Data Segmentation Made Easy
October 31, 2019
Data Segmentation Made Easy
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with ChurnZero
ChurnZero is used by our client success team within the corporate sales department. We use ChurnZero as a CRM tool and a data management tool. As client success managers, we need to be able to search through hundreds of accounts to find trends and upsell opportunities. ChurnZero makes it easy for me to comb through my accounts and has helped me gain a better understanding of my book of business. By utilizing segments and plays, I have been able to save time and be more strategic with my outreach.
- Data Segmentation - ChurnZero lets you easily create custom reports called segments to give you a better understanding of your book of business and gain knowledge about specifics trends that may be happening. While this feature is available in Salesforce, the user interface is much cleaner and easier to use on ChurnZero. This helps you save time and be more creative with your outreach.
- ChurnZero Plays - This feature does a great job helping you automate your outreach. A play lets you target a segment and send preplanned emails to prospects or clients, which makes life really easy if there's a broad message that needs to be sent out.
- Flexibility - The ChurnZero platform is very flexible and was customized to fit our needs. During implementation, we were able to pull unique account attributes from Salesforce to be housed in ChurnZero and we have the option to make adjustments if our needs ever change.
- Churn Score Feature - ChurnZero assigns a churn score to each account in your book of business to signify its risk of churn. I usually take this score with a grain of salt because it is not always 100% accurate and churn risk is usually too nuanced to be able to be described with a single number.
11 to 25 people