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Great business tool to consider
November 07, 2018

Great business tool to consider

Pamela Castillo | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with ChurnZero

ChurnZero is currently being used by the Client Services team at ConsumerAffairs. We utilize this platform to help us address any customer health issues that we might have not noticed if it wasn't because of the platform and come up with action plans to help overcome these issues.
  • Predict client issues ahead of time.
  • Provides a very helpful dashboard that gives a good overview of tasks that due, past due, as well as all accounts owned with total revenue from those accounts.
  • There are a few tech/displays specs that could be improved on their main dashboard. These are very minimal and is nothing that affects the work that I have to get done.
  • It would be really helpful to have the ability to have contracts attached to the brand's profile and not have to go into Salesforce to do that.
  • ChurnZero, like the name states, has allowed our team to prevent many accounts for churning because of proactive outreach and being able to create a game plan ahead of time.
6 to 10 people
Overall, ChurnZero is a great tool to help a team become more proactive rather than reactive when it comes to client issues. Not only does it help you prevent issues, but its also a great way to track the good behavior from your clients and it gives you the opportunity to reach out to them and celebrate this behavior.

ChurnZero Feature Ratings

8.0
Product usage
8
Help desk / support tickets
Not Rated
7.8
NPS surveys
7
Sponsor tracking
Not Rated
Customer profiles
9
Automated workflow
8
Internal collaboration
6
Customer health scoring
8
Customer segmentation
9
8.7
Customer health trends
8
Engagement analytics
9
Dashboards
9
Not Rated
Role-based user permissions
Not Rated
8.0
API
8
Integration with Salesforce.com
8

Using ChurnZero

ChurnZero its pretty easy to use once you have received the proper training on the platform. Most of their features are very self-explanatory and you just need a few attempts and tries around the platform to master the usage of these features. Having someone who dedicated to this platform and dedicated to helping your team with it, is also key to success.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Lots to learn
  • Creating tasks
  • Logging activities
  • Making changes to the account details
  • Creating plays and journeys
  • Creating segments