ChurnZero Implementation
May 21, 2019
ChurnZero Implementation
Score 10 out of 10
Vetted Review
Verified User
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.
Pros
- 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.
Cons
- 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.
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