customer management

  1. Provides SaaS subscription reports on key metrics like monthly recurring revenue, total subscription value, annualized recurring revenue, and non-recurring revenue

  2. Alerts teams in real time with trend reports based on key customer segments and events like usage drops, increases in sign ins, and decreases in interviews

  3. Develops customer “SuccessScore™” based on helpdesk responses and relationship, tracks communication, and filters audience based on reported health

  4. Uses "SuccessCycle™” to help teams manage and measure success based on events like onboarding, deploying, or renewal and use custom goals and milestones to track growth 

  5. Provides daily email reports for at-a-glance management

  6. Integrates with Office 365 and Gmail so teams can track additional conversations outside of the platform and sort by engagement

ClientSuccess

How ClientSuccess works

ClientSuccess is all about making your support and account management teams more efficient and effective. That means providing them with all the relevant information about each one of their accounts and the people who make up those accounts, in real time. Populating customer profiles and recording what those people are doing on your site or in your app means sending that data to the ClientSuccess API directly. ClientSuccess only offers a Javascript library and HTTP API, and no mobile SDKs or language-specific server-side libraries are available.

Creates customer health score based on helpdesk communication and responses
Creates customer health score based on helpdesk communication and responses
Enables customer “success cycle” by cycling customers through personalized actions and reporting on customer trends
Enables customer “success cycle” by cycling customers through personalized actions and reporting on customer trends
ClientSuccess

Get more out of ClientSuccess with Segment

Why send the same data about accounts, people, and what they’re doing to yet another API when you can just send to Segment once? With the ClientSuccess integration turned on in your dashboard, Segment passes your customer data through to the tool from web, mobile, or your server. With Segment you’ll get more than just web or mobile analytics pass through, too. You can set up email events to see when people open and click emails, enrich customer profiles with Clearbit, or pipe in NPS scores from Satismeter.

Integrate ClientSuccess with Segment

Segment makes it easy to set up ClientSuccess.