ChurnZero is very simple to use because there are few places to navigate so you do not have to click around to a bunch of areas within the app. Since all client information is visible in just a few places within the app, the team was able to get up to speed on ChurnZero's functionality very easily. You can also complete many actions from one place in the app (log a call, send an email, run an automation play, add someone to a journey) so it makes every screen within ChurnZero multi-purpose which continues to make the app easy to use.
The first thing we got value-wise with ChurnZero, was syncing all of our client information to one place right away. With all the integrations and back-end set up complete, our team had confidence the data was correct and in the correct place. This was immensely valuable for our team. We also began to get value from the automation with ChurnZero. Previously, our team had to have a call with a client, manually log the call, open their [Gmail], [...] send the recap email, send out a customer satisfaction survey, create a new task for the next call, and send a calendar invite. Now, our team just needs to click that the task is complete, the survey is automatically sent out, the recap email is queued up so they can add in their notes (and send in a click of a button), the next call task is automatically created, and our gcal event [syncs] with the ChurnZero calendar so there is no need to update in multiple places.