Great tool for customer health insights
February 12, 2020

Great tool for customer health insights

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

Overall Satisfaction with ChurnZero

ChurnZero helps us achieve complete visibility into the health of our accounts across a number of factors. Using its segmentation feature, we can run insightful reports on our customers and better evaluate their risk levels. It also integrates directly into our product, so we can get usage data in real-time.

Pros

  • Running plays and journeys based on the account size and package.
  • In-app tools such as ChurnScore and NPS survey that really help asses clients' health.

Cons

  • Customization of dashboards and reports could be better.
  • The account contacts view is missing some data, such as roles and status. It would be nice to have it all on one page without having to go into each contact separately.
  • Provides a great general overview of account health.
  • Many option for automations based on usage and clients engagements.
ChurnZero gave us a 360-degree view of our clients. It allows us to manage our clients more effectively and provides us a good understanding of our clients' risk of churning. Segmenting our clients helps us create specific onboarding journeys, procedures and actionable steps that fit perfectly to our clients' different types and sizes. Overall, CZ helps us see the bigger picture.

ChurnZero Feature Ratings

10.0
Product usage
10
Help desk / support tickets
10
8.7
NPS surveys
8
Customer profiles
7
Automated workflow
9
Internal collaboration
8
Customer health scoring
10
Customer segmentation
10
8.7
Customer health trends
9
Engagement analytics
10
Dashboards
7
10.0
Role-based user permissions
10
10.0
API
10
Integration with Salesforce.com
10

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