Overall Satisfaction with ChurnZero
ChurnZero is being primarily by the customer experience (CX) department to have a standard metric for account health, enable proactive outreach to clients to fight churn and create a pleasant experience for our customers, and is also automating processes so that account management is not overwhelming when the number of accounts is quite large and continues to scale.
- Playbooks - Automatically creates strategies for client outreach and account management based on various factors such as account health, renewal dates, etc. Very helpful when one person is managing hundreds of accounts!
- Customization of metrics - allows companies to define the metrics by which they consider accounts to be healthy and can update these very easily
- Integration with Salesforce is a huge plus! no more toggling back and forth between platforms
- Detailed and easy to find support articles or training videos would be nice for newbies who are left to learn how to use the system on their own
- Metrics can be hit or miss depending on how well ChurnZero is set up. This is more of a user error though.
- Would like the option to CC people in emails