TrustRadius
ChurnZero Implementation
https://www.trustradius.com/customer-successChurnZeroUnspecified9.177101
Sanjusha Kolli profile photo
May 21, 2019

ChurnZero Implementation

Score 10 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with ChurnZero

It is being used by the corporate department to help build out plays and journeys that automate our upgrade process. It allows us to be notified when we get assigned an account, and showcases the next steps in the process. We hope to set it up so that when one task is completed, it will trigger the next step.
  • The automation process organizes all the accounts and the steps to complete our project all in one place. It shows what step you're stuck on in a certain account which is very useful.
  • The ability to choose what can be manual and what is automatic helps customize the details.
  • Removes the need for numerous documents and also allows management to track progress.
  • The email that is sent out to clients does not tie to our company or that it's coming from Churnzero. It is too general which may confuse clients.
  • Attachments are not allowed which is not too important for right now but can be useful in the future.
  • ChurnZero is still in the process of being integrated into our workflow.
ChurnZero increases visibility and allows more organization in the sense that I can easily track what needs review, what was newly assigned to me, and what I need to do next. The fact that it is in one place, and I can create my own plays to ensure it happens is very useful to my workflow.

ChurnZero Feature Ratings

Product usage
10
Help desk / support tickets
Not Rated
NPS surveys
Not Rated
Sponsor tracking
Not Rated
Customer profiles
10
Automated workflow
10
Internal collaboration
10
Customer health scoring
9
Customer segmentation
10
Customer health trends
10
Engagement analytics
10
Dashboards
10
Role-based user permissions
Not Rated
API
Not Rated
Integration with Salesforce.com
10