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What is ClientSuccess?
All your customer success data can be consolidated in one central hub, ensuring that everyone in your organization has access to the necessary information. By having all conversations stored in a single location, you can build and nurture relationships with the right individuals at crucial moments. Thanks to our seamless integrations with Gmail and Office 365, there's no need for tedious copy-pasting or BCCing. Your team will always be updated on the status of each customer, with real-time sharing of any pertinent information. Additionally, by integrating Pulse into your Slack or Microsoft Teams, your leadership can stay informed about significant customer updates as they happen. This structured approach to driving success will guarantee a consistent level of customer service across the board. By coordinating various elements such as subscription renewals and expansions, you can enhance the predictability of your revenue streams. Utilizing customer feedback and health metrics will enable you to create more precise forecasts. Be proactive by alerting your team immediately to any customer issues that arise, thereby mitigating potential challenges before they escalate. Ultimately, fostering a culture of responsiveness and transparency will lead to stronger customer relationships and improved business outcomes.
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Brainbase Assist provides a comprehensive solution for businesses to oversee their licensing, partnership, and sponsorship agreements seamlessly on one platform. Users can monitor key metrics including total sales, royalties, rights availability, and upcoming events while receiving timely notifications. This tool enables comparisons of progress across partners, products, categories, and territories, helping to pinpoint potential issues before they escalate. Additionally, it offers the ability to create tailored dashboards and generate reports that highlight the metrics that matter most to your organization. Users can conveniently view, upload, and track sales reports and royalty performance all in one location. By automating sales and royalty calculations according to contract terms, the platform significantly minimizes human error and enhances operational efficiency. Consequently, Brainbase Assist not only streamlines agreement management but also empowers companies to make informed decisions based on accurate data.
Integrations Supported
AppEQ.ai
AskNicely
Box
Cisco Duo
Docusign
GTM Buddy
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Okta
Integrations Supported
AppEQ.ai
AskNicely
Box
Cisco Duo
Docusign
GTM Buddy
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Okta
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
ClientSuccess
Date Founded
2014
Company Location
United States
Company Website
www.clientsuccess.com
Company Facts
Organization Name
Brainbase
Date Founded
2016
Company Location
United States
Company Website
brainbase.com/assist
Categories and Features
Customer Engagement
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Categories and Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Customer Data Platforms (CDP)
Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling
Dashboard
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets
Data Analysis
Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics
Data Visualization
Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Embedded Analytics
Ad hoc Query
Application Development
Benchmarking
Dashboard
Interactive Reports
Mobile Reporting
Multi-User Collaboration
Self Service Analytics
Streaming Analytics
Visual Workflow Management
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
Idea Management
Activity Dashboard
Brainstorming
Collaboration
Creator Tracking
Idea Ranking
Project Tracking
Status Tracking
Intellectual Property Management
Deadline Management
Docket Management
Document Management
IP Portfolio Management
Information Disclosure Management
Patent Tracking
Renewal Management
Spend Management
Trademark Tracking
Productivity
Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports