ChurnZero

Track accounts for renewals and upsells.

ChurnZero has been implemented to support our customer success team in tracking engagement, usage, and deeper data analytics of our enterprise level customers.

ChurnZero drives our customer engagement through automated workflows leveraging data. This creates a consistent customer experience throughout the CS org and ensures we can easily transition customers from one CSM to another.

ChurnZero helps by tracking product usage, implementing NPS scores, providing options for proactive outreach, and easy to export data for analysis. Before ChurnZero, we were unable to project potential at-risk accounts and possible churn. We also didn't have the means to effectively fight churn. We went from reactive to proactive in our CSM department.

We use ChurnZero to log all of our interactions with our clients. we can also use it to see usage within the system. We also use it to mass communicate to them and then can use that to track those who open it.

ChurnZero allows us to automate a lot of our CS processes, allowing for more team bandwidth and the ability for the company to keep the CS team lean. It also allows us to put a lot of information as well as customer communication for all types of updates and training in-app, which increases our app usage and enables our customers to confidently continue to use our product.

ChurnZero identifies the activity of their use within our platform- DonorSearch. It can also be used as an organizational tool to generate reports and track tasks. My use case within ChurnZero is to identify clients who have low activity, so I can be proactive and reach out.

At my company, we use ChurnZero to get an idea of how our clients are doing using our product, their process of adopting it, and identifying the risk of clients who aren't getting value from what we offer. This allows us to proactively help clients who may not even realize they aren't getting as much out of our product as they could.

We use ChurnZero for our Customer Success teams daily functions. ChurnZero has enabled us to begin proactive outreach and management of our clients which helps to encourage renewal and upsell opportunities. Our current client total is close to 150 with 3 subscription types however ChurnZero absolutely is a great fit for both smaller and larger companies. It assists us in onboarding, in-flight and renewal engagements with clients.

Our Customer Success Team was on the left side of the maturity and sophistication curve, before ChurnZero we were managing customer lists in spreadsheets and manually keeping track of renewals, customer issues, and complaints. We were simply falling behind and being extremely reactive. With ChurnZero we can now be PROACTIVE with our customers!

ChurnZero is a crucial part of my team's everyday software stack and acts as the primary home 'hub' for most of the activities we conduct each and every day. It allows us to monitor the health and wellbeing of our growing customer base at scale, as well as automate communications, log meetings, develop custom scoring models, and more. Given our customer success team's purview of ensuring the satisfaction and well-being of our customers, ChurnZero is an indispensable tool for us.

ChurnZero helps us keep a finger on the pulse of our clients and how they interact with our systems. While our team hunkers down in the trenches, ChurnZero provides a cumulative view that allows us to make sure we keep a high level of user engagement. With hundreds of clients, this gives us a better idea of who needs to be kept up with while still allowing us to focus on the various tasks we deal with on a daily basis. The system is practically a member of the team in its own right.

ChurnZero is a product that we utilize for the health management of our clients. We use it on a daily basis, and it has saved time through automated plays, health score generation, and many other tools that give us a much better view of what our clients are doing. I use ChurnZero for the management of daily tasks and operations, and it helps me get a quicker overall view of my current account workload.

ChurnZero is used by:
- Customer Success
- Product
- Marketing
- Senior Management
(- Onboarding to follow soon)

With the help of the automation that CZ provides us, we are able to have visibility on all of our customers. As we service thousands of them, a manually going into each and every account would just not be doable, not even with hundreds of CSM's! Thanks to the DevLess automation that CZ offers, all we needed to do was add a javascript line to our code, and CZ tracks which user is active, and where! Further to that, we added more 'events' that show us how healthy a customer is. If a customer shows signs of disengagement, we get alerts and can reach out. With a daily dashboard, all our CSMs have a place to work from. Thanks to the Slack integration, all of the company has access to the key details of each and every customer. Customer Success is not done by a department, it is carried out throughout the organisation, and CZ is at the center of it.

We purchased ChurnZero to support a tech touch enablement process and it has delivered on that and so much more! It has become the core of how we not only do customer success but has helped to push and evolve the business to be more data-driven and data-rich. More importantly, individual CSMs, now feel empowered with what they own and we have been able to build out scalable playbooks that allow us to meet the needs of teams and the needs of our customers.

We use ChurnZero to judge customer health and predict churn. We have an active dashboard that helps us segment and see the health of customers based on segments we have set up. We also use ChurnZero to automate customer outreach and small admin task, finally it is used for surveys and eventually onboarding help (still to be set up).

My team uses ChurnZero for all things Customer Success Management. We track all customer details, notes, risk, usage, churn details, etc. It's an integral piece of our day-to-day supporting our customers. We also utilize ChurnZero for our NPS surveys, which is critical to our service/business improvements daily.

I work with ChurnZero on a daily basis to manage more customers through automation. I have become 5 times more effective at work due to ChurnZero. This helps me become more proactive towards customers.

I use ChurnZero to help monitor and track customers that are at risk of churning. ChurnZero allows me to see what are the main drivers when it comes to customer churn. I am also able to monitor tasks and action plans set in place for those customers to help mitigate their risk of churning.

It helps to automatize a lot of our interactions with customers and also to filter and prioritize our daily tasks.

We use ChurnZero to organize and track each of our customer accounts. Integrating Salesforce, ZenDesk, and surveys we have access to pertinent information that we can quickly act on and plan for. The use of plays and alerts in conjunction with the external disparate systems allows us to stay on track and engaged.

Like most SaaS companies we struggled to consolidate all our customer data to create a full picture of customer sentiment, stickiness, and growth rates. We use several services (Hubspot, Zendesk, Intercom, our app, TeamWork, etc.) that contained customer data including the full customer lifecycle. We selected CZ to help us aggregate all our services, automate the customer facing onboarding flow, track usage, provide tooltips and guides, and collect customer feedback into a single platform.

We only recently completed our onboarding journey with ChurnZero, so we're still implementing the platform for the team. Though, we knew going into this journey exactly what we were looking to address with our company's first customer success platform. The primary business opportunities were in scaling our CSM team's ability to manage more accounts, improving our onboarding journey, and gaining a better idea of our customers' health through a dynamic customer health score (or ChurnScore).

I use ChurnZero to manage my ~30 accounts. It helps me streamline tasks, quickly identify how each account is performing, log meeting activities, and where I should focus my time. I also enjoy being able to start journeys for my accounts, (for example an onboarding journey) that walks me through the onboarding steps as well as the ability to mass communicate to my accounts. I love ChurnZero because it helps keep me organized and on top of my accounts!

I use it to keep track of my customers and their usage. It helps me in keeping a track of customer support tickets, unpaid invoices, and other metrics.