ChurnZero is a Customer Success platform designed to help subscription businesses succeed through improved customer experiences.
ChurnZero
helps Customer Success team spot potential churn risks early and see
renewal and expansion opportunities faster. Its automation and
personalization, in-app communications, and Customer Success AI™ support engagement with customers and lead them to value. The platform offers
journeys, health scores, survey tools, segmentation, plays,…
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Encompass from ICE Mortgage Technology
Score7.9 out of 10
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Encompass from ICE Mortgage Technolgoy (formerly Ellie Mae) is an all-in-one mortgage management solution for lenders.
If you are a SaaS business with a high volume of customers, having ChurnZero is a must. If you have a subscription based business and a customer success or account management function in your company, I would highly recommend ChurnZero.
The system is great for loan origination and downline processing. The thing about Encompass is that it's only as good as its user so I can see where new loan originators or folks who are new to the system can have a huge disadvantage over somebody who is experienced with it. Of course, if you have experience with it it's the perfect tool. Compliance is also a big factor that Encompass does take advantage of. It communicates with various 3rd parties like Blend, appraisal management systems, Loanbeam, etc to help gather data where needed and keep files in compliance as needed. I don't know of any other case use for Encompass outside of loan origination.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
ChurnZero has excellent customer success! They worked very hard to ensure a successful implementation and launch.
The CZ platform gives a detailed view of customer usage. We know exactly how clients are using our platform which allows us to provide excellent customer success services. This allows helps our product team understand the needs of clients and the success of new features.
We are able to create plays based on usage which provides a customized and personal experience for each user. CZ makes it possible to give our clients what they need when they need it.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The Web Center allows us to compete in our market and also allows us to continue to originate loans in markets where we don't have a physical originator.
The software is easy to use so it allows us to train staff very quickly so they can start producing mortgages.
I appreciate receiving information on upcoming updates well before they take place so that I can review the updates and inform the staff of changes they need to be aware of.
When composing an email out of segments, the ability to save it as a draft to review later would be awesome, instead of needing to set up a Play
In the admin section, I love that we can have a color palate - but we'd like the color palete to be applied in other areas so CZ has more of our companies branding
The content templates can be hard to stylize if you don't know html
Add the Merge Fields functionality to tasks, especially tasks made by playbooks
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Encompass is a powerful tool that is flexible and can be set up to meet your business needs. However, a guide of best practices in designing a workflow process would be a huge resource.
A feature that would be helpful is the ability to easily create pop up boxes that could allow users to identify errors in data being entered in to fields and direct them to a solution to easily correct the error.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Our team is very happy with the product after evaluating multiple vendors, including Gainsight, Totango and Planhat. We like the additional functionality that CZ offers on its enterprise version. We were strongly considering other products if the price was right and functionality worked, but the change management would have been too heavy and taken too long. The ChurnZero team has been a good partner to rely on and allowed us to free up our time and resources to focus on more pressing matters
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
ChurnZero makes my work life a complete game changer. I say it all the time ChurnZero is a one stop shop for data! I don't fumble through numerous different programs, try to remember different passwords, I literally login to CZ and it is right there in front of me
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I recently had the opportunity to interact with ChurnZero's customer support team, and I must say, I am thoroughly impressed. Their responsiveness and willingness to solve problems are exemplary. From the moment I reached out, their team displayed a level of professionalism and dedication that truly stood out.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The training and onboarding have been very helpful. Since I was not a part of the team when ChurnZero was implemented, it was important to get brought up to speed as quickly as possible and our CSM has been incredibly receptive in that regard.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I implemented CZ in 4 months. When I look back, this is not a long time where I needed to get to know CZ by myself (as I did not have knowledge of it at all..) study the Academy, playing around in the test environment and setting up in live environment.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Gainsight CS - you need a team to manage this tool; not intuitive to use, and you're not able to be as agile once configured GUIDEcx- One of my favorites in the space, and so easy to set up, configure, customize, and scale. Able to connect onboarding milestones to SFDC cases, and share out as a customer portal. Mixmax has been purchased in past companies to help fill in gaps of other tools (gives us scheduling links, in-inbox email templates, SFDC lead/contact and task management)
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I am a long time user of Calyx software. I have loved using Calyx for most of my career. Early on, I did experience Encompass once and I felt it was too "management centric" at the time. After coming back to it now, I realize that my original feelings were more about distrust of my own management than the software itself.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Ellie Mae prepared itself well for TRID. We have been able to manage all of the changes using the configurable workflow to help all users understand the nuances of TRID.
We have gone paperless saving us time in transporting files between users and allowing us to reduce time to close.
Electronic signature of documents has allowed us to reach more borrowers.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
