Great Client Success Tool
October 07, 2019

Great Client Success Tool

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

Overall Satisfaction with ChurnZero

It allows us for the first time in my 5 years managing client success to be proactive and reach out to clients that are at risk for not renewing. I also love the automation through setting up plays... it's such a time saver! In the past, we've had fairly easy processes that we just couldn't automate and now with ChurnZero, we can. I also love the segments and alerts. It's such a simple thing but I wasn't looking at certain clients and I certainly didn't get alerted when they fell into that segment.
  • Alerts based on Segments and criteria.
  • Plays that allow for automation or a string of automation emails, tasks to take action when needed.
  • Integrations with other software. It is easy to plug into other databases and software.
  • The set-up time to implement the solution.
  • Journeys do not seem very intuitive.
  • Automation of alerts of accounts in trouble, along with the notification and plays to take automated actions when certain events happen.
  • We finally have account health scores that allow us to see the overall health of each account.
  • We are hoping to see ROI by having far fewer accounts Churn, and I predict that will happen it is just too soon to tell.
Pendo seemed like a really good solution, our company ultimately went with ChurnZero simply for the fact that they had the feature of automation. This to me was the biggest difference and was a feature that we wanted most.
ChurnZero is well suited for client support orgs that need to keep a close eye on usage and want to implement a way to be alerted or have the system take automated steps when a known churn factor is being displayed. I found that one of the biggest issues my company had was our internal instance of Salesforce needed to be cleaned up to be able to use CZ effectively. I would make sure that you have a good clean database before starting the implementation process.

ChurnZero Feature Ratings

Product usage
10
Help desk / support tickets
8
NPS surveys
Not Rated
Sponsor tracking
Not Rated
Customer profiles
9
Automated workflow
10
Internal collaboration
8
Customer health scoring
9
Customer segmentation
10
Customer health trends
8
Engagement analytics
9
Dashboards
9
Role-based user permissions
8
API
10
Integration with Salesforce.com
10