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Software · head to head

ClientSuccess vs Salesforce

ClientSuccess logo

ClientSuccess

Software

Customer Success Management Made Simple

From
$99/month
Rated
-
Full reviewWebsite
Salesforce logo

Salesforce

Software

World's #1 CRM

From
$25/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: ClientSuccess setup and configuration requires significant implementation effort; Salesforce sales Cloud tiers as captured 2 January 2024: Starter Suite $25/user/month, Professional $80/user/month, Enterprise $165/user/month, all USD billed annually
  • They diverge on capability: ClientSuccess covers Health scores, Salesforce covers Contact management.

Where they differ

Only the attributes on which ClientSuccess and Salesforce actually diverge.

Attributes where ClientSuccess and Salesforce differ
AttributeClientSuccessSalesforce
Starting price$99/month$25/month
PlatformsWebWeb, Ios, Android, Api
Founded20141999

Identical on both: pricing model (subscription), free tier (No), user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in ClientSuccess

  • Health scores
  • Customer lifecycle management
  • Success cycles
  • Pulse surveys
  • Executive dashboards
  • Salesforce
  • HubSpot
  • Zendesk

Only in Salesforce

  • Contact management
  • Opportunity management
  • Lead management
  • Reports & dashboards
  • Email integration
  • Workflow automation
  • Mobile access
  • AppExchange

Both cover

  • Slack

What people use each for

The jobs each tool is most often brought in to do.

ClientSuccess

  • Customer Successnot Salesforce
  • Account Managementnot Salesforce
  • Retentionnot Salesforce

Salesforce

  • Sales managementnot ClientSuccess
  • Customer servicenot ClientSuccess
  • Marketing automationnot ClientSuccess
  • Lead generationnot ClientSuccess
  • Analytics & reportingnot ClientSuccess

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

ClientSuccess

  • Setup and configuration requires significant implementation effort
  • Custom metrics setup requires some technical knowledge

Salesforce

  • Sales Cloud tiers as captured 2 January 2024: Starter Suite $25/user/month, Professional $80/user/month, Enterprise $165/user/month, all USD billed annually

Pricing, plan by plan

ClientSuccess

$99/month
  • Startup$99/month
    • Basic health scores
    • Customer profiles
  • Growth$199/month
    • Playbooks
    • Automation
    • Reporting

Salesforce

$25/month
  • Essentials$25/month
    • Account & contact management
    • Opportunity tracking
    • Lead management
  • Professional$80/month
    • Everything in Essentials
    • Complete CRM
    • Lead scoring
  • Enterprise$165/month
    • Everything in Professional
    • Workflow automation
    • Advanced analytics
  • Unlimited$330/month
    • Everything in Enterprise
    • Unlimited customizations
    • 24/7 support

Which should you pick?

Choose ClientSuccess if

  • You need health scores.
  • You also want customer lifecycle management.
ClientSuccess review

Choose Salesforce if

  • You need contact management.
  • You work on Web, Ios, Android, Api.
  • You also want opportunity management.
Salesforce review

Questions people ask

Is ClientSuccess or Salesforce better?
Neither clearly leads. ClientSuccess starts at $99/month and Salesforce at $25/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientSuccess or Salesforce?
ClientSuccess starts at $99/month and Salesforce at $25/month.
Does ClientSuccess or Salesforce run on more platforms?
ClientSuccess runs on Web. Salesforce runs on Web, Ios, Android, Api.
What is ClientSuccess best used for?
ClientSuccess is most often used for customer success, account management, retention. Of those, customer success and account management are not what Salesforce is typically brought in for.
What can ClientSuccess do that Salesforce cannot?
ClientSuccess covers Health scores, Customer lifecycle management, Success cycles, Pulse surveys. Salesforce covers Contact management, Opportunity management, Lead management, Reports & dashboards. Both handle Slack.

Answered from the vendors’ own pages

ClientSuccess: What integrations does ClientSuccess support?

ClientSuccess offers 28+ native integrations including Salesforce, HubSpot, Pendo, Mixpanel, Amplitude, Zendesk, Intercom, Freshdesk, billing systems, Gmail, Outlook, Slack, and Microsoft Teams.

Source
ClientSuccess: What features does ClientSuccess provide?

ClientSuccess provides SuccessScore health scoring, Pulse sentiment tracking, SuccessCycles lifecycle playbooks, renewal and revenue management, a 360-degree customer dashboard, and SmartCS AI co-pilot for surfacing insights.

Source
ClientSuccess: Who is ClientSuccess designed for?

ClientSuccess is designed for SaaS companies between $5M and $500M ARR. It offers the highest-rated customer success platform for mid-market companies without enterprise-level pricing.

Source
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