ClientSuccess
ClientSuccess is a leading customer success platform that empowers B2B SaaS companies to proactively manage post-sales customer relationships, measure customer health, maximize customer retention and growth, and drive a culture of customer success. The ClientSuccess Slack app helps you drive a culture of customer success by sharing actionable insights across your whole company or to specific teams, including:
- New Customers: receive timely notifications when your sales team wins a new customer so you can quickly begin the account transition and effectively drive the customer onboarding process
- Pulse: share immediate insights into customer health & facilitate seamless collaboration around your customers
- NPS: see real-time NPS feedback from your customers to continually improve your customer experience
- New Customers: receive timely notifications when your sales team wins a new customer so you can quickly begin the account transition and effectively drive the customer onboarding process
- Pulse: share immediate insights into customer health & facilitate seamless collaboration around your customers
- NPS: see real-time NPS feedback from your customers to continually improve your customer experience
Permissions
ClientSuccess will be able to view:
ClientSuccess will be able to do:
Review the details to better understand this app’s security practices. To learn more about assessing apps for your workspace visit our Help Center.
General
Developer
ClientSuccess
Company headquarters location
United States
Terms of service
Privacy & data governance
Data retention policy
ClientSuccess will retain personal information we process on behalf of our customers or collect directly from our customers for as long as needed to provide Service to our customers, subject to our compliance with this Policy or with other laws and regulations. We may further retain and use this personal information as necessary to comply with our legal obligations, maintain accurate accounting, financial and other operational records, resolve disputes, and enforce our agreements.
Data archiving and removal policy
Right to Access, Update, or Remove Your Information
ClientSuccess, Inc. aims to take reasonable steps to allow you to correct, amend, delete, or limit the use of your Personal Data.
Whenever made possible, you can update your Personal Data directly within your account settings section. If you are unable to change your Personal Data, please contact us to make the required changes.
If you wish to be informed what Personal Data we hold about you and if you want it to be removed from our systems, please contact us at privacy@clientsuccess.com
In certain circumstances, you have the right:
To access and receive a copy of the Personal Data we hold about you
To rectify any Personal Data held about you that is inaccurate
To request the deletion of Personal Data held about you
You have the right to data portability for the information you provide to ClientSuccess, Inc.. You can request to obtain a copy of your Personal Data in a commonly used electronic format so that you can manage and move it.
Please note that we will ask you to verify your identity before responding to such requests.
If you interact with one of our Customers and you seek to access, or correct, amend, or delete inaccurate data or no longer want to be contacted by one of our Customers, you should direct your inquiry to the Customer because the Customer is the data controller. If the Customer requests ClientSuccess to remove the Personal Information, we will promptly respond to their request.
Data storage policy
We process and store information on behalf of our customers. If you are an individual interacting with a customer of the Service and would no longer like to be contacted by that customer, please contact that customer directly. If you are a ClientSuccess customer and would like to opt-out of getting marketing communications from ClientSuccess please contact us at privacy@clientsuccess.com or follow the unsubscribe instructions included in each marketing email. Requests to opt-out of transfers to our third-party vendors may also be submitted, but limitations on data sharing may make it difficult or impossible to provide the Service in this manner.
Data center location(s)
United States
Data hosting company
AWS
App/service has sub-processors
yes
Guidelines for sub-processors
Certifications & compliance
SOC attestation
Privacy Shield notice
GDPR commitment
Data deletion request procedure
Right to Access, Update, or Remove Your Information
ClientSuccess, Inc. aims to take reasonable steps to allow you to correct, amend, delete, or limit the use of your Personal Data.
Whenever made possible, you can update your Personal Data directly within your account settings section. If you are unable to change your Personal Data, please contact us to make the required changes.
If you wish to be informed what Personal Data we hold about you and if you want it to be removed from our systems, please contact us at privacy@clientsuccess.com
In certain circumstances, you have the right:
To access and receive a copy of the Personal Data we hold about you
To rectify any Personal Data held about you that is inaccurate
To request the deletion of Personal Data held about you
You have the right to data portability for the information you provide to ClientSuccess, Inc.. You can request to obtain a copy of your Personal Data in a commonly used electronic format so that you can manage and move it.
Please note that we will ask you to verify your identity before responding to such requests.
If you interact with one of our Customers and you seek to access, or correct, amend, or delete inaccurate data or no longer want to be contacted by one of our Customers, you should direct your inquiry to the Customer because the Customer is the data controller. If the Customer requests ClientSuccess to remove the Personal Information, we will promptly respond to their request.
HIPAA compliant
no
While this app may offer HIPAA compliance, Slack does not have a business associate agreement with any third-party application providers, including those in the Slack Marketplace, so you are responsible for validating the provider's compliance and executing an appropriate agreement before enabling.
Security
Date of latest pen test
2019-10-24
Executive summary is available to potential customers upon request
yes
Supports Single Sign On (SSO) with the following providers
Okta, Gsuite, Microsoft 365, or any other OIDC compliant SSO provider
Supports Security Assertion Markup Language (SAML)
no
Has a dedicated security team
no
Contact for security issues
security@clientsuccess.com
Has a vulnerability disclosure program
no
Vulnerability disclosure program covers Slack app
no
Has a bug bounty program
no
Requires third party authorization/connections
no
Uses token rotation
no